Pacific Point Advisors, LLC Top Holdings and 13F Report (2026) About Pacific Point Advisors, LLCInvestment ActivityPacific Point Advisors, LLC has $189.52 million in total holdings as of March 31, 2026.Pacific Point Advisors, LLC owns shares of 133 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 11.26% of the portfolio was purchased this quarter.About 9.34% of the portfolio was sold this quarter.This quarter, Pacific Point Advisors, LLC has purchased 132 new stocks and bought additional shares in 55 stocks.Pacific Point Advisors, LLC sold shares of 37 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $35,487,345Apple $6,158,574Tesla $6,084,804iShares Gold Trust $6,070,874Alphabet $4,573,914 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $1,270,680 Holding46432F834 - iShares Core MSCI Total International Stock ETF $1,167,907 Holding69608A108 - PALANTIR TECHNOLOGIES INC $731,400 Holding15101Q207 - CELESTICA INC $563,360 Holding83443Q103 - SOLSTICE ADVANCED MATLS INC $456,960 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 72,922 shares (about $6.68M)SPDR Gold Shares 3,214 shares (about $1.38M)Vanguard Total Stock Market ETF 4,131 shares (about $1.33M)SANDISK CORP 2,000 shares (about $1.27M)iShares Core MSCI Total International Stock ETF 13,480 shares (about $1.17M) Largest Sales this Quarter Applied Optoelectronics 20,000 shares (about $1.69M)Broadcom 3,760 shares (about $1.16M)Advanced Micro Devices 3,967 shares (about $807.01K)Vanguard Tax-Exempt Bond ETF 16,032 shares (about $799.84K)Vanguard Dividend Appreciation ETF 2,869 shares (about $617.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$35,487,345$6,682,578 ▲23.2%387,24718.7%ETFAAPLApple$6,158,574$112,685 ▲1.9%24,2663.2%Computer and TechnologyTSLATesla$6,084,804$8,550 ▲0.1%16,3683.2%Auto/Tires/TrucksIAUiShares Gold Trust$6,070,8740.0%68,8623.2%FinanceGOOGAlphabet$4,573,914$1,147 ▼0.0%15,9452.4%Computer and TechnologyHUBBHubbell$3,977,448$491 ▲0.0%8,1052.1%IndustrialsMSFTMicrosoft$3,368,386$41,827 ▲1.3%9,1001.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,140,231$17,235 ▼-0.5%9,2921.7%Computer and TechnologyGLDSPDR Gold Shares$2,803,770$1,382,952 ▲97.3%6,5161.5%FinancePEPPepsiCo$2,729,143$4,969 ▲0.2%17,5741.4%Consumer StaplesINTUIntuit$2,333,161$128,419 ▲5.8%5,3961.2%Computer and TechnologyASMLASML$2,323,340$6,604 ▲0.3%1,7591.2%Computer and TechnologyCOSTCostco Wholesale$2,321,386$59,778 ▲2.6%2,3301.2%Retail/WholesaleLITELumentum$2,108,280$843,312 ▲66.7%3,0001.1%Computer and TechnologyORLYO'Reilly Automotive$2,104,945$4,985 ▼-0.2%22,8031.1%Retail/WholesaleAMZNAmazon.com$2,083,325$133,709 ▲6.9%10,0031.1%Retail/WholesaleBUNGE GLOBAL SA$2,050,1030.0%16,1171.1%COM SHSETNEaton$1,984,711$5,365 ▲0.3%5,5491.0%IndustrialsBEBloom Energy$1,896,860$541,960 ▲40.0%14,0001.0%EnergyAVGOBroadcom$1,894,845$1,163,773 ▼-38.0%6,1221.0%Computer and TechnologyWALMART INC$1,879,311$4,101 ▼-0.2%15,1221.0%COMNVDANVIDIA$1,798,562$126,264 ▲7.6%10,3130.9%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,797,530$282,459 ▼-13.6%17,8570.9%ETFARISTA NETWORKS INC$1,749,124$7,981 ▼-0.5%14,2460.9%COM SHSVTEBVanguard Tax-Exempt Bond ETF$1,730,085$799,836 ▼-31.6%34,6780.9%ETFDVYiShares Select Dividend ETF$1,723,5000.0%11,3830.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,696,5660.0%20,5470.9%ManufacturingAAOIApplied Optoelectronics$1,691,800$1,691,800 ▼-50.0%20,0000.9%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,691,1560.0%2,7420.9%ETFMUMicron Technology$1,689,200$1,013,520 ▲150.0%5,0000.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,636,339$1,325,175 ▲425.9%5,1010.9%ETFHSYHershey$1,621,667$29,935 ▼-1.8%7,8010.9%Consumer StaplesMAMastercard$1,532,641$4,497 ▲0.3%3,0670.8%Business ServicesIJRiShares Core S&P Small-Cap ETF$1,490,8500.0%11,9930.