GUERRA PAN ADVISORS, LLC
CIK 1910386 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- NVDA7.77%
- AVGO5.25%
- GOOGL5.08%
- CRWD4.67%
- GOOG4.13%
- SCHA3.90%
- MTUM3.58%
- USMV3.33%
- XLI3.10%
- JPM3.01%
Share classes counted separately43.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRWDWeight increased · +1.75 pp2.92% → 4.67%Shares -1.13K (-9.30%)
- MTUMWeight increased · +0.78 pp2.80% → 3.58%Shares -143 (-0.76%)
- USMVWeight decreased · -0.64 pp3.97% → 3.33%Shares -7.35K (-10.63%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $13.92M | 7.77% | 69.58K shares | 7.47% → 7.77%+0.30 pp +307 (+0.44%) | Added | ▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $9.40M | 5.25% | 24.89K shares | 5.56% → 5.25%-0.31 pp -4.17K (-14.34%) | Reduced | ▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $9.11M | 5.08% | 25.48K shares | 5.07% → 5.08%+0.01 pp -3.05K (-10.69%) | Reduced | ▾ |
| 04 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $8.38M | 4.67% | 10.98K shares | 2.92% → 4.67%+1.75 pp -1.13K (-9.30%) | Reduced | ▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $7.40M | 4.13% | 20.95K shares | 3.79% → 4.13%+0.34 pp -438 (-2.05%) | Reduced | ▾ |
| 06 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $6.99M | 3.90% | 193.36K shares | 3.56% → 3.90%+0.34 pp -4.51K (-2.28%) | Reduced | ▾ |
| 07 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $6.42M | 3.58% | 18.74K shares | 2.80% → 3.58%+0.78 pp -143 (-0.76%) | Reduced | ▾ |
| 08 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN ETF View history and evidence | $5.97M | 3.33% | 61.85K shares | 3.97% → 3.33%-0.64 pp -7.35K (-10.63%) | Reduced | ▾ |
| 09 | XLISS INDUSTRIAL SELECT SECTORST STR INDL ETF View history and evidence | $5.55M | 3.10% | 29.96K shares | 3.06% → 3.10%+0.04 pp -616 (-2.01%) | Reduced | ▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $5.39M | 3.01% | 16.46K shares | 3.32% → 3.01%-0.31 pp -1.81K (-9.92%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IEF ISHARES 7-10 YEAR TREASURY B | Non-derivative | -4,795 | -$457.66K | SEC filing ↗ | SEC filing ↗ |
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | -3,250 | -$345.03K | SEC filing ↗ | SEC filing ↗ |
| ACN ACCENTURE PLC-CL A | Non-derivative | -1,365 | -$270.67K | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910386 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 179199805
}Research all 118 reported holdings.
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