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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$8.6 Billion 5.02% of portfolio
19,339
Q1 2025 Reduced 9.37%
$3.78T
$4.41 Billion 2.57% of portfolio
8,519
Q3 2025 Reduced 22.98%
$4.3T
$4.04 Billion 2.36% of portfolio
15,865
Q3 2025 Added 6.63%
$1.74T
$3.94 Billion 2.3% of portfolio
16,191
Q3 2025 Reduced 2.91%
$23.2B
$3.49 Billion 2.03% of portfolio
8,104
Q2 2025 Reduced 27.67%
$182B
$3.3 Billion 1.92% of portfolio
4,830
Q3 2025 Reduced 11.05%
$139B
$2.86 Billion 1.67% of portfolio
8,679
Q3 2025 Added 13.53%
$1.46T
$2.55 Billion 1.49% of portfolio
9,122
Q3 2025 New
$204B
$2.53 Billion 1.48% of portfolio
18,026
Q3 2025 Reduced 1.37%
$6.2B
$2.5 Billion 1.46% of portfolio
23,157
Q3 2025 Reduced 1.98%
$300B
$2.4 Billion 1.4% of portfolio
6,941
Q3 2025 Added 34.91%
$404B
$2.22 Billion 1.29% of portfolio
2,395
Q3 2025 Reduced 0.08%
$2.39T
$1.9 Billion 1.11% of portfolio
8,643
Q3 2025 Added 232.17%
$405B
$1.79 Billion 1.04% of portfolio
1,848
Q3 2025 Reduced 17.17%
$512B
$1.74 Billion 1.02% of portfolio
3,066
Q3 2025 Added 0.69%
$35.8B
$1.71 Billion 1.0% of portfolio
6,241
Q3 2025 Added 0.34%
$1.37T
$1.69 Billion 0.99% of portfolio
2,300
Q3 2025 Added 0.44%
$279B
$1.66 Billion 0.97% of portfolio
16,146
Q3 2025 Added 1.31%
$57.4B
$1.59 Billion 0.93% of portfolio
2,482
Q3 2025 Reduced 31.74%
$26.3B
$1.59 Billion 0.93% of portfolio
8,488
Q3 2025 Reduced 13.32%
$6.15B
$1.58 Billion 0.92% of portfolio
27,847
Q3 2025 Added 1.77%
$183B
$1.53 Billion 0.89% of portfolio
5,431
Q3 2025 Added 1.69%
$104B
$1.52 Billion 0.89% of portfolio
5,191
Q3 2025 Added 2.0%
$346B
$1.45 Billion 0.85% of portfolio
9,440
Q3 2025 Added 2.22%
$73.2B
$1.46 Billion 0.85% of portfolio
340
Q3 2025 Reduced 21.84%
$73.7B
$1.46 Billion 0.85% of portfolio
5,348
Q3 2025 New
$31.6B
$1.44 Billion 0.84% of portfolio
1,172
Q3 2025 Added 1.82%
$593B
$1.41 Billion 0.82% of portfolio
5,000
Q3 2025 New
$65.7B
$1.4 Billion 0.82% of portfolio
17,503
Q3 2025 Added 2.5%
$16.4B
$1.38 Billion 0.81% of portfolio
20,660
Q3 2025 Added 2.51%
$38.4B
$1.4 Billion 0.81% of portfolio
4,469
Q3 2025 Reduced 24.55%
$40.4B
$1.37 Billion 0.8% of portfolio
10,773
Q3 2025 Added 3.27%
$465B
$1.37 Billion 0.8% of portfolio
7,339
Q3 2025 Added 4.84%
$28.7B
$1.37 Billion 0.8% of portfolio
23,248
Q3 2025 Reduced 22.66%
$20.4B
$1.29 Billion 0.75% of portfolio
14,757
Q3 2025 Added 4.96%
$12.8B
$1.2 Billion 0.7% of portfolio
9,722
Q3 2025 Added 0.37%
$881B
$1.21 Billion 0.7% of portfolio
3,823
Q4 2024 New
$21.2B
$1.16 Billion 0.68% of portfolio
8,000
Q3 2025 New
$163B
$1.08 Billion 0.63% of portfolio
1,500
Q3 2025 New
$79.5B
$1.06 Billion 0.62% of portfolio
8,188
Q3 2025 Added 14.5%
$109B
$1.01 Billion 0.59% of portfolio
18,248
Q3 2025 Added 3.67%
$971B
$945 Million 0.55% of portfolio
1,239
Q3 2025 Added 0.32%
$388B
$921 Million 0.54% of portfolio
5,694
Q3 2025 Reduced 14.58%
$10.4B
$932 Million 0.54% of portfolio
3,254
Q3 2025 Added 0.53%
$490B
$908 Million 0.53% of portfolio
8,055
Q4 2024 New
$413B
$827 Million 0.48% of portfolio
16,023
Q4 2024 New
$291B
$763 Million 0.45% of portfolio
1,600
Q4 2024 New
$115B
$736 Million 0.43% of portfolio
1,500
Q4 2024 New
$39.4B
$718 Million 0.42% of portfolio
1,000
Q1 2025 New

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
Track This Portfolio

Track Pacific Point Advisors, LLC Portfolio

Follow Pacific Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email