Pacific Point Advisors, LLC Portfolio Holdings

Pacific Point Advisors, LLC

  • $187 Billion
  • Q4 2025

Pacific Point Advisors, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 132 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 $28.7B, Tesla, Inc. with a value of $7.35B, Apple Inc. with a value of $6.48B, Ishares Gold Trust with a value of $5.59B, and Alphabet Inc. with a value of $5B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $171B to 187B.

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 $187 Billion
ETFs: $66.7 Billion
Technology: $34.3 Billion
Consumer Cyclical: $17.1 Billion
Consumer Defensive: $13.9 Billion
Industrials: $12.3 Billion
Healthcare: $12 Billion
Communication Services: $6.76 Billion
Financial Services: $5.95 Billion
Other: $4.37 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $187 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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