Guerra Pan Advisors, LLC Top Holdings and 13F Report (2026) About Guerra Pan Advisors, LLCInvestment ActivityGuerra Pan Advisors, LLC has $161.67 million in total holdings as of March 31, 2026.Guerra Pan Advisors, LLC owns shares of 121 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.12% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Guerra Pan Advisors, LLC has purchased 113 new stocks and bought additional shares in 20 stocks.Guerra Pan Advisors, LLC sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $12,080,339Broadcom $8,991,885Alphabet $8,203,512iShares MSCI USA Min Vol Factor ETF $6,418,236Alphabet $6,134,214 Largest New Holdings this Quarter G0593M107 - AstraZeneca $937,189 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $457,661 Holding316188309 - Fidelity Total Bond ETF $413,619 Holding464288414 - iShares National Muni Bond ETF $345,034 Holding46432F859 - iShares Core 1-5 Year USD Bond ETF $270,351 Holding Largest Purchases this Quarter AstraZeneca 4,752 shares (about $937.19K)iShares 7-10 Year Treasury Bond ETF 4,795 shares (about $457.66K)Fidelity Total Bond ETF 9,067 shares (about $413.62K)iShares National Muni Bond ETF 3,250 shares (about $345.03K)iShares Core 1-5 Year USD Bond ETF 5,579 shares (about $270.35K) Largest Sales this Quarter Cadence Design Systems 533 shares (about $148.10K)Schwab U.S. Large-Cap Growth ETF 3,267 shares (about $95.17K)Cigna Group 316 shares (about $84.29K)NVIDIA 475 shares (about $82.84K)Schwab US Small-Cap ETF 2,641 shares (about $76.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuerra Pan Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$12,080,339$82,840 â–¼-0.7%69,2687.5%Computer and TechnologyAVGOBroadcom$8,991,885$225,323 â–²2.6%29,0525.6%Computer and TechnologyGOOGLAlphabet$8,203,512$2,876 â–²0.0%28,5285.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$6,418,236$119,449 â–²1.9%69,2074.0%ETFGOOGAlphabet$6,134,214$32,128 â–¼-0.5%21,3843.8%Computer and TechnologySCHASchwab US Small-Cap ETF$5,754,234$76,800 â–¼-1.3%197,8763.6%ETFJPMJPMorgan Chase & Co.$5,375,186$31,769 â–²0.6%18,2733.3%FinanceXLIIndustrial Select Sector SPDR Fund$4,944,410$38,492 â–¼-0.8%30,5723.1%ETFCRWDCrowdStrike$4,724,742$34,356 â–¼-0.7%12,1022.9%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$4,530,990$36,718 â–¼-0.8%18,8802.8%ETFAAPLApple$4,320,013$179,430 â–²4.3%17,0222.7%Computer and TechnologyASMLASML$4,097,215$19,812 â–¼-0.5%3,1022.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,758,790$95,168 â–¼-2.5%129,0352.3%ETFMSFTMicrosoft$3,521,797$68,111 â–²2.0%9,5142.2%Computer and TechnologyCATCaterpillar$3,211,449$11,335 â–¼-0.4%4,5332.0%IndustrialsBABoeing$2,970,523$30,054 â–²1.0%14,9251.8%AerospaceCDNSCadence Design Systems$2,725,627$148,105 â–¼-5.2%9,8091.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,582,4090.0%5,3891.6%FinanceARISTA NETWORKS INC$2,389,299$9,209 â–²0.4%19,4601.5%COM SHSAMZNAmazon.com$2,226,406$13,329 â–¼-0.6%10,6901.4%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$2,203,376$40,265 â–¼-1.8%27,5251.4%ETFVVisa$2,126,5610.0%7,0361.3%Business ServicesTDGTransdigm Group$1,856,654$8,113 â–¼-0.4%1,6021.1%AerospaceDALDelta Air Lines$1,838,704$14,559 â–²0.8%27,6581.1%TransportationLMTLockheed Martin$1,802,2910.0%2,9821.1%AerospaceFDNFirst Trust Dow Jones Internet Index Fund$1,787,053$9,361 â–¼-0.5%7,6361.1%ETFTMOThermo Fisher Scientific$1,622,5410.0%3,3011.0%MedicalAIRRFirst Trust RBA American Industrial Renaissance ETF$1,537,516$37,887 â–²2.5%13,8791.0%ManufacturingHONHoneywell International$1,456,0850.0%6,4420.9%Multi-Sector ConglomeratesUBERUber Technologies$1,410,907$8,272 â–¼-0.6%19,6150.9%Computer and TechnologyXPOXPO$1,271,579$121,594 â–²10.6%6,5360.8%TransportationJSMLSmall Cap Growth Alpha ETF$1,226,218$11,625 â–¼-0.9%17,5100.8%ETFMRKMerck & Co., Inc.