Guerra Pan Advisors, Llc
- Regulatory AUM
- $210M
- Discretionary
- $210M
- Clients
- 85
- Avg AUM / client
- $2.5M
- Accounts
- 298
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Investments (13F portfolio — 121 positions, $161,667,847)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $12,080,339 | 69,268 | 7.47% | 5.74% |
| 2 | Broadcom Inc | COM | $8,991,885 | 29,052 | 5.56% | 4.27% |
| 3 | Alphabet Inc | CAP STK CL A | $8,203,512 | 28,528 | 5.07% | 3.9% |
| 4 | Ishares Tr | MSCI USA MIN VOL | $6,418,236 | 69,207 | 3.97% | 3.05% |
| 5 | Alphabet Inc | CAP STK CL C | $6,134,214 | 21,384 | 3.79% | 2.92% |
| 6 | Schwab Strategic Tr | US SML CAP ETF | $5,754,234 | 197,876 | 3.56% | 2.73% |
| 7 | Jpmorgan Chase & Co | COM | $5,375,186 | 18,273 | 3.32% | 2.55% |
| 8 | Select Sector Spdr Tr | STATE STREET IND | $4,944,410 | 30,572 | 3.06% | 2.35% |
| 9 | Crowdstrike Hldgs Inc | CL A | $4,724,742 | 12,102 | 2.92% | 2.25% |
| 10 | Ishares Tr | MSCI USA MMENTM | $4,530,990 | 18,880 | 2.8% | 2.15% |
| 11 | Apple Inc | COM | $4,320,013 | 17,022 | 2.67% | 2.05% |
| 12 | Asml Hldg Nv | N Y REGISTRY SHS | $4,097,215 | 3,102 | 2.53% | 1.95% |
| 13 | Schwab Strategic Tr | US LCAP GR ETF | $3,758,790 | 129,035 | 2.33% | 1.79% |
| 14 | Microsoft Corp | COM | $3,521,797 | 9,514 | 2.18% | 1.67% |
| 15 | Caterpillar Inc | COM | $3,211,449 | 4,533 | 1.99% | 1.53% |
| 16 | Boeing Co | COM | $2,970,523 | 14,925 | 1.84% | 1.41% |
| 17 | Cadence Design System Inc | COM | $2,725,627 | 9,809 | 1.69% | 1.3% |
| 18 | Berkshire Hathaway Inc Del | CL B NEW | $2,582,409 | 5,389 | 1.6% | 1.23% |
| 19 | Arista Networks Inc | COM SHS | $2,389,299 | 19,460 | 1.48% | 1.14% |
| 20 | Amazon Com Inc | COM | $2,226,406 | 10,690 | 1.38% | 1.06% |
| 21 | Ishares Tr | EXPANDED TECH | $2,203,376 | 27,525 | 1.36% | 1.05% |
| 22 | Visa Inc | COM CL A | $2,126,561 | 7,036 | 1.32% | 1.01% |
| 23 | Transdigm Group Inc | COM | $1,856,654 | 1,602 | 1.15% | 0.88% |
| 24 | Delta Air Lines Inc | COM NEW | $1,838,704 | 27,658 | 1.14% | 0.87% |
| 25 | Lockheed Martin Corp | COM | $1,802,291 | 2,982 | 1.11% | 0.86% |
Top 25 of 121 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $15.6M | 7.43% |
| High net worth individuals | 48 | $195M | 92.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pan, Anna, [No Middle Name] | Managing Member And Chief Compliance Officer | Mar 2021 (5y) | 10% – 25% | |
| Robert Thomas Guerra | Managing Member | Mar 2021 (5y) | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $210M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