§ 13F · FUND PROFILE
GUERRA PAN ADVISORS, LLC.
AUM · $179M (13F)Positions · 118Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 70K | $14M | 7.8% | ±0% |
| 2 | AVGO | BROADCOM INC | 25K | $9M | 5.2% | −14% |
| 3 | GOOGL | ALPHABET INC | 25K | $9M | 5.1% | −11% |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | 11K | $8M | 4.7% | −9% |
| 5 | GOOG | ALPHABET INC | 21K | $7M | 4.1% | −2% |
| 6 | SCHA | SCHWAB STRATEGIC TR | 193K | $7M | 3.9% | −2% |
| 7 | MTUM | ISHARES TR | 19K | $6M | 3.6% | −1% |
| 8 | USMV | ISHARES TR | 62K | $6M | 3.3% | −11% |
| 9 | XLI | SELECT SECTOR SPDR TR | 30K | $6M | 3.1% | −2% |
| 10 | JPM | JPMORGAN CHASE & CO | 16K | $5M | 3.0% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUERRA SIGNAL
AC read
GUERRA PAN ADVISORS, LLC is a Other fund managing $179 million in assets. The fund runs a portfolio of 118 positions.
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