Chief Compliance Officer

0001172661-26-001744.txt : 20260513 0001172661-26-001744.hdr.sgml : 20260513 20260512193402 ACCESSION NUMBER: 0001172661-26-001744 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260513 DATE AS OF CHANGE: 20260512 EFFECTIVENESS DATE: 20260513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GARRISON POINT ADVISORS, LLC CENTRAL INDEX KEY: 0001767107 ORGANIZATION NAME: EIN: 823907894 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19080 FILM NUMBER: 26970399 BUSINESS ADDRESS: STREET 1: 1600 S MAIN STREET STREET 2: SUITE 195 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 4158871410 MAIL ADDRESS: STREET 1: 1600 S MAIN STREET STREET 2: SUITE 195 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767107 XXXXXXXX 03-31-2026 03-31-2026 false GARRISON POINT ADVISORS, LLC

1600 S Main Street Suite 195 Walnut Creek CA 94596

13F HOLDINGS REPORT 028-19080 000292016 801-112623 N Julie Meissner Chief Compliance Officer 415-887-1408 /s/ Julie Meissner Walnut Creek CA 05-12-2026 0 168 219189676 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 666824 3066 SH SOLE 0 0 3066 ACADIA PHARMACEUTICALS INC COM 004225108 211492 9501 SH SOLE 0 0 9501 AGILENT TECHNOLOGIES INC COM 00846U101 357897 3140 SH SOLE 0 0 3140 ALPHABET INC CAP STK CL A 02079K305 5280874 18364 SH SOLE 0 0 18364 ALPHABET INC CAP STK CL C 02079K107 3109562 10840 SH SOLE 0 0 10840 ALTRIA GROUP INC COM 02209S103 269107 4078 SH SOLE 0 0 4078 AMAZON COM INC COM 023135106 3776143 18131 SH SOLE 0 0 18131 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 349823 7947 SH SOLE 0 0 7947 AMERICAN ELEC PWR CO INC COM 025537101 766032 5844 SH SOLE 0 0 5844 AMERICAN EXPRESS CO COM 025816109 293406 970 SH SOLE 0 0 970 AMERICAN TOWER CORP COM 03027X100 994233 5761 SH SOLE 0 0 5761 AMERICAN WTR WKS CO INC NEW COM 030420103 1791489 13164 SH SOLE 0 0 13164 AMGEN INC COM 031162100 1998508 5680 SH SOLE 0 0 5680 AON PLC SHS CL A G0403H108 243053 753 SH SOLE 0 0 753 APPLE INC COM 037833100 13018340 51296 SH SOLE 0 0 51296 AT&T INC COM 00206R102 326141 11250 SH SOLE 0 0 11250 BANK AMERICA CORP COM 060505104 876928 17988 SH SOLE 0 0 17988 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2035162 4247 SH SOLE 0 0 4247 BLOCK INC CL A 852234103 851427 14148 SH SOLE 0 0 14148 BOEING CO COM 097023105 214952 1080 SH SOLE 0 0 1080 BRIGHTHOUSE FINL INC COM 10922N103 206586 3450 SH SOLE 0 0 3450 BRISTOL-MYERS SQUIBB CO COM 110122108 932983 15383 SH SOLE 0 0 15383 BROADCOM INC COM 11135F101 314153 1015 SH SOLE 0 0 1015 BROOKFIELD CORP CL A LTD VT SH 11271J107 620688 15337 SH SOLE 0 0 15337 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 14020Y508 1385506 52761 SH SOLE 0 0 52761 CARRIER GLOBAL CORPORATION COM 14448C104 1044832 18555 SH SOLE 0 0 18555 CATERPILLAR INC COM 149123101 2898310 4091 SH SOLE 0 0 4091 CHEVRON CORPORATION COM 166764100 2083983 10072 SH SOLE 0 0 10072 CISCO SYS INC COM 17275R102 1246561 16066 SH SOLE 0 0 16066 CITIGROUP INC COM NEW 172967424 401471 3540 SH SOLE 0 0 3540 CLOROX CO DEL COM 189054109 