Garrison Point Advisors, LLC holds a diversified book of 176 stocks worth $246.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Dimensional International SM and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767107/holdings"
Use Arkolith to show GARRISON POINT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Garrison Point Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ASSETMARK, INC | 80 / 80 | $11.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $18.3B |
| Kestra Advisory Services, LLC | 79 / 80 | $7.9B |
| AdvisorNet Financial, Inc | 79 / 80 | $513.5M |
| Golden State Wealth Management, LLC | 79 / 80 | $381.9M |
| MORGAN STANLEY | 78 / 80 | $590.9B |
| ROYAL BANK OF CANADA | 78 / 80 | $167.8B |
| HighTower Advisors, LLC | 78 / 80 | $31.1B |
Ranked by how many of Garrison Point Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.2M | 49.1K | 5.8% | ▼−4.3% Reduced · −2K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $13.5M | 18.0K | 5.5% | ▲+6.9% Added · +1K sh | |
| 3 | Microsoft Corp COM | $11.2M | 30.0K | 4.5% | ▼−1.7% Reduced · −519 sh | |
| 4 | Nvidia Corporation COM | $8.8M | 44.0K | 3.6% | ▼−3.3% Reduced · −2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $6.3M | 17.6K | 2.6% | ▼−4.1% Reduced · −746 sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $6.2M | 8.3K | 2.5% | ▲~0% Added · +2 sh | |
| 7 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $5.3M | 203.8K | 2.2% | ▲+286% Added · +151K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $5.3M | 35.5K | 2.1% | ▲+0.9% Added · +315 sh | |
| 9 | Oracle Corp COM | $5.2M | 35.3K | 2.1% | —Held | |
| 10 | Schwab Strategic TR INTL EQTY ETF | $4.5M | 161.8K | 1.8% | ▲+6.6% Added · +10K sh | |
| 11 | Meta Platforms Inc CL A | $4.4M | 7.9K | 1.8% | ▼−2.8% Reduced · −230 sh | |
| 12 | Caterpillar Inc COM | $4.3M | 4.0K | 1.7% | ▼−2.1% Reduced · −85 sh | |
| 13 | Johnson & Johnson COM | $4.2M | 16.6K | 1.7% | ▼−2.1% Reduced · −363 sh | |
| 14 | Amazon Com Inc COM | $4.2M | 17.6K | 1.7% | ▼−2.7% Reduced · −488 sh | |
| 15 | Procter & Gamble Co COM | $4.0M | 27.6K | 1.6% | ▼−1.9% Reduced · −550 sh | |
| 16 | Alphabet Inc CAP STK CL C | $3.5M | 9.9K | 1.4% | ▼−8.8% Reduced · −955 sh | |
| 17 | Costco Wholesale Corporation COM | $3.4M | 3.7K | 1.4% | ▼−1.1% Reduced · −41 sh | |
| 18 | Visa Inc COM CL A | $3.3M | 9.6K | 1.3% | ▼−2.1% Reduced · −205 sh | |
| 19 | Ishares TR CORE MSCI TOTAL | $3.1M | 32.8K | 1.3% | ▲+5.3% Added · +2K sh | |
| 20 | Home Depot Inc COM | $3.0M | 8.4K | 1.2% | ▼−1.7% Reduced · −144 sh | |
| 21 | Tidal Trust I ADASINA SOCIAL | $2.8M | 121.2K | 1.1% | ▼−0.3% Reduced · −397 sh | |
| 22 | Intel Corp COM | $2.7M | 19.6K | 1.1% | ▼−7.4% Reduced · −2K sh | |
| 23 | Dell Technologies Inc CL C | $2.5M | 5.9K | 1.0% | —Held | |
| 24 | JPMorgan Chase & Co COM | $2.4M | 7.4K | 1.0% | ▼−0.4% Reduced · −30 sh | |
| 25 | NextEra Energy Inc COM | $2.4M | 27.4K | 1.0% | ▼−2.0% Reduced · −573 sh | |
| 26 | Vanguard Index FDS MID CAP ETF | $2.3M | 28.5K | 0.9% | ▲+323% Added · +22K sh | |
| 27 | Corning Inc COM | $2.2M | 8.8K | 0.9% | ▼−32% Reduced · −4K sh | |
| 28 | Select Sector SPDR TR ST STR MATER ETF | $2.2M | 43.2K | 0.9% | ▼−1.4% Reduced · −625 sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.9% | —Held | |
| 30 | Mastercard Incorporated CL A | $2.1M | 4.1K | 0.9% | ▼−4.8% Reduced · −207 sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $2.0M | 24.0K | 0.8% | ▲+6.7% Added · +2K sh | |
| 32 | Amgen Inc COM | $2.0M | 5.5K | 0.8% | ▼−3.9% Reduced · −220 sh | |
| 33 | Ishares TR ISHARES BIOTECH | $1.9M | 9.9K | 0.8% | ▼−1.6% Reduced · −159 sh | |
| 34 | Cummins Inc COM | $1.9M | 2.6K | 0.8% | ▼−2.4% Reduced · −65 sh | |
| 35 | Union Pac Corp COM | $1.8M | 6.8K | 0.7% | ▼−1.1% Reduced · −74 sh | |
| 36 | Cisco Sys Inc COM | $1.8M | 15.6K | 0.7% | ▼−2.8% Reduced · −450 sh | |
| 37 | International Business Machs COM | $1.8M | 6.3K | 0.7% | ▼−0.4% Reduced · −25 sh | |
| 38 | Coca Cola Co COM | $1.7M | 21.4K | 0.7% | ▼−2.2% Reduced · −478 sh | |
| 39 | Danaher Corp Del COM | $1.7M | 8.9K | 0.7% | ▼−9.6% Reduced · −949 sh | |
| 40 | American WTR WKS Co Inc New COM | $1.7M | 12.6K | 0.7% | ▼−4.2% Reduced · −550 sh | |
| 41 | Chevron Corporation COM | $1.6M | 9.9K | 0.7% | ▼−1.9% Reduced · −196 sh | |
| 42 | Novo-Nordisk A S ADR | $1.6M | 33.3K | 0.6% | —Held | |
| 43 | Waste Mgmt Inc Del COM | $1.6M | 7.1K | 0.6% | ▼−6.3% Reduced · −476 sh | |
| 44 | Vanguard World FD INF TECH ETF | $1.6M | 13.2K | 0.6% | ▲+684% Added · +11K sh | |
| 45 | Merck & Co Inc COM | $1.6M | 12.1K | 0.6% | ▼−8.3% Reduced · −1K sh | |
| 46 | Ishares TR CORE MSCI EAFE | $1.5M | 15.6K | 0.6% | ▲+86% Added · +7K sh | |
| 47 | Ishares TR U.S. MED DVC ETF | $1.5M | 30.1K | 0.6% | ▼−7.1% Reduced · −2K sh | |
| 48 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.5M | 36.5K | 0.6% | ▲+36% Added · +10K sh | |
| 49 | Wells Fargo & Co COM | $1.4M | 17.1K | 0.6% | —Held | |
| 50 | Wisdomtree TR US LARGECAP DIVD | $1.4M | 14.7K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 176 | $246.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 168 | $219.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 166 | $225.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 171 | $238.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 165 | $217.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 162 | $206.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 161 | $210.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 146 | $161.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.