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CIK: 0001910386
Total reported value
$179.2M
$179.2M
112 檔
20.6%
As reported in its official Q2 2025 Form 13F filing, Guerra Pan Advisors, LLC's tracked investment portfolio stood at $179.2M with 112 total positions.
During Q2 2025, Guerra Pan Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.28% | +0.30% | -0.40% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.21% | -0.31% | +3.83% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.26% | -0.64% | +3.17% | |
| 4 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.11% | +1.75% | +0.67% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.48% | -0.31% | +1.76% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.40% | +0.34% | -8.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.31% | +0.01% | +0.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.37% | +7.87% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.04% | +0.78% | +6.34% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 3.03% | +0.04% | +3.79% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.60% | -0.01% | +7.36% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.52% | +0.34% | +1.42% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.21% | -3.75% | |
| 14 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.11% | +0.20% | -0.48% | |
| 15 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.03% | +0.02% | +11.06% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.99% | -0.19% | +10.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.30% | +14.20% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.65% | +0.36% | +2.13% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | -0.23% | — | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 1.61% | -0.11% | +5.72% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | -0.10% | +10.45% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.52% | -0.20% | — | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.38% | +0.01% | — | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.31% | +0.23% | +9.48% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.21% | -0.15% | — | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | +0.44% | +0.80% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.20% | +7.34% | |
| 28 | ZS | Zscaler Inc | Stock-Tech | 1.04% | -0.14% | -1.47% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -0.90% | EXIT | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.41% | -0.42% | |
| 31 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.90% | +0.22% | -2.43% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.14% | +0.58% | |
| 33 | NTES | Netease Inc-adr | Stock-Comm Services | 0.85% | -0.09% | — | |
| 34 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.84% | +0.10% | -6.14% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.13% | — | |
| 36 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.74% | -0.13% | -1.28% | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.72% | +0.08% | +7.38% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.64% | -0.04% | +0.01% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.04% | +29.31% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | — | -0.14% | |
| 41 | HUBS | Hubspot Inc | Stock-Tech | 0.58% | -0.07% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | -5.78% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.03% | -4.15% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.55% | +0.06% | -1.86% | |
| 45 | EOI | Eaton Vance Enhanced Eq Incm | Stock-Other | 0.55% | -0.03% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.16% | — | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.49% | -0.06% | — | |
| 48 | XPO | Xpo Inc | Stock-Industrials | 0.49% | -0.04% | — | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.45% | +0.02% | +1.45% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.44% | — | -18.35% |
According to official SEC Form 13F filings, Guerra Pan Advisors, LLC reported a total U.S. public equity portfolio value of $179.2M across 112 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, USMV) accounted for 20.6% of total reported equity market value during Q2 2025.
During Q2 2025, Guerra Pan Advisors, LLC's top holdings by market value included NVDA (7.3%)、AVGO (5.2%)、USMV (4.3%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q2 2025, Guerra Pan Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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