Pacific Point Advisors
Latest statistics and disclosures from Pacific Point Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, AAPL, TSLA, IAU, GOOG, and represent 30.80% of Pacific Point Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$6.7M), GLD, VTI, SNDK, IXUS, MU, LITE, PLTR, CLS, BE.
- Started 15 new stock positions in PLTR, VXUS, MDLZ, SNDK, SPY, JNJ, SOLS, SCHD, NSA, VBIL. UNFI, LIN, IXUS, ENPH, CLS.
- Reduced shares in these 10 stocks: CRDO, AAOI, APP, VOO, AVGO, SPYI, AMD, VTEB, CRWD, VIG.
- Sold out of its positions in APP, AXON, COIN, CRWV, CRWD, BKLN, IBIT, PFE, HOOD, SPYI. TDOC, UBER, VOO, CRDO.
- Pacific Point Advisors was a net buyer of stock by $3.6M.
- Pacific Point Advisors has $190M in assets under management (AUM), dropping by 1.45%.
- Central Index Key (CIK): 0002056976
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Portfolio Holdings for Pacific Point Advisors
Pacific Point Advisors holds 133 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 18.7 | $36M | +23% | 387k | 91.64 |
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| Apple (AAPL) | 3.2 | $6.2M | 24k | 253.79 |
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| Tesla Motors (TSLA) | 3.2 | $6.1M | 16k | 371.75 |
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| Ishares Gold Tr Ishares New (IAU) | 3.2 | $6.1M | 69k | 88.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $4.6M | 16k | 286.86 |
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| Hubbell (HUBB) | 2.1 | $4.0M | 8.1k | 490.74 |
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| Microsoft Corporation (MSFT) | 1.8 | $3.4M | 9.1k | 370.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $3.1M | 9.3k | 337.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $2.8M | +97% | 6.5k | 430.29 |
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| Pepsi (PEP) | 1.4 | $2.7M | 18k | 155.29 |
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| Intuit (INTU) | 1.2 | $2.3M | +5% | 5.4k | 432.39 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $2.3M | 1.8k | 1320.83 |
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| Costco Wholesale Corporation (COST) | 1.2 | $2.3M | +2% | 2.3k | 996.30 |
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| Lumentum Hldgs (LITE) | 1.1 | $2.1M | +66% | 3.0k | 702.76 |
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| O'reilly Automotive (ORLY) | 1.1 | $2.1M | 23k | 92.31 |
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| Amazon (AMZN) | 1.1 | $2.1M | +6% | 10k | 208.27 |
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| Bunge Global Sa Com Shs (BG) | 1.1 | $2.1M | 16k | 127.20 |
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| Eaton Corp SHS (ETN) | 1.0 | $2.0M | 5.5k | 357.67 |
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| Bloom Energy Corp Com Cl A (BE) | 1.0 | $1.9M | +40% | 14k | 135.49 |
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| Broadcom (AVGO) | 1.0 | $1.9M | -38% | 6.1k | 309.51 |
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| Wal-Mart Stores (WMT) | 1.0 | $1.9M | 15k | 124.28 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.8M | +7% | 10k | 174.40 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $1.8M | -13% | 18k | 100.66 |
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| Arista Networks Com Shs (ANET) | 0.9 | $1.7M | 14k | 122.78 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $1.7M | -31% | 35k | 49.89 |
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| Ishares Tr Select Divid Etf (DVY) | 0.9 | $1.7M | 11k | 151.41 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.7M | 21k | 82.57 |
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| Applied Optoelectronics (AAOI) | 0.9 | $1.7M | -50% | 20k | 84.59 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.9 | $1.7M | 2.7k | 616.76 |
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| Micron Technology (MU) | 0.9 | $1.7M | +150% | 5.0k | 337.84 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | +425% | 5.1k | 320.79 |
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| Hershey Company (HSY) | 0.9 | $1.6M | 7.8k | 207.88 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $1.5M | 3.1k | 499.72 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.5M | 12k | 124.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.5M | 22k | 67.53 |
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| Colgate-Palmolive Company (CL) | 0.8 | $1.4M | 17k | 85.23 |
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| Mettler-Toledo International (MTD) | 0.7 | $1.4M | 1.1k | 1261.20 |
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| Vestis Corporation Com Shs (VSTS) | 0.7 | $1.4M | -16% | 178k | 7.86 |