217623 2100 SH SOLE 0 0 2100 COCA COLA CO COM 191216100 1660780 21838 SH SOLE 0 0 21838 COLGATE PALMOLIVE CO COM 194162103 239496 2810 SH SOLE 0 0 2810 CONOCOPHILLIPS COM 20825C104 429031 3250 SH SOLE 0 0 3250 CORNING INC COM 219350105 1765027 12981 SH SOLE 0 0 12981 COSTCO WHOLESALE CORPORATION COM 22160K105 3697784 3711 SH SOLE 0 0 3711 CUMMINS INC COM 231021106 1460724 2715 SH SOLE 0 0 2715 CVS HEALTH CORP COM 126650100 660744 9200 SH SOLE 0 0 9200 DANAHER CORP DEL COM 235851102 1874006 9884 SH SOLE 0 0 9884 DELL TECHNOLOGIES INC CL C 24703L202 969844 5909 SH SOLE 0 0 5909 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 417628 10747 SH SOLE 0 0 10747 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 906831 26782 SH SOLE 0 0 26782 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 267267 7627 SH SOLE 0 0 7627 DISNEY WALT CO COM 254687106 378292 3925 SH SOLE 0 0 3925 DOVER CORP COM 260003108 256602 1231 SH SOLE 0 0 1231 ELEVANCE HEALTH INC FORMERLY COM 036752103 585500 2000 SH SOLE 0 0 2000 ELI LILLY & CO COM 532457108 321920 350 SH SOLE 0 0 350 EMERSON ELEC CO COM 291011104 614353 4689 SH SOLE 0 0 4689 EXXON MOBIL CORP COM 30231G102 669644 3947 SH SOLE 0 0 3947 FEDEX CORP COM 31428X106 331247 930 SH SOLE 0 0 930 FERRARI N V COM N3167Y103 206455 610 SH SOLE 0 0 610 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 346130 1479 SH SOLE 0 0 1479 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1089796 19757 SH SOLE 0 0 19757 FORTIVE CORP COM 34959J108 514104 9300 SH SOLE 0 0 9300 GE AEROSPACE COM NEW 369604301 349321 1231 SH SOLE 0 0 1231 GILEAD SCIENCES INC COM 375558103 277584 1992 SH SOLE 0 0 1992 HOME DEPOT INC COM 437076102 2822863 8583 SH SOLE 0 0 8583 HONEYWELL INTL INC COM 438516106 1696581 7506 SH SOLE 0 0 7506 ILLINOIS TOOL WKS INC COM 452308109 1075258 4131 SH SOLE 0 0 4131 INTEL CORP COM 458140100 931587 21110 SH SOLE 0 0 21110 INTERNATIONAL BUSINESS MACHS COM 459200101 1524633 6290 SH SOLE 0 0 6290 INVESCO QQQ TR UNIT SER 1 46090E103 641824 1112 SH SOLE 0 0 1112 ISHARES GOLD TR ISHARES NEW 464285204 555849 6305 SH SOLE 0 0 6305 ISHARES INC MSCI EMERG MRKT 464286533 535964 8280 SH SOLE 0 0 8280 ISHARES INC CORE MSCI EMKT 46434G103 1569026 22495 SH SOLE 0 0 22495 ISHARES TR MICRO-CAP ETF 464288869 399025 2500 SH SOLE 0 0 2500 ISHARES TR U.S. MED DVC ETF 464288810 1727900 32388 SH SOLE 0 0 32388 ISHARES TR EAFE SML CP ETF 464288273 305956 3902 SH SOLE 0 0 3902 ISHARES TR US HLTHCARE ETF 464287762 370192 6006 SH SOLE 0 0 6006 ISHARES TR S&P MC 400GR ETF 464287606 278717 2770 SH SOLE 0 0 2770 ISHARES TR GL CLEAN ENE ETF 464288224 369915 20225 SH SOLE 0 0 20225 ISHARES TR RUS MD CP GR ETF 464287481 1006767 7858 SH SOLE 0 0 7858 ISHARES TR ISHARES BIOTECH 464287556 1705892 10103 SH SOLE 0 0 10103 ISHARES TR 1 3 YR TREAS BD 464287457 720010 8720 SH SOLE 0 0 8720 ISHARES TR U.S. TECH ETF 464287721 415452 2290 SH SOLE 0 0 2290 ISHARES TR RUSSELL 2000 ETF 464287655 619256 2497 SH SOLE 0 0 2497 ISHARES TR ISHS 1-5YR INVS 464288646 452016 8600 SH SOLE 0 0 8600 ISHARES TR