Managers / Q2 2019 · view latest →
Beacon Pointe Wealth Advisors, LLC
CIK 0001748071 · 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660 · 949-718-1623
Reported Value
$473M
Q2 2019
Positions
264
Filings on Record
5
2019–present window
Filed
Aug 14, 2019
original filing
Summary
Beacon Pointe Wealth Advisors, Llc reported $473M in U.S.-listed holdings across 264 positions for Q2 2019.
Its largest position, IVV, represents 5.3% of the portfolio.
Compared with Q1 2019, the fund opened 20 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
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 ↗.