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Manager record

Cerro Pacific Wealth Advisors LLC

San Luis Obispo, CA · CIK 1842669 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$457.78MReported 13F valueQ3 2026 · as filed
171Holdings listed
+3.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $360.0M$360.0MQ2 2025159 holdingsQ3 2025: $365.1M$365.1MQ3 2025159 holdingsQ4 2025: $370.9M$370.9MQ4 2025153 holdingsQ1 2026: $381.2M$381.2MQ1 2026159 holdingsQ2 2026: $442.2M$442.2MQ2 2026165 holdingsQ3 2026: $457.8M$457.8MQ3 2026171 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$457.78M · 171 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$442.18M · 165 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$381.22M · 159 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$370.91M · 153 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$365.14M · 159 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$360.04M · 159 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology