account_balance
Investment manager · 13F filer · SEC CIK 1666741
Cetera Investment Advisers
Reported value$110Bas of Jun 30, 2026
Positions4863 355 new, 166 sold out
Top 10 weight16%IVV alone is 3%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Tr
3.2%Added
AAPL
Apple INC
1.9%Added
NVDA
Nvidia Corporation
1.8%Added
VTV
Vanguard Index Fds
1.6%Added
QQQ
Invesco Qqq Tr
1.5%
AGG
1.4%
VOO
1.4%
SPY
1.3%
VTI
1.2%
VUG
1.1%
4853 others
83.5%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed