GARRISON POINT ADVISORS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 219,190
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 153.4 K | 70.0% | 0 | 33.54 K | -33.54 K |
| ETFs | 64.44 K | 29.4% | 25.48 K | 0 | 25.48 K |
| Debt | 1.386 K | 0.6% | 1.386 K | 0 | 1.386 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
219,190
Holdings
168
QoQ value change ($000)
-6,675
(-3.0%)
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.