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: $217.8M165 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$432K	0.2%	3,176 SH	New
ABBVIE INC	COM	$396K	0.2%Prev: 0.3%	2,135 SH	Decreased-931 SH
ACADIA PHARMACEUTICALS INC	COM	$228K	0.1%Prev: 0.1%	10,576 SH	Increased+1,075 SH
AGILENT TECHNOLOGIES INC	COM	$371K	0.2%Prev: 0.2%	3,140 SH	Increased
ALPHABET INC	CAP STK CL A	$3.5M	1.6%Prev: 2.4%	20,075 SH	Decreased+1,711 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.9%Prev: 1.4%	11,640 SH	Decreased+800 SH
ALTRIA GROUP INC	COM	$235K	0.1%Prev: 0.1%	4,000 SH	Decreased-78 SH
AMAZON COM INC	COM	$4.2M	1.9%Prev: 1.7%	19,323 SH	Increased+1,192 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$334K	0.2%Prev: 0.2%	7,574 SH	Decreased-373 SH
AMERICAN ELEC PWR CO INC	COM	$649K	0.3%Prev: 0.3%	6,250 SH	Decreased+406 SH
AMERICAN TOWER CORP NEW	COM	$1.3M	0.6%	6,100 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$1.9M	0.9%Prev: 0.8%	13,519 SH	Increased+355 SH
AMGEN INC	COM	$1.7M	0.8%Prev: 0.9%	5,936 SH	Decreased+256 SH
AON PLC	SHS CL A	$269K	0.1%Prev: 0.1%	753 SH	Increased
APPLE INC	COM	$10.6M	4.9%Prev: 5.9%	51,770 SH	Decreased+474 SH
AT&T INC	COM	$245K	0.1%Prev: 0.1%	8,474 SH	Decreased-2,776 SH
AUTOMATIC DATA PROCESSING IN	COM	$316K	0.1%	1,025 SH	New
AVALONBAY CMNTYS INC	COM	$290K	0.1%	1,425 SH	New
BANK AMERICA CORP	COM	$896K	0.4%Prev: 0.4%	18,933 SH	Increased+945 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$10.2M	4.7%	14 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.1%Prev: 0.9%	4,987 SH	Increased+740 SH
BLACKSTONE INC	COM	$209K	0.1%	1,399 SH	New
BLOCK INC	CL A	$1.0M	0.5%Prev: 0.4%	15,378 SH	Increased+1,230 SH
BOEING CO	COM	$436K	0.2%Prev: 0.1%	2,080 SH	Increased+1,000 SH
BRISTOL-MYERS SQUIBB CO	COM	$648K	0.3%Prev: 0.4%	14,006 SH	Decreased-1,377 SH
BROADCOM INC	COM	$243K	0.1%Prev: 0.1%	880 SH	Decreased-135 SH
BROOKFIELD CORP	CL A LTD VT SH	$632K	0.3%Prev: 0.3%	10,225 SH	Increased-5,112 SH
CANADIAN PACIFIC KANSAS CITY	COM	$238K	0.1%	3,000 SH	New
CARRIER GLOBAL CORPORATION	COM	$1.5M	0.7%Prev: 0.5%	20,555 SH	Increased+2,000 SH
CATERPILLAR INC	COM	$1.9M	0.9%Prev: 1.3%	4,815 SH	Decreased+724 SH
CHEVRON CORP NEW	COM	$1.5M	0.7%	10,381 SH	New
CISCO SYS INC	COM	$1.2M	0.5%Prev: 0.6%	16,744 SH	Decreased+678 SH
CITIGROUP INC	COM NEW	$299K	0.1%Prev: 0.2%	3,516 SH	Decreased-24 SH
CLOROX CO DEL	COM	$252K	0.1%Prev: 0.1%	2,100 SH	Increased
COCA COLA CO	COM	$1.6M	0.7%Prev: 0.8%	22,258 SH	Decreased+420 SH
