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Pacific Point Advisors - Q1 2026 13F Filings

PA

Pacific Point Advisors, LLC

CIK: 0002056976
Address: California San Diego 12626 High Bluff Drive Suite 200
$189.52 M
Portfolio Value
133
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$6.68 M
2. GLD Spdr Gold Shares
+$1.38 M
3. VTI Vanguard Total Stock Market Etf
+$1.33 M
4. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf
+$1.27 M
5. SNDK Sandisk Corporation
+$1.27 M

Top Sells

Q1 2026
1. CRDO Credo Technology Group Holding
−$1.73 M
2. AAOI Applied Optoelectronics
−$1.69 M
3. APP Applovin Corporation
−$1.21 M
4. VOO Vanguard S&P 500 Etf
−$1.18 M
5. AVGO Broadcom
−$1.16 M

Asset Allocation

Stocks/ETFs
+2.16%
$189.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Pacific Point Advisors Q1 2026 Filing Summary

Pacific Point Advisors, LLC filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 189.52 M reflecting a +1.45% change from the prior quarter, spanning 133 assets. The top 10 holdings comprised 39.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 14 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Pacific Point Advisors’s Q1 2026 Filing

Pacific Point Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Pacific Point Advisors reported a managed portfolio value of 189.52 M, consisting of 133 individual positions.

This page displays the raw filing documents. To see which stocks Pacific Point Advisors bought or sold during Q1 2026, please visit Pacific Point Advisors's Portfolio Analysis page.