Pacific Point Advisors, LLC

CIK 0002056976 • 6 13F filings • Apr 29, 2025 – Jul 24, 2026

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Filer information

Filed by: Pacific Point Advisors, LLC, Chief Compliance Officer
Address: 12626 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130
Phone: 858-356-6600
AUM: $186.8M

AUM over time

$219.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $186.8M130 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$238K	0.1%	1,040 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.7%Prev: 0.5%	6,002 SH	Increased+308 SH
ALBERTSONS COS INC	COMMON STOCK	$210K	0.1%Prev: 0.1%	12,258 SH	Decreased
ALPHABET INC	CAP STK CL A	$767K	0.4%Prev: 0.2%	2,451 SH	Increased+755 SH
ALPHABET INC	CAP STK CL C	$5.0M	2.7%Prev: 2.3%	15,949 SH	Increased-242 SH
AMAZON COM INC	COM	$2.2M	1.2%Prev: 1.1%	9,361 SH	Increased+718 SH
APPLE INC	COM	$6.5M	3.5%Prev: 2.4%	23,822 SH	Increased+7,957 SH
APPLIED OPTOELECTRONICS INC	COM	$1.4M	0.7%	40,000 SH	New
APPLOVIN CORP	COM CL A	$1.2M	0.6%Prev: 0.6%	1,800 SH	Increased+300 SH
ARISTA NETWORKS INC	COM SHS	$1.9M	1.0%Prev: 1.2%	14,311 SH	Decreased-295 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.9M	1.0%Prev: 1.0%	1,754 SH	Increased-94 SH
ASTERA LABS INC	COM	$1.7M	0.9%Prev: 1.0%	10,000 SH	Decreased+1,500 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.3M	0.7%Prev: 0.9%	4,954 SH	Decreased-237 SH
AUTOZONE INC	COM	$1.1M	0.6%Prev: 0.9%	330 SH	Decreased-10 SH
AXON ENTERPRISE INC	COM	$568K	0.3%Prev: 0.4%	1,000 SH	Decreased
BANK AMERICA CORP	COM	$881K	0.5%Prev: 0.5%	16,023 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$357K	0.2%Prev: 0.2%	710 SH	Increased+2 SH
BLACKROCK INC	COM	$504K	0.3%Prev: 0.3%	471 SH	Decreased+32 SH
BLACKSTONE INC	COM	$358K	0.2%Prev: 0.2%	2,325 SH	Decreased
BLOOM ENERGY CORP	COM CL A	$869K	0.5%Prev: 1.0%	10,000 SH	Decreased-10,000 SH
BOOKING HOLDINGS INC	COM	$289K	0.2%Prev: 0.2%	54 SH	Decreased-4 SH
BRISTOL-MYERS SQUIBB CO	COM	$529K	0.3%Prev: 0.3%	9,802 SH	Increased
BROADCOM INC	COM	$3.4M	1.8%Prev: 1.7%	9,882 SH	Increased+1,203 SH
BUNGE GLOBAL SA	COM SHS	$1.4M	0.8%	16,117 SH	New
CATERPILLAR INC	COM	$922K	0.5%Prev: 0.4%	1,609 SH	Increased+9 SH
CENCORA INC	COM	$1.5M	0.8%Prev: 0.8%	4,308 SH	Increased-161 SH
CHEVRON CORP NEW	COM	$408K	0.2%Prev: 0.2%	2,675 SH	Increased+1,000 SH
CHURCH & DWIGHT CO INC	COM	$1.1M	0.6%Prev: 0.8%	13,085 SH	Decreased-1,672 SH
CISCO SYS INC	COM	$379K	0.2%Prev: 0.2%	4,925 SH	Increased+161 SH
CLOROX CO DEL	COM	$929K	0.5%Prev: 0.7%	9,217 SH	Decreased-505 SH
CLOUDFLARE INC	CL A COM	$591K	0.3%	3,000 SH	New
COHERENT CORP	COM	$923K	0.5%	5,000 SH	New
COINBASE GLOBAL INC	COM CL A	$339K	0.2%Prev: 0.3%	1,500 SH	Decreased
COLGATE PALMOLIVE CO	COM	$1.3M	0.7%Prev: 0.8%	16,798 SH	Decreased-705 SH
COREWEAVE INC	COM CL A	$573K	0.3%	8,000 SH	New
COSTCO WHSL CORP NEW	COM	$2.0M	1.0%Prev: 1.3%	2,270 SH	Decreased-125 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.7M	0.9%Prev: 0.7%	12,000 SH	Increased+4,000 SH
CROWDSTRIKE HLDGS INC	CL A	$703K	0.4%Prev: 0.4%	1,500 SH	Decreased
DAKOTA GOLD CORP	COM	$302K	0.2%	53,246 SH	New
EATON CORP PLC	SHS	$1.8M	0.9%Prev: 0.4%	5,534 SH	Increased+3,884 SH
ECOLAB INC	COM	$1.4M	0.7%Prev: 0.9%	5,176 SH	Decreased-172 SH
ELI LILLY & CO	COM	$1.5M	0.8%Prev: 0.6%	1,413 SH	Increased+174 SH
EXXON MOBIL CORP	COM	$959K	0.5%Prev: 0.5%	7,973 SH	Increased-82 SH
