Holdings of Beacon Pointe Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,448 in 20 countries
- Top ten
- 21.7 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 12.2 %
- Technology 11.4 %
- Financials 4.5 %
- Consumer discretionary 3.6 %
- Health care 3.2 %
- Communication 3.1 %
- Industrials 2.8 %
- Consumer staples 2.1 %
- Energy 1.3 %
- Utilities 0.5 %
- Materials 0.4 %
- Real estate 0.2 %
- Unattributed 54.6 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.6 %
- Taiwan 0.2 %
- United Kingdom 0.1 %
- France 0.1 %
- Netherlands 0.0 %
- Japan 0.0 %
- Germany 0.0 %
- Australia 0.0 %
- Spain 0.0 %
- Belgium 0.0 %
- Denmark 0.0 %
- Brazil 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,407 | 17.4B $ | 99.58 % |
| 2 | Taiwan | 1 | 26.7M $ | 0.15 % |
| 3 | United Kingdom | 14 | 16.6M $ | 0.10 % |
| 4 | France | 1 | 9.4M $ | 0.05 % |
| 5 | Netherlands | 4 | 6.8M $ | 0.04 % |
| 6 | Japan | 4 | 3M $ | 0.02 % |
| 7 | Germany | 2 | 2.9M $ | 0.02 % |
| 8 | Australia | 2 | 1.7M $ | 0.01 % |
| 9 | Spain | 2 | 1.6M $ | 0.01 % |
| 10 | Belgium | 1 | 1.4M $ | 0.01 % |
| 11 | Denmark | 1 | 1.3M $ | 0.01 % |
| 12 | Brazil | 1 | 468.7K $ | 0.00 % |
Cite this page
Titelia. "Holdings of Beacon Pointe Advisors, LLC". https://titelia.com/en/funds/US13F1744317