Pacific Point Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    san diego, CA
  • CIK
    0002056976
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

133

$189.52M
KRE, AAPL, TSLA, IAU
13F-HR
May 4, 2026
000195175726000771

132

$186.81M
KRE, TSLA, AAPL, IAU
13F-HR
Jan 21, 2026
000195175726000256

122

$171.43M
KRE, TSLA, IAU, MSFT
13F-HR
Nov 6, 2025
000195175725001303

116

$184.46M
KRE, CHRW, TSLA, MSFT
13F-HR
Jul 18, 2025
000195175725000892

116

$180.09M
KRE, CHRW, TSLA, MSFT
13F-HR
Apr 29, 2025
000195175725000477

117

$164.51M
CHRW, KRE, TSLA, MSFT
13F-HR
Feb 18, 2025
000195175725000271
Pacific Point Advisors, Llc 13F Filings