Cerro Pacific Wealth Advisors LLC - Portfolio overview

Cerro Pacific Wealth Advisors LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.16%
2. VOOG - VANGUARD ADMIRAL FDS INC, 4.68%
3. JPST - J P MORGAN EXCHANGE TRADED F, 4.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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