Caerus Investment Advisors, LLC: 13F holdings
CIK 18626822026Q2
| Positions | 330 |
|---|
| Reported value | $300.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 330 (+52 vs prior quarter) |
|---|
| Reported value | $300.3m (+25.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 28,035 | $19.3m | 6.4% |
| GOOG ALPHABET INC | 43,749 | $15.5m | 5.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 16,900 | $12.6m | 4.2% |
| XYLD GLOBAL X FDS | 306,229 | $12.5m | 4.2% |
| QYLD GLOBAL X FDS | 674,870 | $12.4m | 4.1% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 188,082 | $11.6m | 3.8% |
| IWM ISHARES TR | 27,493 | $8.3m | 2.8% |
| EFA ISHARES TR | 69,979 | $7.3m | 2.4% |
| AAPL APPLE INC | 22,752 | $6.6m | 2.2% |
| NVDA NVIDIA CORPORATION | 32,810 | $6.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1862682")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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