CORE S&P SCP ETF 464287804 4377865 35217 SH SOLE 0 0 35217 ISHARES TR CORE MSCI TOTAL 46432F834 2701175 31177 SH SOLE 0 0 31177 ISHARES TR IBOXX HI YD ETF 464288513 690386 8678 SH SOLE 0 0 8678 ISHARES TR U.S. FINLS ETF 464287788 750183 6376 SH SOLE 0 0 6376 ISHARES TR CORE S&P500 ETF 464287200 10990525 16825 SH SOLE 0 0 16825 ISHARES TR RUS 2000 GRW ETF 464287648 777307 2477 SH SOLE 0 0 2477 ISHARES TR CORE US AGGBD ET 464287226 1237103 12462 SH SOLE 0 0 12462 ISHARES TR U.S. FIN SVC ETF 464287770 1053725 12720 SH SOLE 0 0 12720 ISHARES TR US TRSPRTION 464287192 528168 7080 SH SOLE 0 0 7080 ISHARES TR US CONSUM DISCRE 464287580 1390124 14343 SH SOLE 0 0 14343 ISHARES TR US CONSM STAPLES 464287812 341606 4878 SH SOLE 0 0 4878 ISHARES TR U.S. UTILITS ETF 464287697 799185 6883 SH SOLE 0 0 6883 ISHARES TR CORE INTL AGGR 46435G672 302742 6050 SH SOLE 0 0 6050 ISHARES TR CORE S&P TTL STK 464287150 300162 2107 SH SOLE 0 0 2107 ISHARES TR U.S. REAL ES ETF 464287739 267227 2826 SH SOLE 0 0 2826 ISHARES TR S&P 500 GRWT ETF 464287309 568378 5025 SH SOLE 0 0 5025 ISHARES TR CORE MSCI EAFE 46432F842 759818 8393 SH SOLE 0 0 8393 ISHARES TR US HLTHCR PR ETF 464288828 370791 8860 SH SOLE 0 0 8860 ISHARES TR CORE S&P MCP ETF 464287507 1163204 17225 SH SOLE 0 0 17225 JOHNSON & JOHNSON COM 478160104 4149613 16976 SH SOLE 0 0 16976 JPMORGAN CHASE & CO COM 46625H100 2177078 7401 SH SOLE 0 0 7401 KEYSIGHT TECHNOLOGIES INC COM 49338L103 398142 1410 SH SOLE 0 0 1410 L3HARRIS TECHNOLOGIES INC COM 502431109 336176 974 SH SOLE 0 0 974 LISTED FDS TR HORIZON KINETICS 53656F623 492436 9459 SH SOLE 0 0 9459 LOCKHEED MARTIN CORP COM 539830109 777850 1287 SH SOLE 0 0 1287 LOWES COS INC COM 548661107 333155 1410 SH SOLE 0 0 1410 M & T BK CORP COM 55261F104 206720 1000 SH SOLE 0 0 1000 MASTERCARD INCORPORATED CL A 57636Q104 2145540 4294 SH SOLE 0 0 4294 MCDONALDS CORP COM 580135101 904710 2911 SH SOLE 0 0 2911 MCKESSON CORP COM 58155Q103 1358615 1570 SH SOLE 0 0 1570 MERCK & CO INC COM 58933Y105 1589725 13216 SH SOLE 0 0 13216 META PLATFORMS INC CL A 30303M102 4639402 8109 SH SOLE 0 0 8109 MICROSOFT CORP COM 594918104 11298304 30522 SH SOLE 0 0 30522 MONDELEZ INTL INC CL A 609207105 312121 5415 SH SOLE 0 0 5415 MOODYS CORP COM 615369105 218125 500 SH SOLE 0 0 500 NETFLIX INC. COM 64110L106 374985 3900 SH SOLE 0 0 3900 NEXTERA ENERGY INC COM 65339F101 2602219 28017 SH SOLE 0 0 28017 NIKE INC CL B 654106103 292981 5547 SH SOLE 0 0 5547 NORTHROP GRUMMAN CORP COM 666807102 249700 366 SH SOLE 0 0 366 NOVO-NORDISK A S ADR 670100205 1222599 33268 SH SOLE 0 0 33268 NUVEEN CALIFORNIA MUNI VLU F COM STK 67062C107 93800 10000 SH SOLE 0 0 10000 NVIDIA CORPORATION COM 67066G104 7942354 45541 SH SOLE 0 0 45541 ONEOK INC NEW COM 682680103 766688 8482 SH SOLE 0 0 8482 ORACLE CORP COM 68389X105 5196955 35327 SH SOLE 0 0 35327 OTIS WORLDWIDE CORP COM 68902V107 375765 4875 SH SOLE 0 0 4875 PALANTIR TECHNOLOGIES INC CL A 69608A108 524414 3585 SH SOLE 0 0 3585 PEPSICO INC COM 713448108 1271515 8188 SH SOLE 0 0 8188 PHILLIPS 66 COM 718546104 907256 