Question 1

What stocks does BEACON POINTE ADVISORS LLC hold in its portfolio?

Accepted Answer

BEACON POINTE ADVISORS LLC's top stock holdings include AAPL, VOO, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON POINTE ADVISORS LLC's largest stock holdings?

Accepted Answer

BEACON POINTE ADVISORS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $623.6 million), VOO (valued at approximately $807.8 million), IVV (valued at approximately $512.8 million), NVDA (valued at approximately $516.0 million), MSFT (valued at approximately $326.1 million).

Question 3

When was BEACON POINTE ADVISORS LLC's last SEC filing?

Accepted Answer

BEACON POINTE ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON POINTE ADVISORS LLC recently bought or sold?

Accepted Answer

BEACON POINTE ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON POINTE ADVISORS LLC reported?

Accepted Answer

BEACON POINTE ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does BEACON POINTE ADVISORS LLC hold options positions?

Accepted Answer

Yes, BEACON POINTE ADVISORS LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does BEACON POINTE ADVISORS LLC invest in?

Accepted Answer

BEACON POINTE ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.