GARRISON POINT ADVISORS, LLC

CIK 0001767107 • 6 13F filings • May 13, 2025 – Jul 31, 2026

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Filer information

Filed by: GARRISON POINT ADVISORS, LLC, Chief Compliance Officer
Address: 1600 S Main Street, Suite 195, Walnut Creek, CA, 94596
Phone: 415-887-1408
AUM: $225.9M

AUM over time

$246.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $206.2M162 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$421K	0.2%	3,176 SH
ABBVIE INC	COM	$447K	0.2%	2,135 SH
ACADIA PHARMACEUTICALS INC	COM	$176K	0.1%	10,576 SH
AGILENT TECHNOLOGIES INC	COM	$367K	0.2%	3,140 SH
ALPHABET INC	CAP STK CL A	$3.3M	1.6%	21,439 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.9%	11,640 SH
ALTRIA GROUP INC	COM	$240K	0.1%	4,000 SH
AMAZON COM INC	COM	$3.7M	1.8%	19,500 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$323K	0.2%	7,519 SH
AMERICAN ELEC PWR CO INC	COM	$711K	0.3%	6,510 SH
AMERICAN TOWER CORP NEW	COM	$1.4M	0.7%	6,325 SH
AMERICAN WTR WKS CO INC NEW	COM	$2.0M	1.0%	13,729 SH
AMGEN INC	COM	$1.9M	0.9%	6,196 SH
AON PLC	SHS CL A	$301K	0.1%	753 SH
APPLE INC	COM	$11.9M	5.8%	53,476 SH
AT&T INC	COM	$239K	0.1%	8,468 SH
AUTOMATIC DATA PROCESSING IN	COM	$350K	0.2%	1,147 SH
AVALONBAY CMNTYS INC	COM	$306K	0.1%	1,425 SH
BANK AMERICA CORP	COM	$1.1M	0.5%	25,522 SH
BECTON DICKINSON & CO	COM	$258K	0.1%	1,125 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$11.2M	5.4%	14 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.3%	5,037 SH
BLOCK INC	CL A	$848K	0.4%	15,603 SH
BOEING CO	COM	$355K	0.2%	2,080 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.0M	0.5%	16,531 SH
BROOKFIELD CORP	CL A LTD VT SH	$536K	0.3%	10,225 SH
CANADIAN PACIFIC KANSAS CITY	COM	$211K	0.1%	3,000 SH
CARRIER GLOBAL CORPORATION	COM	$1.4M	0.7%	21,640 SH
CATERPILLAR INC	COM	$1.6M	0.8%	4,990 SH
CHEVRON CORP NEW	COM	$1.8M	0.9%	10,506 SH
CISCO SYS INC	COM	$1.0M	0.5%	16,794 SH
CITIGROUP INC	COM NEW	$250K	0.1%	3,515 SH
CLOROX CO DEL	COM	$309K	0.1%	2,100 SH
COCA COLA CO	COM	$1.6M	0.8%	22,608 SH
COLGATE PALMOLIVE CO	COM	$372K	0.2%	3,966 SH
CONOCOPHILLIPS	COM	$359K	0.2%	3,415 SH
CORNING INC	COM	$686K	0.3%	14,976 SH
COSTCO WHSL CORP NEW	COM	$4.1M	2.0%	4,359 SH
CUMMINS INC	COM	$964K	0.5%	3,075 SH
CVS HEALTH CORP	COM	$566K	0.3%	8,350 SH
DANAHER CORPORATION	COM	$2.3M	1.1%	11,050 SH
DELL TECHNOLOGIES INC	CL C	$514K	0.2%	5,634 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$313K	0.2%	12,076 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$355K	0.2%	10,747 SH
DISNEY WALT CO	COM	$622K	0.3%	6,301 SH
ELEVANCE HEALTH INC	COM	$870K	0.4%	2,000 SH
ELI LILLY & CO	COM	$463K	0.2%	560 SH
EMERSON ELEC CO	COM	$1.0M	0.5%	9,231 SH
EXXON MOBIL CORP	COM	$464K	0.2%	3,903 SH
FEDEX CORP	COM	$234K	0.1%	960 SH
