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Institutional

Beacon Pointe Advisors, LLC

CIK 0001744317
$18.91B
Reported AUM
1,783
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Beacon Pointe Advisors, LLC · Q1 2026

AI · grounded in 13F

Beacon Pointe Advisors, LLC significantly increased its position in IDEV by 918.336%. The fund also accumulated shares in USMV and IJR, increasing those holdings by 468.8203% and 396.089% respectively. On the sell side, the fund trimmed its position in RSP by 38.0858% and reduced its stake in Gallagher Arthur J & Co AJG by 30.2032%.

Portfolio · Q1 2026

VOO$647.9MAAPL$543.8MIVV$459.9MNVDA$405.9MMSFT$329.8MVTI$329.3MVEA$318.5MVUG$268.2MVTV$258.4MOther$13.27BBL

Top holdings· first 500 of 1783

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$647.9M3.43%+498,809+85.2%
2AAPLAPPLE INC$543.8M2.88%+464,225+27.7%
3IVVISHARES TR$459.9M2.43%+288,534+69.4%
4NVDANVIDIA CORPORATION$405.9M2.15%+385,231+19.8%
5MSFTMICROSOFT CORP$329.8M1.74%+215,407+31.9%
6VTIVANGUARD INDEX FDS$329.3M1.74%+283,476+38.2%
7VEAVANGUARD TAX-MANAGED FDS$318.5M1.68%+1,932,514+63.6%
8VUGVANGUARD INDEX FDS$268.2M1.42%+91,903+17.6%
9VTVVANGUARD INDEX FDS$258.4M1.37%+322,912+32.5%
10DFACDIMENSIONAL ETF TRUST$229.3M1.21%-74,806-1.3%
11VOVANGUARD INDEX FDS$213.1M1.13%+188,019+33.9%
12AMZNAMAZON COM INC$212.5M1.12%+370,145+56.9%
13SCHXSCHWAB STRATEGIC TR$199.2M1.05%+1,306,884+20.2%
14SCHGSCHWAB STRATEGIC TR$195.2M1.03%+3,061,564+84.1%
15LIILENNOX INTL INC$193.7M1.02%-542-0.1%
16BNDVANGUARD BD INDEX FDS$191.4M1.01%+871,946+50.5%
17GOOGLALPHABET INC$184.2M0.97%+162,432+34.0%
18SPYSTATE STR SPDR S&P 500 ETF T$175.7M0.93%+45,449+20.2%
19BRK/BBERKSHIRE HATHAWAY INC DEL$170.6M0.90%+160,248+81.8%
20DFCFDIMENSIONAL ETF TRUST$156.9M0.83%+275,920+8.0%
21METAMETA PLATFORMS INC$155.6M0.82%+156,057+134.6%
22AGGISHARES TR$150.0M0.79%+616,495+68.9%
23IWFISHARES TR$149.7M0.79%+53,831+18.1%
24JPMJPMORGAN CHASE & CO$135.9M0.72%+118,293+34.4%
25CVXCHEVRON CORPORATION$126.8M0.67%+90,644+17.4%
26QQQINVESCO QQQ TR$126.4M0.67%+28,782+15.1%
27DFAUDIMENSIONAL ETF TRUST$126.4M0.67%+132,899+5.0%
28USMVISHARES TR$125.8M0.66%+1,117,752+468.8%
29AVUSAMERICAN CENTY ETF TR$121.2M0.64%-23,086-2.1%
30BNDXVANGUARD CHARLOTTE FDS$119.7M0.63%+181,522+7.9%
31SCHVSCHWAB STRATEGIC TR$118.1M0.62%+2,714,584+234.3%
32VONGVANGUARD SCOTTSDALE FDS$117.7M0.62%+209,889+24.3%
33AVGOBROADCOM INC$110.9M0.59%+97,809+37.6%
34IJRISHARES TR$110.4M0.58%+709,130+396.1%
35VWOVANGUARD INTL EQUITY INDEX F$108.5M0.57%+890,523+79.7%
36IDEVISHARES TR$107.1M0.57%+1,155,230+918.3%
37XOMEXXON MOBIL CORP$105.5M0.56%+134,357+27.6%
38GOOGALPHABET INC$105.2M0.56%+165,128+81.9%
39SCHPSCHWAB STRATEGIC TR$98.1M0.52%+140,734+4.0%
40DGROISHARES TR$97.9M0.52%+546,673+64.5%
41IJHISHARES TR$97.1M0.51%+931,067+183.6%
42BSVVANGUARD BD INDEX FDS$96.2M0.51%+51,463+4.4%
43VVISA INC$95.5M0.50%+118,573+60.1%
44DFICDIMENSIONAL ETF TRUST$92.2M0.49%+36,877+1.4%
45JNJJOHNSON & JOHNSON$89.5M0.47%+98,910+37.0%
46IEMGISHARES INC$84.9M0.45%+806,591+196.6%
47VGSHVANGUARD SCOTTSDALE FDS$84.5M0.45%+137,445+10.5%
48DFAIDIMENSIONAL ETF TRUST$83.7M0.44%+185,744+9.5%
