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, USMV, GOOG, and represent 25.87% of Guerra Pan Advisors's stock portfolio.
- Added to shares of these 10 stocks: AZN, IEF, FBND, MUB, ISTB, SPHQ, SCHD, BMY, FTAI, EQT.
- Started 12 new stock positions in SPHQ, ISTB, AZN, SCHD, IEMG, CAL, MUB, FBND, EQT, BMY. IEF, FTAI.
- Reduced shares in these 10 stocks: AstraZeneca, , , , CDNS, SCHG, CI, NVDA, SCHA, FVD.
- Sold out of its positions in AstraZeneca, META, ORCL, WDAY.
- Guerra Pan Advisors was a net buyer of stock by $2.4M.
- Guerra Pan Advisors has $162M in assets under management (AUM), dropping by -4.08%.
- Central Index Key (CIK): 0001910386
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Portfolio Holdings for Guerra Pan Advisors
Guerra Pan Advisors holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $12M | 69k | 174.40 |
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| Broadcom (AVGO) | 5.6 | $9.0M | +2% | 29k | 309.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $8.2M | 29k | 287.56 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 4.0 | $6.4M | 69k | 92.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $6.1M | 21k | 286.86 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.6 | $5.8M | 198k | 29.08 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $5.4M | 18k | 294.16 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 3.1 | $4.9M | 31k | 161.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $4.7M | 12k | 390.41 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.8 | $4.5M | 19k | 239.99 |
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| Apple (AAPL) | 2.7 | $4.3M | +4% | 17k | 253.79 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.5 | $4.1M | 3.1k | 1320.83 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.3 | $3.8M | -2% | 129k | 29.13 |
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| Microsoft Corporation (MSFT) | 2.2 | $3.5M | 9.5k | 370.17 |
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| Caterpillar (CAT) | 2.0 | $3.2M | 4.5k | 708.46 |
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| Boeing Company (BA) | 1.8 | $3.0M | 15k | 199.03 |
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| Cadence Design Systems (CDNS) | 1.7 | $2.7M | -5% | 9.8k | 277.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.6M | 5.4k | 479.20 |
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| Arista Networks Com Shs (ANET) | 1.5 | $2.4M | 20k | 122.78 |
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| Amazon (AMZN) | 1.4 | $2.2M | 11k | 208.27 |
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| Ishares Tr Expanded Tech (IGV) | 1.4 | $2.2M | 28k | 80.05 |
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| Visa Com Cl A (V) | 1.3 | $2.1M | 7.0k | 302.24 |
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| TransDigm Group Incorporated (TDG) | 1.1 | $1.9M | 1.6k | 1158.96 |
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| Delta Air Lines Com New (DAL) | 1.1 | $1.8M | 28k | 66.48 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $1.8M | 3.0k | 604.39 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.1 | $1.8M | 7.6k | 234.03 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $1.6M | 3.3k | 491.53 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 1.0 | $1.5M | +2% | 14k | 110.78 |
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| Honeywell International (HON) | 0.9 | $1.5M | 6.4k | 226.03 |
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| Uber Technologies (UBER) | 0.9 | $1.4M | 20k | 71.93 |
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| Xpo Logistics Inc equity (XPO) | 0.8 | $1.3M | +10% | 6.5k | 194.55 |
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| Janus Detroit Str Tr Hendersn Cap Etf (JSML) | 0.8 | $1.2M | 18k | 70.03 |
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| Merck & Co (MRK) | 0.7 | $1.2M | 9.9k | 120.29 |
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| Servicenow (NOW) | 0.7 | $1.2M | 11k | 104.55 |
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| Netease Sponsored Ads (NTES) | 0.7 | $1.1M | 9.6k | 111.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.1M | 7.1k | 151.41 |
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| salesforce (CRM) | 0.7 | $1.1M | 5.7k | 186.67 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $978k | 2.1k | 460.99 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $966k | 4.5k | 213.66 |
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| Abbvie (ABBV) | 0.6 | $952k | +3% | 4.4k | 217.49 |
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| Astrazeneca Ord (AZN) | 0.6 | $937k | NEW | 4.8k | 197.22 |
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| Spdr Series Trust State Street Spd (XBI) | 0.6 | $927k | 7.3k | 127.73 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $841k | -2% | 5.8k | 144.71 |
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| General Motors Company (GM) | 0.5 | $794k | 11k | 74.50 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $792k | 1.6k | 499.66 |
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| Corning Incorporated (GLW) | 0.5 | $763k | 5.6k | 135.97 |
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| Nextera Energy (NEE) | 0.5 | $748k | 8.0k | 92.88 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.5 | $743k | 40k | 18.78 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $734k | 2.9k | 250.58 |
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| Spdr Series Trust State Street Spd (XAR) | 0.4 | $709k | 2.8k | 253.97 |
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| Allstate Corporation (ALL) | 0.4 | $701k | 3.4k | 207.34 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $694k | 4.9k | 142.85 |
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| Dover Corporation (DOV) | 0.4 | $692k | 3.3k | 208.45 |
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| Union Pacific Corporation (UNP) | 0.4 | $684k | 2.8k | 242.62 |
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| Zscaler Incorporated (ZS) | 0.4 | $679k | -3% | 4.8k | 140.29 |
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| ON Semiconductor (ON) | 0.4 | $666k | 11k | 61.92 |
