Pacific Point Advisors, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,954
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 129 | 218,954 | 13F-HR | Pacific Point Advisors, LLC |
| Q1 2026 | 5/4/2026 | 133 | 189,524 | 13F-HR | Pacific Point Advisors, LLC |
| Q4 2025 | 1/21/2026 | 132 | 186,807 | 13F-HR | Pacific Point Advisors, LLC |
| Q3 2025 | 11/6/2025 | 122 | 171,426 | 13F-HR | Pacific Point Advisors, LLC |
| Q2 2025 | 7/18/2025 | 116 | 184,458 | 13F-HR | Pacific Point Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126.8 K | 57.9% | 12.4 K | 0 | 12.4 K |
| ETFs | 91.78 K | 41.9% | 17.03 K | 0 | 17.03 K |
| Debt | 353 | 0.2% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
218,954
Holdings
129
QoQ value change ($000)
29,430
(15.5%)
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.