Sign In
test

Robert Guerra

Guerra Pan Advisors, Llc

Assets Managed
$161.668M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-4.07%(2Q avg: -1.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guerra Pan Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Guerra Pan Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.668M in assets, with a quarterly growth rate of -4.07% and a 2-quarter average growth rate of -1.07%. The portfolio is managed by Robert Guerra, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.68%
7.48%
$12.08M
69,268 shares@ $174.4 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.58%
5.57%
$8.992M
29,052 shares@ $309.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.04%
5.08%
$8.204M
28,528 shares@ $287.57 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 1.9%
3.98%
$6.418M
69,207 shares@ $92.74 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.52%
3.8%
$6.134M
21,384 shares@ $286.86 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -1.31%
3.56%
$5.754M
197,876 shares@ $29.08 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.6%
3.33%
$5.375M
18,273 shares@ $294.17 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -0.77%
3.06%
$4.944M
30,572 shares@ $161.74 avg price
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Decreased -0.72%
2.93%
$4.725M
12,102 shares@ $390.42 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -0.8%
2.81%
$4.531M
18,880 shares@ $239.99 avg price

1-10 of 121