Universe · entity
Beacon Pointe Advisors, LLC
Institutional manager (13F) · CIK 1744317
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $9.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $648M | 1,084,220 |
| 2 | APPLE INC | $544M | 2,142,646 |
| 3 | ISHARES TR | $460M | 704,106 |
| 4 | NVIDIA CORPORATION | $406M | 2,325,513 |
| 5 | MICROSOFT CORP | $330M | 891,062 |
| 6 | VANGUARD INDEX FDS | $329M | 1,026,467 |
| 7 | VANGUARD TAX-MANAGED FDS | $318M | 4,969,772 |
| 8 | VANGUARD INDEX FDS | $268M | 613,960 |
| 9 | VANGUARD INDEX FDS | $258M | 1,316,904 |
| 10 | DIMENSIONAL ETF TRUST | $229M | 5,901,121 |
| 11 | VANGUARD INDEX FDS | $213M | 742,197 |
| 12 | AMAZON COM INC | $212M | 1,020,307 |
| 13 | SCHWAB STRATEGIC TR | $199M | 7,768,711 |
| 14 | SCHWAB STRATEGIC TR | $195M | 6,701,110 |
| 15 | LENNOX INTL INC | $194M | 417,422 |
| 16 | VANGUARD BD INDEX FDS | $191M | 2,599,326 |
| 17 | ALPHABET INC | $178M | 617,457 |
| 18 | STATE STR SPDR S&P 500 ETF T | $174M | 267,422 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $171M | 356,075 |
| 20 | DIMENSIONAL ETF TRUST | $157M | 3,715,440 |
| 21 | META PLATFORMS INC | $156M | 271,958 |
| 22 | ISHARES TR | $150M | 1,511,255 |
| 23 | ISHARES TR | $150M | 351,081 |
| 24 | JPMORGAN CHASE & CO | $136M | 461,949 |
| 25 | CHEVRON CORPORATION | $127M | 612,936 |
| 26 | INVESCO QQQ TR | $126M | 219,044 |
| 27 | DIMENSIONAL ETF TRUST | $126M | 2,801,353 |
| 28 | ISHARES TR | $126M | 1,356,170 |
| 29 | AMERICAN CENTY ETF TR | $121M | 1,090,378 |
| 30 | VANGUARD CHARLOTTE FDS | $120M | 2,490,414 |
| 31 | SCHWAB STRATEGIC TR | $118M | 3,873,113 |
| 32 | VANGUARD SCOTTSDALE FDS | $118M | 1,073,317 |
| 33 | BROADCOM INC | $111M | 358,212 |
| 34 | ISHARES TR | $110M | 888,163 |
| 35 | VANGUARD INTL EQUITY INDEX F | $109M | 2,008,031 |
| 36 | ISHARES TR | $107M | 1,281,026 |
| 37 | EXXON MOBIL CORP | $106M | 622,014 |
| 38 | ALPHABET INC | $105M | 365,929 |
| 39 | SCHWAB STRATEGIC TR | $98M | 3,687,349 |
| 40 | ISHARES TR | $98M | 1,394,397 |
| 41 | ISHARES TR | $97M | 1,438,214 |
| 42 | VANGUARD BD INDEX FDS | $96M | 1,227,073 |
| 43 | VISA INC | $95M | 315,826 |
| 44 | DIMENSIONAL ETF TRUST | $92M | 2,596,159 |
| 45 | JOHNSON & JOHNSON | $90M | 366,297 |
| 46 | ISHARES INC | $85M | 1,216,807 |
| 47 | VANGUARD SCOTTSDALE FDS | $84M | 1,442,644 |
| 48 | DIMENSIONAL ETF TRUST | $84M | 2,149,113 |
| 49 | ISHARES TR | $83M | 877,630 |
| 50 | VANGUARD SPECIALIZED FUNDS | $81M | 378,858 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.