Beacon Pointe Advisors, LLC - Portfolio overview
Beacon Pointe Advisors, LLC has 1841 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VOO - VANGUARD INDEX FDS, 3.42%
- AAPL - APPLE INC, 2.87%
- IVV - ISHARES TR, 2.43%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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