Cerro Pacific Wealth Advisors LLC has filed its 13F form on May 10, 2023 for Q1 2023 where it was disclosed a total value porftolio of $179 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, American Centy ETF Tr Avantis with a value of $8.69M, Vanguard Dividend Appreciation with a value of $8.41M, Invesco Qqq Trust, Series 1 with a value of $7.16M, and Microsoft Corp with a value of $6.28M.

Examining the 13F form we can see an decrease of $8.09M in the current position value, from $187M to 179M.

Below you can find more details about Cerro Pacific Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $70.9 Million
Technology: $32.3 Million
Healthcare: $12.4 Million
Financial Services: $12.1 Million
Industrials: $11.9 Million
Consumer Defensive: $10.9 Million
Energy: $9.29 Million
Consumer Cyclical: $8.2 Million
Other: $11.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 144
  • Current Value $179 Million
  • Prior Value $187 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 10, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 13 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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