13F Insight
DOSSIER · 13F-HR · Q2 2026

Caerus Investment Advisors, LLC

$300M in tracked AUM across 339 positions as of Q2 2026.

CI
CIK 0001862682 · last filed Jun 30, 2026
Total AUM
$300M
as of Q2 2026
Holdings
339
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Caerus Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$19M28K6.4%02
GOOG
ALPHABET INC
$15M44K5.1%03
SPY
STATE STR SPDR S&P 500 ETF T
$13M17K4.2%04
XYLD
GLOBAL X FDS
$12M306K4.2%05
QYLD
GLOBAL X FDS
$12M675K4.1%06
JEPQ
J P MORGAN EXCHANGE TRADED F
$12M188K3.8%07
IWM
ISHARES TR
$8M27K2.8%08
EFA
ISHARES TR
$7M70K2.4%09
NVDA
NVIDIA CORPORATION
$7M35K2.3%10
AAPL
APPLE INC
$7M23K2.2%

Filing history

2026Q2Jun 30
$300M▲ 25.0%
339 positionsView →2026Q1Mar 31
$240M▼ 22.2%
281 positionsView →2025Q4Dec 31
$309M▲ 128.4%
311 positionsView →2025Q3Sep 30
$135M▲ 28.8%
138 positionsView →2025Q2Jun 30
$105M▲ 1.1%
33 positionsLocked2025Q1Mar 31
$104M▼ 2.5%
30 positionsLocked2024Q4Dec 31
$106M▲ 0.9%
31 positionsLocked2024Q3Sep 30
$105M▲ 3.2%
30 positionsLocked2024Q2Jun 30
$102M▼ 1.4%
30 positionsLocked2024Q1Mar 31
$104M▼ 0.7%
34 positionsLocked2023Q4Dec 31
$104M▲ 7.5%
36 positionsLocked2023Q3Sep 30
$97M▲ 9.9%
33 positionsLocked
Showing 12 of 19