$1,193,9990.0%9,9260.7%MedicalNOWServiceNow$1,161,760$6,064 â–¼-0.5%11,1120.7%Computer and TechnologyNTESNetEase$1,069,5870.0%9,5550.7%Computer and TechnologyDVYiShares Select Dividend ETF$1,068,652$18,926 â–¼-1.7%7,0580.7%ETFCRMSalesforce$1,055,432$4,667 â–¼-0.4%5,6540.7%Computer and TechnologyISRGIntuitive Surgical$977,760$6,915 â–¼-0.7%2,1210.6%MedicalLAM RESEARCH CORP$965,7430.0%4,5200.6%COM NEWABBVAbbVie$952,389$32,189 â–²3.5%4,3790.6%MedicalAZNCFAstraZeneca$937,189$937,189 â–²New Holding4,7520.6%MedicalXBISPDR S&P Biotech ETF$926,937$7,281 â–¼-0.8%7,2570.6%ETFIJTiShares S&P Small-Cap 600 Growth ETF$841,344$24,890 â–¼-2.9%5,8140.5%ETFGMGeneral Motors$793,723$9,462 â–¼-1.2%10,6540.5%Auto/Tires/TrucksMAMastercard$791,4610.0%1,5840.5%Business ServicesGLWCorning$763,336$4,895 â–²0.6%5,6140.5%Computer and TechnologyNEENextEra Energy$747,5910.0%8,0490.5%UtilitiesEOIEaton Vance Enhanced Equity Income Fund$743,0310.0%39,5650.5%Financial ServicesVRTVertiv$734,1990.0%2,9300.5%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$708,586$6,857 â–²1.0%2,7900.4%ETFALLAllstate$701,431$8,916 â–¼-1.3%3,3830.4%FinanceCHKPCheck Point Software Technologies$694,108$7,714 â–¼-1.1%4,8590.4%Computer and TechnologyDOVDover$692,0540.0%3,3200.4%IndustrialsUNPUnion Pacific$683,4610.0%2,8170.4%TransportationZSZscaler$678,583$22,727 â–¼-3.2%4,8370.4%Computer and TechnologyONonsemi$666,0730.0%10,7570.4%Computer and TechnologyPGProcter & Gamble$658,213$17,333 â–²2.7%4,5570.4%Consumer StaplesIHIiShares U.S. Medical Devices ETF$638,1730.0%11,9620.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$620,026$44,978 â–¼-6.8%6,1620.4%ETFBABAAlibaba Group$578,747$2,509 â–¼-0.4%4,6130.4%Retail/WholesaleAMDAdvanced Micro Devices$570,4180.0%2,8040.4%Computer and TechnologyNYTNew York Times$554,6280.0%6,6240.3%Consumer StaplesRTXRTX$551,5010.0%2,8590.3%AerospaceMSMorgan Stanley$533,0420.0%3,2390.3%FinanceVLUEiShares MSCI USA Value Factor ETF$513,448$8,531 â–¼-1.6%3,6110.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$501,960$10,971 â–¼-2.1%6,8630.3%ETFIWFiShares Russell 1000 Growth ETF$500,5940.0%1,1740.3%ETFCOSTCostco Wholesale$476,2940.0%4780.3%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$457,661$457,661 â–²New Holding4,7950.3%ETFEZUiShares MSCI Eurozone ETF$449,379$3,195 â–¼-0.7%7,1740.3%ETFJNJJohnson & Johnson$434,1250.0%1,7760.3%MedicalQUALiShares MSCI USA Quality Factor ETF$422,5570.0%2,2030.3%ETFFBNDFidelity Total Bond ETF$413,619$413,619 â–²New Holding9,0670.3%ETFKRESPDR S&P Regional Banking ETF$405,1680.0%6,2190.3%ETFTE CONNECTIVITY PLC$392,7490.0%1,8790.2%ORD SHSADIAnalog Devices$377,632$103,395 â–²37.7%1,1870.2%Computer and TechnologyXSDSPDR S&P Semiconductor ETF$373,4070.0%1,1450.2%ETFIBMInternational Business Machines$358,2520.0%1,4780.2%Computer and TechnologySYKStryker$352,577$15,115 â–¼-4.1%1,0730.2%MedicalMUBiShares National Muni Bond ETF$345,034$345,034 â–²New Holding3,2500.2%ETFLLYEli Lilly and Company$343,9940.0%3740.2%MedicalJPSTJPMorgan Ultra-Short Income ETF$342,933$25,305 â–¼-6.9%6,7760.2%ETFBNBrookfield$338,7340.0%8,3700.2%FinanceBKNGBooking$336,8260.0%800.2%Retail/WholesaleHUBSHubSpot$335,149$4,638 â–¼-1.4%1,3730.2%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$333,5530.0%2,5250.2%ETFKNSLKinsale Capital Group$331,7520.0%9710.2%FinanceGSThe Goldman Sachs Group$304,556$93,059 â–²44.0%3600.2%FinanceIMTMiShares MSCI Intl Momentum Factor ETF$301,9020.0%6,2870.2%ETFIEFAiShares Core MSCI EAFE ETF$300,741$21,818 â–²7.8%3,3220.2%ETFEAElectronic Arts$295,6120.0%1,4500.2%Consumer DiscretionaryCICigna Group$286,490$84,293 â–¼-22.7%1,0740.2%MedicalFVDFirst Trust Value Line Dividend Index Fund$281,145$54,084 â–¼-16.1%5,9780.2%ETFACNAccenture$270,6660.0%1,3650.2%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$270,351$270,351 â–²New Holding5,5790.2%ManufacturingBACBank of America$266,711$7,507 â–¼-2.7%5,4710.2%FinanceITAiShares U.S. Aerospace & Defense ETF$259,0000.0%1,1840.2%ETFEUFNiShares MSCI Europe Financials ETF$256,2170.0%7,3520.2%ETFAMEAMETEK$255,5170.0%1,1920.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$251,8360.0%7850.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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