Cerro Pacific Wealth Advisors LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$762.4M
Holdings
158
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 46.7k shares)
7.5%
02
$VOOG
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 37.9k shares)
4.9%
03
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 88.7% (308.3k → 34.7k shares)
4.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 87.8% (65.2k → 8.0k shares)
4.3%
05
$EFG
ISHARES TR
Q1 2026: Exited (was 90.3k shares)
4.3%
06
$FNDF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 233.1k shares)
3.9%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 91.1% (83.9k → 7.5k shares)
3.8%
08
$VRIG
INVESCO ACTIVELY MANAGED EXC
Q1 2026: Exited (was 372.6k shares)
2.9%
09
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 92.7k shares)
2.8%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 93.0% (47.8k → 3.3k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:07 UTC.