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| Procter & Gamble Company (PG) | 0.4 | $658k | +2% | 4.6k | 144.44 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $638k | 12k | 53.35 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $620k | -6% | 6.2k | 100.62 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $579k | 4.6k | 125.46 |
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| Advanced Micro Devices (AMD) | 0.4 | $570k | 2.8k | 203.43 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.3 | $555k | 6.6k | 83.73 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $552k | 2.9k | 192.90 |
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| Morgan Stanley Com New (MS) | 0.3 | $533k | 3.2k | 164.57 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $513k | 3.6k | 142.19 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $502k | -2% | 6.9k | 73.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $501k | 1.2k | 426.40 |
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| Costco Wholesale Corporation (COST) | 0.3 | $476k | 478.00 | 996.43 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $458k | NEW | 4.8k | 95.45 |
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| Ishares Msci Eurzone Etf (EZU) | 0.3 | $449k | 7.2k | 62.64 |
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| Johnson & Johnson (JNJ) | 0.3 | $434k | 1.8k | 244.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $423k | 2.2k | 191.81 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $414k | NEW | 9.1k | 45.62 |
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| Spdr Series Trust State Street Spd (KRE) | 0.3 | $405k | 6.2k | 65.15 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $393k | 1.9k | 209.02 |
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| Analog Devices (ADI) | 0.2 | $378k | +37% | 1.2k | 318.14 |
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| Spdr Series Trust State Street Spd (XSD) | 0.2 | $373k | 1.1k | 326.12 |
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| International Business Machines (IBM) | 0.2 | $358k | 1.5k | 242.39 |
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| Stryker Corporation (SYK) | 0.2 | $353k | -4% | 1.1k | 328.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $345k | NEW | 3.3k | 106.16 |
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| Eli Lilly & Co. (LLY) | 0.2 | $344k | 374.00 | 919.77 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $343k | -6% | 6.8k | 50.61 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $339k | 8.4k | 40.47 |
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| Booking Holdings (BKNG) | 0.2 | $337k | 80.00 | 4210.32 |
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| Hubspot (HUBS) | 0.2 | $335k | 1.4k | 244.10 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $334k | 2.5k | 132.10 |
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| Kinsale Cap Group (KNSL) | 0.2 | $332k | 971.00 | 341.66 |
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| Goldman Sachs (GS) | 0.2 | $305k | +44% | 360.00 | 845.99 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $302k | 6.3k | 48.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $301k | +7% | 3.3k | 90.53 |
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| Electronic Arts (EA) | 0.2 | $296k | 1.5k | 203.87 |
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| Cigna Corp (CI) | 0.2 | $287k | -22% | 1.1k | 266.75 |
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| First Tr Exchange-traded SHS (FVD) | 0.2 | $281k | -16% | 6.0k | 47.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $271k | 1.4k | 198.29 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $270k | NEW | 5.6k | 48.46 |
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| Bank of America Corporation (BAC) | 0.2 | $267k | -2% | 5.5k | 48.75 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $259k | 1.2k | 218.75 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.2 | $256k | 7.4k | 34.85 |
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| Ametek (AME) | 0.2 | $256k | 1.2k | 214.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $252k | 785.00 | 320.81 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $249k | NEW | 3.3k | 75.20 |
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| Pfizer (PFE) | 0.2 | $247k | 8.8k | 28.08 |
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| Regions Financial Corporation (RF) | 0.2 | $246k | 9.4k | 26.12 |
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| Fastenal Company (FAST) | 0.1 | $238k | 5.1k | 46.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $237k | NEW | 7.7k | 30.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $235k | NEW | 3.9k | 60.65 |
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| Ftai Aviation SHS (FTAI) | 0.1 | $234k | NEW | 955.00 | 245.00 |
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| Huntington Ingalls Inds (HII) | 0.1 | $228k | 599.00 | 379.90 |
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| EQT Corporation (EQT) | 0.1 | $228k | NEW | 3.6k | 63.64 |
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| Lowe's Companies (LOW) | 0.1 | $227k | 962.00 | 236.28 |
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| Netflix (NFLX) | 0.1 | $224k | 2.3k | 96.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $217k | 485.00 | 446.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $212k | 985.00 | 215.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $209k | 978.00 | 213.67 |
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| Blackrock (BLK) | 0.1 | $209k | 217.00 | 961.71 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $208k | NEW | 3.0k | 69.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $206k | 1.7k | 118.62 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $205k | 3.7k | 55.65 |
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| Spdr Series Trust State Street Spd (KBE) | 0.1 | $204k | 3.4k | 59.55 |
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| CRH Ord (CRH) | 0.1 | $202k | 1.9k | 105.12 |
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| Caleres (CAL) | 0.1 | $112k | NEW | 11k | 10.54 |
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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 2026 Q1 filed May 12, 2026
- 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