COLGATE PALMOLIVE CO	COM	$361K	0.2%Prev: 0.1%	3,966 SH	Increased+1,156 SH
CONOCOPHILLIPS	COM	$289K	0.1%Prev: 0.2%	3,218 SH	Decreased-32 SH
CORNING INC	COM	$788K	0.4%Prev: 0.8%	14,976 SH	Decreased+1,995 SH
COSTCO WHSL CORP NEW	COM	$4.0M	1.8%	3,994 SH	New
CUMMINS INC	COM	$991K	0.5%Prev: 0.7%	3,025 SH	Decreased+310 SH
CVS HEALTH CORP	COM	$576K	0.3%Prev: 0.3%	8,350 SH	Decreased-850 SH
DANAHER CORPORATION	COM	$2.1M	1.0%	10,537 SH	New
DELL TECHNOLOGIES INC	CL C	$691K	0.3%Prev: 0.4%	5,634 SH	Decreased-275 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$438K	0.2%Prev: 0.4%	15,134 SH	Decreased-11,648 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$385K	0.2%Prev: 0.2%	10,747 SH	Decreased
DISNEY WALT CO	COM	$698K	0.3%Prev: 0.2%	5,626 SH	Increased+1,701 SH
ELEVANCE HEALTH INC	COM	$778K	0.4%	2,000 SH	New
ELI LILLY & CO	COM	$437K	0.2%Prev: 0.1%	560 SH	Increased+210 SH
EMERSON ELEC CO	COM	$1.2M	0.5%Prev: 0.3%	8,791 SH	Increased+4,102 SH
EXXON MOBIL CORP	COM	$421K	0.2%Prev: 0.3%	3,909 SH	Decreased-38 SH
FEDEX CORP	COM	$218K	0.1%Prev: 0.2%	960 SH	Decreased+30 SH
FERRARI N V	COM	$299K	0.1%Prev: 0.1%	610 SH	Increased
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$312K	0.1%Prev: 0.2%	1,158 SH	Decreased-321 SH
FLEXSHARES TR	MORNSTAR UPSTR	$762K	0.3%Prev: 0.5%	18,990 SH	Decreased-767 SH
FORTIVE CORP	COM	$580K	0.3%Prev: 0.2%	11,135 SH	Increased+1,835 SH
GE AEROSPACE	COM NEW	$326K	0.1%Prev: 0.2%	1,268 SH	Decreased+37 SH
GILEAD SCIENCES INC	COM	$409K	0.2%Prev: 0.1%	3,686 SH	Increased+1,694 SH
HOME DEPOT INC	COM	$3.1M	1.4%Prev: 1.3%	8,330 SH	Increased-253 SH
HONEYWELL INTL INC	COM	$1.8M	0.8%Prev: 0.8%	7,805 SH	Increased+299 SH
ILLINOIS TOOL WKS INC	COM	$1.1M	0.5%Prev: 0.5%	4,531 SH	Increased+400 SH
INTEL CORP	COM	$524K	0.2%Prev: 0.4%	23,373 SH	Decreased+2,263 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.9%Prev: 0.7%	6,305 SH	Increased+15 SH
INVESCO QQQ TR	UNIT SER 1	$879K	0.4%Prev: 0.3%	1,593 SH	Increased+481 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.6%Prev: 0.7%	20,900 SH	Decreased-1,595 SH
ISHARES INC	MSCI EMERG MRKT	$457K	0.2%Prev: 0.2%	7,275 SH	Decreased-1,005 SH
ISHARES TR	1 3 YR TREAS BD	$691K	0.3%Prev: 0.3%	8,335 SH	Decreased-385 SH
ISHARES TR	CORE INTL AGGR	$314K	0.1%Prev: 0.1%	6,150 SH	Increased+100 SH
ISHARES TR	CORE MSCI EAFE	$278K	0.1%Prev: 0.3%	3,325 SH	Decreased-5,068 SH
ISHARES TR	CORE MSCI TOTAL	$2.1M	0.9%Prev: 1.2%	26,732 SH	Decreased-4,445 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.5%Prev: 0.5%	17,360 SH	Decreased+135 SH
