Pacific Point Advisors, LLC

SAN DIEGO, CA · CIK 2056976 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Diego, CA

$219.0m reported value +15.5% vs Q1 2026

129positions

39.5%in top 10

10 new 41 added 50 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	418,822	$38.4m17.53%	17.53%	Added +31.6k	+31,575 8.2%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	9,673	$7.2m3.31%	3.31%	Added +7.7k	+7,667 382.2%
3	TESLA INC COM TSLA	TSLA	16,718	$7.0m3.21%	3.21%	Added +350	+350 2.1%
4	APPLE INC COM AAPL	AAPL	23,970	$6.9m3.17%	3.17%	Reduced -296	-296 -1.2%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	15,233	$5.4m2.46%	2.46%	Reduced -712	-712 -4.5%
6	ISHARES GOLD TR ISHARES NEW IAU	IAU	69,514	$5.2m2.40%	2.40%	Added +652	+652 0.9%
7	HUBBELL INC COM HUBB	HUBB	8,110	$4.2m1.94%	1.94%	Added +5	+5 0.1%
8	BROADCOM INC COM AVGO	AVGO	10,770	$4.1m1.86%	1.86%	Added +4.6k	+4,648 75.9%
9	MICRON TECHNOLOGY INC COM MU	MU	3,500	$4.0m1.85%	1.85%	Reduced -1.5k	-1,500 -30.0%
10	ASTERA LABS INC COM ALAB	ALAB	8,000	$3.9m1.76%	1.76%	Reduced -2.0k	-2,000 -20.0%
11	BLOOM ENERGY CORP COM CL A BE	BE	12,000	$3.6m1.66%	1.66%	Reduced -2.0k	-2,000 -14.3%
12	MICROSOFT CORP COM MSFT	MSFT	8,313	$3.1m1.42%	1.42%	Reduced -787	-787 -8.7%
13	VESTIS CORPORATION COM SHS VSTS	VSTS	211,477	$3.1m1.40%	1.40%	Added +33.2k	+33,200 18.6%
14	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,538	$3.1m1.40%	1.40%	Reduced -221	-221 -12.6%
15	NVIDIA CORPORATION COM NVDA	NVDA	13,742	$2.7m1.26%	1.26%	Added +3.4k	+3,429 33.2%
16	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,674	$2.7m1.24%	1.24%	Reduced -3.6k	-3,618 -38.9%
17	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	18,000	$2.7m1.22%	1.22%	Reduced -2.0k	-2,000 -10.0%
18	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,553	$2.5m1.14%	1.14%	Added +811	+811 29.6%
19	NEXTERA ENERGY INC COM NEE	NEE	28,303	$2.5m1.13%	1.13%	Added +14.1k	+14,095 99.2%
20	SPDR GOLD TR GOLD SHS GLD	GLD	6,516	$2.4m1.10%	1.10%	Unchanged
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,467	$2.4m1.08%	1.08%	Added +75	+75 1.4%
22	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,012	$2.3m1.06%	1.06%	Added +2.0k	+1,977 97.2%
23	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,235	$2.3m1.05%	1.05%	Added +1.1k	+1,134 22.2%
24	SANDISK CORP COM SNDK	SNDK	1,000	$2.3m1.04%	1.04%	Reduced -1.0k	-1,000 -50.0%
25	COSTCO WHSL CORP NEW COM COST	COST	2,416	$2.3m1.03%	1.03%	Added +86	+86 3.7%
26	JPMORGAN CHASE & CO COM JPM	JPM	6,874	$2.3m1.03%	1.03%	Added +2.4k	+2,382 53.0%
27	AMAZON COM INC COM AMZN	AMZN	9,410	$2.2m1.02%	1.02%	Reduced -593	-593 -5.9%
28	SITIME CORP COM SITM	SITM	3,000	$2.2m1.02%	1.02%	New
29	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	77,795	$2.2m0.98%	0.98%	Added +64.8k	+64,843 500.6%
30	LUMENTUM HLDGS INC COM LITE	LITE	2,500	$2.1m0.98%	0.98%	Reduced -500	-500 -16.7%
31	META PLATFORMS INC CL A META	META	3,740	$2.1m0.96%	0.96%	Added +2.0k	+2,037 119.6%
32	ARISTA NETWORKS INC COM SHS ANET	ANET	12,385	$2.1m0.96%	0.96%	Reduced -1.9k	-1,861 -13.1%
33	ISHARES TR CORE S&P MCP ETF IJH	IJH	26,256	$2.0m0.92%	0.92%	Added +4.3k	+4,320 19.7%
34	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	6,000	$2.0m0.91%	0.91%	New
