Pacific Point Advisors, LLC Top Holdings and 13F Report (2026) About Pacific Point Advisors, LLCInvestment ActivityPacific Point Advisors, LLC has $218.95 million in total holdings as of June 30, 2026.Pacific Point Advisors, LLC owns shares of 129 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 15.47% of the portfolio was purchased this quarter.About 13.91% of the portfolio was sold this quarter.This quarter, Pacific Point Advisors, LLC has purchased 133 new stocks and bought additional shares in 44 stocks.Pacific Point Advisors, LLC sold shares of 49 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $38,380,862iShares Core S&P 500 ETF $7,244,123Tesla $7,031,591Apple $6,935,916Alphabet $5,382,239 Largest New Holdings this Quarter 82982T106 - SiTime $2,236,680 Holding82706C108 - Silicon Motion Technology $1,999,980 Holding57776J100 - MAXLINEAR INC $1,280,300 Holding219350105 - Corning $1,277,150 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $1,013,797 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 7,667 shares (about $5.74M)SPDR Bloomberg 1-3 Month T-Bill ETF 31,575 shares (about $2.89M)SiTime 3,000 shares (about $2.24M)Silicon Motion Technology 6,000 shares (about $2.00M)Schwab International Equity ETF 64,843 shares (about $1.80M) Largest Sales this Quarter SANDISK CORP 1,000 shares (about $2.27M)Micron Technology 1,500 shares (about $1.73M)Taiwan Semiconductor Manufacturing 3,618 shares (about $1.73M)PepsiCo 8,564 shares (about $1.16M)Intuit 3,720 shares (about $970.91K) 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$38,380,862$2,893,534 â–²8.2%418,82217.5%ETFIVViShares Core S&P 500 ETF$7,244,123$5,741,827 â–²382.2%9,6733.3%ETFTSLATesla$7,031,591$147,210 â–²2.1%16,7183.2%Consumer DiscretionaryAAPLApple$6,935,916$85,650 â–¼-1.2%23,9703.2%TechnologyGOOGAlphabet$5,382,239$251,569 â–¼-4.5%15,2332.5%Communication ServicesIAUiShares Gold Trust$5,249,002$49,233 â–²0.9%69,5142.4%ETFHUBBHubbell$4,243,152$2,616 â–²0.1%8,1101.9%IndustrialsAVGOBroadcom$4,068,398$1,755,795 â–²75.9%10,7701.9%TechnologyMUMicron Technology$4,040,015$1,731,435 â–¼-30.0%3,5001.8%TechnologyASTERA LABS INC$3,864,160$966,040 â–¼-20.0%8,0001.8%COMBEBloom Energy$3,632,400$605,400 â–¼-14.3%12,0001.7%IndustrialsMSFTMicrosoft$3,100,883$293,564 â–¼-8.6%8,3131.4%TechnologyVESTIS CORPORATION$3,070,646$482,064 â–²18.6%211,4771.4%COM SHSASMLASML$3,059,759$439,666 â–¼-12.6%1,5381.4%TechnologyNVDANVIDIA$2,749,674$686,118 â–²33.2%13,7421.3%TechnologyTSMTaiwan Semiconductor Manufacturing$2,709,732$1,727,848 â–¼-38.9%5,6741.2%TechnologyAAOIApplied Optoelectronics$2,666,880$296,320 â–¼-10.0%18,0001.2%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,498,967$570,409 â–²29.6%3,5531.1%ETFNEENextEra Energy$2,484,188$1,237,135 â–²99.2%28,3031.1%UtilitiesGLDSPDR Gold Shares$2,400,3640.0%6,5161.1%ETFLAM RESEARCH CORP$2,369,015$32,500 â–²1.4%5,4671.1%COM NEWAMDAdvanced Micro Devices$2,330,611$1,148,459 â–²97.1%4,0121.1%TechnologyVTIVanguard Total Stock Market ETF$2,307,022$419,593 â–²22.2%6,2351.1%ETFSANDISK CORP$2,273,730$2,273,730 â–¼-50.0%1,0001.0%COMCOSTCostco Wholesale$2,259,914$80,444 â–²3.7%2,4161.0%Consumer StaplesJPMJPMorgan Chase & Co.$2,250,101$779,712 â–²53.0%6,8741.0%FinanceAMZNAmazon.com$2,242,779$141,336 â–¼-5.9%9,4101.0%Consumer DiscretionarySITMSiTime$2,236,680$2,236,680 â–²New Holding3,0001.0%TechnologySCHFSchwab International Equity ETF$2,154,922$1,796,152 â–²500.6%77,7951.0%ETFLITELumentum$2,145,150$429,030 â–¼-16.7%2,5001.0%TechnologyMETAMeta Platforms$2,106,744$1,147,443 â–²119.6%3,7401.0%Communication ServicesARISTA NETWORKS INC$2,103,964$316,147 â–¼-13.1%12,3851.0%COM SHSIJHiShares Core S&P Mid-Cap ETF$2,024,600$333,115 â–²19.7%26,2560.9%ETFSIMOSilicon Motion Technology$1,999,980$1,999,980 â–²New Holding6,0000.9%TechnologyETNEaton$1,955,891$408,649 â–¼-17.3%4,5900.9%IndustrialsQQQMInvesco NASDAQ 100 ETF$1,926,791$1,229,996 â–²176.5%6,3600.9%ETFORLYO'Reilly Automotive$1,862,244$237,684 â–¼-11.3%20,2220.9%Consumer DiscretionaryQQQInvesco QQQ$1,851,453$145,818 