FACTSET RESH SYS INC	COM	$961K	0.5%Prev: 0.5%	3,311 SH	Increased+57 SH
GE VERNOVA INC	COM	$980K	0.5%	1,500 SH	New
GOLD ROYALTY CORP	COMMON SHARES	$194K	0.1%Prev: 0.1%	48,000 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$397K	0.2%Prev: 0.2%	3,000 SH	Increased
HERSHEY CO	COM	$1.4M	0.8%Prev: 0.9%	7,945 SH	Decreased-543 SH
HOME DEPOT INC	COM	$359K	0.2%Prev: 0.2%	1,044 SH	Decreased+64 SH
HUBBELL INC	COM	$3.6M	1.9%Prev: 2.0%	8,104 SH	Increased
IDEXX LABS INC	COM	$1.6M	0.9%Prev: 0.9%	2,380 SH	Increased-102 SH
INTERNATIONAL BUSINESS MACHS	COM	$338K	0.2%Prev: 0.2%	1,140 SH	Increased
INTUIT	COM	$3.4M	1.8%Prev: 1.9%	5,099 SH	Increased+269 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.0M	0.6%Prev: 0.5%	4,147 SH	Increased+538 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$218K	0.1%	10,358 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$250K	0.1%Prev: 0.1%	1,305 SH	Increased+52 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.6%Prev: 0.7%	1,959 SH	Increased+8 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$497K	0.3%Prev: 0.4%	10,000 SH	Decreased
ISHARES GOLD TR	ISHARES NEW	$5.6M	3.0%Prev: 2.9%	68,862 SH	Increased
ISHARES TR	0-3 MNTH TREASRY	$2.1M	1.1%	20,663 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.7M	0.9%Prev: 0.8%	20,547 SH	Increased+3,863 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	0.8%Prev: 0.8%	22,196 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.8%Prev: 0.8%	11,993 SH	Increased
ISHARES TR	CORE S&P500 ETF	$874K	0.5%Prev: 0.5%	1,276 SH	Increased+88 SH
ISHARES TR	ISHS 1-5YR INVS	$1.3M	0.7%Prev: 0.7%	24,231 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$204K	0.1%	2,169 SH	New
ISHARES TR	RUS 1000 GRW ETF	$894K	0.5%Prev: 0.5%	1,888 SH	Increased-5 SH
ISHARES TR	RUS 2000 GRW ETF	$808K	0.4%Prev: 0.5%	2,500 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.6%Prev: 0.6%	9,200 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$841K	0.5%Prev: 0.5%	3,964 SH	Increased
ISHARES TR	SELECT DIVID ETF	$1.6M	0.9%Prev: 0.9%	11,383 SH	Decreased
JPMORGAN CHASE & CO.	COM	$1.4M	0.7%Prev: 0.7%	4,345 SH	Increased+522 SH
KRISPY KREME INC	COM	$69K	0.0%Prev: 0.0%	17,064 SH	Increased
LAM RESEARCH CORP	COM NEW	$941K	0.5%Prev: 0.4%	5,500 SH	Increased+12 SH
LUMENTUM HLDGS INC	COM	$663K	0.4%	1,800 SH	New
MASTERCARD INCORPORATED	CL A	$1.7M	0.9%Prev: 1.0%	3,058 SH	Increased-8 SH
MCCORMICK & CO INC	COM NON VTG	$1.3M	0.7%Prev: 0.8%	19,782 SH	Decreased-878 SH
MCDONALDS CORP	COM	$301K	0.2%Prev: 0.1%	984 SH	Increased+230 SH
META PLATFORMS INC	CL A	$985K	0.5%Prev: 1.0%	1,492 SH	Decreased-808 SH
METTLER TOLEDO INTERNATIONAL	COM	$1.6M	0.8%Prev: 0.8%	1,123 SH	Increased-49 SH
MICRON TECHNOLOGY INC	COM	$571K	0.3%	2,000 SH	New
MICROSOFT CORP	COM	$4.3M	2.3%Prev: 2.6%	8,987 SH	Decreased+468 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$1.2M	0.6%	22,040 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$333K	0.2%	13,699 SH	New
NEXTERA ENERGY INC	COM	$1.1M	0.6%	14,239 SH	New
NVIDIA CORPORATION	COM	$1.8M	1.0%Prev: 0.8%	9,589 SH	Increased+2,250 SH
OREILLY AUTOMOTIVE INC	COM	$2.1M	1.1%Prev: 1.5%	22,857 SH	Decreased-300 SH
PAYCHEX INC	COM	$1.0M	0.5%Prev: 0.8%	9,105 SH	Decreased-1,668 SH
PEPSICO INC	COM	$2.5M	1.3%Prev: 1.5%	17,542 SH	Decreased-484 SH
PFIZER INC	COM	$309K	0.2%Prev: 0.2%	12,418 SH	Increased+430 SH
PROCTER AND GAMBLE CO	COM	$1.3M	0.7%Prev: 0.8%	8,995 SH	Decreased-445 SH
