Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC reported 165 positions worth $442.2M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: QQQ (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $36.3M | 8.21% | 49,306 | — | — | |
| ▸ 2 | VOOG | SH | $23.8M | 5.37% | 287,480 | — | — | |
| ▸ 3 | EFG | SH | $19.8M | 4.49% | 159,531 | — | — | |
| ▸ 4 | JPST | SH | $19.7M | 4.45% | 388,992 | — | — | |
| ▸ 5 | FNDF | SH | $19.0M | 4.30% | 360,671 | — | — | |
| ▸ 6 | AAPL | SH | $18.7M | 4.22% | 64,465 | — | — | |
| ▸ 7 | NVDA | SH | $16.3M | 3.69% | 81,581 | — | — | |
| ▸ 8 | VRIG | SH | $11.9M | 2.68% | 473,030 | — | — | |
| ▸ 9 | AVUV | SH | $11.2M | 2.54% | 90,060 | — | — | |
| ▸ 10 | VLUE | SH | $11.0M | 2.48% | 54,966 | — | — |
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Frequently Asked Questions
What stocks does Cerro Pacific Wealth Advisors LLC hold as of Q2 2026?
Cerro Pacific Wealth Advisors LLC reported 165 positions worth $442.2M in its Q2 2026 13F filing. Largest positions: QQQ (8.2%), VOOG (5.4%), EFG (4.5%), JPST (4.4%) and FNDF (4.3%).
What did Cerro Pacific Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cerro Pacific Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.