Beacon Pointe Advisors, LLC
Annual return '25
+10.6%
SPY '25
+17.7%
Alpha
-7.2ptsvs SPY
Invested
$18.9B
Holdings
1,780
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 517.5k shares)
3.4%
02
$AAPL
APPLE INC
Q4 2025: Exited (was 1.54M shares)
2.9%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 390.3k shares)
2.4%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +3429.4% (3.4k → 120.0k shares)
2.1%
05
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 633.8k shares)
1.7%
06
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 499.8k shares)
1.7%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 2.46M shares)
1.7%
08
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 473.3k shares)
1.4%
09
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 817.1k shares)
1.4%
10
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 5.62M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:51 UTC.