ISHARES TR	CORE S&P SCP ETF	$3.6M	1.6%Prev: 2.0%	32,791 SH	Decreased-2,426 SH
ISHARES TR	CORE S&P TTL STK	$288K	0.1%Prev: 0.1%	2,132 SH	Decreased+25 SH
ISHARES TR	CORE S&P500 ETF	$9.7M	4.4%Prev: 5.0%	15,550 SH	Decreased-1,275 SH
ISHARES TR	CORE US AGGBD ET	$1.3M	0.6%Prev: 0.6%	13,580 SH	Increased+1,118 SH
ISHARES TR	EAFE SML CP ETF	$256K	0.1%Prev: 0.1%	3,529 SH	Decreased-373 SH
ISHARES TR	GL CLEAN ENE ETF	$264K	0.1%Prev: 0.2%	20,124 SH	Decreased-101 SH
ISHARES TR	IBOXX HI YD ETF	$259K	0.1%Prev: 0.3%	3,212 SH	Decreased-5,466 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.6%Prev: 0.8%	10,569 SH	Decreased+466 SH
ISHARES TR	ISHS 1-5YR INVS	$418K	0.2%Prev: 0.2%	7,920 SH	Decreased-680 SH
ISHARES TR	MICRO-CAP ETF	$331K	0.2%Prev: 0.2%	2,590 SH	Decreased+90 SH
ISHARES TR	RUS 2000 GRW ETF	$708K	0.3%Prev: 0.4%	2,477 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$1.0M	0.5%Prev: 0.5%	7,400 SH	Increased-458 SH
ISHARES TR	RUSSELL 2000 ETF	$544K	0.2%Prev: 0.3%	2,521 SH	Decreased+24 SH
ISHARES TR	S&P 500 GRWT ETF	$423K	0.2%Prev: 0.3%	3,840 SH	Decreased-1,185 SH
ISHARES TR	S&P MC 400GR ETF	$246K	0.1%Prev: 0.1%	2,700 SH	Decreased-70 SH
ISHARES TR	U.S. FIN SVC ETF	$1.1M	0.5%Prev: 0.5%	12,705 SH	Increased-15 SH
ISHARES TR	U.S. FINLS ETF	$799K	0.4%Prev: 0.3%	6,606 SH	Increased+230 SH
ISHARES TR	U.S. MED DVC ETF	$2.1M	0.9%Prev: 0.8%	32,771 SH	Increased+383 SH
ISHARES TR	U.S. REAL ES ETF	$312K	0.1%Prev: 0.1%	3,290 SH	Increased+464 SH
ISHARES TR	U.S. TECH ETF	$397K	0.2%Prev: 0.2%	2,290 SH	Decreased
ISHARES TR	U.S. UTILITS ETF	$727K	0.3%Prev: 0.4%	6,948 SH	Decreased+65 SH
ISHARES TR	US CONSM STAPLES	$300K	0.1%Prev: 0.2%	4,263 SH	Decreased-615 SH
ISHARES TR	US CONSUM DISCRE	$1.4M	0.6%Prev: 0.6%	13,870 SH	Decreased-473 SH
ISHARES TR	US HLTHCARE ETF	$286K	0.1%Prev: 0.2%	5,065 SH	Decreased-941 SH
ISHARES TR	US HLTHCR PR ETF	$512K	0.2%Prev: 0.2%	10,520 SH	Increased+1,660 SH
ISHARES TR	US TRSPRTION	$492K	0.2%Prev: 0.2%	7,180 SH	Decreased+100 SH
JOHNSON & JOHNSON	COM	$2.7M	1.2%Prev: 1.9%	17,461 SH	Decreased+485 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.0%	7,670 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$256K	0.1%Prev: 0.2%	1,560 SH	Decreased+150 SH
LISTED FDS TR	HORIZON KINETICS	$419K	0.2%Prev: 0.2%	9,929 SH	Decreased+470 SH
LOCKHEED MARTIN CORP	COM	$499K	0.2%Prev: 0.4%	1,077 SH	Decreased-210 SH
LOWES COS INC	COM	$313K	0.1%Prev: 0.2%	1,410 SH	Decreased
MASTERCARD INCORPORATED	CL A	$2.4M	1.1%Prev: 1.0%	4,356 SH	Increased+62 SH