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| Waste Management (WM) | 0.7 | $1.4M | 6.1k | 229.78 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | 8.0k | 169.66 |
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| Ecolab (ECL) | 0.7 | $1.4M | 5.1k | 266.03 |
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| AmerisourceBergen (COR) | 0.7 | $1.4M | 4.3k | 314.11 |
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| IDEXX Laboratories (IDXX) | 0.7 | $1.3M | 2.4k | 561.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.3M | +18% | 2.3k | 577.23 |
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| UnitedHealth (UNH) | 0.7 | $1.3M | 4.9k | 270.58 |
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| Procter & Gamble Company (PG) | 0.7 | $1.3M | +2% | 9.2k | 144.44 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.3M | +3% | 4.5k | 294.16 |
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| Nextera Energy (NEE) | 0.7 | $1.3M | 14k | 92.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.3M | +57% | 2.0k | 653.30 |
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| Ge Vernova (GEV) | 0.7 | $1.3M | 1.5k | 872.90 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.3M | 1.4k | 919.78 |
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| Church & Dwight (CHD) | 0.7 | $1.3M | +4% | 14k | 93.32 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $1.3M | 24k | 52.56 |
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| Sandisk Corp (SNDK) | 0.7 | $1.3M | NEW | 2.0k | 635.34 |
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| Reddit Cl A (RDDT) | 0.6 | $1.2M | +80% | 9.0k | 134.65 |
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| Tractor Supply Company (TSCO) | 0.6 | $1.2M | 27k | 45.30 |
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| Rollins (ROL) | 0.6 | $1.2M | 23k | 53.41 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.2M | NEW | 14k | 86.64 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.2M | 5.4k | 213.66 |
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| Caterpillar (CAT) | 0.6 | $1.1M | 1.6k | 708.46 |
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| Stryker Corporation (SYK) | 0.6 | $1.1M | 3.4k | 328.59 |
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| Astera Labs (ALAB) | 0.6 | $1.1M | 10k | 109.60 |
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| AutoZone (AZO) | 0.6 | $1.1M | -2% | 321.00 | 3377.78 |
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| Automatic Data Processing (ADP) | 0.6 | $1.1M | +5% | 5.2k | 203.20 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.0M | 9.2k | 113.11 |
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| Clorox Company (CLX) | 0.5 | $1.0M | +5% | 9.7k | 103.63 |
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| Spdr Series Trust State Street Spd (BILS) | 0.5 | $997k | -37% | 10k | 99.44 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.5 | $981k | 19k | 50.44 |
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| Meta Platforms Cl A (META) | 0.5 | $974k | +14% | 1.7k | 572.15 |
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| Paychex (PAYX) | 0.5 | $931k | +10% | 10k | 92.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $886k | 3.4k | 261.90 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $837k | 4.0k | 211.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $820k | +16% | 2.9k | 287.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $810k | 4.1k | 196.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $798k | 1.9k | 426.40 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $785k | 2.5k | 313.81 |
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| Bank of America Corporation (BAC) | 0.4 | $784k | 16k | 48.75 |
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| FactSet Research Systems (FDS) | 0.4 | $750k | +4% | 3.5k | 217.01 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $731k | NEW | 5.0k | 146.28 |
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| Union Pacific Corporation (UNP) | 0.3 | $638k | 2.6k | 242.62 |
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| Cloudflare Cl A Com (NET) | 0.3 | $619k | 3.0k | 206.34 |
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| Coherent Corp (COHR) | 0.3 | $596k | -50% | 2.5k | 238.21 |
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| Bristol Myers Squibb (BMY) | 0.3 | $595k | 9.8k | 60.65 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $585k | 1.4k | 407.69 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $579k | +3% | 1.6k | 367.44 |
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| Celestica (CLS) | 0.3 | $563k | NEW | 2.0k | 281.68 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $546k | -44% | 2.3k | 237.58 |
