SEC Form 13F · Q2 2026

Beacon Pointe Advisors, LLC

Institutional Holdings Report

13F-HRCA
$21.5B
Portfolio Value
1,916
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Beacon Pointe Advisors, LLC
CIK
1744317
Accession No.
0002085853-26-001042
Location
NEWPORT BEACH, CA
Form Type
13F-HR
Portfolio Value
$21.5B
Holdings Reported
1,916
Reporting Period
Q2 2026
Filed
August 18, 2026

About this Filing

Beacon Pointe Advisors, LLC is an institutional investment manager based in NEWPORT BEACH, CA reporting approximately $21.5B in 13(f) securities across 1,916 positions as of Q2 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.