49MBBISHARES TR$83.3M0.44%+26,444+3.1%
50VIGVANGUARD SPECIALIZED FUNDS$81.5M0.43%+74,259+24.4%
51MUBISHARES TR$80.3M0.42%+122,299+19.3%
52IEFAISHARES TR$79.4M0.42%+263,367+42.9%
53AVDEAMERICAN CENTY ETF TR$79.3M0.42%-59,135-6.0%
54DASHDOORDASH INC$78.9M0.42%+517,034+6135.4%
55DFLVDIMENSIONAL ETF TRUST$78.2M0.41%+115,795+5.6%
56USIGISHARES TR$78.2M0.41%+83,970+5.8%
57SCHFSCHWAB STRATEGIC TR$77.4M0.41%+186,451+6.3%
58DFIVDIMENSIONAL ETF TRUST$74.1M0.39%+118,046+9.2%
59IWDISHARES TR$72.4M0.38%-74,368-18.0%
60EFVISHARES TR$71.8M0.38%+386,460+66.7%
61DUHPDIMENSIONAL ETF TRUST$69.3M0.37%+307,662+19.5%
62QUALISHARES TR$66.9M0.35%+316,548+975.6%
63CATCATERPILLAR INC$66.6M0.35%+20,444+27.8%
64DFUVDIMENSIONAL ETF TRUST$66.6M0.35%+54,042+4.1%
65STIPISHARES TR$66.2M0.35%+83,572+15.0%
66GLDSPDR GOLD TR$65.2M0.34%+21,670+16.7%
67HAWXISHARES TR$64.3M0.34%+1,571,911NEW
68DFGPDIMENSIONAL ETF TRUST$63.9M0.34%+8,712+0.7%
69EFGISHARES TR$63.0M0.33%+127,543+29.1%
70EFAISHARES TR$62.4M0.33%+186,298+40.8%
71WMTWALMART INC$61.8M0.33%+182,295+57.8%
72DFEMDIMENSIONAL ETF TRUST$60.3M0.32%+41,958+2.5%
73LLYELI LILLY & CO$57.4M0.30%+16,829+37.0%
74VXUSVANGUARD STAR FDS$56.3M0.30%+90,068+14.1%
75HDHOME DEPOT INC$55.8M0.29%+37,507+28.4%
76PHYSSPROTT ASSET MANAGEMENT LP$55.2M0.29%+80,102+5.4%
77IBMINTERNATIONAL BUSINESS MACHS$54.9M0.29%+22,608+11.1%
78COSTCOSTCO WHOLESALE CORPORATION$54.3M0.29%+5,582+11.4%
79RSPINVESCO EXCHANGE TRADED FD T$54.3M0.29%-174,166-38.1%
80SCHDSCHWAB STRATEGIC TR$54.0M0.29%+222,560+14.5%
81IWVISHARES TR$52.4M0.28%-32,745-18.8%
82IWBISHARES TR$52.2M0.28%+31,266+27.2%
83VBKVANGUARD INDEX FDS$51.9M0.27%+5,270+3.2%
84DFUSDIMENSIONAL ETF TRUST$51.3M0.27%+86,169+13.5%
85VONEVANGUARD SCOTTSDALE FDS$50.7M0.27%+74,834+77.3%
86VTEBVANGUARD MUN BD FDS$49.4M0.26%+142,073+16.8%
87AMDADVANCED MICRO DEVICES INC$49.3M0.26%+41,400+20.6%
88DFIPDIMENSIONAL ETF TRUST$47.3M0.25%+795+0.1%
89ITOTISHARES TR$47.3M0.25%+162,823+96.4%
90DBEFDBX ETF TR$47.1M0.25%+58,380+6.5%
91SCHMSCHWAB STRATEGIC TR$45.9M0.24%+107,212+7.8%
92TSLATESLA INC$45.5M0.24%+32,432+36.0%
93DXUVDIMENSIONAL ETF TRUST$44.7M0.24%+68,340+10.0%
94MRKMERCK & CO INC$44.2M0.23%+76,661+26.4%
95DFSDDIMENSIONAL ETF TRUST$43.9M0.23%+64,802+7.6%
96ABBVABBVIE INC$43.6M0.23%+47,749+31.2%
97CGMSCAPITAL GRP FIXED INCM ETF T$42.5M0.22%+17,792+1.2%
98VBVANGUARD INDEX FDS$41.9M0.22%+13,638+9.3%
99PMPHILIP MORRIS INTL INC$41.9M0.22%+27,600+12.2%
100SPEMSPDR INDEX SHS FDS$41.3M0.22%+352,613+66.8%
101PGPROCTER & GAMBLE CO$41.1M0.22%+120,850+73.8%
102SUBISHARES TR$41.0M0.22%+40,376+11.7%
103IWMISHARES TR$40.9M0.22%+85,087+106.6%
104RTXRTX CORPORATION$40.7M0.22%+53,027+33.6%
105WMT2WELLS FARGO & CO$40.6M0.21%+127,285+33.3%
106AMGNAMGEN INC$40.3M0.21%+35,074+44.2%
107JEPIJ P MORGAN EXCHANGE TRADED F$40.2M0.21%+233,581+49.1%
108IAUISHARES GOLD TR$40.2M0.21%+147,746+48.0%
109CSCOCISCO SYS INC$39.8M0.21%+112,092+28.0%
110PANWPALO ALTO NETWORKS INC$39.7M0.21%+53,787+27.7%
111VYMVANGUARD WHITEHALL FDS$39.6M0.21%+37,806+16.5%
112IVWISHARES TR$39.4M0.21%+45,650+15.1%
113VBRVANGUARD INDEX FDS$39.0M0.21%+21,458+13.6%
