HoldingsChannel.com
Beacon Pointe Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 140,637 +103,943 $36,345
     IVV140,637+103,943$36,345
VANGUARD INDEX FDS (VOO) 145,008 +90,720 $34,341
     VOO145,008+90,720$34,341
J P MORGAN EXCHANGE TRADED F (JPST) 425,045 +425,045 $21,118
     JPST425,045+425,045$21,118
VANGUARD TAX MANAGED INTL FD (VEA) 620,271 +352,214 $20,673
     VEA620,271+352,214$20,673
PGIM ETF TR (PULS) 349,299 +349,299 $16,991
     PULS349,299+349,299$16,991
APPLE INC 65,683 +125 $16,716
     AAPL65,683+125$16,716
ISHARES TR (IWF) 110,312 +93,969 $16,627
     IWF110,312+93,969$16,627
ISHARES TR (IWB) 93,070 +89,132 $13,183
     IWB93,070+89,132$13,183
ISHARES TR (IJH) 89,343 +27,892 $12,851
     IJH89,343+27,892$12,851
VANGUARD INDEX FDS (VO) 85,410 +23,897 $11,243
     VO85,410+23,897$11,243
VANGUARD WHITEHALL FDS (VYM) 144,347 +120,689 $10,211
     VYM144,347+120,689$10,211
VANGUARD INDEX FDS (VNQ) 140,270 +67,791 $9,790
     VNQ140,270+67,791$9,790
ISHARES TR (IEFA) 191,507 +94,840 $9,546
     IEFA191,507+94,840$9,546
VANGUARD INTL EQUITY INDEX F (VWO) 273,505 +156,030 $9,183
     VWO273,505+156,030$9,183
ISHARES TR (IJR) 160,027 +45,802 $8,976
     IJR160,027+45,802$8,976
VANGUARD INDEX FDS (VXF) 98,705 +98,705 $8,938
     VXF98,705+98,705$8,938
SPDR S&P 500 ETF TR (SPY) 34,325 +14,055 $8,851
     SPY34,325+14,055$8,851
MICROSOFT CORP 54,114 +24,177 $8,536
     MSFT54,114+24,177$8,536
SCHWAB STRATEGIC TR 134,030 +112,936 $8,209
     SCHX134,030+112,936$8,209
ISHARES TR (SUB) 74,553 +53,505 $7,930
     SUB74,553+53,505$7,930
SPROTT PHYSICAL GOLD TRUST 590,777 +519,229 $7,756
     PHYS590,777+519,229$7,756
ISHARES TR (IWV) 46,134 +46,134 $6,845
     IWV46,134+46,134$6,845
BERKSHIRE HATHAWAY INC DEL      $6,626
     BRK.B33,262+10,806$6,082
     BRK.A2+2$544
VANGUARD SCOTTSDALE FDS (VONG) 42,686 +16,330 $6,604
     VONG42,686+16,330$6,604
VANGUARD INDEX FDS (VTI) 49,047 +32,715 $6,316
     VTI49,047+32,715$6,316
ISHARES TR (IWD) 62,042 +55,509 $6,152
     IWD62,042+55,509$6,152
VANGUARD BD INDEX FDS (BND) 70,132 +16,221 $5,988
     BND70,132+16,221$5,988
VANGUARD BD INDEX FDS (BSV) 69,478 +43,048 $5,701
     BSV69,478+43,048$5,701
AMAZON COM INC 2,847 +896 $5,547
     AMZN2,847+896$5,547
LOCKHEED MARTIN CORP 16,107 +6,204 $5,458
     LMT16,107+6,204$5,458
INVESCO EXCHANGE TRADED FD T (RSP) 63,770 +63,770 $5,357
     RSP63,770+63,770$5,357
SPDR SER TR (SPMD) 191,777 +191,777 $4,854
     SPMD191,777+191,777$4,854
ISHARES TR (IBDM) 187,855 +82,155 $4,630
     IBDM187,855+82,155$4,630
VANGUARD INDEX FDS (VTV) 51,781 +12,914 $4,611
     VTV51,781+12,914$4,611
ISHARES TR (IBDL) 179,285 +85,717 $4,516
     IBDL179,285+85,717$4,516
TEXAS INSTRS INC 45,089 +45,089 $4,504
     TXN45,089+45,089$4,504
ISHARES TR (MUB) 39,473 +24,360 $4,461
     MUB39,473+24,360$4,461
VANGUARD INDEX FDS (VUG) 28,120 +14,598 $4,406
     VUG28,120+14,598$4,406
SPDR SER TR (SDY) 52,743 +38,943 $4,217
     SDY52,743+38,943$4,217
ISHARES TR (IVW) 24,813 +5,290 $4,094
     IVW24,813+5,290$4,094
SPDR INDEX SHS FDS (SPEM) 143,589 +92,957 $4,084
     SPEM143,589+92,957$4,084
ISHARES TR (IWM) 35,627 +32,006 $4,077
     IWM35,627+32,006$4,077
COSTCO WHSL CORP NEW 13,456 +2,861 $3,839
     COST13,456+2,861$3,839
SCHWAB STRATEGIC TR 62,786 +46,082 $3,779
     SCHB62,786+46,082$3,779
VANGUARD SPECIALIZED FUNDS (VIG) 34,822 +32,871 $3,601
     VIG34,822+32,871$3,601
ISHARES TR (EFA) 65,771 +37,970 $3,519
     EFA65,771+37,970$3,519
JOHNSON & JOHNSON 25,994 +18,985 $3,408
     JNJ25,994+18,985$3,408
INVESCO QQQ TR 17,744 +11,812 $3,379
     QQQ17,744+11,812$3,379
HOME DEPOT INC 17,980 +14,035 $3,354
     HD17,980+14,035$3,354
SCHWAB STRATEGIC TR 38,288 +12,941 $3,053
     SCHG38,288+12,941$3,053

See Full List: All Stocks Held By Beacon Pointe Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Beacon Pointe Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $627,700
At 12/31/2019: $322,638

Combined Holding Report Includes:
Beacon Pointe Advisors LLC
Beacon Pointe Wealth Advisors LLC

Beacon Pointe Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beacon Pointe Advisors LLC 13F filings. Link to 13F filings: SEC filings

Beacon Pointe Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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