Pacific Point Advisors, LLC

Q2 2025 13F Holdings

  • Location
    rancho santa fe, CA
  • Num holdings

    116

  • Value ($000)

    $184,458

  • Date Filed
    07/18/2025
  • Form type
    13F-HR
  • CIK
    0002056976
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$29.85M
16 %

325,434

CHRW
CHRW

C H ROBINSON WORLDWIDE INC

COM NEW
12541W209
$26.08M
14 %

271,802

TSLA
TSLA

TESLA INC

COM
88160R101
$6.14M
3 %

19,339

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.50M
3 %

11,061

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$4.29M
2 %

68,862

INTU
INTU

INTUIT

COM
461202103
$4.28M
2 %

5,430

HUBB
HUBB

HUBBELL INC

COM
443510607
$3.31M
2 %

8,104

AAPL
AAPL

APPLE INC

COM
037833100
$3.05M
2 %

14,879

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.96M
2 %

16,677

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$2.49M
1 %

50,710

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