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Guerra Pan Advisors, LLC
Guerra Pan Advisors, LLC is a registered investment advisor headquartered in New York, NY, operating from 110 East 59th Street, 23rd Floor. Founded in July 2019 and registered with the SEC since April 2021, the firm is organized as an LLC under Delaware law and is jointly owned and operated by Robert T. Guerra and Anna Pan. The firm primarily serves individuals and high net worth clients, providing personalized investment advisory and fiduciary services. As of March 2025, the firm reports a single employee, reflecting its boutique and focused service model.
Investment Strategy
Guerra Pan Advisors, LLC offers discretionary investment advisory services tailored to the needs of individuals and high net worth clients. The firm builds client portfolios with an emphasis on major U.S. equities, technology, and financial sectors, including positions in companies such as Nvidia, Broadcom, Alphabet, Microsoft, and Apple. The investment philosophy centers on long-term growth and capital preservation through diversified holdings, thoughtful risk management, and regular review of sector trends. Investment decisions are guided by a fiduciary approach, seeking to align with each client's goals and risk tolerance.
Latest 13F Filing Activity
Guerra Pan Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $152M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Crowdstrike HLDGS Inc. among other positions. Guerra Pan Advisors, LLC reduced exposure to Ishares TR, Adobe Inc., Ishares TR among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.28% | $11.0M | 69,930 | $31.27 | $157.99 | +$3.4M |
A AVGO | BROADCOM INC | 5.21% | $7.9M | 28,692 | $86.27 | $275.65 | +$3.3M |
U USMV | ISHARES TR | 4.26% | $6.5M | 68,869 | $81.43 | $93.87 | +$212.5K |
C CRWD | CROWDSTRIKE HLDGS INC | 4.11% | $6.2M | 12,235 | $210.24 | $509.31 | +$1.9M |
J JPM | JPMORGAN CHASE & CO. | 3.48% | $5.3M | 18,186 | $163.67 | $289.91 | +$888.5K |
Industry Allocation
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