Beacon Pointe Advisors, LLC
•CIK: 1744317•Filing: Q4 2025
Beacon Pointe Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its focus on growth-oriented tech and consumer staples, with a notable 1460 positions and $13.4 billion in AUM. Recently, the fund has made significant moves by adding DXUV, GBCI, and SPYX, while exiting GNTYUSD and HTH, and notably increasing positions in USIG and MBB by over 1600%.
Total AUM
$13.3B
+ $20.4M in options
QoQ Performance
+21.1%
Positions
852
+ 26 options
Top 10 Concentration
25.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.4%
VOO2.7%
MSFT2.4%
IVV2.1%
VUG1.9%
VTI1.9%
DFAC1.8%
LII1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.0%
Technology11.1%
ETF6.1%
Financial4.2%
Consumer2.7%
Healthcare2.4%
Industrial1.6%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+1138 more exited positions
Changes from Q3 2025
NEW6 new positions
↑164 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023