Caerus Investment Advisors, LLC
Caerus Investment Advisors, LLC reported 339 positions worth $300.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VOO (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $19.3M | 6.41% | 28,035 | — | — | |
| ▸ 2 | GOOG | SH | $15.5M | 5.15% | 43,749 | — | — | |
| ▸ 3 | SPY | SH | $12.6M | 4.20% | 16,900 | — | — | |
| ▸ 4 | XYLD | SH | $12.5M | 4.16% | 306,229 | — | — | |
| ▸ 5 | QYLD | SH | $12.4M | 4.14% | 674,870 | — | — | |
| ▸ 6 | JEPQ | SH | $11.6M | 3.85% | 188,082 | — | — | |
| ▸ 7 | IWM | SH | $8.3M | 2.75% | 27,493 | — | — | |
| ▸ 8 | EFA | SH | $7.3M | 2.42% | 69,979 | — | — | |
| ▸ 9 | AAPL | SH | $6.6M | 2.19% | 22,752 | — | — | |
| ▸ 10 | NVDA | SH | $6.6M | 2.19% | 32,810 | — | — |
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Frequently Asked Questions
What stocks does Caerus Investment Advisors, LLC hold as of Q2 2026?
Caerus Investment Advisors, LLC reported 339 positions worth $300.3M in its Q2 2026 13F filing. Largest positions: VOO (6.4%), GOOG (5.1%), SPY (4.2%), XYLD (4.2%) and QYLD (4.1%).
What did Caerus Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Caerus Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.