Pacific Point Advisors, LLC: 13F holdings

CIK 20569762026Q2

Positions129
Reported value$219.0m
Filed2026-07-24

Change since last quarter

Positions129 (-4 vs prior quarter)
Reported value$219.0m (+15.5%)

Top 10 holdings

SecuritySharesValueWeight
BIL SPDR SERIES TRUST418,822$38.4m17.5%
IVV ISHARES TR9,673$7.2m3.3%
TSLA TESLA INC16,718$7.0m3.2%
AAPL APPLE INC23,970$6.9m3.2%
GOOG ALPHABET INC15,233$5.4m2.5%
IAU ISHARES GOLD TR69,514$5.2m2.4%
HUBB HUBBELL INC8,110$4.2m1.9%
AVGO BROADCOM INC10,770$4.1m1.9%
MU MICRON TECHNOLOGY INC3,500$4.0m1.8%
ALAB ASTERA LABS INC8,000$3.9m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2056976")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples