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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
1,200
−38 vs. Q2 2024
Portfolio value
$8.66B
+$220.5M (+2.6%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Beacon Pointe Advisors, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,766,209$411.5M4.8%−37,170−2.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF516,843$272.7M3.1%+1,912+0.4%Added–
NVDANVIDIA CorpStock2,079,749$252.6M2.9%−138,682−6.3%ReducedHistory
MSFTMicrosoft CorpStock566,463$243.7M2.8%−24,360−4.1%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF626,589$165.3M1.9%−2,162−0.3%Reduced–
iShares Core S&P 500 ETF464287200ETF280,767$162.0M1.9%−7,925−2.7%Reduced–
Vanguard Morningstar Value ETF922908744ETF857,840$149.8M1.7%−2,309−0.3%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF2,132,620$144.7M1.7%−159,318−7.0%Reduced–
BRK.BBerkshire Hathaway IncStock306,891$141.2M1.6%−11,448−3.6%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF330,238$126.8M1.5%+6,183+1.9%Added–
AMZNAmazon Com IncStock575,057$107.2M1.2%−18,445−3.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF317,766$90.0M1.0%−6,852−2.1%Reduced–
Vanguard Total Bond Market ETF921937835ETF1,169,479$87.8M1.0%+85,388+7.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF828,211$83.9M1.0%+12,593+1.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF801,075$83.5M1.0%+24,882+3.2%Added–
JPMJPMorgan Chase & CoStock390,200$82.3M0.9%−4,768−1.2%ReducedHistory
GOOGLAlphabet Inc.Stock492,066$81.6M0.9%−14,546−2.9%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF210,104$78.9M0.9%−3,280−1.5%Reduced–
METAMeta Platforms, Inc.Stock134,648$77.1M0.9%−8,997−6.3%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF149,598$73.0M0.8%−3,109−2.0%Reduced–
SPYSPDR S&P 500 ETF TrustETF119,250$68.4M0.8%−2,522−2.1%ReducedHistory
VVisa Inc.Stock237,000$65.2M0.8%+13,048+5.8%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,213,688$64.1M0.7%−35,746−2.9%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW660,666$63.8M0.7%+146,966+28.6%Added–
CVXChevron CorpStock423,551$62.4M0.7%−6,171−1.4%ReducedHistory
HDHome Depot, Inc.Stock151,341$61.3M0.7%−8,207−5.1%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF548,672$59.6M0.7%+13,938+2.6%Added–
PGProcter & Gamble CoStock339,112$58.7M0.7%−34,960−9.3%ReducedHistory
DDSDillard's, Inc.CL A152,276$58.4M0.7%−560.0%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE1,329,156$55.4M0.6%−26,271−1.9%Reduced–
iShares Tr464288885EAFE GRWTH ETF509,778$54.9M0.6%−11,257−2.2%Reduced–
AMDAdvanced Micro Devices IncStock326,655$53.6M0.6%−4,523−1.4%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF269,930$53.5M0.6%−4,820−1.8%Reduced–
iShares Tr464288877EAFE VALUE ETF920,388$52.9M0.6%−52,733−5.4%Reduced–
AVGOBroadcom Inc.Stock305,894$52.8M0.6%00.0%UnchangedConverted for a 10-for-1 splitHistory
LLYEli Lilly & CoStock57,584$51.0M0.6%+7,261+14.4%AddedHistory
XOMExxonMobil Holdings CorpCOM424,316$49.7M0.6%−12,781−2.9%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,447,288$49.6M0.6%+70,907+5.2%Added–
Vanguard Long-Term Treasury ETF92206C847ETF794,880$48.9M0.6%−298,689−27.3%Reduced–
IBMInternational Business Machines CorpStock216,984$48.0M0.6%−1,123−0.5%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF565,562$47.0M0.5%−35,140−5.8%Reduced–
JNJJohnson & JohnsonStock281,026$45.5M0.5%−12,979−4.4%ReducedHistory
PFEPfizer IncStock1,531,591$44.3M0.5%+13,542+0.9%AddedHistory
