Cerro Pacific Wealth Advisors Llc: Active Investment Changes Observed in Q2 2026
Cerro Pacific Wealth Advisors, a mid-cap focused investment advisor, significantly increased its positions in several exchange-traded funds (ETFs) including Vanguard Admiral Funds ETF and Schwab Strategic Trust ETF during the second quarter of 2026. The firm also divested from certain holdings.
By Insiderset.Jul 17, 2026, 5:53 PM
Cerro Pacific Wealth Advisors, a mid-cap focused investment advisor, significantly increased its positions in several exchange-traded funds (ETFs) including Vanguard Admiral Funds ETF and Schwab Strategic Trust ETF during the second quarter of 2026. The firm also divested from certain holdings.