SEC Form 13F · Q1 2026

Beacon Pointe Advisors, LLC

Institutional Holdings Report

13F-HRCA
$18.9B
Portfolio Value
1,833
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Beacon Pointe Advisors, LLC
CIK
1744317
Accession No.
0002085853-26-000598
Location
NEWPORT BEACH, CA
Form Type
13F-HR
Portfolio Value
$18.9B
Holdings Reported
1,833
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Beacon Pointe Advisors, LLC is an institutional investment manager based in NEWPORT BEACH, CA reporting approximately $18.9B in 13(f) securities across 1,833 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.