35	EATON CORP PLC SHS ETN	ETN	4,590	$2.0m0.89%	0.89%	Reduced -959	-959 -17.3%
36	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	6,360	$1.9m0.88%	0.88%	Added +4.1k	+4,060 176.5%
37	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	20,222	$1.9m0.85%	0.85%	Reduced -2.6k	-2,581 -11.3%
38	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,514	$1.9m0.85%	0.85%	Added +198	+198 8.6%
39	ISHARES TR SELECT DIVID ETF DVY	DVY	11,383	$1.8m0.81%	0.81%	Unchanged
40	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,993	$1.8m0.81%	0.81%	Unchanged
41	GE VERNOVA INC COM GEV	GEV	1,500	$1.8m0.80%	0.80%	Unchanged
42	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	34,678	$1.8m0.80%	0.80%	Unchanged
43	BUNGE GLOBAL SA COM SHS BG	BG	16,117	$1.7m0.79%	0.79%	Unchanged
44	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	17,058	$1.7m0.78%	0.78%	Reduced -799	-799 -4.5%
45	CATERPILLAR INC COM CAT	CAT	1,610	$1.7m0.78%	0.78%	Reduced -3	-3 -0.2%
46	ELI LILLY & CO COM LLY	LLY	1,420	$1.7m0.78%	0.78%	Unchanged
47	ISHARES TR 1 3 YR TREAS BD SHY	SHY	19,030	$1.6m0.71%	0.71%	Reduced -1.5k	-1,517 -7.4%
48	WALMART INC COM WMT	WMT	13,211	$1.5m0.68%	0.68%	Reduced -1.9k	-1,911 -12.6%
49	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	15,217	$1.5m0.66%	0.66%	Added +1.7k	+1,737 12.9%
50	UNITEDHEALTH GROUP INC COM UNH	UNH	3,088	$1.3m0.59%	0.59%	Reduced -1.8k	-1,849 -37.5%
51	MAXLINEAR INC COM MXL	MXL	10,000	$1.3m0.58%	0.58%	New
52	CORNING INC COM GLW	GLW	5,000	$1.3m0.58%	0.58%	New
53	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	24,231	$1.3m0.58%	0.58%	Unchanged
54	MASTERCARD INCORPORATED CL A MA	MA	2,472	$1.3m0.58%	0.58%	Reduced -595	-595 -19.4%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	9,200	$1.3m0.58%	0.58%	Unchanged
56	PEPSICO INC COM PEP	PEP	9,010	$1.2m0.56%	0.56%	Reduced -8.6k	-8,564 -48.7%
57	EXXON MOBIL CORP COM XOM	XOM	7,985	$1.1m0.50%	0.50%	Reduced -23	-23 -0.3%
58	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,421	$1.0m0.47%	0.47%	Added +39	+39 1.1%
59	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,860	$1.0m0.47%	0.47%	Added +10	+10 0.3%
60	ISHARES INC CORE MSCI EMKT IEMG	IEMG	12,238	$1.0m0.46%	0.46%	New
61	COHERENT CORP COM COHR	COHR	2,500	$986.2k0.45%	0.45%	Unchanged
62	ISHARES TR RUS 2000 GRW ETF IWO	IWO	2,500	$984.9k0.45%	0.45%	Unchanged
63	IDEXX LABS INC COM IDXX	IDXX	1,844	$970.8k0.44%	0.44%	Reduced -541	-541 -22.7%
64	COLGATE PALMOLIVE CO COM CL	CL	10,407	$954.1k0.44%	0.44%	Reduced -6.3k	-6,286 -37.7%
65	WASTE MGMT INC DEL COM WM	WM	4,181	$932.0k0.43%	0.43%	Reduced -1.9k	-1,871 -30.9%
66	CENCORA INC COM COR	COR	3,283	$929.0k0.42%	0.42%	Reduced -1.0k	-1,018 -23.7%
67	BANK AMERICA CORP COM BAC	BAC	16,142	$919.8k0.42%	0.42%	Added +64	+64 0.4%
68	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	9,117	$906.0k0.41%	0.41%	Reduced -906	-906 -9.0%
69	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,964	$900.1k0.41%	0.41%	Unchanged
70	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,129	$899.8k0.41%	0.41%	Unchanged
71	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,944	$862.2k0.39%	0.39%	Reduced -540	-540 -7.2%
72	ECOLAB INC COM ECL	ECL	3,074	$856.4k0.39%	0.39%	Reduced -2.0k	-2,023 -39.7%
