Current Market Value 9,581,611,299
Current Holdings 1250
Most Recent File Date 2025-08-13
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Beacon Pointe Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 1250 9,581,611
2025-05-13 2025-03-31 13F-HR 1215 8,905,075
2025-02-14 2024-12-31 13F-HR 1198 9,025,774
2024-11-14 2024-09-30 13F-HR 1222 8,673,442
2024-08-12 2024-06-30 13F-HR 1266 8,456,365
2024-05-14 2024-03-31 13F-HR 1355 8,992,866
2024-02-08 2023-12-31 13F-HR 1317 8,367,479
2023-11-14 2023-09-30 13F-HR 1331 8,024,917
2023-08-14 2023-06-30 13F-HR 1076 6,123,125
2023-05-12 2023-03-31 13F-HR 1140 5,866,696
2023-02-14 2022-12-31 13F-HR 1060 5,155,349
2022-11-09 2022-09-30 13F-HR 994 4,469,237
2022-08-11 2022-06-30 13F-HR 1037 4,737,634
2022-05-17 2022-03-31 13F-HR 1192 7,294,507
2022-02-14 2021-12-31 13F-HR 922 3,837,819
2021-11-15 2021-09-30 13F-HR 898 4,054,581
2021-08-17 2021-06-30 13F-HR 829 2,822,251
2021-05-18 2021-03-31 13F-HR 526 1,627,390
2021-02-12 2020-12-31 13F-HR 509 1,461,855
2020-11-16 2020-09-30 13F-HR 400 1,034,435
2020-08-14 2020-06-30 13F-HR 399 998,620
2020-05-15 2020-03-31 13F-HR 294 627,700
2020-02-14 2019-12-31 13F-HR 217 322,638
2019-11-14 2019-09-30 13F-HR 172 231,504
2019-08-14 2019-06-30 13F-HR 201 274,050
2019-05-14 2019-03-31 13F-HR 179 266,520
2019-02-01 2018-12-31 13F-HR 158 164,643