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Portfolio (Quarterly) Guide ↗

Cerro Pacific Wealth Advisors LLC

· CIK 0001842669
13F Portfolio $442M AUM 165 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 73 Added 50 Reduced 9 Exited
Page 2 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IMCG ISHARES TR 63,687.0 $6.3M 1.42% +5K +9.2% $98.30 +0.2%
22 COWZ PACER FDS TR 94,612.0 $5.9M 1.33% +5K +5.6% $62.20 +15.5%
23 KLAC KLA CORP Technology 18,787.0 $5.7M 1.28% +17K +861.0% $301.71 -39.2%
24 CVX CHEVRON CORPORATION Energy 32,755.0 $5.4M 1.23% $165.76 +21.0%
25 AVGO BROADCOM INC Technology 13,364.0 $5.0M 1.14% -87.0 -0.7% $377.75 -6.4%
26 SPHQ INVESCO EXCHANGE TRADED FD T 51,921.0 $4.7M 1.06% -2K -3.5% $90.10 -4.0%
27 GOOGL ALPHABET INC Communication Services 12,446.0 $4.4M 1.01% $357.36 -4.4%
28 CIBR FIRST TR EXCHANGE-TRADED FD 48,298.0 $4.3M 0.98% +2K +3.9% $89.85 +4.0%
29 LLY ELI LILLY & CO Healthcare 3,470.0 $4.2M 0.94% +222.0 +6.8% $1199.31 -0.4%
30 JPM JPMORGAN CHASE & CO Financial Services 12,045.0 $3.9M 0.89% -65.0 -0.5% $327.32 +9.1%
31 XLK SELECT SECTOR SPDR TR 20,132.0 $3.8M 0.87% -1K -5.7% $190.52 -4.2%
32 GLW CORNING INC Technology 14,079.0 $3.6M 0.81% +1K +8.1% $255.42 -40.7%
33 AMZN AMAZON COM INC Consumer Cyclical 14,804.0 $3.5M 0.80% -405.0 -2.7% $238.34 +8.6%
34 META META PLATFORMS INC Communication Services 4,978.0 $2.8M 0.63% +46.0 +0.9% $563.27 +2.4%
35 JNJ JOHNSON & JOHNSON Healthcare 10,058.0 $2.6M 0.58% -66.0 -0.7% $253.98 +6.3%
36 CSCO CISCO SYS INC Technology 21,318.0 $2.5M 0.57% -134.0 -0.6% $117.46 -4.5%
37 QCOM QUALCOMM INC Technology 13,449.0 $2.5M 0.56% -2K -15.2% $184.79 -12.1%
38 XOM EXXON MOBIL CORP Energy 18,145.0 $2.5M 0.56% $136.72 +16.2%
39 FAF FIRST AMERN FINL CORP Financial Services 34,873.0 $2.4M 0.54% -6K -14.8% $68.59 +7.4%
40 BERKSHIRE HATHAWAY INC DEL 4,465.0 $2.2M 0.51% $500.38
Page 2 of 9  ·  165 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 28.9%
Healthcare 6.9%
Industrials 5.8%
Consumer Defensive 5.7%
Energy 5.0%
Consumer Cyclical 4.8%
Communication Services 4.5%
Utilities 1.9%
Basic Materials 0.8%