account_balance
Investment manager · 13F filer · SEC CIK 1862682
Caerus Investment Advisors, LLC
Reported value$297Mas of Jun 30, 2026
Positions330 104 new, 52 sold out
Top 10 weight37.9%VOO alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
6.5%
GOOGAlphabet Inc.
5.2%
SPYSPDR S&P 500 ETF Trust
4.3%
XYLDGlobal X FDS
4.2%Added +14%
QYLDGlobal X FDS
4.2%Added +16%
JEPQJ P Morgan Exchange Traded F
3.9%Added +34%
IWMiShares Tr
2.8%
EFAiShares Tr
2.5%
AAPLApple Inc.
2.2%Added +13%
NVDANVIDIA Corp
2.2%Added +19%
DFACDimensional ETF Trust
1.9%
GOOGLAlphabet Inc.
1.8%Trimmed −3%
VOOVanguard Index FDS
6.5%
GOOGAlphabet Inc.
5.2%
SPYSPDR S&P 500 ETF Trust
4.3%
XYLDGlobal X FDS
4.2%Added +14%
QYLDGlobal X FDS
4.2%Added +16%
JEPQJ P Morgan Exchange Traded F
3.9%
IWM2.8%
EFAiShares Tr
2.5%
AAPLApple Inc.
2.2%
NVDA2.2%DFAC
GOOGLBoxes 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
VOO Vanguard Index FDS 6.5% Held
GOOG Alphabet Inc. 5.2% HeldSPY SPDR S&P 500 ETF Trust 4.3% HeldXYLD Global X FDS 4.2% Added +14%
QYLD Global X FDS 4.2% Added +16%
JEPQ J P Morgan Exchange Traded F 3.9% Added +34%
IWM iShares Tr 2.8% Held
EFA iShares Tr 2.5% Held
AAPL Apple Inc. 2.2% Added +13%NVDA NVIDIA Corp 2.2% Added +19%DFAC Dimensional ETF Trust 1.9% Held
GOOGL Alphabet Inc. 1.8% Trimmed −3%What changed
Biggest moves since Mar 31, 2026
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