Pacific Point Advisors, LLC - Portfolio overview

Pacific Point Advisors, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 17.17%
2. AAPL - APPLE INC, 2.98%
3. TSLA - TESLA INC, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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