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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 $14,262,517,551
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,672,021 $454,555,619 3.19%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 585,411 $367,128,557 2.57%
3.
Nvidia Corp
 NVDA 1,940,282 $361,862,529 2.54%
4.
Microsoft Corp
 MSFT 675,655 $326,760,304 2.29%
5.
Ishares Trust
 IEF 415,572 $284,641,859 2%
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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