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| Zoetis Cl A (ZTS) | 0.3 | $498k | 4.2k | 118.21 |
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| Chevron Corporation (CVX) | 0.3 | $486k | -12% | 2.4k | 206.89 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $457k | NEW | 6.0k | 76.16 |
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| Blackrock (BLK) | 0.2 | $455k | 473.00 | 961.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $454k | -57% | 2.1k | 215.06 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $444k | 904.00 | 491.53 |
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| Cisco Systems (CSCO) | 0.2 | $417k | +9% | 5.4k | 77.59 |
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| Advanced Micro Devices (AMD) | 0.2 | $414k | -66% | 2.0k | 203.43 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $399k | 2.1k | 192.90 |
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| TJX Companies (TJX) | 0.2 | $390k | 2.4k | 159.70 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $386k | NEW | 594.00 | 650.34 |
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| Yum! Brands (YUM) | 0.2 | $380k | 2.4k | 155.48 |
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| 4068594 Enphase Energy (ENPH) | 0.2 | $378k | NEW | 10k | 37.81 |
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| Home Depot (HD) | 0.2 | $378k | +10% | 1.1k | 328.90 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $375k | 3.0k | 125.13 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $356k | 4.5k | 78.41 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.2 | $355k | NEW | 4.7k | 75.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $346k | 722.00 | 479.20 |
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| ResMed (RMD) | 0.2 | $343k | 1.5k | 224.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $337k | 4.3k | 79.27 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $321k | -2% | 13k | 24.75 |
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| McDonald's Corporation (MCD) | 0.2 | $299k | -2% | 961.00 | 310.83 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $297k | NEW | 3.9k | 77.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $284k | +13% | 1.5k | 191.88 |
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| International Business Machines (IBM) | 0.1 | $279k | 1.2k | 242.39 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $277k | 1.9k | 145.94 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $272k | -13% | 1.3k | 209.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $269k | 2.3k | 114.99 |
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| Dakota Gold Corp (DC) | 0.1 | $268k | 53k | 5.05 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $254k | 1.1k | 236.35 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $238k | NEW | 7.8k | 30.68 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $232k | -29% | 9.6k | 24.11 |
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| Abbvie (ABBV) | 0.1 | $230k | 1.1k | 217.56 |
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| United Natural Foods (UNFI) | 0.1 | $225k | NEW | 5.0k | 45.06 |
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| Booking Holdings (BKNG) | 0.1 | $223k | 53.00 | 4210.32 |
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| Visa Com Cl A (V) | 0.1 | $221k | 731.00 | 302.44 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $212k | -6% | 6.4k | 32.95 |
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| Albertsons Cos Common Stock (ACI) | 0.1 | $209k | 12k | 17.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $204k | NEW | 3.5k | 57.64 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $204k | NEW | 5.4k | 37.74 |
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| Linde SHS (LIN) | 0.1 | $204k | NEW | 411.00 | 495.82 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $201k | 2.2k | 92.74 |
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| Johnson & Johnson (JNJ) | 0.1 | $201k | NEW | 821.00 | 244.44 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $200k | 8.0k | 25.10 |
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| Gold Royalty Corp Common Shares (GROY) | 0.1 | $172k | 48k | 3.58 |
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| Krispy Kreme (DNUT) | 0.0 | $58k | 17k | 3.39 |
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Past Filings by Pacific Point Advisors
SEC 13F filings are viewable for Pacific Point Advisors going back to 2024
- Pacific Point Advisors 2026 Q1 filed May 4, 2026
- Pacific Point Advisors 2025 Q4 filed Jan. 21, 2026
- Pacific Point Advisors 2025 Q3 filed Nov. 6, 2025
- Pacific Point Advisors 2025 Q2 filed July 18, 2025
- Pacific Point Advisors 2025 Q1 filed April 29, 2025
- Pacific Point Advisors 2024 Q4 filed Feb. 18, 2025