Cerro Pacific Wealth Advisors LLC: 13F holdings

CIK 18426692026Q2

Positions165
Reported value$442.2m
Filed2026-07-15

Top 10 holdings

SecuritySharesValueWeight
QQQ INVESCO QQQ TR49,306$36.3m8.2%
VOOG VANGUARD ADMIRAL FDS INC287,480$23.8m5.4%
EFG ISHARES TR159,531$19.8m4.5%
JPST J P MORGAN EXCHANGE TRADED F388,992$19.7m4.4%
EWU SCHWAB STRATEGIC TR360,671$19.0m4.3%
AAPL APPLE INC64,465$18.7m4.2%
NVDA NVIDIA CORPORATION81,581$16.3m3.7%
INVESCO ACTIVELY MANAGED EXC473,030$11.9m2.7%
AVUV AMERICAN CENTY ETF TR90,060$11.2m2.5%
VLUE ISHARES TR54,966$11.0m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1842669")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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