114MCDMCDONALDS CORP$37.8M0.20%+32,924+37.1%
115PEPPEPSICO INC$37.6M0.20%+98,759+68.7%
116MAMASTERCARD INCORPORATED$37.4M0.20%+19,158+34.4%
117ETENERGY TRANSFER L P$37.1M0.20%+257,872+15.5%
118PLTRPALANTIR TECHNOLOGIES INC$37.0M0.20%+10,637+4.4%
119AVEMAMERICAN CENTY ETF TR$36.6M0.19%-10,781-2.3%
120PFEPFIZER INC$36.5M0.19%+334,396+34.6%
121SPDWSPDR INDEX SHS FDS$36.1M0.19%+133,342+20.3%
122LMTLOCKHEED MARTIN CORP$35.7M0.19%+13,896+30.8%
123ESGDISHARES TR$35.3M0.19%+153,891+71.6%
124IVEISHARES TR$34.8M0.18%+18,714+12.8%
125MGKVANGUARD WORLD FD$34.8M0.18%+87,624+1247.8%
126UNHUNITEDHEALTH GROUP INC$34.0M0.18%+43,055+52.1%
127PSLVSPROTT ASSET MANAGEMENT LP$32.3M0.17%+47,366+3.7%
128FTNTFORTINET INC$32.2M0.17%+17,407+4.6%
129DBMFLITMAN GREGORY FDS TR$32.2M0.17%+1,058,597+12579.9%
130ABEQUNIFIED SER TR$32.0M0.17%+399,582+89.3%
131MTUMISHARES TR$31.8M0.17%+11,692+9.7%
132IWRISHARES TR$30.9M0.16%+52,793+19.9%
133SCHASCHWAB STRATEGIC TR$30.4M0.16%+190,768+22.4%
134EPDENTERPRISE PRODS PARTNERS L$30.4M0.16%+169,414+26.8%
135BACBANK AMERICA CORP$30.3M0.16%+132,240+27.0%
136KOCOCA COLA CO$29.5M0.16%+110,702+39.9%
137VOEVANGUARD INDEX FDS$29.3M0.16%+28,389+21.7%
138VCITVANGUARD SCOTTSDALE FDS$29.0M0.15%+65,926+23.2%
139LOWLOWES COS INC$28.6M0.15%+55,644+84.9%
140TAT&T INC$28.6M0.15%+85,293+9.5%
141DFSVDIMENSIONAL ETF TRUST$28.6M0.15%-97,037-10.6%
142AXPAMERICAN EXPRESS CO$27.5M0.15%+14,466+18.9%
143CGMUCAPITAL GRP FIXED INCM ETF T$27.5M0.15%+265,332+35.6%
144VNQVANGUARD INDEX FDS$27.0M0.14%+30,432+11.1%
145TSMTAIWAN SEMICONDUCTOR MANUFAC$26.7M0.14%+50,104+173.9%
146MGVVANGUARD WORLD FD$26.6M0.14%+166,266+974.3%
147VVVANGUARD INDEX FDS$26.5M0.14%+2,095+2.4%
148IGSBISHARES TR$26.3M0.14%-17,913-3.5%
149VONVVANGUARD SCOTTSDALE FDS$26.0M0.14%+45,973+19.9%
150DFASDIMENSIONAL ETF TRUST$25.6M0.14%+29,747+9.0%
151ESGUISHARES TR$25.1M0.13%+59,912+50.9%
152MOALTRIA GROUP INC$25.1M0.13%+25,958+7.3%
153CBCHUBB LTD SWITZ$24.7M0.13%+26,438+53.7%
154VCSHVANGUARD SCOTTSDALE FDS$24.6M0.13%+28,231+10.0%
155DISDISNEY WALT CO$24.4M0.13%+79,923+46.1%
156ORCLORACLE CORP$24.4M0.13%+5,710+3.6%
157GDXVANECK ETF TRUST$24.2M0.13%+33,455+14.5%
158GBCIGLACIER BANCORP INC NEW$24.2M0.13%+5,779+1.1%
159SCHBSCHWAB STRATEGIC TR$23.9M0.13%-50,695-5.1%
160VGITVANGUARD SCOTTSDALE FDS$23.4M0.12%+25,941+7.1%
161ABTABBOTT LABORATORIES$23.4M0.12%-39,079-14.6%
162CMFISHARES TR$23.4M0.12%+295,864+255.5%
163QCOMQUALCOMM INC$23.4M0.12%+81,307+80.9%
164VYMIVANGUARD WHITEHALL FDS$23.2M0.12%+188,181+323.8%
165VLOVALERO ENERGY CORP$23.1M0.12%+27,138+40.9%
166NULVNUSHARES ETF TR$23.0M0.12%+66,200+15.1%
167VOTVANGUARD INDEX FDS$22.8M0.12%+16,523+22.9%
168SGOVISHARES TR$22.6M0.12%+18,941+9.2%
169MDLZMONDELEZ INTL INC$22.3M0.12%+19,934+5.4%
170TSCOTRACTOR SUPPLY CO$22.0M0.12%+479,817+8129.7%
171DFARDIMENSIONAL ETF TRUST$22.0M0.12%+75,406+8.8%
172CGGOCAPITAL GROUP GBL GROWTH EQT$21.9M0.12%+15,360+2.4%
173DXIVDIMENSIONAL ETF TRUST$21.9M0.12%+13,095+4.2%
174ISTBISHARES TR$21.8M0.12%+15,460+3.6%
175DFEVDIMENSIONAL ETF TRUST$21.7M0.11%-213-0.0%
176DFGRDIMENSIONAL ETF TRUST$21.6M0.11%-101,364-11.1%
177XLESELECT SECTOR SPDR TR$21.5M0.11%+68,371+24.2%