MCDONALDS CORP	COM	$866K	0.4%Prev: 0.4%	2,965 SH	Decreased+54 SH
MCKESSON CORP	COM	$1.2M	0.5%Prev: 0.6%	1,570 SH	Decreased
MERCK & CO INC	COM	$1.4M	0.6%Prev: 0.7%	17,693 SH	Decreased+4,477 SH
META PLATFORMS INC	CL A	$3.3M	1.5%Prev: 2.1%	4,534 SH	Decreased-3,575 SH
MICROSOFT CORP	COM	$16.4M	7.5%Prev: 5.2%	32,992 SH	Increased+2,470 SH
MONDELEZ INTL INC	CL A	$372K	0.2%Prev: 0.1%	5,520 SH	Increased+105 SH
MONSTER BEVERAGE CORP NEW	COM	$232K	0.1%	3,700 SH	New
MOODYS CORP	COM	$251K	0.1%Prev: 0.1%	500 SH	Increased
NETFLIX INC	COM	$295K	0.1%	220 SH	New
NEXTERA ENERGY INC	COM	$2.0M	0.9%Prev: 1.2%	28,253 SH	Decreased+236 SH
NIKE INC	CL B	$414K	0.2%Prev: 0.1%	5,832 SH	Increased+285 SH
NOVO-NORDISK A S	ADR	$2.5M	1.1%Prev: 0.6%	36,268 SH	Increased+3,000 SH
NUVEEN CALIFORNIA MUNI VLU F	COM STK	$87K	0.0%Prev: 0.0%	10,000 SH	Decreased
NVIDIA CORPORATION	COM	$8.8M	4.0%Prev: 3.6%	55,569 SH	Increased+10,028 SH
ONEOK INC NEW	COM	$692K	0.3%Prev: 0.3%	8,482 SH	Decreased
ORACLE CORP	COM	$7.8M	3.6%Prev: 2.4%	35,459 SH	Increased+132 SH
OTIS WORLDWIDE CORP	COM	$552K	0.3%Prev: 0.2%	5,575 SH	Increased+700 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.5%Prev: 0.2%	8,125 SH	Increased+4,540 SH
PALO ALTO NETWORKS INC	COM	$591K	0.3%	2,890 SH	New
PEPSICO INC	COM	$1.5M	0.7%Prev: 0.6%	11,294 SH	Increased+3,106 SH
PHILIP MORRIS INTL INC	COM	$656K	0.3%	3,600 SH	New
PHILLIPS 66	COM	$594K	0.3%Prev: 0.4%	4,980 SH	Decreased
PROCTER AND GAMBLE CO	COM	$4.6M	2.1%	29,143 SH	New
QUALCOMM INC	COM	$1.1M	0.5%Prev: 0.4%	6,960 SH	Increased+150 SH
QUEST DIAGNOSTICS INC	COM	$513K	0.2%Prev: 0.3%	2,856 SH	Decreased
RTX CORPORATION	COM	$1.1M	0.5%Prev: 0.6%	7,340 SH	Decreased+384 SH
SBA COMMUNICATIONS CORP NEW	CL A	$211K	0.1%	900 SH	New
SCHWAB CHARLES CORP	COM	$625K	0.3%Prev: 0.3%	6,855 SH	Increased+215 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.4M	1.1%Prev: 1.7%	107,696 SH	Decreased-44,026 SH
SELECT SECTOR SPDR TR	ENERGY	$231K	0.1%	2,720 SH	New
SELECT SECTOR SPDR TR	INDL	$261K	0.1%	1,769 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$2.0M	0.9%	22,520 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$711K	0.3%Prev: 0.3%	6,160 SH	Increased+815 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$664K	0.3%	11,114 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	1.2%	4,318 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$764K	0.4%	5,629 SH	New
SPDR SERIES TRUST	S&P HOMEBUILD	$967K	0.4%	9,810 SH	New
STARBUCKS CORP	COM	$545K	0.2%Prev: 0.2%	5,943 SH	Increased+1,903 SH
