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Caerus Investment Advisors - Q4 2025 13F Filings

CA

Caerus Investment Advisors, LLC

CIK: 0001862682
Address: Texas West Lake Hills 311 Laurel Valley Road
$308.72 M
Portfolio Value
311
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. FIG Figma
+$8.81 M
2. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$4.91 M
3. IVV Ishares Core S&P 500 Etf
+$2.9 M
4. NVDA Nvidia Corporation
+$1.47 M
5. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
+$1.45 M

Top Sells

Q4 2025
1. VOO Vanguard S&P 500 Etf
−$1.88 M
2. XYLD Global X S&P 500 Covered Call Etf
−$1.75 M
3. JEPI Jpmorgan Equity Premium Income Etf
−$1.34 M
4. PG The Procter & Gamble Company
−$1.18 M
5. VEEV Veeva Systems
−$993,530

Asset Allocation

Stocks/ETFs
+22.93%
$299.53 M 97.02%
Options
+4005.75%
$9.19 M 2.98%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Caerus Investment Advisors Q4 2025 Filing Summary

Caerus Investment Advisors, LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 308.72 M reflecting a +26.26% change from the prior quarter, spanning 311 assets. The top 10 holdings comprised 33.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 100 new positions and 59 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Caerus Investment Advisors’s Q4 2025 Filing

Caerus Investment Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Caerus Investment Advisors reported a managed portfolio value of 308.72 M, consisting of 311 individual positions.

This page displays the raw filing documents. To see which stocks Caerus Investment Advisors bought or sold during Q4 2025, please visit Caerus Investment Advisors's Portfolio Analysis page.