DOSSIER · 13F-HR · Q2 2026

CEERA INVESTMENTS, LLC

$236M in tracked AUM across 101 positions as of Q2 2026.

CI
CIK 0001860698 · last filed Jun 30, 2026
Total AUM
$236M
as of Q2 2026
Holdings
101
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CEERA INVESTMENTS, 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
MOAT
VANECK ETF TRUST
$25M244K10.7%
02
JPST
J P MORGAN EXCHANGE TRADED F
$13M266K5.7%
03
GOOGL
ALPHABET INC
$12M34K5.1%
04
META
META PLATFORMS INC
$8M15K3.6%
05
AAPL
APPLE INC
$7M25K3.1%
06
WTV
WISDOMTREE TR
$7M71K3.1%
07
AXP
AMERICAN EXPRESS CO
$7M21K3.0%
08
UNH
UNITEDHEALTH GROUP INC
$7M16K2.9%
09
SPYV
SPDR SERIES TRUST
$7M108K2.8%
10
VOO
VANGUARD INDEX FDS
$7M10K2.8%

Filing history

2026Q2Jun 30
$236M 8.9%
101 positionsView →
2025Q4Dec 31
$259M 19.2%
87 positionsView →
2025Q3Sep 30
$321M 1.8%
110 positionsView →
2025Q2Jun 30
$327M 12.5%
112 positionsLocked
2025Q1Mar 31
$290M 0.3%
101 positionsLocked
2024Q4Dec 31
$291M 9.8%
98 positionsLocked
2024Q3Sep 30
$265M 12.2%
102 positionsLocked
2024Q2Jun 30
$236M 3.5%
92 positionsLocked
2024Q1Mar 31
$228M 7.5%
86 positionsLocked
2023Q4Dec 31
$212M 15.5%
83 positionsLocked
2023Q3Sep 30
$184M 6.2%
79 positionsLocked
2023Q2Jun 30
$173M 10.5%
76 positionsLocked
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