73	PROCTER AND GAMBLE CO COM PG	PG	5,746	$842.6k0.38%	0.38%	Reduced -3.5k	-3,502 -37.9%
74	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	5,743	$814.9k0.37%	0.37%	Added +2.7k	+2,743 91.4%
75	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,814	$811.5k0.37%	0.37%	Added +2.3k	+2,336 158.1%
76	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	625	$798.4k0.36%	0.36%	Reduced -500	-500 -44.4%
77	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	7,730	$797.9k0.36%	0.36%	New
78	CHURCH & DWIGHT CO INC COM CHD	CHD	8,226	$797.0k0.36%	0.36%	Reduced -5.5k	-5,455 -39.9%
79	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	2,000	$760.7k0.35%	0.35%	New
80	UNION PAC CORP COM UNP	UNP	2,650	$720.8k0.33%	0.33%	Added +21	+21 0.8%
81	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	8,610	$711.4k0.32%	0.32%	Unchanged
82	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	7,880	$692.7k0.32%	0.32%	Unchanged
83	CISCO SYS INC COM CSCO	CSCO	5,897	$692.7k0.32%	0.32%	Added +525	+525 9.8%
84	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,964	$663.7k0.30%	0.30%	Reduced -2.2k	-2,249 -43.1%
85	STRYKER CORPORATION COM SYK	SYK	2,098	$660.5k0.30%	0.30%	Reduced -1.3k	-1,276 -37.8%
86	ROLLINS INC COM ROL	ROL	13,851	$578.2k0.26%	0.26%	Reduced -8.6k	-8,632 -38.4%
87	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	9,802	$564.8k0.26%	0.26%	Reduced -15	-15 -0.1%
88	TRACTOR SUPPLY CO COM TSCO	TSCO	15,305	$483.8k0.22%	0.22%	Reduced -11.4k	-11,379 -42.6%
89	BLACKROCK INC COM BLK	BLK	500	$480.8k0.22%	0.22%	Added +27	+27 5.7%
90	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,959	$463.5k0.21%	0.21%	Reduced -150	-150 -7.1%
91	INTUIT COM INTU	INTU	1,676	$437.4k0.20%	0.20%	Reduced -3.7k	-3,720 -68.9%
92	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	872	$437.2k0.20%	0.20%	Reduced -32	-32 -3.5%
93	RTX CORPORATION COM RTX	RTX	2,081	$394.8k0.18%	0.18%	Added +14	+14 0.7%
94	CHEVRON CORP NEW COM CVX	CVX	2,360	$391.2k0.18%	0.18%	Added +10	+10 0.4%
95	YUM BRANDS INC COM YUM	YUM	2,445	$390.9k0.18%	0.18%	Unchanged
96	TJX COS INC NEW COM TJX	TJX	2,518	$381.5k0.17%	0.17%	Added +74	+74 3.0%
97	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	736	$368.3k0.17%	0.17%	Added +14	+14 1.9%
98	HOME DEPOT INC COM HD	HD	1,034	$364.6k0.17%	0.17%	Reduced -115	-115 -10.0%
99	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	4,537	$353.5k0.16%	0.16%	Unchanged
100	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	4,250	$335.9k0.15%	0.15%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HERSHEY CO HSY	HSY	7,801	$1.6m7.8k shares
REDDIT INC RDDT	RDDT	9,000	$1.2m9.0k shares
AUTOZONE INC AZO	AZO	321	$1.1m321 shares
CLOROX CO DEL CLX	CLX	9,722	$1.0m9.7k shares
MCCORMICK & CO INC MKC	MKC	19,444	$980.7k19.4k shares
PAYCHEX INC PAYX	PAYX	10,103	$930.7k10.1k shares
FACTSET RESH SYS INC FDS	FDS	3,455	$749.8k3.5k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	5,000	$731.4k5.0k shares
CLOUDFLARE INC NET	NET	3,000	$619.0k3.0k shares
CELESTICA INC CLS	CLS	2,000	$563.4k2.0k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	6,000	$457.0k6.0k shares
ENPHASE ENERGY INC ENPH	ENPH	10,000	$378.1k10.0k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,543	$204.2k3.5k shares
LINDE PLC LIN	LIN	411	$203.8k411 shares