FERRARI N V	COM	$261K	0.1%	610 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$257K	0.1%	1,158 SH
FLEXSHARES TR	MORNSTAR UPSTR	$740K	0.4%	19,073 SH
FORTIVE CORP	COM	$894K	0.4%	12,220 SH
GE AEROSPACE	COM NEW	$254K	0.1%	1,268 SH
GILEAD SCIENCES INC	COM	$424K	0.2%	3,784 SH
HOME DEPOT INC	COM	$3.2M	1.5%	8,658 SH
HONEYWELL INTL INC	COM	$1.7M	0.8%	7,930 SH
ILLINOIS TOOL WKS INC	COM	$1.2M	0.6%	4,726 SH
INTEL CORP	COM	$531K	0.3%	23,373 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.8%	6,380 SH
INVESCO QQQ TR	UNIT SER 1	$582K	0.3%	1,242 SH
ISHARES INC	CORE MSCI EMKT	$1.1M	0.6%	21,180 SH
ISHARES INC	MSCI EMERG MRKT	$424K	0.2%	7,275 SH
ISHARES TR	1 3 YR TREAS BD	$844K	0.4%	10,200 SH
ISHARES TR	CORE INTL AGGR	$307K	0.1%	6,150 SH
ISHARES TR	CORE MSCI TOTAL	$1.8M	0.9%	25,477 SH
ISHARES TR	CORE S&P MCP ETF	$999K	0.5%	17,125 SH
ISHARES TR	CORE S&P SCP ETF	$3.5M	1.7%	33,212 SH
ISHARES TR	CORE S&P TTL STK	$266K	0.1%	2,182 SH
ISHARES TR	CORE S&P500 ETF	$8.7M	4.2%	15,439 SH
ISHARES TR	CORE US AGGBD ET	$1.3M	0.7%	13,620 SH
ISHARES TR	EAFE SML CP ETF	$220K	0.1%	3,459 SH
ISHARES TR	GL CLEAN ENE ETF	$232K	0.1%	20,274 SH
ISHARES TR	IBOXX HI YD ETF	$220K	0.1%	2,794 SH
ISHARES TR	ISHARES BIOTECH	$1.4M	0.7%	11,039 SH
ISHARES TR	ISHS 1-5YR INVS	$416K	0.2%	7,940 SH
ISHARES TR	MICRO-CAP ETF	$287K	0.1%	2,590 SH
ISHARES TR	RUS 2000 GRW ETF	$633K	0.3%	2,477 SH
ISHARES TR	RUS MD CP GR ETF	$864K	0.4%	7,351 SH
ISHARES TR	RUSSELL 2000 ETF	$498K	0.2%	2,497 SH
ISHARES TR	S&P 500 GRWT ETF	$364K	0.2%	3,920 SH
ISHARES TR	S&P MC 400GR ETF	$233K	0.1%	2,800 SH
ISHARES TR	U.S. FIN SVC ETF	$1.0M	0.5%	13,305 SH
ISHARES TR	U.S. FINLS ETF	$758K	0.4%	6,716 SH
ISHARES TR	U.S. MED DVC ETF	$2.0M	1.0%	33,521 SH
ISHARES TR	U.S. REAL ES ETF	$299K	0.1%	3,121 SH
ISHARES TR	U.S. TECH ETF	$322K	0.2%	2,290 SH
ISHARES TR	U.S. UTILITS ETF	$695K	0.3%	6,848 SH
ISHARES TR	US CONSM STAPLES	$305K	0.1%	4,263 SH
ISHARES TR	US CONSUM DISCRE	$1.3M	0.6%	14,160 SH
ISHARES TR	US HLTHCARE ETF	$314K	0.2%	5,165 SH
ISHARES TR	US HLTHCR PR ETF	$616K	0.3%	11,660 SH
ISHARES TR	US TRSPRTION	$460K	0.2%	7,180 SH
JOHNSON & JOHNSON	COM	$3.1M	1.5%	18,396 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.9%	7,850 SH
KEYSIGHT TECHNOLOGIES INC	COM	$234K	0.1%	1,560 SH
L3HARRIS TECHNOLOGIES INC	COM	$234K	0.1%	1,117 SH
LISTED FD TR	HORIZON KINETICS	$415K	0.2%	10,209 SH
LOCKHEED MARTIN CORP	COM	$570K	0.3%	1,277 SH
LOWES COS INC	COM	$329K	0.2%	1,410 SH
MASTERCARD INCORPORATED	CL A	$2.5M	1.2%	4,579 SH
MCDONALDS CORP	COM	$954K	0.5%	3,055 SH
MCKESSON CORP	COM	$1.1M	0.5%	1,570 SH
MERCK & CO INC	COM	$1.6M	0.8%	17,692 SH
META PLATFORMS INC	CL A	$2.7M	1.3%	4,629 SH
MICROSOFT CORP	COM	$12.6M	6.1%	33,517 SH
MONDELEZ INTL INC	CL A	$375K	0.2%	5,520 SH
MONSTER BEVERAGE CORP NEW	COM	$257K	0.1%	4,400 SH
