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Home > Institutional Investor > Beacon Pointe Advisors, Llc > Profile

Instuitional Investor - Beacon Pointe Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Beacon Pointe Advisors, Llc
Portfolio Value $11,806,370,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,536,816 $391,319,466 3.31%
2.
Nvidia Corp
 NVDA 1,804,943 $336,767,560 2.85%
3.
Microsoft Corp
 MSFT 633,768 $328,260,159 2.78%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 517,458 $316,885,009 2.68%
5.
Ishares Trust
 IEF 390,322 $261,242,555 2.21%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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