Pacific Point Advisors, LLC
RIA/Wealth
Pacific Point Advisors, LLC is a RIA/Wealth based in Rancho Santa Fe, CA led by Henry Ward Winship, managing $171.4M across 122 long positions as of Q3 2025 with 31% ETF concentration.
Managing PartnerHenry Ward Winship
- Portfolio Value
- $171.4M
- Positions
- 122
- Top Holding
- BIL at 14.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pacific Point Advisors, LLC's portfolio (36.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.4M | 14.21% | -$5.5M Sold | — 265.5K shares | |
Auto - Manufacturers Consumer Cyclical | $8.6M | 5.02% | — | 0.00% 19.3K shares | |
Unknown Unknown | $5.0M | 2.92% | — | — 68.9K shares | |
Software - Infrastructure Technology | $4.4M | 2.57% | -$1.3M Sold | 0.00% 8.5K shares | |
Consumer Electronics Technology | $4.0M | 2.36% | +$251.1K Bought | 0.00% 15.9K shares | |
Internet Content & Information Communication Services | $3.9M | 2.30% | -$118.4K Sold | 0.00% 16.2K shares | |
Electrical Equipment & Parts Industrials | $3.5M | 2.03% | — | 0.02% 8.1K shares | |
Software - Application Technology | $3.3M | 1.92% | -$409.8K Sold | 0.00% 4.8K shares | |
Semiconductors Technology | $2.9M | 1.67% | +$341.1K Bought | 0.00% 8.7K shares | |
Semiconductors Technology | $2.5M | 1.49% | +$2.5M New | — 9.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pacific Point Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pacific Point Advisors, LLC
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