GUERRA PAN ADVISORS, LLC — 13F holdings

GUERRA PAN ADVISORS, LLC reported 118 holdings worth $179M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $13.9M (7.8%)
2. AVGO BROADCOM INC — $9.40M (5.2%)
3. GOOGL ALPHABET INC — $9.11M (5.1%)
4. CRWD CROWDSTRIKE HLDGS INC — $8.38M (4.7%)
5. GOOG ALPHABET INC — $7.40M (4.1%)
6. SCHA SCHWAB STRATEGIC TR — $6.99M (3.9%)
7. MTUM ISHARES TR — $6.42M (3.6%)
8. USMV ISHARES TR — $5.97M (3.3%)
9. XLI SELECT SECTOR SPDR TR — $5.55M (3.1%)
10. JPM JPMorgan Chase & Co. — $5.39M (3.0%)