AMGNAmgen IncStock125,588$40.5M0.5%+5,910+4.9%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF499,255$39.0M0.4%−12,546−2.5%Reduced–
Schwab US Dividend Equity ETF808524797ETF460,649$38.9M0.4%+4,741+1.0%Added–
WMTWalmart Inc.Stock478,826$38.7M0.4%−23,595−4.7%ReducedHistory
UNHUnitedHealth Group IncStock63,356$37.0M0.4%−168−0.3%ReducedHistory
PEPPepsiCo IncStock215,408$36.6M0.4%−8,233−3.7%ReducedHistory
COSTCostco Wholesale CorpStock40,802$36.2M0.4%−1,628−3.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF111,453$35.0M0.4%−11,210−9.1%Reduced–
LOWLowes Companies IncStock127,221$34.5M0.4%−2,098−1.6%ReducedHistory
PANWPalo Alto Networks IncStock100,397$34.3M0.4%−3,352−3.2%ReducedHistory
MCDMcDonalds CorpStock112,400$34.2M0.4%−3,682−3.2%ReducedHistory
CATCaterpillar IncStock86,936$34.0M0.4%−2,998−3.3%ReducedHistory
Schwab International Equity ETF808524805ETF809,664$33.3M0.4%−76,021−8.6%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE768,875$32.3M0.4%+15,067+2.0%Added–
LMTLockheed Martin CorpStock54,994$32.1M0.4%−1,445−2.6%ReducedHistory
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX121,195$31.5M0.4%−2,986−2.4%Reduced–
GOOGAlphabet Inc.Stock187,030$31.3M0.4%−5,715−3.0%ReducedHistory
MRKMerck & Co., Inc.Stock267,523$30.4M0.4%−4,259−1.6%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND92,761$29.9M0.3%−6,981−7.0%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF231,878$29.7M0.3%−4,617−2.0%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS500,214$29.5M0.3%+19,338+4.0%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT163,310$29.3M0.3%+5,817+3.7%Added–
Vanguard World FD921910840MEGA CAP VAL ETF227,972$29.2M0.3%−14,990−6.2%Reduced–
GLDSPDR Gold TrustETF118,232$28.7M0.3%+2,215+1.9%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL739,314$28.2M0.3%+13,025+1.8%Added–
iShares Tr464287150CORE S&P TTL STK221,737$27.9M0.3%+880.0%Added–
KOCoca Cola CoStock378,447$27.2M0.3%+16,855+4.7%AddedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF797,774$27.2M0.3%−16,964−2.1%Reduced–
MAMastercard IncStock54,765$27.0M0.3%+64+0.1%AddedHistory
ORCLOracle CorpStock156,144$26.6M0.3%−4,489−2.8%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF329,565$26.5M0.3%−10,152−3.0%Reduced–
OKEONEOK IncCOM290,520$26.5M0.3%+14,761+5.4%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD517,764$26.5M0.3%−9,507−1.8%Reduced–
Dimensional ETF Trust25434V872CORE FIXE IN ETF601,834$26.0M0.3%+71,896+13.6%Added–
ABBVAbbVie Inc.Stock130,743$25.8M0.3%−4,855−3.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF413,509$25.8M0.3%−19,920−4.6%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF143,455$24.1M0.3%−5,143−3.5%Reduced–
ABTAbbott LaboratoriesStock207,204$23.6M0.3%−6,483−3.0%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF569,462$23.5M0.3%+25,232+4.6%Added–
Schwab U.S. Small-Cap ETF808524607ETF454,470$23.4M0.3%−30,701−6.3%Reduced–
iShares S&P 500 Growth ETF464287309ETF243,999$23.4M0.3%−3,346−1.4%Reduced–
WFCWells Fargo & CompanyStock410,575$23.2M0.3%−3,723−0.9%ReducedHistory
FTNTFortinet, Inc.Stock297,460$23.1M0.3%−3,236−1.1%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF477,211$22.8M0.3%−12,384−2.5%Reduced–
AXPAmerican Express CoStock83,555$22.7M0.3%−606−0.7%ReducedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF726,802$22.4M0.3%+12,355+1.7%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM369,734$22.0M0.3%+26,652+7.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF239,731$21.9M0.3%−9,803−3.9%Reduced–
