§ 13F · FUND PROFILE
CEERA INVESTMENTS, LLC.
AUM · $236M (13F)Positions · 101Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 244K | $25M | 10.7% | −38% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 266K | $13M | 5.7% | −33% |
| 3 | GOOGL | ALPHABET INC | 34K | $12M | 5.1% | −3% |
| 4 | META | META PLATFORMS INC | 15K | $8M | 3.6% | −1% |
| 5 | AAPL | APPLE INC | 25K | $7M | 3.1% | −2% |
| 6 | WTV | WISDOMTREE TR | 71K | $7M | 3.1% | +38% |
| 7 | AXP | AMERICAN EXPRESS CO | 21K | $7M | 3.0% | −3% |
| 8 | UNH | UNITEDHEALTH GROUP INC | 16K | $7M | 2.9% | −1% |
| 9 | SPYV | SPDR SERIES TRUST | 108K | $7M | 2.8% | +36% |
| 10 | VOO | VANGUARD INDEX FDS | 10K | $7M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEERA SIGNAL
AC read
CEERA INVESTMENTS, LLC is a Other fund managing $236 million in assets. The fund runs a portfolio of 101 positions.
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