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Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC is an independent, fee-only registered investment advisory (RIA) firm located on California's Central Coast. The firm provides investment advice, portfolio construction, and financial planning with a long-term, straightforward approach focused on consistent growth and generational wealth. The team of financial professionals has over 80 years of collective experience and serves clients across multiple generations, emphasizing fiduciary, conflict-free advice tailored to clients' best interests.
Investment Strategy
The firm’s investment strategy is based on a long-term, goals-driven approach, emphasizing consistent, steady growth by investing in diversified equities and other broad asset classes. They focus on building enduring wealth and safeguarding legacies for future generations, rather than chasing short-term market trends.
Latest 13F Filing Activity
Cerro Pacific Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 159 equity positions with a total 13F market value of $360M. The fund increased holdings in Invesco QQQ TR, Vanguard Admiral FDS Inc., Schwab Strategic TR among other positions. Cerro Pacific Wealth Advisors LLC reduced exposure to Apple Inc., HP Inc., Ishares TR among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 7.00% | $25.2M | 45,657 | $496.45 | $551.64 | +$6.0M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.09% | $14.7M | 290,524 | $50.47 | $50.68 | +$3.6M |
A AAPL | APPLE INC | 4.04% | $14.5M | 70,869 | $218.39 | $205.17 | -$3.4M |
N NVDA | NVIDIA CORPORATION | 4.02% | $14.5M | 91,512 | $124.52 | $157.99 | +$2.2M |
V VOOG | VANGUARD ADMIRAL FDS INC | 3.73% | $13.4M | 33,898 | $355.86 | $396.54 | +$3.9M |
Industry Allocation
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