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Caerus Investment Advisors, LLC

Q1 2026 13F Holdings

  • Location
    west lake hills, TX
  • Num holdings

    281

  • Value ($000)

    $240,264

  • Date Filed
    06/01/2026
  • Form type
    13F-HR
  • CIK
    0001862682
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.08M
7 %

28,582

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$12.45M
5 %

43,413

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$11M
5 %

16,919

X
XYLD

GLOBAL X FDS

S&P 500 COVERED
37954Y475
$10.51M
4 %

268,687

Q
QYLD

GLOBAL X FDS

NASDAQ 100 COVER
37954Y483
$9.95M
4 %

580,224

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$7.81M
3 %

140,755

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$6.82M
3 %

27,493

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$6.8M
3 %

69,979

A
AAPL

APPLE INC

COM
037833100
$5.1M
2 %

20,082

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$4.9M
2 %

126,041

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