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Filers›Family Office›Caerus Investment Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Caerus Investment Advisors, LLC

Caerus Investment's family office based in London, UK — $240M in tracked AUM across 281 positions as of Q1 2026.

CI
Caerus Investment·London, UK·Family Office
CIK 0001862682 · last filed Mar 31, 2026
Total AUM
$240M
▼ 5.0%
vs prior
Holdings
281
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Caerus Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$17M29K7.1%
02
GOOG
ALPHABET INC
$12M43K5.2%
03
SPY
STATE STR SPDR S&P 500 ETF T
$11M17K4.6%
04
XYLD
GLOBAL X FDS
$11M269K4.4%
05
QYLD
GLOBAL X FDS
$10M580K4.1%
06
JEPQ
J P MORGAN EXCHANGE TRADED F
$8M141K3.3%
07
IWM
ISHARES TR
$7M27K2.8%
08
EFA
ISHARES TR
$7M70K2.8%
09
FIG
FIGMA INC
$6M276K2.4%
10
AAPL
APPLE INC
$5M20K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Caerus
haiku-4-5 · 281 positions indexed
Sector mix
  • Tech17%
  • Financials7%
  • Health Care13%
  • Industrials4%
  • Energy18%
  • Other41%
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