178SCHWSCHWAB CHARLES CORP$21.5M0.11%+84,539+58.7%
179PTRBPGIM ETF TR$21.3M0.11%+421,430+456.8%
180SPYXSPDR SERIES TRUST$21.1M0.11%+4,960+1.3%
181DFAEDIMENSIONAL ETF TRUST$20.9M0.11%+53,615+9.5%
182TIPISHARES TR$20.8M0.11%-22,309-10.6%
183DFAXDIMENSIONAL ETF TRUST$20.5M0.11%-232-0.0%
184SNOWSNOWFLAKE INC$20.2M0.11%+8,113+6.4%
185CRMSALESFORCE INC$20.1M0.11%+41,358+62.2%
186BABOEING CO$20.1M0.11%+29,603+41.6%
187GEGE AEROSPACE$20.0M0.11%+16,531+30.6%
188MMM3M CO$19.6M0.10%-44,812-25.0%
189HONHONEYWELL INTL INC$19.5M0.10%+28,359+49.1%
190IEFISHARES TR$19.3M0.10%+95,714+89.5%
191RBRKRUBRIK INC.$19.2M0.10%+1,834+0.5%
192DFATDIMENSIONAL ETF TRUST$19.2M0.10%+12,177+4.1%
193PHPARKER-HANNIFIN CORP$19.1M0.10%+3,017+16.4%
194ENBENBRIDGE INC$19.1M0.10%+12,448+3.7%
195TMOTHERMO FISHER SCIENTIFIC INC$19.1M0.10%+19,461+100.5%
196PPAINVESCO EXCHANGE TRADED FD T$18.9M0.10%+56,441+97.7%
197UPSUNITED PARCEL SVCS INC$18.5M0.10%+49,602+35.9%
198CGUSCAPITAL GROUP CORE EQUITY ET$18.4M0.10%+23,033+5.0%
199NEENEXTERA ENERGY INC$18.1M0.10%+30,074+18.2%
200AEMAGNICO EAGLE MINES LTD$18.0M0.09%+13,354+17.8%
201NFLXNETFLIX INC.$17.9M0.09%+50,121+36.9%
202UBERUBER TECHNOLOGIES INC$17.9M0.09%+108,813+78.0%
203DSIISHARES TR$17.6M0.09%+41,641+40.1%
204VEUVANGUARD INTL EQUITY INDEX F$17.5M0.09%+117,209+100.7%
205GEVGE VERNOVA INC$17.4M0.09%+4,878+32.5%
206KMIKINDER MORGAN INC DEL$17.3M0.09%+59,773+13.1%
207XLKSELECT SECTOR SPDR TR$17.3M0.09%+36,198+38.7%
208MSIMOTOROLA SOLUTIONS INC$17.1M0.09%+31,434+397.0%
209LRCXLAM RESEARCH CORP$16.8M0.09%+16,942+27.4%
210AAEQEA SERIES TRUST$16.7M0.09%HELD
211SBRSABINE RTY TR$16.6M0.09%+135,578+156.9%
212CCITIGROUP INC$16.4M0.09%+60,083+71.2%
213CGDVCAPITAL GROUP DIVIDEND VALUE$16.3M0.09%+209,194+120.6%
214VTVANGUARD INTL EQUITY INDEX F$16.3M0.09%+15,964+15.7%
215AVLVAMERICAN CENTY ETF TR$16.0M0.08%-47,779-19.4%
216VGTVANGUARD WORLD FD$16.0M0.08%+4,254+22.8%
217BILSPDR SERIES TRUST$16.0M0.08%+58,690+50.6%
218ADPAUTOMATIC DATA PROCESSING IN$15.9M0.08%-5,879-7.0%
219GSGOLDMAN SACHS GROUP INC$15.9M0.08%+4,890+35.2%
220SHVISHARES TR$15.8M0.08%-2,408-1.7%
221BRK/ABERKSHIRE HATHAWAY INC DEL$15.6M0.08%+4+22.2%
222WMBWILLIAMS COS INC$15.5M0.08%+31,600+17.4%
223IWNISHARES TR$15.5M0.08%+20,543+33.6%
224CRWDCROWDSTRIKE HLDGS INC$15.4M0.08%+8,429+27.1%
225AJGGALLAGHER ARTHUR J & CO$15.2M0.08%-30,459-30.2%
226HSYHERSHEY CO$15.1M0.08%+1,060+1.5%
227REGNREGENERON PHARMACEUTICALS$15.0M0.08%+7,396+61.3%
228SYKSTRYKER CORPORATION$15.0M0.08%+25,008+122.0%
229SLVISHARES SILVER TR$15.0M0.08%+23,148+11.8%
230DISVDIMENSIONAL ETF TRUST$14.9M0.08%-7,726-2.0%
231BMYBRISTOL-MYERS SQUIBB CO$14.9M0.08%+64,933+35.8%
232XLVSELECT SECTOR SPDR TR$14.9M0.08%+67,048+194.3%
233MGCVANGUARD WORLD FD$14.9M0.08%-6,486-9.3%
234SPABSPDR SERIES TRUST$14.7M0.08%+5,394+0.9%
235HEGDLISTED FDS TR$14.7M0.08%+100,005+20.3%
236PYPLPAYPAL HLDGS INC$14.6M0.08%+183,908+133.1%
237BKNGBOOKING HOLDINGS INC$14.4M0.08%+2,711+382.9%
238VMBSVANGUARD SCOTTSDALE FDS$14.3M0.08%+40,233+15.2%
239CLCOLGATE PALMOLIVE CO$14.3M0.08%+74,473+80.2%
240IBDRISHARES TR$14.2M0.08%+43,427+8.0%
241ESGEISHARES INC$14.2M0.08%+82,853+36.0%
