Cerro Pacific Wealth Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$301M
Signature - Title
Tim Reyna - CCO
Location
San Luis Obispo, CA
Summary
This page shows a list of all the recent 13F filings made by Cerro Pacific Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cerro Pacific Wealth Advisors LLC reported 162 stock holdings with total value $301M as of Q4 2024. Top holdings included QQQ, AAPL, NVDA, VIG, and MSFT.
Holdings Value