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Manager record

Beacon Pointe Advisors, LLC

Newport Beach, CA · CIK 1744317 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$21.55BReported 13F valueQ2 2026 · as filed
1,916Holdings listed
+13.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $9.6B$9.6BQ2 20251,250 holdingsQ3 2025: $11.8B$11.8BQ3 20251,378 holdingsQ4 2025: $14.3B$14.3BQ4 20251,504 holdingsQ1 2026: $18.9B$18.9BQ1 20261,833 holdingsQ2 2026: $21.5B$21.5BQ2 20261,916 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 18 2026 13F-HR · period Q2 2026

$21.55B · 1,916 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$18.91B · 1,833 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$14.26B · 1,504 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$11.81B · 1,378 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$9.58B · 1,250 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 18, 2026 · Change methodology