TMOThermo Fisher Scientific Inc.Stock35,304$21.8M0.3%−719−2.0%ReducedHistory
CSCOCisco Systems, Inc.Stock408,696$21.8M0.3%−64,501−13.6%ReducedHistory
MDLZMondelez International, Inc.Stock292,776$21.6M0.2%+2,540+0.9%AddedHistory
iShares Russell Midcap ETF464287499ETF244,138$21.5M0.2%+21,256+9.5%Added–
RTXRTX CorpStock175,749$21.3M0.2%−14,682−7.7%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF80,457$21.2M0.2%−101−0.1%Reduced–
ADPAutomatic Data Processing IncStock76,527$21.2M0.2%−1,854−2.4%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF340,455$21.2M0.2%+2,067+0.6%Added–
REGNRegeneron Pharmaceuticals, Inc.COM20,101$21.1M0.2%−2,169−9.7%ReducedHistory

Options (19)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Beacon Pointe Advisors, LLC in Q3 2024
SecurityClassPutsCalls
PEPPepsiCo IncStock$1.53M–
AAPLApple Inc.Stock–$1.05M
ORCLOracle CorpStock$511.2K$511.2K
SNPSSynopsys IncCOM$1.01M–
SPYSPDR S&P 500 ETF TrustETF$918.0K–
DRIDarden Restaurants IncCOM$820.6K–
PANWPalo Alto Networks IncStock$683.6K–
MSFTMicrosoft CorpStock–$602.4K
iShares Russell 2000 ETF464287655ETF$552.2K–
FTNTFortinet, Inc.Stock$465.3K–
NVDANVIDIA CorpStock$121.4K$340.0K
MUMicron Technology IncStock$207.4K$103.7K
GISGeneral Mills IncStock$295.4K–
QCOMQualcomm IncStock–$136.0K
BABoeing CoStock$30.4K–
BACBank of America CorpStock–$19.8K
VZVerizon Communications IncStock–$8.98K
BPBP PLCADR–$6.28K
INTCIntel CorpStock$4.69K–

Sold out since Q2 2024 (100)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Beacon Pointe Advisors, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
CDWCDW CorpCOM29,417$6.58M0.1%History
ProShares Tr74347B425SHORT S&P 500 NE310,849$3.55M<0.1%–
BLKBlackRock, Inc.COM3,942$3.10M<0.1%History
American Centy ETF Tr025072885US EQT ETF18,863$1.70M<0.1%–
CORZZCore Scientific, Inc.*W EXP 01/23/202191,199$1.66M<0.1%History
VNOVornado Realty TrustSH BEN INT47,776$1.26M<0.1%History
ITICInvestors Title CoCOM6,394$1.15M<0.1%History
ProShares Tr74349Y837SHORT QQQ26,000$1.05M<0.1%–
NUNu Holdings Ltd.ORD SHS CL A81,100$1.05M<0.1%History
KMXCarMax IncCOM14,012$1.03M<0.1%History
OSWOnespaworld Holdings LtdCOM64,834$996.5K<0.1%History
CECelanese CorpStock6,793$916.3K<0.1%History
TROWPrice T Rowe Group IncStock7,910$912.1K<0.1%History
PUBMPubMatic, Inc.COM CL A43,059$874.5K<0.1%History
GGGGraco IncCOM11,009$872.8K<0.1%History
NTRSNorthern Trust CorpCOM9,251$776.9K<0.1%History
iShares Tr46436E7180-3 MTH TREASURY7,469$752.2K<0.1%–
MBCMasterBrand, Inc.COMMON STOCK48,895$717.8K<0.1%History
RHRHCOM2,869$701.3K<0.1%History
RMDResmed IncCOM3,631$695.0K<0.1%History
EQCEQC Liquidating TrustCOM SH BEN INT35,552$689.7K<0.1%History
DCIDonaldson Co IncStock9,312$666.4K<0.1%History
WDWalker & Dunlop, Inc.COM6,737$661.6K<0.1%History
PIIPolaris Inc.Stock8,432$660.3K<0.1%History
NDSNNordson CorpCOM2,806$650.8K<0.1%History
IFFInternational Flavors & Fragrances IncCOM6,698$637.7K<0.1%History
ATKRAtkore Inc.COM4,541$612.7K<0.1%History
STNEStoneCo Ltd.COM50,476$605.2K<0.1%History
NWLINational Western Life Group, Inc.CL A1,118$555.6K<0.1%History
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A14,873$500.6K<0.1%History
ASHAshland Inc.COM5,033$475.6K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM5,661$459.8K<0.1%History
NJRNew Jersey Resources CorpStock10,629$454.3K<0.1%History
iShares Tr464289875CORE 40 MODE ETF9,992$429.7K<0.1%–
HWCHancock Whitney CorpCOM8,596$411.1K<0.1%History
