Ceera Investments, LLC ETF holdings
Bellaire, TX
Reported $93.4M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$93.4M
ETFs held
37
Change from prior quarter
+1.4%
With price moves
ETFs as a share of its 13F
39.6%
of $235.9M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | $25.3M | 243,555 | −150,017 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $13.5M | 266,246 | −128,906 shares |
| WTV | WisdomTree U.S. Value Fund | $7.3M | 71,378 | +19,680 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $6.6M | 108,046 | +28,616 shares |
| VOO | Vanguard S&P 500 ETF | $6.6M | 9,540 | No change |
| TOPT | iShares Top 20 U.S. Stocks ETF | $6.3M | 191,319 | New position |
| RSP | Invesco S&P 500 Equal Weight ETF | $5.2M | 24,357 | +2,939 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $3.5M | 111,537 | +79,960 shares |
| IVV | iShares Core S&P 500 ETF | $2.4M | 3,253 | +7 shares |
| QQQ | Invesco QQQ Trust | $2.2M | 3,026 | +301 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001860698. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Ceera Investments, LLC own?
Ceera Investments, LLC reported 37 ETF positions worth $93.4M in its Form 13F for June 30, 2026. The largest was MOAT, at $25.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.