THERMO FISHER SCIENTIFIC INC	COM	$265K	0.1%Prev: 0.1%	654 SH	Increased+203 SH
TIDAL TRUST I	ADASINA SOCIAL	$2.3M	1.0%Prev: 1.1%	113,903 SH	Decreased-7,689 SH
UBER TECHNOLOGIES INC	COM	$353K	0.2%Prev: 0.1%	3,785 SH	Increased+118 SH
UNION PAC CORP	COM	$1.7M	0.8%Prev: 0.8%	7,375 SH	Increased+506 SH
UNITEDHEALTH GROUP INC	COM	$852K	0.4%Prev: 0.3%	2,731 SH	Increased+270 SH
UNIVERSAL HLTH SVCS INC	CL B	$958K	0.4%Prev: 0.4%	5,290 SH	Increased+135 SH
VANECK ETF TRUST	GOLD MINERS ETF	$285K	0.1%Prev: 0.5%	5,465 SH	Decreased-5,625 SH
VANECK ETF TRUST	VIDEO GMNG ESPRT	$359K	0.2%Prev: 0.1%	3,280 SH	Increased+250 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.0M	0.5%Prev: 0.6%	13,785 SH	Decreased-4,201 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$206K	0.1%	725 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.6M	0.7%Prev: 0.9%	5,662 SH	Decreased-1,081 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$414K	0.2%	729 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$652K	0.3%Prev: 0.3%	5,075 SH	Increased+825 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$207K	0.1%Prev: 0.1%	571 SH	Decreased-20 SH
VANGUARD WORLD FD	INF TECH ETF	$920K	0.4%Prev: 0.5%	1,387 SH	Decreased-290 SH
VERALTO CORP	COM SHS	$593K	0.3%Prev: 0.2%	5,874 SH	Increased+464 SH
VERIZON COMMUNICATIONS INC	COM	$543K	0.2%Prev: 0.3%	12,550 SH	Decreased+646 SH
VISA INC	COM CL A	$3.7M	1.7%Prev: 1.4%	10,453 SH	Increased+630 SH
WALMART INC	COM	$848K	0.4%Prev: 0.5%	8,671 SH	Decreased+83 SH
WASTE MGMT INC DEL	COM	$1.8M	0.8%Prev: 0.8%	7,980 SH	Increased+400 SH
WELLS FARGO CO NEW	COM	$1.4M	0.6%	17,434 SH	New
XYLEM INC	COM	$684K	0.3%Prev: 0.3%	5,290 SH	Increased+340 SH
YUM BRANDS INC	COM	$714K	0.3%Prev: 0.3%	4,820 SH	Increased+690 SH
ZILLOW GROUP INC	CL C CAP STK	$217K	0.1%Prev: 0.1%	3,102 SH	Decreased-3,298 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $293K
AMERICAN TOWER CORP — $994K
BRIGHTHOUSE FINL INC — $207K
CAPITAL GRP FIXED INCM ETF T — $1.4M
CHEVRON CORPORATION — $2.1M
COSTCO WHOLESALE CORPORATION — $3.7M
DANAHER CORP DEL — $1.9M
DIMENSIONAL ETF TRUST — $267K
DOVER CORP — $257K
ELEVANCE HEALTH INC FORMERLY — $586K
ISHARES GOLD TR — $556K
JPMORGAN CHASE & CO — $2.2M
L3HARRIS TECHNOLOGIES INC — $336K
M & T BK CORP — $207K
NETFLIX INC. — $375K
NORTHROP GRUMMAN CORP — $250K
PROCTER & GAMBLE CO — $4.1M
RIVIAN AUTOMOTIVE INC — $161K
SELECT SECTOR SPDR TR — $339K
SELECT SECTOR SPDR TR — $259K
… and 10 more

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