CEERA INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, CEERA INVESTMENTS, LLC held in its portfolio 87 assets valued at $258,891,686 (i.e. $258.89M).
The most valuable assets in the portfolio included: VANECK ETF TRUST ($44.99M), J P MORGAN EXCHANGE TRADED F ($12.21M), and ALPHABET INC ($11.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CEERA INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANECK ETF TRUST | 434412 | 44987707 | MRNGSTR WDE MOAT |
| J P MORGAN EXCHANGE TRADED F | 241403 | 12212578 | ULTRA SHRT ETF |
| ALPHABET INC | 38204 | 11957852 | CAP STK CL A |
| META PLATFORMS INC | 16505 | 10894785 | CL A |
| AMERICAN EXPRESS CO | 23487 | 8689016 | COM |
| APPLE INC | 28353 | 7708047 | COM |
| GARTNER INC | 25430 | 6415480 | COM |
| UNITEDHEALTH GROUP INC | 18014 | 5946602 | COM |
| YELP INC | 192442 | 5848312 | CL A |
| CORPAY INC | 18074 | 5439009 | COM SHS |
| SALESFORCE INC | 20515 | 5434629 | COM |
| VESTIS CORPORATION | 795181 | 5303857 | COM SHS |
| ADOBE INC | 15143 | 5299899 | COM |
| FRESHWORKS INC | 419063 | 5133522 | CLASS A COM |
| WISDOMTREE TR | 54798 | 5112653 | WISDOMTREE US VA |
| GLOBAL PMTS INC | 64463 | 4989436 | COM |
| PAYPAL HLDGS INC | 84840 | 4952959 | COM |
| GITLAB INC | 129656 | 4865990 | CLASS A COM |
| SPDR SERIES TRUST | 85360 | 4849302 | STATE STREET SPD |
| DOCUSIGN INC | 67809 | 4638136 | COM |
| COSTCO WHSL CORP NEW | 5350 | 4613519 | COM |
| ATLASSIAN CORPORATION | 26887 | 4359458 | CL A |
| TRADEWEB MKTS INC | 39225 | 4218257 | CL A |
| CME GROUP INC | 15187 | 4147266 | COM |
| VEEVA SYS INC | 18327 | 4091136 | CL A COM |
| WORKDAY INC | 18812 | 4040441 | CL A |
| MASTERCARD INCORPORATED | 7070 | 4036122 | CL A |
| INVESCO EXCHANGE TRADED FD T | 19349 | 3706494 | S&P500 EQL WGT |
| COUPANG INC | 148328 | 3499058 | CL A |
| VANGUARD INSTL INDEX FD | 42975 | 3241604 | 0-3 MO TREAS BIL |
| NICE LTD | 25791 | 2915415 | SPONSORED ADR |
| KENVUE INC | 150249 | 2591795 | COM |
| S&P GLOBAL INC | 4740 | 2477077 | COM |
| PAYCHEX INC | 19460 | 2183023 | COM |
| ALTRIA GROUP INC | 37773 | 2177965 | COM |
| SENTINELONE INC | 126320 | 1894800 | CL A |
| ISHARES TR | 2641 | 1808927 | CORE S&P500 ETF |
| MORNINGSTAR INC | 8101 | 1760428 | COM |
| PFIZER INC | 59416 | 1479458 | COM |
| TARGET CORP | 14976 | 1463904 | COM |
| ABBVIE INC | 5624 | 1285028 | COM |
| EOG RES INC | 11879 | 1247414 | COM |
| GENERAL MLS INC | 26189 | 1217789 | COM |
| VISA INC | 3438 | 1205741 | COM CL A |
| INVESCO QQQ TR | 1941 | 1192286 | UNIT SER 1 |
| MICROSOFT CORP | 2344 | 1133503 | COM |
| BRITISH AMERN TOB PLC | 19575 | 1108337 | SPONSORED ADR |
| UNITED PARCEL SERVICE INC | 10536 | 1045066 | CL B |
| THE CAMPBELLS COMPANY | 36795 | 1025477 | COM |
| CARDINAL HEALTH INC | 4905 | 1007978 | COM |
| MOLSON COORS BEVERAGE CO | 21380 | 998018 | CL B |
| SK TELECOM CO LTD | 48410 | 993857 | SPONSORED ADR |
| CHEVRON CORP NEW | 5967 | 909430 | COM |
| UNILEVER PLC | 11946 | 781269 | SPON ADR NEW |
| TESLA INC | 1706 | 767222 | COM |
| RBB FD INC | 14452 | 720866 | US TREAS 3 MNTH |
| SPDR SERIES TRUST | 7340 | 670729 | BLOOMBERG 1-3 MO |
| BERKSHIRE HATHAWAY INC DEL | 1301 | 653948 | CL B NEW |
| NVIDIA CORPORATION | 3496 | 652004 | COM |
| FLAHERTY & CRUMRINE TOTAL RE | 35570 | 622475 | COM |
| FLAHERTY & CRUMRINE PFD SECS | 32240 | 532282 | COM |
| VANGUARD INTL EQUITY INDEX F | 9280 | 498893 | FTSE EMR MKT ETF |
| BLOCK H & R INC | 10580 | 461076 | COM |
| ISHARES TR | 2180 | 435302 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 1978 | 418921 | SM CP VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 2605 | 370247 | NASDAQ-100 SEL |
| ISHARES TR | 3350 | 354062 | EXPANDED TECH |
| ISHARES TR | 3810 | 328613 | MSCI EAFE MIN VL |
| QUALCOMM INC | 1840 | 314732 | COM |
| WPP PLC NEW | 13055 | 293215 | ADR |
| ISHARES TR | 2434 | 292518 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 1520 | 290305 | VALUE ETF |
| VANGUARD WORLD FD | 1342 | 283484 | CONSUM STP ETF |
| PACER FDS TR | 4695 | 282498 | US CASH COWS 100 |
| STRYKER CORPORATION | 795 | 279419 | COM |
| AMAZON COM INC | 1170 | 270059 | COM |
| ISHARES TR | 3986 | 263076 | CORE S&P MCP ETF |
| VANGUARD TAX-MANAGED FDS | 4069 | 254190 | VAN FTSE DEV MKT |
| FIRST TR EXCHNG TRADED FD VI | 6491 | 253798 | ACTV FCTR LGCP |
| PACER FDS TR | 5690 | 252465 | US SMALL CAP CAS |
| ISHARES TR | 3150 | 244220 | EAFE SML CP ETF |
| BROADCOM INC | 680 | 235348 | COM |
| VANGUARD INDEX FDS | 1320 | 234128 | MCAP VL IDXVIP |
| ISHARES INC | 3480 | 233926 | CORE MSCI EMKT |
| ISHARES BITCOIN TRUST ETF | 4600 | 228390 | SHS BEN INT |
| MCDONALDS CORP | 747 | 228306 | COM |
| SEMRUSH HLDGS INC | 11258 | 133858 | CL A COM |
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