Guerra Pan Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 113 separate securities, with a total value of approximately $17.59 billion. The report lists Robert Guerra as the Chief Compliance Officer.
The portfolio is heavily weighted toward technology and semiconductor stocks. The largest holding is NVIDIA Corporation, with 69,310 shares. Other major positions include Microsoft (8,735 shares), Arista Networks (18,072 shares), Broadcom (24,797 shares), and ASML Holding (2,600 shares). The firm also holds significant stakes in Apple (15,856 shares), Meta Platforms (319 shares), and Amazon (10,050 shares).
Guerra Pan Advisors holds a diverse mix of other large-cap companies. These include Johnson & Johnson (1,738 shares), Procter & Gamble (4,548 shares), Visa (5,791 shares), and Mastercard (1,599 shares). The firm also holds stakes in energy and defense companies such as NextEra Energy (4,617 shares) and Lockheed Martin (2,457 shares).
In addition to individual stocks, the filing reveals significant allocations to exchange-traded funds (ETFs). The firm holds the Schwab Strategic US Small Cap ETF with 193,217 shares and the Schwab Strategic US Large Cap Growth ETF with 122,068 shares. Other notable ETF positions include the iShares Core MSCI USA Minimum Volatility ETF (61,069 shares) and the iShares Expanded Tech ETF (26,675 shares).