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,481,338$17,558 ▼-1.2%21,9360.8%ETFCLColgate-Palmolive$1,422,734$8,949 ▼-0.6%16,6930.8%Consumer StaplesMTDMettler-Toledo International$1,418,850$2,522 ▲0.2%1,1250.7%MedicalVESTIS CORPORATION$1,401,257$286,175 ▼-17.0%178,2770.7%COM SHSWMWaste Management$1,390,649$15,855 ▲1.2%6,0520.7%Business ServicesXOMExxonMobil$1,358,637$5,938 ▲0.4%8,0080.7%EnergyECLEcolab$1,355,972$21,017 ▼-1.5%5,0970.7%Basic MaterialsCORCencora$1,350,979$2,199 ▼-0.2%4,3010.7%MedicalIDXXIDEXX Laboratories$1,340,108$2,809 ▲0.2%2,3850.7%MedicalQQQInvesco QQQ$1,336,861$206,071 ▲18.2%2,3160.7%FinanceUNHUnitedHealth Group$1,335,870$24,623 ▼-1.8%4,9370.7%MedicalPGProcter & Gamble$1,335,760$36,543 ▲2.8%9,2480.7%Consumer StaplesJPMJPMorgan Chase & Co.$1,321,367$43,242 ▲3.4%4,4920.7%FinanceNEENextEra Energy$1,319,606$2,879 ▼-0.2%14,2080.7%UtilitiesIVViShares Core S&P 500 ETF$1,310,525$476,911 ▲57.2%2,0060.7%ETFGE VERNOVA INC$1,309,3500.0%1,5000.7%COMLLYEli Lilly and Company$1,306,093$6,438 ▲0.5%1,4200.7%MedicalCHDChurch & Dwight$1,276,673$55,617 ▲4.6%13,6810.7%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,273,5810.0%24,2310.7%ManufacturingSANDISK CORP$1,270,680$1,270,680 ▲New Holding2,0000.7%COMREDDIT INC$1,211,850$538,600 ▲80.0%9,0000.6%CL ATSCOTractor Supply$1,208,800$1,495 ▲0.1%26,6840.6%Retail/WholesaleROLRollins$1,200,797$908 ▼-0.1%22,4830.6%ConstructionIXUSiShares Core MSCI Total International Stock ETF$1,167,907$1,167,907 ▲New Holding13,4800.6%ManufacturingLAM RESEARCH CORP$1,152,055$23,075 ▼-2.0%5,3920.6%COM NEWCATCaterpillar$1,142,746$2,834 ▲0.2%1,6130.6%IndustrialsSYKStryker$1,108,663$8,543 ▲0.8%3,3740.6%MedicalASTERA LABS INC$1,096,0000.0%10,0000.6%COMAZOAutoZone$1,084,267$30,400 ▼-2.7%3210.6%Retail/WholesaleADPAutomatic Data Processing$1,059,259$52,628 ▲5.2%5,2130.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,040,6120.0%9,2000.5%ETFCLXClorox$1,007,481$52,333 ▲5.5%9,7220.5%Consumer StaplesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$996,639$603,174 ▼-37.7%10,0230.5%ETFMKCMcCormick & Company, Incorporated$980,739$17,048 ▼-1.7%19,4440.5%Consumer StaplesMETAMeta Platforms$974,374$120,724 ▲14.1%1,7030.5%Computer and TechnologyPAYXPaychex$930,656$91,933 ▲11.0%10,1030.5%Computer and TechnologyVBVanguard Small-Cap ETF$885,751$1,833 ▼-0.2%3,3820.5%ETFIVEiShares S&P 500 Value ETF$836,9990.0%3,9640.4%ETFGOOGLAlphabet$819,625$114,748 ▲16.3%2,8500.4%Computer and TechnologyVTVVanguard Value ETF$810,1100.0%4,1290.4%ETFIWFiShares Russell 1000 Growth ETF$797,794$7,249 ▼-0.9%1,8710.4%ETFIWOiShares Russell 2000 Growth ETF$784,5250.0%2,5000.4%ETFBACBank of America$783,818$2,681 ▲0.3%16,0780.4%FinanceFDSFactSet Research Systems$749,759$31,249 ▲4.3%3,4550.4%Business ServicesPALANTIR TECHNOLOGIES INC$731,400$731,400 ▲New Holding5,0000.4%CL AUNPUnion Pacific$637,848$10,433 ▼-1.6%2,6290.3%TransportationNETCloudflare$619,0200.0%3,0000.3%Computer and TechnologyCOHRCoherent$595,525$595,525 ▼-50.0%2,5000.3%Business ServicesBMYBristol Myers Squibb$595,401$910 ▲0.2%9,8170.3%MedicalVOOGVanguard S&P 500 Growth ETF$585,0350.0%1,4350.3%ETFMGKVanguard Mega Cap Growth ETF$579,085$18,372 ▲3.3%1,5760.3%ETFCELESTICA INC$563,360$563,360 ▲New Holding2,0000.3%COMQQQMInvesco NASDAQ 100 ETF$546,423$438,801 ▼-44.5%2,3000.3%ETFZTSZoetis$497,664$8,629 ▲1.8%4,2100.3%MedicalCVXChevron$486,200$67,240 ▼-12.1%2,3500.3%EnergySOLSTICE ADVANCED MATLS INC$456,960$456,960 ▲New Holding6,0000.2%COM SHSBLACKROCK INC$454,900$1,923 ▲0.4%4730.2%COMVIGVanguard Dividend Appreciation ETF$453,562$617,008 ▼-57.6%2,1090.2%ETFTMOThermo Fisher Scientific$444,343$3,441 ▲0.8%9040.2%MedicalCSCOCisco Systems$416,813$34,683 ▲9.1%5,3720.2%Computer and TechnologyAMDAdvanced Micro Devices$413,980$807,007 ▼-66.1%2,0350.2%Computer and TechnologyRTXRTX$398,724$2,701 ▲0.7%2,0670.2%AerospaceTJXTJX Companies$390,307$5,110 ▲1.3%2,4440.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$386,302$386,302 ▲New Holding5940.2%FinanceYUMYum! Brands$380,1490.0%2,4450.2%Retail/WholesaleENPHEnphase Energy$378,100$378,100 ▲New Holding10,0000.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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