MOODYS CORP	COM	$233K	0.1%	500 SH
NETFLIX INC	COM	$224K	0.1%	240 SH
NEXTERA ENERGY INC	COM	$2.0M	1.0%	28,778 SH
NIKE INC	CL B	$418K	0.2%	6,581 SH
NOVO-NORDISK A S	ADR	$2.5M	1.2%	36,268 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$87K	0.0%	10,000 SH
NVIDIA CORPORATION	COM	$6.7M	3.2%	61,682 SH
ONEOK INC NEW	COM	$842K	0.4%	8,482 SH
ORACLE CORP	COM	$5.0M	2.4%	35,459 SH
OTIS WORLDWIDE CORP	COM	$593K	0.3%	5,745 SH
PALANTIR TECHNOLOGIES INC	CL A	$755K	0.4%	8,950 SH
PALO ALTO NETWORKS INC	COM	$493K	0.2%	2,890 SH
PEPSICO INC	COM	$1.8M	0.9%	12,069 SH
PHILIP MORRIS INTL INC	COM	$571K	0.3%	3,600 SH
PHILLIPS 66	COM	$615K	0.3%	4,980 SH
PROCTER AND GAMBLE CO	COM	$5.0M	2.4%	29,313 SH
QUALCOMM INC	COM	$1.1M	0.5%	6,960 SH
QUEST DIAGNOSTICS INC	COM	$483K	0.2%	2,856 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$134K	0.1%	10,740 SH
RTX CORPORATION	COM	$1.0M	0.5%	7,565 SH
SCHWAB CHARLES CORP	COM	$537K	0.3%	6,855 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.9M	0.9%	95,328 SH
SELECT SECTOR SPDR TR	ENERGY	$272K	0.1%	2,910 SH
SELECT SECTOR SPDR TR	INDL	$232K	0.1%	1,769 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$2.0M	1.0%	22,820 SH
SHOPIFY INC	CL A	$625K	0.3%	6,545 SH
SMARTRENT INC	COM CL A	$12K	0.0%	10,100 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$605K	0.3%	11,114 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	1.1%	3,901 SH
SPDR SER TR	S&P DIVID ETF	$752K	0.4%	5,545 SH
SPDR SER TR	S&P HOMEBUILD	$951K	0.5%	9,810 SH
STARBUCKS CORP	COM	$626K	0.3%	6,378 SH
THERMO FISHER SCIENTIFIC INC	COM	$325K	0.2%	654 SH
TIDAL ETF TR	ADASINA SOCIAL	$2.0M	1.0%	109,826 SH
UBER TECHNOLOGIES INC	COM	$289K	0.1%	3,970 SH
UNION PAC CORP	COM	$1.8M	0.9%	7,635 SH
UNITEDHEALTH GROUP INC	COM	$1.4M	0.7%	2,621 SH
UNIVERSAL HLTH SVCS INC	CL B	$1.1M	0.5%	5,590 SH
VANECK ETF TRUST	VIDEO GMNG ESPRT	$305K	0.1%	3,530 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$929K	0.5%	12,653 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$209K	0.1%	855 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.7%	5,534 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$375K	0.2%	729 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$583K	0.3%	5,025 SH
VANGUARD WORLD FD	INF TECH ETF	$749K	0.4%	1,381 SH
VERALTO CORP	COM SHS	$623K	0.3%	6,397 SH
VERIZON COMMUNICATIONS INC	COM	$569K	0.3%	12,539 SH
VISA INC	COM CL A	$3.8M	1.8%	10,843 SH
WALMART INC	COM	$761K	0.4%	8,669 SH
WASTE MGMT INC DEL	COM	$1.9M	0.9%	8,180 SH
WELLS FARGO CO NEW	COM	$1.3M	0.6%	17,534 SH
XYLEM INC	COM	$650K	0.3%	5,440 SH
YUM BRANDS INC	COM	$785K	0.4%	4,990 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000788	$225.9M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004378	$238.4M	View
Jul 31, 2026	Q2 2026