Caerus Investment Advisors, LLC
Q3 2025 13F Holdings
- Locationwest lake hills, TX
- Num holdings
270
- Value ($000)
$244,518
- Date Filed 11/19/2025
- Form type13F-HR
- CIK 0001862682
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.33M | 8 % | 31,558 | ||
X GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | $12.53M | 5 % | 319,279 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.80M | 5 % | 17,713 | ||
Q GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | $11.19M | 5 % | 657,895 | ||
G ALPHABET INC | CAP STK CL C | 02079K107 | $10.10M | 4 % | 41,481 | ||
I ISHARES TR | RUSSELL 2000 ETF | 464287655 | $7.37M | 3 % | 30,478 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $7.11M | 3 % | 76,187 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $5.80M | 2 % | 31,105 | ||
A APPLE INC | COM | 037833100 | $5.57M | 2 % | 21,870 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.86M | 2 % | 126,041 |
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