242SMLFISHARES TR$14.2M0.08%+40,080+27.1%
243BNDWVANGUARD SCOTTSDALE FDS$14.2M0.07%-49,020-19.1%
244NULGNUSHARES ETF TR$14.1M0.07%+25,904+20.0%
245MCKMCKESSON CORP$14.0M0.07%+967+6.4%
246DVYISHARES TR$14.0M0.07%+9,503+11.5%
247VSGXVANGUARD WORLD FD$13.9M0.07%+32,638+20.2%
248VXFVANGUARD INDEX FDS$13.9M0.07%+35,996+113.6%
249DFSUDIMENSIONAL ETF TRUST$13.8M0.07%+48,924+17.0%
250ESGVVANGUARD WORLD FD$13.8M0.07%+32,168+35.3%
251OKEONEOK INC NEW$13.8M0.07%+36,686+31.5%
252DIHPDIMENSIONAL ETF TRUST$13.8M0.07%+35,567+9.1%
253JQUAJ P MORGAN EXCHANGE TRADED F$13.7M0.07%+4,100+1.9%
254MDLVEA SERIES TRUST$13.4M0.07%+67,444+17.8%
255TXNTEXAS INSTRS INC$13.4M0.07%+9,224+15.4%
256COFCAPITAL ONE FINL CORP$13.3M0.07%+30,146+70.3%
257DELLDELL TECHNOLOGIES INC$13.3M0.07%+70,322+661.4%
258SCHHSCHWAB STRATEGIC TR$13.1M0.07%+6,738+1.1%
259EMREMERSON ELEC CO$13.1M0.07%+9,248+10.2%
260EMLCVANECK ETF TRUST$13.0M0.07%+66,302+14.7%
261NVSNOVARTIS AG$12.9M0.07%+17,935+26.9%
262AVUVAMERICAN CENTY ETF TR$12.9M0.07%+5,400+4.8%
263NEMNEWMONT CORP$12.9M0.07%+29,657+33.2%
264SPSBSPDR SERIES TRUST$12.8M0.07%+425,572NEW
265ACNACCENTURE PLC IRELAND$12.5M0.07%+34,903+123.7%
266GILDGILEAD SCIENCES INC$12.5M0.07%+6,681+8.0%
267UNPUNION PAC CORP$12.5M0.07%+28,475+124.6%
268VZVERIZON COMMUNICATIONS INC$12.4M0.07%+86,879+54.1%
269XYZBLOCK INC$12.4M0.07%+22,807+12.4%
270ESMLISHARES TR$12.3M0.07%+192,544+277.1%
271ABNBAIRBNB INC$12.3M0.07%+44,633+84.6%
272VOTETCW ETF TRUST$12.3M0.06%+160,815NEW
273VTIPVANGUARD MALVERN FDS$12.3M0.06%-185,668-43.1%
274IGEISHARES TR$12.2M0.06%-83,209-30.0%
275DEHPDIMENSIONAL ETF TRUST$12.1M0.06%-11,448-3.1%
276PJANINNOVATOR ETFS TRUST$12.1M0.06%+101,398+63.1%
277WPMWHEATON PRECIOUS METALS CORP$12.0M0.06%+3,642+4.1%
278IUSINVESCO EXCH TRD SLF IDX FD$12.0M0.06%+27,258+15.2%
279VGLTVANGUARD SCOTTSDALE FDS$11.9M0.06%+40,841+23.4%
280MINTPIMCO ETF TR$11.9M0.06%-21,636-15.4%
281VTCVANGUARD SCOTTSDALE FDS$11.8M0.06%+3,840+2.6%
282EWEDWARDS LIFESCIENCES CORP$11.8M0.06%+128,250+663.0%
283IBDSISHARES TR$11.7M0.06%+46,459+10.6%
284SBUXSTARBUCKS CORP$11.5M0.06%+60,064+88.1%
285LQDISHARES TR$11.5M0.06%+11,643+12.5%
286EEMISHARES TR$11.5M0.06%+72,852+56.6%
287EDDMORGAN STANLEY EMERGING MKTS$11.4M0.06%+68,078+3.1%
288SEIVSEI EXCHANGE TRADED FUNDS$11.3M0.06%-4,582-1.7%
289SPMDSPDR SERIES TRUST$11.2M0.06%+108,893+135.8%
290IGROISHARES TR$11.1M0.06%+12,906+10.8%
291SEIMSEI EXCHANGE TRADED FUNDS$11.1M0.06%+145+0.1%
292ACWXISHARES TR$11.1M0.06%+140,214+641.7%
293COPCONOCOPHILLIPS$11.0M0.06%+33,580+67.6%
294PNOVINNOVATOR ETFS TRUST$10.9M0.06%+18,224+7.3%
295AWKAMERICAN WTR WKS CO INC NEW$10.9M0.06%+22,360+38.7%
296FASTFASTENAL CO$10.8M0.06%+167,305+252.2%
297VTWOVANGUARD SCOTTSDALE FDS$10.8M0.06%+100,984+1403.9%
298FNVFRANCO NEV CORP$10.8M0.06%+3,334+8.3%
299CITHE CIGNA GROUP$10.8M0.06%+4,286+11.9%
300MUMICRON TECHNOLOGY INC$10.8M0.06%+11,323+55.1%
301ZNGAZOOM COMMUNICATIONS INC$10.7M0.06%+12,841+10.6%
302DEDEERE & CO$10.7M0.06%+2,367+14.3%
303AMATAPPLIED MATLS INC$10.6M0.06%+7,624+32.8%
304EXPEEXPEDIA GROUP INC$10.5M0.06%+503+1.1%
305MUNIPIMCO ETF TR$10.5M0.06%+16,124+8.7%
