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| Guerra Pan Advisors LLC
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|---|---|
| CRD # | 313489 |
| SEC # | 801-120767 |
| CIK # | 0001910386 |
| AUM | 210.4 M (2026-02-10) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 917-599-9596 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910386 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.1 | ||
| Broadcom Inc | 9.0 | ||
| Alphabet Inc | 8.2 | ||
| Alphabet Inc | 6.1 | ||
| J P Morgan Chase & Co | 5.4 | ||
| CrowdStrike Holdings Inc | 4.7 | ||
| Apple Inc | 4.3 | ||
| ASML Holding NV | 4.1 | ||
| Microsoft Corp | 3.5 | ||
| Caterpillar Inc | 3.2 | ||
| Boeing Co | 3.0 | ||
| Cadence Design Systems Inc | 2.7 | ||
| Arista Networks Inc | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Visa Inc | 2.1 | ||
| Transdigm Group Inc | 1.9 | ||
| Delta Air Lines Inc | 1.8 | ||
| Lockheed Martin Corp | 1.8 | ||
| Thermo Fisher Scientific Inc | 1.6 | ||
| Honeywell International Inc | 1.5 | ||
| Uber Technologies Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 15.6 |
| (b) Individuals (high net worth individuals) | 48 | 194.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 210.4 |
| By Discretionary | ||
| Discretionary | 298 | 210.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 210.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 208.0 | |
| Total | 298 | 210.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910386] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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|
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|
Treetop Wealth Management LLC
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|
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|
Magellan Planning Group Inc
✚
|
GA | 210.0 M |
|
Gouws Capital LLC
✚
|
NC | 209.9 M |