Q3 2026 13F · SEC CIK 1910386

Guerra Pan Advisors, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $175.9M
Reported positions: 113
Top holdings a year, 3 yrs: +29.1%
Assets under management: $210.4M

Guerra Pan Advisors, LLC is a wealth manager that reported 113 positions worth $175.9M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Nvidia Corporation (NVDA, 8.6%), Crowdstrike Hldgs Inc (CRWD, 5.7%), Alphabet Inc (GOOGL, 5.0%). A portfolio copying its top holdings returned 29.1% a year over the last 3 years, against 20.4% for the S&P 500.

Guerra Pan Advisors, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guerra Pan Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.6%	7.8%	69,310	-0.4%	$15.0M
CRWDCrowdstrike Hldgs Inc	5.7%	4.7%	43,880	+299.7%	$10.0M
GOOGLAlphabet Inc	5.0%	5.1%	25,379	-0.4%	$8.7M
AVGOBroadcom Inc	4.7%	5.2%	24,797	-0.4%	$8.3M
GOOGAlphabet Inc	4.0%	4.1%	20,745	-1.0%	$7.1M
SCHASchwab Strategic Tr	3.5%	3.9%	193,217	-0.1%	$6.2M
USMVIshares Tr	3.5%	3.3%	61,069	-1.3%	$6.2M
MTUMIshares Tr	3.4%	3.6%	19,962	+6.5%	$5.9M
JPMJpmorgan Chase & Co	3.1%	3.0%	16,479	+0.1%	$5.5M
AAPLApple Inc	3.1%	2.5%	15,856	+3.9%	$5.4M
XLISelect Sector Spdr Tr	2.8%	3.1%	29,944	-0.0%	$5.0M
MSFTMicrosoft Corp	2.6%	1.8%	8,735	+0.6%	$4.7M
SCHGSchwab Strategic Tr	2.5%	2.3%	122,068	-0.7%	$4.3M
ASMLAsml Hldg NV	2.4%	2.9%	2,600	-0.0%	$4.3M
ANETArista Networks Inc	1.9%	1.7%	18,072	+0.0%	$3.3M
CATCaterpillar Inc	1.7%	2.4%	4,099	+0.2%	$3.0M
CDNSCadence Design System Inc	1.7%	1.9%	9,004	-0.4%	$2.9M
IGVIshares Tr	1.6%	1.4%	26,675	-2.2%	$2.8M
AMZNAmazon Com Inc	1.5%	1.3%	10,050	+4.4%	$2.6M
BABoeing Co	1.4%	1.6%	13,068	-4.4%	$2.5M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.3%	4,647	-0.2%	$2.5M
VVisa Inc	1.3%	1.1%	5,791	+1.8%	$2.3M
FDNFirst Tr Exchange-Traded Fd	1.2%	1.1%	7,504	-1.3%	$2.2M
TMOThermo Fisher Scientific Inc	1.2%	0.9%	3,063	+0.0%	$2.1M
DALDelta Air Lines Inc	1.1%	1.4%	25,953	+0.0%	$1.9M
AIRRFirst Tr Exchange Traded Fd	0.9%	1.0%	16,581	+20.0%	$1.6M
TDGTransdigm Group Inc	0.9%	1.0%	1,405	+0.0%	$1.6M
AMDAdvanced Micro Devices Inc	0.9%	0.9%	2,804	+0.0%	$1.5M
MRKMerck & Co Inc	0.8%	0.7%	9,873	-0.5%	$1.4M
JSMLJanus Detroit Str Tr	0.8%	0.9%	16,337	-1.1%	$1.4M
LMTLockheed Martin Corp	0.8%	0.7%	2,457	+0.5%	$1.3M
NOWServicenow Inc	0.8%	0.5%	9,232	-1.2%	$1.3M
CRMSalesforce Inc	0.7%	0.5%	5,079	-1.8%	$1.2M
LRCXLam Research Corp	0.7%	1.1%	4,520	+0.0%	$1.2M
XPOXpo Inc	0.7%	0.7%	6,536	+0.0%	$1.2M
DVYIshares Tr	0.6%	0.6%	7,033	-0.4%	$1.1M
UBERUber Technologies Inc	0.6%	0.7%	15,683	-12.2%	$1.1M
XBISpdr Series Trust	0.6%	0.6%	7,182	+0.0%	$1.1M
NTESNetease Inc Sp ADR	0.6%	0.6%	7,996	+0.0%	$1.0M
MAMastercard Incorporated	0.6%	0.5%	1,599	+0.9%	$986K
IJTIshares Tr	0.5%	0.6%	5,814	+0.0%	$928K
ISRGIntuitive Surgical Inc	0.5%	0.5%	2,121	+0.0%	$919K
GMGeneral Mtrs Co	0.5%	0.5%	10,654	+0.0%	$882K
ABBVAbbvie Inc	0.5%	0.4%	3,100	+2.1%	$876K
ALLAllstate Corp	0.5%	0.4%	3,383	+0.0%	$835K
ONOn Semiconductor Corp	0.4%	0.6%	10,757	+0.0%	$787K
EOIEaton Vance Enhanced Equity	0.4%	0.4%	39,312	+0.0%	$769K
GLWCorning Inc	0.4%	0.8%	5,614	+0.0%	$745K
ZSZscaler Inc	0.4%	—	3,392	—	$721K
PGProcter & Gamble Co	0.4%	—	4,548	—	$717K

What Guerra Pan Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +32.0% /yr; S&P 500 +20.1%
3 years: +29.1% /yr; S&P 500 +20.4%
5 years: +23.9% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$175.9M	113
Q2 2026	$179.2M	118
Q1 2026	$161.7M	121
Q4 2025	$168.5M	113
Q3 2025	$165.3M	114
Q2 2025	$151.7M	112
Q1 2025	$127.5M	105
Q4 2024	$138.2M	112
Q3 2024	$125.0M	106
Q2 2024	$119.5M	101
Q1 2024	$108.1M	101
Q4 2023	$104.8M	102

Questions about Guerra Pan Advisors, LLC's portfolio

What stocks does Guerra Pan Advisors, LLC own?

Guerra Pan Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 113 positions worth $175.9M. The largest are Nvidia Corporation (NVDA) at 8.6%, Crowdstrike Hldgs Inc (CRWD) at 5.7%, Alphabet Inc (GOOGL) at 5.0%, Broadcom Inc (AVGO) at 4.7% and Alphabet Inc (GOOG) at 4.0%.

What did Guerra Pan Advisors, LLC buy last quarter?

In Q3 2026, Guerra Pan Advisors, LLC added Crowdstrike Hldgs Inc (CRWD) (+299.7% shares), First Tr Exchange Traded Fd (AIRR) (+20.0% shares) and Ishares Tr (MTUM) (+6.5% shares), compared with its Q2 2026 filing.

What did Guerra Pan Advisors, LLC sell last quarter?

In Q3 2026, Guerra Pan Advisors, LLC cut from its top 50 Vertiv Holdings Co (VRT), cut from its top 50 State Streer (XAR) and Uber Technologies Inc (UBER) (-12.2% shares), compared with its Q2 2026 filing.

How has Guerra Pan Advisors, LLC's portfolio performed?

A portfolio copying Guerra Pan Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +32.0% against +20.1%. Over 5 years: +23.9% a year against +16.8%.

When is Guerra Pan Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guerra Pan Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Guerra Pan Advisors, LLC manage?

Guerra Pan Advisors, LLC reported $210.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $175.9M.