306IBBISHARES TR$10.5M0.06%+10,322+19.9%
307VSSVANGUARD INTL EQUITY INDEX F$10.5M0.06%-6,654-8.5%
308PFEBINNOVATOR ETFS TRUST$10.4M0.06%+131,677+102.4%
309HYSPIMCO ETF TR$10.3M0.05%+4,993+4.7%
310SCHZSCHWAB STRATEGIC TR$10.3M0.05%+68,147+18.2%
311VTHRVANGUARD SCOTTSDALE FDS$10.3M0.05%-2,858-7.4%
312NOCNORTHROP GRUMMAN CORP$10.2M0.05%-305-2.0%
313FVDFIRST TR EXCHANGE-TRADED FD$10.2M0.05%+6,768+3.2%
314SPYMSPDR SERIES TRUST$10.1M0.05%+18,333+16.2%
315DLTRDOLLAR TREE INC$10.0M0.05%+134+0.1%
316WMWASTE MGMT INC DEL$10.0M0.05%+6,386+17.3%
317SPTISPDR SERIES TRUST$9.9M0.05%-30,680-8.1%
318MARMARRIOTT INTL INC NEW$9.9M0.05%+14,750+94.6%
319BBHLBBH TR$9.9M0.05%+659,167NEW
320BIVVANGUARD BD INDEX FDS$9.9M0.05%+6,673+5.5%
321SPGIS&P GLOBAL INC$9.8M0.05%+16,259+236.4%
322DFISDIMENSIONAL ETF TRUST$9.8M0.05%+1,679+0.6%
323SMHVANECK ETF TRUST$9.8M0.05%+8,356+48.8%
324XLISELECT SECTOR SPDR TR$9.7M0.05%+17,142+39.8%
325ECLECOLAB INC$9.7M0.05%+24,695+207.3%
326PSEPINNOVATOR ETFS TRUST$9.7M0.05%+37,822+20.1%
327CGNGCAPITAL GROUP NEW GEOGRAPHY$9.7M0.05%+26,366+9.4%
328EAGGISHARES TR$9.6M0.05%+78,971+64.4%
329EMLPFIRST TR EXCHANGE-TRADED FD$9.6M0.05%+19,193+9.6%
330BINCBLACKROCK ETF TRUST II$9.6M0.05%+176,890+2332.7%
331DUKDUKE ENERGY CORP NEW$9.5M0.05%+33,112+83.9%
332DIASTATE STR SPDR DOW JONES IND$9.4M0.05%+2,063+11.3%
333SNYSANOFI SA$9.4M0.05%+173,787+821.5%
334SOSOUTHERN CO$9.4M0.05%+21,524+28.5%
335JPSTJ P MORGAN EXCHANGE TRADED F$9.3M0.05%+110,043+148.6%
336GLWCORNING INC$9.3M0.05%+26,520+63.2%
337ULTAULTA BEAUTY INC$9.3M0.05%-1,798-9.2%
338JEPQJ P MORGAN EXCHANGE TRADED F$9.2M0.05%+45,169+37.2%
339BCIABRDN ETFS$9.2M0.05%+74,365+24.3%
340IBDTISHARES TR$9.2M0.05%+52,992+17.1%
341CTRECARETRUST REIT INC$9.1M0.05%+7,098+2.9%
342TOTLSSGA ACTIVE ETF TR$9.1M0.05%+26,414+13.0%
343POCTINNOVATOR ETFS TRUST$9.1M0.05%+37,908+21.9%
344INTCINTEL CORP$9.1M0.05%+59,638+40.9%
345PDECINNOVATOR ETFS TRUST$9.0M0.05%+34,912+19.7%
346SUNSUNOCO LP/SUNOCO FIN CORP$9.0M0.05%+138,519NEW
347ACWVISHARES INC$8.9M0.05%+15,909+27.1%
348CINFCINCINNATI FINL CORP$8.9M0.05%+5,031+9.8%
349PAAAPGIM ETF TR$8.8M0.05%+172,255NEW
350SPYGSPDR SERIES TRUST$8.7M0.05%+26,759+42.7%
351PAPRINNOVATOR ETFS TRUST$8.7M0.05%+69,408+46.2%
352FDXFEDEX CORP$8.6M0.05%+13,289+121.1%
353ICSHISHARES TR$8.6M0.05%+56,382+49.3%
354SPHYSPDR SERIES TRUST$8.5M0.05%+15,957+4.6%
355VTESVANGUARD WELLINGTON FD$8.5M0.04%-1,624-1.9%
356KLACKLA CORP$8.4M0.04%+2,022+54.4%
357ISHGISHARES TR$8.4M0.04%+29,058+34.5%
358IYGISHARES TR$8.4M0.04%+20,703+25.7%
359OKTAOKTA INC$8.4M0.04%+9,324+9.6%
360PSXPHILLIPS 66$8.3M0.04%+6,218+15.8%
361RGLDROYAL GOLD INC$8.2M0.04%+316+1.0%
362PAUGINNOVATOR ETFS TRUST$8.2M0.04%-1,677-0.9%
363DTHWISDOMTREE TR$8.2M0.04%+25,831+20.6%
364IUSGISHARES TR$8.2M0.04%+22,189+72.5%
365BXBLACKSTONE INC$8.2M0.04%+35,135+97.6%
366ETNEATON CORP PLC$8.0M0.04%+6,717+42.6%
367BTCGRAYSCALE BITCOIN MINI TR ET$8.0M0.04%+248,751+1322.4%
368VRTXVERTEX PHARMACEUTICALS INC$8.0M0.04%+4,392+32.5%
369TPLTEXAS PACIFIC LAND CORPORATI$8.0M0.04%+1,170+7.5%
370CALMCAL MAINE FOODS INC$8.0M0.04%+100,542NEW
371TJXTJX COS INC NEW$7.9M0.04%+17,380+54.0%
