Ceera Investments, LLC holds a diversified book of 101 stocks worth $235.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Top 20 US Stocks ETF and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Vaneck Morningstar Wide Moat at 11% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+7.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Ceera Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ceera Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $70.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $58.8B |
| Cetera Investment Advisers | 79 / 80 | $19.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.0B |
| NewEdge Advisors, LLC | 79 / 80 | $7.8B |
| Integrated Wealth Concepts LLC | 79 / 80 | $3.3B |
| MORGAN STANLEY | 78 / 80 | $480.0B |
| ROYAL BANK OF CANADA | 78 / 80 | $136.1B |
Ranked by how many of Ceera Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust MRNGSTR WDE MOAT | $25.3M | 243.6K | 10.7% | ▼−38% Reduced · −150K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $13.5M | 266.2K | 5.7% | ▼−33% Reduced · −129K sh | |
| 3 | Alphabet Inc CAP STK CL A | $12.1M | 33.8K | 5.1% | ▼−2.6% Reduced · −917 sh | |
| 4 | Meta Platforms Inc CL A | $8.4M | 15.0K | 3.6% | ▼−0.6% Reduced · −95 sh | |
| 5 | Apple Inc COM | $7.3M | 25.2K | 3.1% | ▼−1.6% Reduced · −415 sh | |
| 6 | Wisdomtree TR US VALUE FD | $7.3M | 71.4K | 3.1% | ▲+38% Added · +20K sh | |
| 7 | American Express Co COM | $7.0M | 20.6K | 3.0% | ▼−3.2% Reduced · −680 sh | |
| 8 | Unitedhealth Group Inc COM | $6.7M | 16.2K | 2.9% | ▼−1.5% Reduced · −243 sh | |
| 9 | SPDR Series Trust ST STR P500VAL | $6.6M | 108.0K | 2.8% | ▲+36% Added · +29K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $6.6M | 9.5K | 2.8% | —Held | |
| 11 | Ishares TR TOP 20 U S ETF | $6.3M | 191.3K | 2.7% | ▲New New position | |
| 12 | Corpay Inc COM SHS | $5.2M | 15.6K | 2.2% | ▼−0.9% Reduced · −146 sh | |
| 13 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.2M | 24.4K | 2.2% | ▲+14% Added · +3K sh | |
| 14 | Costco Wholesale Corporation COM | $4.6M | 4.9K | 1.9% | —Held | |
| 15 | Global PMTS Inc COM | $4.1M | 57.0K | 1.8% | ▼−0.8% Reduced · −456 sh | |
| 16 | Workday Inc CL A | $4.0M | 33.0K | 1.7% | ▼−3.0% Reduced · −1K sh | |
| 17 | Veeva Sys Inc CL A COM | $3.9M | 21.9K | 1.6% | ▲+5.5% Added · +1K sh | |
| 18 | Fair Isaac Corp COM | $3.7M | 3.1K | 1.6% | ▲+26% Added · +648 sh | |
| 19 | Schwab Strategic TR US DIVIDEND EQ | $3.5M | 111.5K | 1.5% | ▲+253% Added · +80K sh | |
| 20 | Gitlab Inc CLASS A COM | $3.5M | 115.8K | 1.5% | ▼−1.4% Reduced · −2K sh | |
| 21 | Mastercard Incorporated CL A | $3.3M | 6.5K | 1.4% | —Held | |
| 22 | Coupang Inc CL A | $3.3M | 192.7K | 1.4% | ▲+33% Added · +48K sh | |
| 23 | Paychex Inc COM | $3.3M | 33.9K | 1.4% | ▲+4.9% Added · +2K sh | |
| 24 | Salesforce Inc COM | $3.3M | 20.8K | 1.4% | ▼−3.7% Reduced · −794 sh | |
| 25 | Broadridge Finl Solutions In COM | $3.2M | 23.7K | 1.4% | ▲New New position | |
| 26 | Tradeweb MKTS Inc CL A | $3.2M | 32.3K | 1.4% | ▼−6.1% Reduced · −2K sh | |
| 27 | PayPal Hldgs Inc COM | $3.1M | 72.8K | 1.3% | ▼−1.0% Reduced · −741 sh | |
| 28 | Kenvue Inc COM | $3.0M | 155.1K | 1.3% | ▼−1.1% Reduced · −2K sh | |
| 29 | Intuit COM | $2.8M | 10.6K | 1.2% | ▲+0.8% Added · +89 sh | |
| 30 | Adobe Inc COM | $2.7M | 13.1K | 1.1% | ▼−3.1% Reduced · −424 sh | |
| 31 | Docusign Inc COM | $2.6M | 57.6K | 1.1% | ▲+1.7% Added · +965 sh | |
| 32 | Altria Group Inc COM | $2.5M | 34.4K | 1.0% | ▼−4.4% Reduced · −2K sh | |
| 33 | Ishares TR CORE S&P500 ETF | $2.4M | 3.3K | 1.0% | ▲+0.2% Added · +7 sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $2.2M | 3.0K | 0.9% | ▲+11% Added · +301 sh | |
| 35 | Uber Technologies Inc COM | $2.2M | 30.6K | 0.9% | ▲New New position | |
| 36 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $2.2M | 28.7K | 0.9% | ▼−6.5% Reduced · −2K sh | |
| 37 | Vanguard Whitehall FDS INTL HIGH ETF | $2.1M | 20.9K | 0.9% | ▲+104% Added · +11K sh | |
| 38 | S&P Global Inc COM SHS | $1.7M | 4.2K | 0.7% | ▲New New position | |
| 39 | Tesla Inc COM | $1.7M | 4.1K | 0.7% | ▼−3.4% Reduced · −142 sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.3K | 0.7% | ▼−0.5% Reduced · −16 sh | |
| 41 | Atlassian Corporation CL A | $1.6M | 20.4K | 0.7% | ▼−6.7% Reduced · −1K sh | |
| 42 | United Parcel Svcs Inc CL B | $1.5M | 14.2K | 0.6% | ▲+13% Added · +2K sh | |
| 43 | Block H & R Inc COM | $1.5M | 38.7K | 0.6% | ▼−8.3% Reduced · −3K sh | |
| 44 | Schwab Strategic TR FUNDAMENTAL INTL | $1.5M | 27.5K | 0.6% | ▲New New position | |
| 45 | British Amern Tob PLC SPONSORED ADR | $1.4M | 22.4K | 0.6% | ▼−0.4% Reduced · −100 sh | |
| 46 | Eog Res Inc COM | $1.3M | 9.8K | 0.5% | ▼−17% Reduced · −2K sh | |
| 47 | Cardinal Health Inc COM | $1.2M | 5.2K | 0.5% | ▼−2.0% Reduced · −105 sh | |
| 48 | Flaherty & Crumrin PFD & Inm COM | $1.2M | 73.7K | 0.5% | ▲+144% Added · +43K sh | |
| 49 | Nvidia Corporation COM | $1.2M | 6.0K | 0.5% | ▲+18% Added · +910 sh | |
| 50 | Abbvie Inc COM | $1.2M | 4.7K | 0.5% | ▼−2.5% Reduced · −124 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1860698/holdings"
Use Arkolith to show CEERA INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.