TREXTrex Co IncCOM5,545$411.0K<0.1%History
HQYHealthequity, Inc.COM4,592$395.8K<0.1%History
DGDollar General CorpCOM2,919$386.0K<0.1%History
ANSSAnsys IncCOM1,158$372.3K<0.1%History
RYNRayonier IncCOM11,441$332.8K<0.1%History
iShares Tr464289867CORE 60 BALA ETF5,788$326.0K<0.1%–
DOCUDocuSign, Inc.Stock5,937$317.6K<0.1%History
FAMFirst Trust/Abrdn Global Opportunity Income FundCOM SHS49,271$312.4K<0.1%History
RRRRed Rock Resorts, Inc.CL A5,607$308.0K<0.1%History
RBCRBC Bearings INCCOM1,134$305.9K<0.1%History
GWREGuidewire Software, Inc.COM2,196$302.8K<0.1%History
MNSTMonster Beverage CorpCOM5,970$298.2K<0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,752$297.2K<0.1%History
CMPRCIMPRESS plcSHS EURO3,151$276.1K<0.1%History
KEYKeycorpCOM19,380$275.4K<0.1%History
RRXRegal Rexnord CorpCOM2,003$270.8K<0.1%History
TDYTeledyne Technologies IncCOM672$260.7K<0.1%History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS24,094$260.2K<0.1%History
Vanguard Consumer Discretionary ETF92204A108ETF827$258.3K<0.1%–
WTRGEssential Utilities, Inc.COM6,867$256.4K<0.1%History
EAElectronic Arts Inc.COM1,796$250.2K<0.1%History
American Centy ETF Tr025072604AVANTIS EMGMKT4,027$246.0K<0.1%–
VanEck ETF Trust92189H607OIL SERVICES ETF778$246.0K<0.1%–
DPZDominos Pizza IncCOM476$245.8K<0.1%History
EXRExtra Space Storage Inc.COM1,555$241.6K<0.1%History
UCOProShares Trust IIULTA BLMBG 20177,136$239.1K<0.1%History
WHRWhirlpool CorpStock2,328$237.9K<0.1%History
BNLBroadstone Net Lease, Inc.COM14,925$236.9K<0.1%History
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF3,151$233.7K<0.1%–
QRVOQorvo, Inc.Stock1,966$228.1K<0.1%History
POOLPool CorpCOM741$227.7K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E4,600$226.5K<0.1%–
ALGNAlign Technology IncCOM935$225.7K<0.1%History
ENOVEnovis CORPCOM4,950$223.7K<0.1%History
RPMRPM International IncCOM2,078$223.7K<0.1%History
FTVFortive CorpStock3,018$223.6K<0.1%History
KAIKadant IncCOM760$223.3K<0.1%History
CWSTCasella Waste Systems IncCL A2,240$222.3K<0.1%History
CNSCohen & Steers, Inc.COM3,045$220.9K<0.1%History
WDCWestern Digital CorpCOM2,865$217.1K<0.1%History
Vanguard Intermediate-Term Bond ETF921937819ETF2,897$216.9K<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF4,019$215.0K<0.1%–
APTVAptiv PLCSHS2,997$211.0K<0.1%History
VEEVVeeva Systems IncStock1,145$209.5K<0.1%History
OTTROtter Tail CorpCOM2,391$209.5K<0.1%History
MFCManulife Financial CorpCOM7,857$209.2K<0.1%History
MDBMongoDB, Inc.CL A830$207.4K<0.1%History
SAIASaia IncCOM434$205.8K<0.1%History
LSCCLattice Semiconductor CorpCOM3,549$205.8K<0.1%History
ALBAlbemarle CorpStock2,152$205.6K<0.1%History
State Street SPDR S&P Semiconductor ETF78464A862ETF827$204.7K<0.1%–
ENSGEnsign Group, IncCOM1,632$201.9K<0.1%History
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund23,102$191.3K<0.1%–
JPCNuveen Preferred & Income Opportunities FundCOM20,793$155.3K<0.1%History
Graniteshares ETF Tr38747R7931.5X SHORT NVDA45,000$99.5K<0.1%–
GTHXG1 Therapeutics, Inc.COM39,700$90.5K<0.1%History
NWGNatWest Group plcSPONS ADR10,120$81.3K<0.1%History
QSQuantumScape CorpCOM CL A11,128$54.8K<0.1%History
SABRSabre CorpCOM14,944$39.9K<0.1%History
BBDBank BradescoSP ADR PFD NEW12,956$29.0K<0.1%History
TELLTellurian Inc.COM27,549$19.1K<0.1%History
VIRXViracta Therapeutics, Inc.COM15,000$8.16K<0.1%History
BNOXBionomics LtdADS10,000$7.67K<0.1%History
KSCPKnightscope, Inc.CLASS A COM23,004$7.06K<0.1%History
TRAWTraws Pharma, Inc.COM NEW12,714$5.68K<0.1%History