372ARCCARES CAPITAL CORP$7.8M0.04%+178,130+69.3%
373XLFSELECT SECTOR SPDR TR$7.8M0.04%+74,355+89.5%
374SPGSIMON PPTY GROUP INC NEW$7.7M0.04%+11,994+40.7%
375PJULINNOVATOR ETFS TRUST$7.7M0.04%+80,927+93.3%
376WDAYWORKDAY INC$7.7M0.04%+56,421+2162.6%
377SDYSPDR SERIES TRUST$7.6M0.04%-3,684-6.6%
378XLUSELECT SECTOR SPDR TR$7.6M0.04%+14,061+9.3%
379IJSISHARES TR$7.5M0.04%-14,661-18.7%
380SCZISHARES TR$7.5M0.04%-4,874-4.8%
381CPRTCOPART INC$7.5M0.04%+176,215+362.5%
382PAASPAN AMERN SILVER CORP$7.5M0.04%+26,106+23.6%
383IPINTERNATIONAL PAPER CO$7.5M0.04%+2,784+1.4%
384SHMSPDR SERIES TRUST$7.4M0.04%+30,270+24.2%
385EOGEOG RES INC$7.4M0.04%+21,999+75.2%
386CMICUMMINS INC$7.4M0.04%+1,927+16.3%
387VHTVANGUARD WORLD FD$7.3M0.04%-2,597-8.8%
388ORLYOREILLY AUTOMOTIVE INC$7.2M0.04%+68,797+753.4%
389BMOBANK MONTREAL MEDIUM$7.2M0.04%+243+0.5%
390BXSLBLACKSTONE SECD LENDING FD$7.1M0.04%+228,915+326.2%
391KHCKRAFT HEINZ CO$7.1M0.04%+5,092+1.6%
392SCHESCHWAB STRATEGIC TR$7.1M0.04%+12,555+6.2%
393GUNRFLEXSHARES TR$7.0M0.04%+29,138+29.6%
394TRVTRAVELERS COMPANIES INC$7.0M0.04%+1,141+5.0%
395DDOGDATADOG INC$7.0M0.04%+54,604+1239.9%
396LULULULULEMON ATHLETICA INC$6.9M0.04%+35,290+356.9%
397INCYINCYTE CORP$6.9M0.04%+73,301NEW
398USBUS BANCORP$6.9M0.04%+61,051+85.9%
399SCHOSCHWAB STRATEGIC TR$6.9M0.04%+118,855+72.7%
400JXNJACKSON FINANCIAL INC$6.8M0.04%+4,906+8.2%
401NHINATIONAL HEALTH INVS INC$6.8M0.04%+83,927NEW
402CEFSPROTT ASSET MANAGEMENT LP$6.7M0.04%+19,423+15.9%
403FNDFSCHWAB STRATEGIC TR$6.7M0.04%+24,306+21.4%
404SHOPSHOPIFY INC$6.7M0.04%+8,178+17.0%
405DECKDECKERS OUTDOOR CORP$6.7M0.04%+51,673+347.4%
406SPHQINVESCO EXCHANGE TRADED FD T$6.6M0.04%+56,943+181.0%
407ASMLASML HLDG NV$6.6M0.04%+1,602+46.8%
408IXUSISHARES TR$6.6M0.04%+43,820+133.9%
409BBARRICK MNG CORP$6.6M0.03%+125,069+336.2%
410SNASNAP ON INC$6.6M0.03%+17,539+2629.5%
411NKENIKE INC$6.6M0.03%+52,580+72.5%
412GDXJVANECK ETF TRUST$6.6M0.03%-2,629-4.6%
413PMAYINNOVATOR ETFS TRUST$6.6M0.03%+35,745+27.8%
414LINLINDE PLC$6.5M0.03%+6,891+109.2%
415VWOBVANGUARD WHITEHALL FDS$6.4M0.03%+8,462+9.4%
416CSXCSX CORP$6.4M0.03%+45,911+41.4%
417NUMVNUSHARES ETF TR$6.4M0.03%+8,671+5.5%
418VDEVANGUARD WORLD FD$6.4M0.03%+345+0.9%
419PNCPNC FINL SVCS GROUP INC$6.4M0.03%+14,922+93.7%
420DUSBDIMENSIONAL ETF TRUST$6.4M0.03%+52,189+70.3%
421IWOISHARES TR$6.4M0.03%+1,858+10.0%
422COHRCOHERENT CORP$6.4M0.03%+1,548+6.1%
423MSMORGAN STANLEY$6.4M0.03%+13,699+54.7%
424NBETNEUBERGER BERMAN ETF TRUST$6.4M0.03%+3,102+2.0%
425HYDVANECK ETF TRUST$6.2M0.03%+21,305+20.7%
426IBDUISHARES TR$6.2M0.03%+37,545+16.3%
427SHYISHARES TR$6.2M0.03%+25,617+51.6%
428ISCFISHARES TR$6.2M0.03%+39,885+36.7%
429PYLDPIMCO ETF TR$6.2M0.03%+38,537+19.5%
430WSMWILLIAMS SONOMA INC$6.1M0.03%+887+2.7%
431PJUNINNOVATOR ETFS TRUST$6.1M0.03%+48,686+50.3%
432PGRPROGRESSIVE CORP$6.0M0.03%+21,956+257.4%
433XJHISHARES TR$6.0M0.03%+132,844NEW
434URIUNITED RENTALS INC$6.0M0.03%+6,961+538.8%
435ITAISHARES TR$6.0M0.03%+20,105+274.5%
436TAFMAB ACTIVE ETFS INC$6.0M0.03%+87,828+58.9%
437MDYSTATE STR SPDR S&P MIDCAP 40$6.0M0.03%+2,193+29.2%
438FCXFREEPORT MCMORAN INC$6.0M0.03%+18,409+22.1%