REDDIT INC	CL A	$1.1M	0.6%	5,000 SH	New
RESMED INC	COM	$365K	0.2%Prev: 1.0%	1,515 SH	Decreased-4,726 SH
ROBINHOOD MKTS INC	COM CL A	$566K	0.3%Prev: 0.4%	5,000 SH	Decreased
ROLLINS INC	COM	$1.4M	0.7%Prev: 0.8%	22,500 SH	Decreased-748 SH
RTX CORPORATION	COM	$377K	0.2%Prev: 0.2%	2,053 SH	Increased+486 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$225K	0.1%Prev: 0.1%	6,864 SH	Decreased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$320K	0.2%Prev: 0.2%	13,303 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$209K	0.1%Prev: 0.1%	7,972 SH	Increased
SPDR GOLD TR	GOLD SHS	$1.3M	0.7%Prev: 1.4%	3,302 SH	Decreased-3,645 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.7M	0.9%Prev: 1.0%	2,742 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$30.6M	16.4%	332,310 SH	New
STRYKER CORPORATION	COM	$1.2M	0.6%	3,348 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.8M	1.5%Prev: 1.5%	9,343 SH	Increased+221 SH
TE CONNECTIVITY PLC	ORD SHS	$341K	0.2%Prev: 0.2%	1,498 SH	Increased+132 SH
TELADOC HEALTH INC	COM	$490K	0.3%Prev: 0.3%	70,000 SH	Decreased
TESLA INC	COM	$7.4M	3.9%Prev: 5.0%	16,345 SH	Decreased-2,994 SH
THERMO FISHER SCIENTIFIC INC	COM	$520K	0.3%Prev: 0.3%	897 SH	Increased
TJX COS INC NEW	COM	$371K	0.2%Prev: 0.1%	2,412 SH	Increased+687 SH
TRACTOR SUPPLY CO	COM	$1.3M	0.7%Prev: 0.9%	26,651 SH	Decreased-1,196 SH
UBER TECHNOLOGIES INC	COM	$409K	0.2%Prev: 0.4%	5,000 SH	Decreased-2,000 SH
UNION PAC CORP	COM	$618K	0.3%Prev: 0.4%	2,672 SH	Increased+128 SH
UNITEDHEALTH GROUP INC	COM	$1.7M	0.9%Prev: 1.4%	5,028 SH	Decreased-1,913 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$638K	0.3%Prev: 0.4%	1,435 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$358K	0.2%Prev: 0.2%	4,537 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.6%Prev: 0.4%	1,874 SH	Increased+709 SH
VANGUARD INDEX FDS	SMALL CP ETF	$874K	0.5%Prev: 0.5%	3,389 SH	Increased+244 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$325K	0.2%Prev: 0.2%	970 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$789K	0.4%Prev: 0.4%	4,129 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.6M	1.4%Prev: 1.5%	50,710 SH	Increased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$339K	0.2%Prev: 0.2%	4,250 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.6%Prev: 0.3%	4,978 SH	Increased+2,831 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$270K	0.1%	1,074 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$630K	0.3%Prev: 0.4%	1,526 SH	Increased
VESTIS CORPORATION	COM SHS	$1.4M	0.8%Prev: 0.1%	214,686 SH	Increased+184,181 SH
VISA INC	COM CL A	$252K	0.1%	717 SH	New
WALMART INC	COM	$1.7M	0.9%Prev: 1.0%	15,155 SH	Increased-991 SH
WASTE MGMT INC DEL	COM	$1.3M	0.7%	5,983 SH	New
YUM BRANDS INC	COM	$370K	0.2%Prev: 0.2%	2,445 SH	Decreased
ZOETIS INC	CL A	$521K	0.3%Prev: 0.3%	4,137 SH	Decreased+37 SH

Sold (vs prior filing)

AMGEN INC — $1.5M
APPLIED DIGITAL CORP — $319K
C H ROBINSON WORLDWIDE INC — $201K
FISERV INC — $1.1M
GARMIN LTD — $214K
ISHARES ETHEREUM TR — $1.3M
MONDELEZ INTL INC — $240K
NOVO-NORDISK A S — $1.0M
ORACLE CORP — $1.4M
PROSHARES TR — $2.2M
RH — $203K
SPDR SERIES TRUST — $24.4M
SPDR SERIES TRUST — $1.5M
SPDR SERIES TRUST — $266K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001951757-26-000256	$186.8M	View
Nov 6, 2025	Q3 2025	13F-HR	0001951757-25-001303	$171.4M	View
Jul 24, 2026	Q2 2026