Pacific Point Advisors, LLC Portfolio Holdings

Pacific Point Advisors, LLC

  • $171 Billion
  • Q3 2025

Pacific Point Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $24.4B, Tesla, Inc. with a value of $8.6B, Ishares Gold Trust with a value of $5.01B, Microsoft Corp with a value of $4.41B, and Apple Inc. with a value of $4.04B.

Examining the 13F form we can see an decrease of $13B in the current position value, from $184B to 171B.

Pacific Point Advisors, LLC is based out at Rancho Santa Fe, CA

Below you can find more details about Pacific Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Billion
ETFs: $57.8 Billion
Technology: $29.5 Billion
Consumer Cyclical: $19.2 Billion
Consumer Defensive: $15.2 Billion
Healthcare: $14.3 Billion
Industrials: $11.2 Billion
Communication Services: $6.04 Billion
Financial Services: $5.78 Billion
Other: $2.82 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $171 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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