Beacon Pointe Wealth Advisors, LLC

CIK 0001748071 · 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660 · 949-718-1623

Reported Value

$277M

Q4 2018

Positions

221

Filings on Record

2019–present window

Filed

Feb 1, 2019

original filing

Summary

Beacon Pointe Wealth Advisors, Llc reported $277M in U.S.-listed holdings across 221 positions for Q4 2018.

Its largest position, IVV, represents 7.3% of the portfolio.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q4 2019	$543M	271	Feb 14, 2020	13F-HR	changes · EDGAR ↗
Q3 2019	$475M	257	Nov 14, 2019	13F-HR	changes · EDGAR ↗
Q2 2019	$473M	264	Aug 14, 2019	13F-HR	changes · EDGAR ↗
Q1 2019	$438M	258	May 14, 2019	13F-HR	changes · EDGAR ↗
Q4 2018	$277M	221	Feb 1, 2019	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.