Cetera Investment Advisers

Est. AUM

$93.16B

13F long equity 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	$2.78B	4,260,894	2.99%	SOLE
2	APPLE INC	COM	$1.79B	7,051,511	1.92%	SOLE
3	NVIDIA CORPORATION	COM	$1.68B	9,618,546	1.80%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$1.52B	7,740,408	1.63%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$1.51B	15,252,353	1.63%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$1.31B	2,262,665	1.40%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.20B	2,000,963	1.28%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.18B	1,811,359	1.26%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$1.08B	3,364,602	1.16%	SOLE
10	MICROSOFT CORP	COM	$1.07B	2,878,640	1.14%	SOLE
11	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.04B	9,492,332	1.12%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$1.04B	11,479,180	1.12%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$1.00B	2,298,549	1.08%	SOLE
14	AMAZON COM INC	COM	$930.9M	4,469,661	1.00%	SOLE
15	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$781.0M	18,359,294	0.84%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$742.0M	24,184,523	0.80%	SOLE
17	ISHARES TR	S&P 500 VAL ETF	$695.8M	3,295,130	0.75%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$669.2M	1,569,465	0.72%	SOLE
19	ALPHABET INC	CAP STK CL A	$624.3M	2,170,893	0.67%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$611.4M	8,765,443	0.66%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$561.6M	7,625,939	0.60%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$537.8M	4,754,617	0.58%	SOLE
23	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$526.8M	2,217,040	0.57%	SOLE
24	SCHWAB STRATEGIC TR	US LCAP GR ETF	$523.0M	17,955,640	0.56%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$509.7M	6,609,737	0.55%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$497.4M	7,762,066	0.53%	SOLE
27	BROADCOM INC	COM	$486.5M	1,571,853	0.52%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$467.3M	975,250	0.50%	SOLE
29	ISHARES TR	CORE UNIVRSL USD	$463.9M	10,043,013	0.50%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$454.5M	13,458,771	0.49%	SOLE
31	ALPHABET INC	CAP STK CL C	$437.6M	1,525,538	0.47%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$436.1M	1,758,333	0.47%	SOLE
33	META PLATFORMS INC	CL A	$435.6M	761,399	0.47%	SOLE
34	BLACKROCK ETF TRUST	ISHARES US EQUIT	$433.4M	7,448,937	0.47%	SOLE
35	JPMORGAN CHASE & CO	COM	$417.1M	1,417,978	0.45%	SOLE
36	EXXON MOBIL CORP	COM	$404.0M	2,381,079	0.43%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$399.9M	2,699,936	0.43%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$398.5M	4,348,951	0.43%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$397.7M	1,384,756	0.43%	SOLE
40	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$393.9M	9,800,927	0.42%	SOLE
41	PUTNAM ETF TRUST	FOCUSED LAR CAP	$386.8M	8,337,155	0.42%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$372.2M	4,862,925	0.40%	SOLE
43	SPDR GOLD TR	GOLD SHS	$366.6M	852,019	0.39%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$359.2M	2,889,255	0.39%	SOLE
45	TESLA INC	COM	$356.7M	959,446	0.38%	SOLE
46	PACER FDS TR	US CASH COWS 100	$351.1M	5,612,900	0.38%	SOLE
47	WALMART INC	COM	$349.9M	2,815,570	0.38%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$344.8M	6,083,774	0.37%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$340.8M	3,210,936	0.37%	SOLE
50	VANGUARD INDEX FDS	SMALL CP ETF	$322.4M	1,230,968	0.35%	SOLE

1–50 of 4,718

1 / 95

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