Pacific Point Advisors, LLC 13F Holdings

CIK 0002056976 · SAN DIEGO, CA

As of Sep 30, 2025, Pacific Point Advisors, LLC reported 122 positions worth 71.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—265,502$24.4M14.21%
TESLA INCTSLAConsumer Cyclical19,339$8.6M5.02%
ISHARES GOLD TRUSTIAU—68,862$5.0M2.92%
MICROSOFT CORPMSFTTechnology8,519$4.4M2.57%
APPLE INCAAPLTechnology15,865$4.0M2.36%
ALPHABET INCGOOGEquity16,191$3.9M2.30%
HUBBELL INCHUBBIndustrials8,104$3.5M2.03%
INTUIT INCINTUTechnology4,830$3.3M1.92%
BROADCOM INCAVGOTechnology8,679$2.9M1.67%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology9,122$2.5M1.49%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—50,710$2.5M1.48%
PEPSICO INCPEPConsumer Defensive18,026$2.5M1.48%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical23,157$2.5M1.46%
SPDR GOLD TRUSTGQ9—6,947$2.5M1.44%
UNITEDHEALTH GROUP INCUNHHealthcare6,941$2.4M1.40%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,395$2.2M1.29%
PROSHARES ULTRASHORT QQQQID—100,000$2.2M1.26%
ARISTA NETWORKS INCANETTechnology14,606$2.1M1.24%
AMAZON.COM INCAMZNEquity8,643 .9M1.11%
ASML HOLDING NVASMLTechnology1,848 .8M1.04%
MASTERCARD INCMAFinancial Services3,066 .7M1.02%
RESMED INCRMDHealthcare6,241 .7M1.00%
BLOOM ENERGY CORPBEIndustrials20,000 .7M0.99%
META PLATFORMS INCMETACommunication Services2,300 .7M0.99%
ASTERA LABS INCALABTechnology8,500 .7M0.97%