Skip to main content
Livermore
Livermore
ZHEN

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

FAF holding history

First American Financial Corp in every 13F filed by Cerro Pacific Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FAF overviewAll 13F holders of FAFFull Q2 2026 holdings

Shares (Q2 2026)
34,873
Value
$2.39M
% of portfolio
0.5%
Quarters held
17
Since Q2 2021
Holdings of FAF by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,873$2.39M0.5%−6,040−14.8%ReducedHolders
Q1 202640,913$2.47M0.6%00.0%UnchangedHolders
Q4 202540,913$2.51M0.7%+10.0%AddedHolders
Q3 202540,912$2.63M0.7%00.0%UnchangedHolders
Q2 202540,912$2.51M0.7%00.0%UnchangedHolders
Q1 202540,912$2.55M0.8%+10.0%AddedHolders
Q4 202440,911$2.70M0.9%00.0%UnchangedHolders
Q3 202440,911$2.21M0.8%00.0%UnchangedHolders
Q2 202440,911$2.21M0.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202344,509$2.48M1.4%00.0%UnchangedHolders
Q4 202244,509$2.33M1.2%+149+0.3%AddedHolders
Q3 202244,360$2.04M1.2%00.0%UnchangedHolders
Q2 202244,360$2.35M1.5%00.0%UnchangedHolders
Q1 202244,360$2.88M1.8%00.0%UnchangedHolders
Q4 202144,360$3.47M2.2%00.0%UnchangedHolders
Q3 202144,360$2.97M2.1%00.0%UnchangedHolders
Q2 202144,360$2.77M2.1%–No prior filingHolders