439WBDWARNER BROS DISCOVERY INC$6.0M0.03%+7,989+3.8%
440IDVISHARES TR$5.9M0.03%+71,021+103.5%
441XMESPDR SERIES TRUST$5.9M0.03%-4,085-6.9%
442SOXXISHARES TR$5.9M0.03%+3,498+24.1%
443GIISPDR INDEX SHS FDS$5.9M0.03%+22,710+41.6%
444PFFISHARES TR$5.8M0.03%+16,972+9.7%
445LHXL3HARRIS TECHNOLOGIES INC$5.8M0.03%+3,794+29.2%
446ISRGINTUITIVE SURGICAL INC$5.8M0.03%+7,009+126.1%
447ULUNILEVER PLC$5.8M0.03%+25,625+33.8%
448CIBRFIRST TR EXCHANGE-TRADED FD$5.7M0.03%-59,337-39.5%
449PMARINNOVATOR ETFS TRUST$5.7M0.03%+59,703+88.4%
450IBITISHARES BITCOIN TRUST ETF$5.6M0.03%-48,215-24.8%
451VPUVANGUARD WORLD FD$5.6M0.03%+1,833+6.9%
452DFSIDIMENSIONAL ETF TRUST$5.6M0.03%+12,433+10.4%
453TGTTARGET CORP$5.6M0.03%-1,310-2.8%
454CDWCDW CORP$5.5M0.03%+45,830NEW
455IWPISHARES TR$5.5M0.03%+8,424+24.2%
456QQQEDIREXION SHARES ETF TRUST$5.4M0.03%+1,343+2.5%
457BNBROOKFIELD CORP$5.4M0.03%+82,726+163.2%
458SEIQSEI EXCHANGE TRADED FUNDS$5.4M0.03%+7,377+5.3%
459BSCSINVESCO EXCH TRD SLF IDX FD$5.4M0.03%+154,023+141.6%
460USXFISHARES TR$5.3M0.03%+61,065+175.3%
461BSCRINVESCO EXCH TRD SLF IDX FD$5.3M0.03%+158,665+145.5%
462SPTMSPDR SERIES TRUST$5.2M0.03%+3,360+5.4%
463SPMOINVESCO EXCH TRADED FD TR II$5.2M0.03%+25,017+116.8%
464YUMYUM BRANDS INC$5.2M0.03%+7,200+27.4%
465CPCANADIAN PACIFIC KANSAS CITY$5.2M0.03%+29,629+81.9%
466MRVLMARVELL TECHNOLOGY INC$5.2M0.03%+5,769+12.4%
467BOXXEA SERIES TRUST$5.1M0.03%-1,913-4.1%
468NSCNORFOLK SOUTHN CORP$5.1M0.03%+4,017+28.9%
469MOATVANECK ETF TRUST$5.1M0.03%+604+1.2%
470ZALTINNOVATOR ETFS TRUST$5.1M0.03%+157,131NEW
471ROPROPER TECHNOLOGIES INC$5.1M0.03%+10,087+238.6%
472ITWILLINOIS TOOL WKS INC$5.1M0.03%+2,959+17.9%
473IXCISHARES TR$5.0M0.03%-10,266-10.5%
474BUFFINNOVATOR ETFS TRUST$5.0M0.03%+78,246+341.3%
475TTETOTALENERGIES SE$5.0M0.03%+25,591+87.4%
476AFLAFLAC INC$5.0M0.03%+7,632+20.2%
477ADIANALOG DEVICES INC$5.0M0.03%+6,170+65.3%
478NUSCNUSHARES ETF TR$4.9M0.03%+5,796+5.6%
479AEPAMERICAN ELEC PWR CO INC$4.9M0.03%+16,007+74.0%
480FLTRVANECK ETF TRUST$4.9M0.03%-90,669-31.9%
481SPTSSPDR SERIES TRUST$4.9M0.03%+8,723+5.5%
482ALKALASKA AIR GROUP INC$4.9M0.03%+132,823NEW
483CTVACORTEVA INC$4.9M0.03%+34,501+147.0%
484OEFISHARES TR$4.8M0.03%+1,955+14.8%
485LUVSOUTHWEST AIRLS CO$4.8M0.03%+22,231+20.9%
486VUSBVANGUARD BD INDEX FDS$4.8M0.03%+7,503+8.5%
487VOOGVANGUARD ADMIRAL FDS INC$4.8M0.03%+2,133+22.4%
488SHELSHELL PLC$4.7M0.02%+18,939+59.7%
489AVDVAMERICAN CENTY ETF TR$4.7M0.02%+4,959+11.7%
490HYMBSPDR SERIES TRUST$4.7M0.02%+17,497+10.1%
491BONDPIMCO ETF TR$4.7M0.02%+1,153+2.3%
492ECGEVERUS CONSTR GROUP$4.7M0.02%-105,016-72.5%
493JPIBJ P MORGAN EXCHANGE TRADED F$4.7M0.02%+5,926+6.4%
494XLRESELECT SECTOR SPDR TR$4.7M0.02%+3,319+3.0%
495XBISPDR SERIES TRUST$4.7M0.02%+1,059+3.0%
496DFSBDIMENSIONAL ETF TRUST$4.6M0.02%+43,545+96.0%
497VIGIVANGUARD WHITEHALL FDS$4.5M0.02%-1,807-3.4%
498MCHPMICROCHIP TECHNOLOGY INC.$4.5M0.02%+21,312+44.1%
499AZNASTRAZENECA PLC$4.5M0.02%+22,659NEW
500FNDXSCHWAB STRATEGIC TR$4.4M0.02%+42,422+36.3%

Source: SEC EDGAR · accession 0002085853-26-000598. 13F discloses long positions only — shorts, foreign equities, and options are excluded.