13F Filings History of Caerus Investment Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$299,531,451
Signature - Title
Jessica Clark - Chief Compliance Officer
Location
West Lake Hills, TX
Summary
This page shows a list of all the recent 13F filings made by Caerus Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Caerus Investment Advisors, LLC reported 309 stock holdings with total value $299,531,451 as of Q4 2025. Top holdings included VOO, GOOG, SPY, XYLD, and QYLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 309 $299,531,451 +$86,167,912 -$41,666,802 +$44,501,110 VOO, GOOG, SPY, XYLD, QYLD 13F-HR 11 Feb 2026, 21:09
Q3 2025 269 $244,294,248 +$135,334,932 -$6,653,691 +$128,681,241 VOO, XYLD, SPY, QYLD, GOOG 13F-HR 19 Nov 2025, 17:42
Q2 2025 33 $104,904,669 +$1,889,441 -$7,450,051 -$5,560,610 VOO, XYLD, GOOG, SPY, QYLD 13F-HR 14 Aug 2025, 17:04
Q1 2025 30 $103,729,292 +$5,386,665 -$1,027,189 +$4,359,476 VOO, XYLD, QYLD, GOOG, SPY 13F-HR 28 Apr 2025, 17:53
Q4 2024 31 $106,407,384 +$4,442,410 -$5,948,097 -$1,505,687 VOO, XYLD, QYLD, GOOG, SPY 13F-HR 13 Feb 2025, 20:06
Q3 2024 30 $105,479,561 +$10,809,189 -$11,008,418 -$199,229 VOO, QYLD, XYLD, GOOG, SPY 13F-HR 14 Nov 2024, 15:45
Q2 2024 30 $102,241,335 +$1,925,238 -$6,476,522 -$4,551,284 VOO, GOOG, XYLD, SPY, JEPI 13F-HR 14 Aug 2024, 14:20
Q1 2024 34 $103,700,250 +$1,745,935 -$7,995,492 -$6,249,557 VOO, XYLD, GOOG, JEPI, SPY 13F-HR 17 Apr 2024, 18:28
Q4 2023 36 $104,480,482 +$18,355,161 -$17,933,980 +$421,181 VOO, XYLD, JEPI, GOOG, SPY 13F-HR 19 Jan 2024, 16:37
Q3 2023 33 $97,165,901 +$16,189,008 -$5,756,141 +$10,432,867 XYLD, VOO, JEPI, GOOGL, GOOG 13F-HR 25 Oct 2023, 21:47
Q2 2023 33 $88,375,176 +$15,711,686 -$20,506,583 -$4,794,897 VOO, XYLD, GOOGL, GOOG, SPY 13F-HR 14 Aug 2023, 13:59
Q1 2023 49 $86,817,451 +$16,767,741 -$3,098,340 +$13,669,401 VOO, GOOGL, GOOG, SPY, EFA 13F-HR 10 May 2023, 17:25
Q4 2022 42 $66,119,491 +$3,665,462 -$17,460,741 -$13,795,279 VOO, GOOGL, GOOG, IWM, SPY 13F-HR 14 Feb 2023, 15:34
Q3 2022 56 $79,350,000 +$24,017,341 -$7,906,751 +$16,110,590 VOO, GOOGL, GOOG, SPY, IWM 13F-HR 03 Nov 2022, 18:24
Q2 2022 59 $82,518,000 +$10,591,365 -$6,123,895 +$4,467,470 VOO, GOOGL, GOOG, SPY, IWM 13F-HR 15 Jul 2022, 18:10
Q1 2022 53 $72,264,000 +$14,931,203 -$6,884,366 +$8,046,837 VOO, GOOGL, GOOG, SPY, EFA 13F-HR 12 May 2022, 21:30
Q4 2021 66 $87,671,000 $0 $0 $0 GOOGL, GOOG, VOO, IWM, EFA 13F-HR 09 Feb 2022, 20:57