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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 $21,548,209,629
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 1,176,174 $807,807,732 3.75%
2.
Apple Inc.
 AAPL 2,155,331 $623,607,699 2.89%
3.
Nvidia Corp
 NVDA 2,578,864 $516,004,978 2.39%
4.
Ishares Trust
 IEF 684,738 $512,793,734 2.38%
5.
Vanguard Index Fds
 989,592 $366,188,678 1.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.