4980 SH SOLE 0 0 4980 PROCTER & GAMBLE CO COM 742718109 4061219 28117 SH SOLE 0 0 28117 QUALCOMM INC COM 747525103 876992 6810 SH SOLE 0 0 6810 QUEST DIAGNOSTICS INC COM 74834L100 559719 2856 SH SOLE 0 0 2856 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 161035 10700 SH SOLE 0 0 10700 RTX CORPORATION COM 75513E101 1341812 6956 SH SOLE 0 0 6956 SCHWAB CHARLES CORP COM 808513105 624027 6640 SH SOLE 0 0 6640 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3755114 151722 SH SOLE 0 0 151722 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 2192284 43872 SH SOLE 0 0 43872 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 338890 5532 SH SOLE 0 0 5532 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 259415 1604 SH SOLE 0 0 1604 SHOPIFY INC CL A SUB VTG SHS 82509L107 634024 5345 SH SOLE 0 0 5345 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 439291 5768 SH SOLE 0 0 5768 SPDR GOLD TR GOLD SHS 78463V107 202667 471 SH SOLE 0 0 471 SPDR INDEX SHS FDS STATE STREET SPD 78463X202 680645 10964 SH SOLE 0 0 10964 SPDR SERIES TRUST STATE STREET SPD 78464A888 982758 9955 SH SOLE 0 0 9955 SPDR SERIES TRUST STATE STREET SPD 78464A763 811292 5559 SH SOLE 0 0 5559 STARBUCKS CORP COM 855244109 361944 4040 SH SOLE 0 0 4040 STATE STR CORP COM 857477103 202496 1600 SH SOLE 0 0 1600 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 5390889 8289 SH SOLE 0 0 8289 THERMO FISHER SCIENTIFIC INC COM 883556102 221680 451 SH SOLE 0 0 451 TIDAL TRUST I ADASINA SOCIAL 886364876 2369826 121592 SH SOLE 0 0 121592 UBER TECHNOLOGIES INC COM 90353T100 263767 3667 SH SOLE 0 0 3667 UNION PAC CORP COM 907818108 1666557 6869 SH SOLE 0 0 6869 UNITEDHEALTH GROUP INC COM 91324P102 665922 2461 SH SOLE 0 0 2461 UNIVERSAL HLTH SVCS INC CL B 913903100 922590 5155 SH SOLE 0 0 5155 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1017729 11090 SH SOLE 0 0 11090 VANECK ETF TRUST VIDEO GMNG ESPRT 92189F114 274214 3030 SH SOLE 0 0 3030 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1324484 17986 SH SOLE 0 0 17986 VANGUARD INDEX FDS MID CAP ETF 922908629 1936455 6743 SH SOLE 0 0 6743 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 587860 4250 SH SOLE 0 0 4250 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 322708 4071 SH SOLE 0 0 4071 VANGUARD WORLD FD INF TECH ETF 92204A702 1170076 1677 SH SOLE 0 0 1677 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 212187 591 SH SOLE 0 0 591 VERALTO CORP COM SHS 92338C103 478352 5410 SH SOLE 0 0 5410 VERIZON COMMUNICATIONS INC COM 92343V104 597564 11904 SH SOLE 0 0 11904 VISA INC COM CL A 92826C839 2968904 9823 SH SOLE 0 0 9823 WALMART INC COM 931142103 1067303 8588 SH SOLE 0 0 8588 WASTE MGMT INC DEL COM 94106L109 1741808 7580 SH SOLE 0 0 7580 WELLS FARGO & CO COM 949746101 1364038 17134 SH SOLE 0 0 17134 WISDOMTREE TR US LARGECAP DIVD 97717W307 1313151 14700 SH SOLE 0 0 14700 XYLEM INC COM 98419M100 591525 4950 SH SOLE 0 0 4950 YUM BRANDS INC COM 988498101 642132 4130 SH SOLE 0 0 4130 ZILLOW GROUP INC CL C CAP STK 98954M200 264832 6400 SH SOLE 0 0 6400