§ 13F · FUND PROFILE
Caerus Investment Advisors, LLC.
AUM · $300M (13F)Positions · 339Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 28K | $19M | — | — |
| 2 | GOOG | ALPHABET INC | 44K | $15M | — | — |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $13M | — | — |
| 4 | XYLD | GLOBAL X FDS | 306K | $12M | — | — |
| 5 | QYLD | GLOBAL X FDS | 675K | $12M | — | — |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | 188K | $12M | — | — |
| 7 | IWM | ISHARES TR | 27K | $8M | — | — |
| 8 | EFA | ISHARES TR | 70K | $7M | — | — |
| 9 | AAPL | APPLE INC | 23K | $7M | — | — |
| 10 | NVDA | NVIDIA CORPORATION | 33K | $7M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAERUS SIGNAL
AC read
Caerus Investment Advisors, LLC is a Other fund managing $300 million in assets. The fund runs a broad portfolio of 339 positions.
Read the full dossier →