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Cerro Pacific Wealth Advisors LLCGrowthConcentrated trader

CIK: 0001842669 | San Luis Obispo, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR171$457.8M2026-10-22SEC ↗
Q2 2026
13F-HR165$442.2M2026-07-15SEC ↗
Q1 2026
13F-HR159$381.2M2026-04-13SEC ↗
Q4 2025
13F-HR153$370.9M2026-02-02SEC ↗
Q3 2025
13F-HR159$365.1M2025-10-28SEC ↗
Q2 2025
13F-HR159$360.0M2025-07-25SEC ↗
Q1 2025
13F-HR163$307.7M2025-04-08SEC ↗
Q4 2024
13F-HR162$302.2M2025-01-17SEC ↗
Q3 2024
13F-HR149$264.5M2024-10-09SEC ↗
Q2 2024
13F-HR149$261.5M2024-08-09SEC ↗
Q1 2023
13F-HR144$180.8M2023-05-10SEC ↗
Q4 2022
13F-HR155$188.4M2023-01-19SEC ↗
Q3 2022
13F-HR143$15.7M2022-10-12SEC ↗
Q2 2022
13F-HR138$11.7M2022-07-18SEC ↗
Q1 2022
13F-HR118$8.3M2022-04-13SEC ↗
Q4 2021
13F-HR120$7.9M2022-01-19SEC ↗
Q3 2021
13F-HR121$6.6M2021-11-09SEC ↗
Q2 2021
13F-HR116$5.6M2021-08-16SEC ↗
Q4 2020
13F-HR107$6.5M2021-02-12SEC ↗