Pacific Point Advisors, LLC holds a diversified book of 129 stocks worth $219.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Sitime Corp and trimmed Apple Inc. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056976/holdings"
Use Arkolith to show Pacific Point Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Pacific Point Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
61% 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 Pacific Point Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $848.0B |
| MORGAN STANLEY | 80 / 80 | $582.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $529.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $407.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $254.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $210.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $167.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $162.2B |
Ranked by how many of Pacific 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 | SPDR Series Trust ST STR BLO 1 ETF | $38.4M | 418.8K | 17.5% | ▲+8.2% Added · +32K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $7.2M | 9.7K | 3.3% | ▲+382% Added · +8K sh | |
| 3 | Tesla Inc COM | $7.0M | 16.7K | 3.2% | ▲+2.1% Added · +350 sh | |
| 4 | Apple Inc COM | $6.9M | 24.0K | 3.2% | ▼−1.2% Reduced · −296 sh | |
| 5 | Alphabet Inc CAP STK CL C | $5.4M | 15.2K | 2.5% | ▼−4.5% Reduced · −712 sh | |
| 6 | Ishares Gold TR ISHARES NEW | $5.2M | 69.5K | 2.4% | ▲+0.9% Added · +652 sh | |
| 7 | Hubbell Inc COM | $4.2M | 8.1K | 1.9% | ▲+0.1% Added · +5 sh | |
| 8 | Broadcom Inc COM | $4.1M | 10.8K | 1.9% | ▲+76% Added · +5K sh | |
| 9 | Micron Technology Inc COM | $4.0M | 3.5K | 1.8% | ▼−30% Reduced · −2K sh | |
| 10 | Astera Labs Inc COM | $3.9M | 8.0K | 1.8% | ▼−20% Reduced · −2K sh | |
| 11 | Bloom Energy Corp COM CL A | $3.6M | 12.0K | 1.7% | ▼−14% Reduced · −2K sh | |
| 12 | Microsoft Corp COM | $3.1M | 8.3K | 1.4% | ▼−8.6% Reduced · −787 sh | |
| 13 | Vestis Corporation COM SHS | $3.1M | 211.5K | 1.4% | ▲+19% Added · +33K sh | |
| 14 | ASML Hldg NV N Y REGISTRY SHS | $3.1M | 1.5K | 1.4% | ▼−13% Reduced · −221 sh | |
| 15 | Nvidia Corporation COM | $2.7M | 13.7K | 1.3% | ▲+33% Added · +3K sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.7M | 5.7K | 1.2% | ▼−39% Reduced · −4K sh | |
| 17 | Applied Optoelectronics Inc COM | $2.7M | 18.0K | 1.2% | ▼−10% Reduced · −2K sh | |
| 18 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.5M | 3.6K | 1.1% | ▲+30% Added · +811 sh | |
| 19 | NextEra Energy Inc COM | $2.5M | 28.3K | 1.1% | ▲+99% Added · +14K sh | |
| 20 | SPDR Gold TR GOLD SHS | $2.4M | 6.5K | 1.1% | —Held | |
| 21 | Lam Research Corp COM NEW | $2.4M | 5.5K | 1.1% | ▲+1.4% Added · +75 sh | |
| 22 | Advanced Micro Devices Inc COM | $2.3M | 4.0K | 1.1% | ▲+97% Added · +2K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.2K | 1.1% | ▲+22% Added · +1K sh | |
| 24 | Sandisk Corp COM | $2.3M | 1.0K | 1.0% | ▼−50% Reduced · −1K sh | |
| 25 | Costco Wholesale Corporation COM | $2.3M | 2.4K | 1.0% | ▲+3.7% Added · +86 sh | |
| 26 | JPMorgan Chase & Co COM | $2.3M | 6.9K | 1.0% | ▲+53% Added · +2K sh | |
| 27 | Amazon Com Inc COM | $2.2M | 9.4K | 1.0% | ▼−5.9% Reduced · −593 sh | |
| 28 | Sitime Corp COM | $2.2M | 3.0K | 1.0% | ▲New New position | |
| 29 | Schwab Strategic TR INTL EQTY ETF | $2.2M | 77.8K | 1.0% | ▲+501% Added · +65K sh | |
| 30 | Lumentum Hldgs Inc COM | $2.1M | 2.5K | 1.0% | ▼−17% Reduced · −500 sh | |
| 31 | Meta Platforms Inc CL A | $2.1M | 3.7K | 1.0% | ▲+120% Added · +2K sh | |
| 32 | Arista Networks Inc COM SHS | $2.1M | 12.4K | 1.0% | ▼−13% Reduced · −2K sh | |
| 33 | Ishares TR CORE S&P MCP ETF | $2.0M | 26.3K | 0.9% | ▲+20% Added · +4K sh | |
| 34 | Silicon Motion Technology Co SPONSORED ADR | $2.0M | 6.0K | 0.9% | ▲New New position | |
| 35 | Eaton Corp PLC SHS | $2.0M | 4.6K | 0.9% | ▼−17% Reduced · −959 sh | |
| 36 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.9M | 6.4K | 0.9% | ▲+177% Added · +4K sh | |
| 37 | Oreilly Automotive Inc COM | $1.9M | 20.2K | 0.9% | ▼−11% Reduced · −3K sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.5K | 0.8% | ▲+8.5% Added · +198 sh | |
| 39 | Ishares TR SELECT DIVID ETF | $1.8M | 11.4K | 0.8% | —Held | |
| 40 | Ishares TR CORE S&P SCP ETF | $1.8M | 12.0K | 0.8% | —Held | |
| 41 | Ge Vernova Inc COM | $1.8M | 1.5K | 0.8% | —Held | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.8M | 34.7K | 0.8% | —Held | |
| 43 | Bunge Global Sa COM SHS | $1.7M | 16.1K | 0.8% | —Held | |
| 44 | Ishares TR 0-3 MTH TREASURY | $1.7M | 17.1K | 0.8% | ▼−4.5% Reduced · −799 sh | |
| 45 | Caterpillar Inc COM | $1.7M | 1.6K | 0.8% | ▼−0.2% Reduced · −3 sh | |
| 46 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.8% | —Held | |
| 47 | Ishares TR 1 3 YR TREAS BD | $1.6M | 19.0K | 0.7% | ▼−7.4% Reduced · −2K sh | |
| 48 | Walmart Inc COM | $1.5M | 13.2K | 0.7% | ▼−13% Reduced · −2K sh | |
| 49 | Ishares TR CORE MSCI TOTAL | $1.5M | 15.2K | 0.7% | ▲+13% Added · +2K sh | |
| 50 | Unitedhealth Group Inc COM | $1.3M | 3.1K | 0.6% | ▼−37% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.