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Livermore
Livermore
ZHEN

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
2,343
Value
$804.0K
% of portfolio
0.2%
Quarters held
17
Since Q2 2021
Holdings of V by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,343$804.0K0.2%+39+1.7%AddedHolders
Q1 20262,304$696.5K0.2%+119+5.4%AddedHolders
Q4 20252,185$766.2K0.2%−264−10.8%ReducedHolders
Q3 20252,449$836.0K0.2%−231−8.6%ReducedHolders
Q2 20252,680$951.4K0.3%+366+15.8%AddedHolders
Q1 20252,314$731.3K0.2%−47−2.0%ReducedHolders
Q4 20242,361$649.3K0.2%+331+16.3%AddedHolders
Q3 20242,030$532.8K0.2%00.0%UnchangedHolders
Q2 20242,030$532.8K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20231,931$435.3K0.2%−51−2.6%ReducedHolders
Q4 20221,982$411.8K0.2%−44−2.2%ReducedHolders
Q3 20222,026$360.0K0.2%−753−27.1%ReducedHolders
Q2 20222,779$547.0K0.3%−85−3.0%ReducedHolders
Q1 20222,864$635.0K0.4%+160+5.9%AddedHolders
Q4 20212,704$586.0K0.4%−177−6.1%ReducedHolders
Q3 20212,881$642.0K0.5%−309−9.7%ReducedHolders
Q2 20213,190$746.0K0.6%–No prior filingHolders