GARRISON POINT ADVISORS, LLC

All 13F Filings

Location
Walnut Creek, CA
Most recent 13F
Q2 2026
Holdings value ($000)
246,565
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 176 246,565 13F-HR GARRISON POINT ADVISORS, LLC
Q1 2026 5/12/2026 168 219,190 13F-HR GARRISON POINT ADVISORS, LLC
Q4 2025 2/13/2026 166 225,865 13F-HR GARRISON POINT ADVISORS, LLC
Q3 2025 10/22/2025 171 238,413 13F-HR GARRISON POINT ADVISORS, LLC
Q2 2025 8/6/2025 165 217,849 13F-HR GARRISON POINT ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 164.4 K 66.7% 11.05 K 0 11.05 K
ETFs 76.81 K 31.2% 12.37 K 0 12.37 K
Debt 5.336 K 2.2% 3.95 K 0 3.95 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
246,565
Holdings
176
QoQ value change ($000)
27,375 (12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.