Pacific Point Advisors, LLC — 13F holdings

Pacific Point Advisors, LLC reported 129 holdings worth $219M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. BIL SPDR SERIES TRUST — $38.4M (17.5%)
2. IVV ISHARES TR — $7.24M (3.3%)
3. TSLA TESLA INC — $7.03M (3.2%)
4. AAPL APPLE INC — $6.94M (3.2%)
5. GOOG ALPHABET INC — $5.38M (2.5%)
6. IAU ISHARES GOLD TR — $5.25M (2.4%)
7. HUBB HUBBELL INC — $4.24M (1.9%)
8. AVGO BROADCOM INC — $4.07M (1.9%)
9. MU MICRON TECHNOLOGY INC — $4.04M (1.8%)
10. ALAB ASTERA LABS INC — $3.86M (1.8%)