â–²8.5%2,5140.8%ETFDVYiShares Select Dividend ETF$1,779,1630.0%11,3830.8%ETFIJRiShares Core S&P Small-Cap ETF$1,778,6820.0%11,9930.8%ETFGE VERNOVA INC$1,762,2900.0%1,5000.8%COMVTEBVanguard Tax-Exempt Bond ETF$1,754,0130.0%34,6780.8%ETFBUNGE GLOBAL SA$1,720,1840.0%16,1170.8%COM SHSSGOViShares 0-3 Month Treasury Bond ETF$1,717,223$80,435 â–¼-4.5%17,0580.8%ETFCATCaterpillar$1,714,489$3,195 â–¼-0.2%1,6100.8%IndustrialsLLYEli Lilly and Company$1,703,2230.0%1,4200.8%HealthcareSHYiShares 1-3 Year Treasury Bond ETF$1,562,553$124,561 â–¼-7.4%19,0300.7%ETFWALMART INC$1,496,313$216,445 â–¼-12.6%13,2110.7%COMIXUSiShares Core MSCI Total International Stock ETF$1,452,310$165,779 â–²12.9%15,2170.7%ETFUNHUnitedHealth Group$1,283,337$768,423 â–¼-37.5%3,0880.6%HealthcareMAXLINEAR INC$1,280,300$1,280,300 â–²New Holding10,0000.6%COMGLWCorning$1,277,150$1,277,150 â–²New Holding5,0000.6%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,269,9470.0%24,2310.6%ETFMAMastercard$1,269,823$305,641 â–¼-19.4%2,4720.6%FinanceIVWiShares S&P 500 Growth ETF$1,265,2760.0%9,2000.6%ETFPEPPepsiCo$1,219,897$1,159,511 â–¼-48.7%9,0100.6%Consumer StaplesXOMExxonMobil$1,091,709$3,145 â–¼-0.3%7,9850.5%EnergyVBVanguard Small-Cap ETF$1,037,017$11,822 â–²1.2%3,4210.5%ETFGOOGLAlphabet$1,022,243$3,574 â–²0.4%2,8600.5%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,013,797$1,013,797 â–²New Holding12,2380.5%ETFCOHRCoherent$986,1750.0%2,5000.5%TechnologyIWOiShares Russell 2000 Growth ETF$984,9000.0%2,5000.4%ETFIDXXIDEXX Laboratories$970,755$284,804 â–¼-22.7%1,8440.4%HealthcareCLColgate-Palmolive$954,147$576,321 â–¼-37.7%10,4070.4%Consumer StaplesWMWaste Management$931,965$417,055 â–¼-30.9%4,1810.4%IndustrialsCORCencora$928,978$288,060 â–¼-23.7%3,2830.4%HealthcareBACBank of America$919,771$3,647 â–²0.4%16,1420.4%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$905,999$90,033 â–¼-9.0%9,1170.4%ETFIVEiShares S&P 500 Value ETF$900,0660.0%3,9640.4%ETFVTVVanguard Value ETF$899,8330.0%4,1290.4%ETFIWFiShares Russell 1000 Growth ETF$862,236$629,914 â–²271.1%6,9440.4%ETFECLEcolab$856,378$563,583 â–¼-39.7%3,0740.4%MaterialsPGProcter & Gamble$842,593$513,533 â–¼-37.9%5,7460.4%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$814,874$389,204 â–²91.4%5,7430.4%ETFRSPInvesco S&P 500 Equal Weight ETF$811,546$497,056 â–²158.1%3,8140.4%ETFMTDMettler-Toledo International$798,444$638,755 â–¼-44.4%6250.4%HealthcareONEQFidelity NASDAQ Composite Index ETF$797,891$797,891 â–²New Holding7,7300.4%ETFCHDChurch & Dwight$796,964$528,500 â–¼-39.9%8,2260.4%Consumer StaplesMTSIMACOM Technology Solutions$760,740$760,740 â–²New Holding2,0000.3%TechnologyUNPUnion Pacific$720,800$5,712 â–²0.8%2,6500.3%IndustrialsVOOGVanguard S&P 500 Growth ETF$711,358$592,798 â–²500.0%8,6100.3%ETFMGKVanguard Mega Cap Growth ETF$692,731$554,185 â–²400.0%7,8800.3%ETFCSCOCisco Systems$692,715$61,671 â–²9.8%5,8970.3%TechnologyADPAutomatic Data Processing$663,734$503,623 â–¼-43.1%2,9640.3%IndustrialsSYKStryker$660,534$401,736 â–¼-37.8%2,0980.3%HealthcareROLRollins$578,158$360,310 â–¼-38.4%13,8510.3%IndustrialsBMYBristol Myers Squibb$564,791$864 â–¼-0.2%9,8020.3%HealthcareTSCOTractor Supply$483,803$359,699 â–¼-42.6%15,3050.2%Consumer DiscretionaryBLACKROCK INC$480,780$25,962 â–²5.7%5000.2%COMVIGVanguard Dividend Appreciation ETF$463,539$35,493 â–¼-7.1%1,9590.2%ETFINTUIntuit$437,433$970,913 â–¼-68.9%1,6760.2%TechnologyTMOThermo Fisher Scientific$437,186$16,044 â–¼-3.5%8720.2%HealthcareRTXRTX$394,828$2,656 â–²0.7%2,0810.2%IndustrialsCVXChevron$391,166$1,657 â–²0.4%2,3600.2%EnergyYUMYum! Brands$390,8580.0%2,4450.2%Consumer DiscretionaryTJXTJX Companies$381,477$11,211 â–²3.0%2,5180.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$368,287$7,005 â–²1.9%7360.2%FinanceHDHome Depot$364,601$40,550 â–¼-10.0%1,0340.2%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$353,4780.0%4,5370.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$335,8780.0%4,2500.2%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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