Cetera Investment Advisers

Est. AUM

$93.2M

13F long equity, this entity only

Positions

4,718

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$2.8M	4260894	2.99%	SOLE
2	APPLE INC	COM	$1.8M	7051511	1.92%	SOLE
3	NVIDIA CORPORATION	COM	$1.7M	9618546	1.80%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$1.5M	7740408	1.63%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$1.5M	15252353	1.63%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$1.3M	2262665	1.40%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	2000963	1.28%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1811359	1.26%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3364602	1.16%	SOLE
10	MICROSOFT CORP	COM	$1.1M	2878640	1.14%	SOLE
11	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.0M	9492332	1.12%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$1.0M	11479180	1.12%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$1.0M	2298549	1.08%	SOLE
14	AMAZON COM INC	COM	$930K	4469661	1.00%	SOLE
15	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$781K	18359294	0.84%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$741K	24184523	0.80%	SOLE
17	ISHARES TR	S&P 500 VAL ETF	$695K	3295130	0.75%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$669K	1569465	0.72%	SOLE
19	ALPHABET INC	CAP STK CL A	$624K	2170893	0.67%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$611K	8765443	0.66%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$561K	7625939	0.60%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$537K	4754617	0.58%	SOLE
23	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$526K	2217040	0.56%	SOLE
24	SCHWAB STRATEGIC TR	US LCAP GR ETF	$523K	17955640	0.56%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$509K	6609737	0.55%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$497K	7762066	0.53%	SOLE
27	BROADCOM INC	COM	$486K	1571853	0.52%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$467K	975250	0.50%	SOLE
29	ISHARES TR	CORE UNIVRSL USD	$463K	10043013	0.50%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$454K	13458771	0.49%	SOLE
31	ALPHABET INC	CAP STK CL C	$437K	1525538	0.47%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$436K	1758333	0.47%	SOLE
33	META PLATFORMS INC	CL A	$435K	761399	0.47%	SOLE
34	BLACKROCK ETF TRUST	ISHARES US EQUIT	$433K	7448937	0.46%	SOLE
35	JPMORGAN CHASE & CO	COM	$417K	1417978	0.45%	SOLE
36	EXXON MOBIL CORP	COM	$403K	2381079	0.43%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$399K	2699936	0.43%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$398K	4348951	0.43%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$397K	1384756	0.43%	SOLE
40	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$393K	9800927	0.42%	SOLE
41	PUTNAM ETF TRUST	FOCUSED LAR CAP	$386K	8337155	0.41%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$372K	4862925	0.40%	SOLE
43	SPDR GOLD TR	GOLD SHS	$366K	852019	0.39%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$359K	2889255	0.39%	SOLE
45	TESLA INC	COM	$356K	959446	0.38%	SOLE
46	PACER FDS TR	US CASH COWS 100	$351K	5612900	0.38%	SOLE
47	WALMART INC	COM	$349K	2815570	0.37%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$344K	6083774	0.37%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$340K	3210936	0.36%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$322K	1230968	0.35%	SOLE

1–50 of 4,718

1 / 95

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.