Cerro Pacific Wealth Advisors LLC

Business address
733 Marsh Street, Suite 110, San Luis Obispo, CA, 93401
Top securities (13F)
QQQ, AAPL, NVDA, VOOG, JPST, VIG, MSFT, SPY, VLUE, FNDF, AVUV, VRIG, VTV, EFG, DNL, TOTL, COST, SHY, SLYG, and ICSH
State of incorporation
CA
Fiscal year end
31 December
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Cerro Pacific Wealth Advisors LLC has filed 17 SEC EDGAR filings since 12 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-20712
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-20712
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-20712
13F-HR Open Document Open Filing 08 Apr 2025 31 Mar 2025 028-20712
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-20712
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-20712
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-20712
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-20712
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-20712
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-20712
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-20712
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-20712
13F-HR Open Document Open Filing 13 Apr 2022 31 Mar 2022 028-20712
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-20712
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-20712
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-20712
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-20712