Cerro Pacific Wealth Advisors LLC
All 13F Filings
- Location
- San Luis Obispo, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 381,221
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 159 | 381,221 | 13F-HR | Cerro Pacific Wealth Advisors LLC |
| Q4 2025 | 2/2/2026 | 153 | 370,915 | 13F-HR | Cerro Pacific Wealth Advisors LLC |
| Q3 2025 | 10/28/2025 | 159 | 365,136 | 13F-HR | Cerro Pacific Wealth Advisors LLC |
| Q2 2025 | 7/25/2025 | 159 | 360,038 | 13F-HR | Cerro Pacific Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.7 K | 45.3% | 0 | 138.4 K | -138.4 K |
| ETFs | 208.6 K | 54.7% | 148.7 K | 0 | 148.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
381,221
Holdings
159
QoQ value change ($000)
10,306
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.