account_balance
Investment manager · 13F filer · SEC CIK 1860698
Ceera Investments, LLC
Reported value$264Mas of Sep 30, 2026
Positions100 8 new, 9 sold out
Top 10 weight38.4%MOAT alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MOATVaneck ETF Trust
7.3%Trimmed −25%
GOOGLAlphabet Inc.
4.5%
JPSTJ P Morgan Exchange Traded F
4.2%Trimmed −17%
METAMeta Platforms, Inc.
4.1%
WTVWisdomtree Tr
3.8%Added +38%
SPYVSPDR Series Trust
3.5%Added +39%
TOPTiShares Tr
3.4%Added +32%
AAPLApple Inc.
2.7%Trimmed −14%
VOOVanguard Index FDS
2.5%
AXPAmerican Express Co
2.4%
VEEVVeeva Systems Inc
2.3%
CPAYCorpay, Inc.
2.3%
MOATVaneck ETF Trust
7.3%Trimmed −25%
GOOGLAlphabet Inc.
4.5%
JPSTJ P Morgan Exchange Traded F
4.2%−17%
METAMeta Platforms, Inc.
4.1%
WTVWisdomtree Tr
3.8%+38%
SPYVSPDR Series Trust
3.5%
TOPTiShares Tr
3.4%
AAPLApple Inc.
2.7%
VOOVanguard Index FDS
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MOAT Vaneck ETF Trust 7.3% Trimmed −25%
GOOGL Alphabet Inc. 4.5% HeldJPST J P Morgan Exchange Traded F 4.2% Trimmed −17%
META Meta Platforms, Inc. 4.1% HeldWTV Wisdomtree Tr 3.8% Added +38%
SPYV SPDR Series Trust 3.5% Added +39%
TOPT iShares Tr 3.4% Added +32%
AAPL Apple Inc. 2.7% Trimmed −14%VOO Vanguard Index FDS 2.5% Held
AXP American Express Co 2.4% HeldVEEV Veeva Systems Inc 2.3% HeldCPAY Corpay, Inc. 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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