Guerra Pan Advisors
Latest statistics and disclosures from Guerra Pan Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, GOOGL, GOOG, USMV, and represent 26.63% of Guerra Pan Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOW, GS, VRTX, HII, NFLX, BN, BA, AAPL, GLW, AIRR.
- Started 3 new stock positions in VRTX, GS, HII.
- Reduced shares in these 10 stocks: TXN, , , , AVGO, SCHG, USMV, XLI, HUBS, MTUM.
- Sold out of its positions in ORLY, XLB, TXN, WD.
- Guerra Pan Advisors was a net buyer of stock by $212k.
- Guerra Pan Advisors has $169M in assets under management (AUM), dropping by 1.94%.
- Central Index Key (CIK): 0001910386
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Portfolio Holdings for Guerra Pan Advisors
Guerra Pan Advisors holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $13M | 70k | 186.50 |
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| Broadcom (AVGO) | 5.8 | $9.8M | 28k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $8.9M | 29k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $6.7M | 22k | 313.80 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.8 | $6.4M | 68k | 94.16 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $5.9M | 18k | 322.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.4 | $5.7M | 12k | 468.76 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.4 | $5.7M | 201k | 28.48 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.8 | $4.8M | 31k | 155.12 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.8 | $4.8M | 19k | 250.31 |
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| Microsoft Corporation (MSFT) | 2.7 | $4.5M | 9.3k | 483.62 |
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| Apple (AAPL) | 2.6 | $4.4M | 16k | 271.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.6 | $4.3M | -2% | 132k | 32.62 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.0 | $3.3M | 3.1k | 1069.86 |
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| Cadence Design Systems (CDNS) | 1.9 | $3.2M | 10k | 312.58 |
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| Boeing Company (BA) | 1.9 | $3.2M | +2% | 15k | 217.12 |
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| Ishares Tr Expanded Tech (IGV) | 1.8 | $3.0M | 28k | 105.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.7M | 5.4k | 502.65 |
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| Caterpillar (CAT) | 1.5 | $2.6M | 4.5k | 572.87 |
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| Arista Networks Com Shs (ANET) | 1.5 | $2.5M | 19k | 131.03 |
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| Amazon (AMZN) | 1.5 | $2.5M | 11k | 230.82 |
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| Visa Com Cl A (V) | 1.5 | $2.5M | 7.0k | 350.71 |
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| TransDigm Group Incorporated (TDG) | 1.3 | $2.1M | 1.6k | 1329.85 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.2 | $2.1M | 7.7k | 269.18 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $1.9M | 3.3k | 579.45 |
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| Delta Air Lines Inc Del Com New (DAL) | 1.1 | $1.9M | 27k | 69.40 |
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| Servicenow (NOW) | 1.0 | $1.7M | +397% | 11k | 153.19 |
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| Uber Technologies (UBER) | 1.0 | $1.6M | 20k | 81.71 |
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| salesforce (CRM) | 0.9 | $1.5M | 5.7k | 264.91 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.4M | 3.0k | 483.67 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.8 | $1.3M | 14k | 98.32 |
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| Netease Sponsored Ads (NTES) | 0.8 | $1.3M | 9.6k | 137.62 |
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| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.8 | $1.3M | 18k | 73.56 |
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| Honeywell International (HON) | 0.7 | $1.3M | 6.4k | 195.09 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $1.2M | 2.1k | 566.36 |
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| Zscaler Incorporated (ZS) | 0.7 | $1.1M | 5.0k | 224.92 |
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| Merck & Co (MRK) | 0.6 | $1.0M | 9.9k | 105.26 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.0M | 7.2k | 141.14 |
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| Abbvie (ABBV) | 0.6 | $967k | 4.2k | 228.49 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.5 | $912k | -2% | 4.9k | 185.56 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $904k | 1.6k | 570.88 |
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| Spdr Series Trust State Street Spd (XBI) | 0.5 | $892k | 7.3k | 121.93 |
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| General Motors Company (GM) | 0.5 | $877k | 11k | 81.32 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $874k | 9.5k | 91.93 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $845k | -3% | 6.0k | 141.16 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.5 | $814k | 40k | 20.56 |
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| Xpo Logistics Inc equity (XPO) | 0.5 | $803k | 5.9k | 135.91 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $774k | 4.5k | 171.18 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $743k | 12k | 62.15 |
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| Allstate Corporation (ALL) | 0.4 | $713k | 3.4k | 208.15 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $679k | 4.6k | 146.58 |
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| Spdr Series Trust State Street Spd (XAR) | 0.4 | $667k | -3% | 2.8k | 241.23 |
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| Union Pacific Corporation (UNP) | 0.4 | $652k | 2.8k | 231.32 |
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| Dover Corporation (DOV) | 0.4 | $648k | 3.3k | 195.24 |
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| Nextera Energy (NEE) | 0.4 | $646k | 8.0k | 80.28 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $640k | 6.6k | 96.88 |
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| Procter & Gamble Company (PG) | 0.4 | $636k | 4.4k | 143.31 |
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| Advanced Micro Devices (AMD) | 0.4 | $601k | 2.8k | 214.16 |
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| ON Semiconductor (ON) | 0.3 | $583k | 11k | 54.15 |
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| Morgan Stanley Com New (MS) | 0.3 | $575k | 3.2k | 177.53 |
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| Hubspot (HUBS) | 0.3 | $559k | -8% | 1.4k | 401.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $556k | -4% | 1.2k | 473.30 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $524k | 2.9k | 183.40 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $502k | -3% | 3.7k | 136.73 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $501k | 7.0k | 71.42 |
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| Corning Incorporated (GLW) | 0.3 | $488k | +5% | 5.6k | 87.56 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $475k | 2.9k | 162.01 |
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| Ishares Msci Eurzone Etf (EZU) | 0.3 | $463k | 7.2k | 64.10 |
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| New York Times Cl A (NYT) | 0.3 | $460k | 6.6k | 69.42 |
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| International Business Machines (IBM) | 0.3 | $438k | 1.5k | 296.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $438k | 2.2k | 198.62 |
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| Booking Holdings (BKNG) | 0.3 | $428k | 80.00 | 5355.32 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $428k | 1.9k | 227.51 |
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| Costco Wholesale Corporation (COST) | 0.2 | $412k | 478.00 | 862.34 |
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| Spdr Series Trust State Street Spd (KRE) | 0.2 | $403k | 6.2k | 64.81 |
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| Eli Lilly & Co. (LLY) | 0.2 | $402k | 374.00 | 1074.68 |
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| Stryker Corporation (SYK) | 0.2 | $393k | 1.1k | 351.47 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $384k | +49% | 8.4k | 45.89 |
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| Cigna Corp (CI) | 0.2 | $383k | 1.4k | 275.23 |
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| Kinsale Cap Group (KNSL) | 0.2 | $380k | 971.00 | 391.12 |
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| Spdr Series Trust State Street Spd (XSD) | 0.2 | $368k | -5% | 1.1k | 321.60 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $368k | -6% | 7.3k | 50.59 |
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| Johnson & Johnson (JNJ) | 0.2 | $368k | 1.8k | 206.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $366k | 1.4k | 268.30 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $352k | 2.5k | 139.34 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $329k | 7.1k | 46.08 |
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| Bank of America Corporation (BAC) | 0.2 | $309k | -6% | 5.6k | 55.00 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $302k | 6.3k | 47.97 |
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| Electronic Arts (EA) | 0.2 | $296k | 1.5k | 204.33 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $284k | 1.8k | 160.97 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $276k | 3.1k | 89.46 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.2 | $273k | 7.4k | 37.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $263k | 785.00 | 335.27 |
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| Oracle Corporation (ORCL) | 0.2 | $262k | 1.3k | 194.91 |
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| Regions Financial Corporation (RF) | 0.2 | $256k | 9.4k | 27.10 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $254k | 1.2k | 214.69 |
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| Ametek (AME) | 0.1 | $245k | 1.2k | 205.31 |
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| CRH Ord (CRH) | 0.1 | $240k | 1.9k | 124.80 |
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| Analog Devices (ADI) | 0.1 | $234k | 862.00 | 271.20 |
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| Blackrock (BLK) | 0.1 | $232k | 217.00 | 1070.34 |
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| Lowe's Companies (LOW) | 0.1 | $232k | 962.00 | 241.16 |
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| Workday Cl A (WDAY) | 0.1 | $231k | 1.1k | 214.78 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $231k | 3.7k | 62.46 |
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| Goldman Sachs (GS) | 0.1 | $220k | NEW | 250.00 | 879.00 |
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| Pfizer (PFE) | 0.1 | $219k | 8.8k | 24.90 |
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| Netflix (NFLX) | 0.1 | $219k | +900% | 2.3k | 93.76 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $217k | NEW | 478.00 | 453.36 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $217k | 985.00 | 219.78 |
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| Meta Platforms Cl A (META) | 0.1 | $211k | 319.00 | 660.09 |
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| Spdr Series Trust State Street Spd (KBE) | 0.1 | $208k | 3.4k | 60.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $206k | -4% | 978.00 | 210.34 |
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| Fastenal Company (FAST) | 0.1 | $206k | 5.1k | 40.13 |
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| Huntington Ingalls Inds (HII) | 0.1 | $204k | NEW | 599.00 | 340.07 |
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Past Filings by Guerra Pan Advisors
SEC 13F filings are viewable for Guerra Pan Advisors going back to 2021
- Guerra Pan Advisors 2025 Q4 filed Jan. 13, 2026
- Guerra Pan Advisors 2025 Q3 filed Nov. 12, 2025
- Guerra Pan Advisors 2025 Q2 filed Aug. 12, 2025
- Guerra Pan Advisors 2025 Q1 filed April 28, 2025
- Guerra Pan Advisors 2024 Q4 filed Jan. 21, 2025
- Guerra Pan Advisors 2024 Q3 filed Nov. 4, 2024
- Guerra Pan Advisors 2024 Q2 filed Aug. 13, 2024
- Guerra Pan Advisors 2024 Q1 filed May 13, 2024
- Guerra Pan Advisors 2023 Q4 filed Jan. 30, 2024
- Guerra Pan Advisors 2023 Q3 filed Nov. 9, 2023
- Guerra Pan Advisors 2023 Q2 filed Aug. 8, 2023
- Guerra Pan Advisors 2023 Q1 filed April 21, 2023
- Guerra Pan Advisors 2022 Q4 filed Feb. 14, 2023
- Guerra Pan Advisors 2022 Q3 filed Nov. 14, 2022
- Guerra Pan Advisors 2022 Q2 filed Aug. 11, 2022
- Guerra Pan Advisors 2022 Q1 filed May 11, 2022