Cetera Investment Advisers

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$91.5B

Total Positions

4,595

New This Quarter

298

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV3.03%

AAPL2.06%

NVDA1.96%

AGG1.68%

VTV1.55%

QQQ1.50%

MSFT1.46%

SPY1.36%

VONG1.36%

VOO1.33%

Other12.29%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE21Q held

Lumentum Holdings Inc

Avg $65.26 · $4.1M est. P&L

Est. P&L

+468.76%

IAG18Q held

IAMGOLD CORP

Avg $3.99 · $3.6M est. P&L

Est. P&L

+319.42%

HOUS5Q held

ANYWHERE REAL ESTATE INC

Avg $3.45 · $110,137 est. P&L

Est. P&L

+312.58%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 4595 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	4M	$2.8B	3.0%	—	$570.08	+21.02%	29 qtrs	Increased 61
AAPL Apple Inc	6.9M	$1.9B	2.1%	—	$182.01	+49.89%	29 qtrs	Increased 56
NVDA NVIDIA Corp	9.6M	$1.8B	2.0%	—	$132.65	+41.38%	29 qtrs	Increased 52
AGG ISHARES TR	15.4M	$1.5B	1.7%	—	$96.46	+3.46%	29 qtrs	Increased 51
VTV VANGUARD INDEX FDS	7.4M	$1.4B	1.6%	—	$170.49	+12.83%	29 qtrs	Increased 51
QQQ INVESCO QQQ TR	2.2M	$1.4B	1.5%	—	$499.19	+24.09%	4 qtrs	Increased 51
MSFT Microsoft Corp	2.8M	$1.3B	1.5%	—	$400.06	+21.85%	29 qtrs	Increased 52
SPY SPDR S&P 500 ETF TR	1.8M	$1.2B	1.4%	—	$540.98	+26.99%	29 qtrs	Increased 52
VONG VANGUARD SCOTTSDALE FDS	10.2M	$1.2B	1.4%	—	$117.56	+4.42%	21 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	1.9M	$1.2B	1.3%	—	$489.28	+29.11%	29 qtrs	Increased 53
VTI VANGUARD INDEX FDS	3.3M	$1.1B	1.2%	—	$245.07	+37.86%	29 qtrs	Increased 50
VUG VANGUARD INDEX FDS	2.1M	$1B	1.1%	—	$370.94	+32.55%	29 qtrs	Increased 51
AMZN Amazon.com Inc	4.3M	$999.2M	1.1%	—	$183.09	+27.00%	29 qtrs	Increased 54
IEFA ISHARES TR	10.8M	$962.5M	1.1%	—	$78.54	+14.43%	29 qtrs	Increased 51
SCHD SCHWAB STRATEGIC TR	34.6M	$949.2M	1.0%	—	$26.49	+4.29%	21 qtrs	Decreased 0
IWF ISHARES TR	1.6M	$739.8M	0.8%	—	$339.12	+40.64%	29 qtrs	Increased 45
IVE ISHARES TR	3.4M	$723.2M	0.8%	—	$190.94	+11.85%	29 qtrs	Increased 54
CGDV CAPITAL GROUP DIVIDEND VALUE	16.4M	$715.7M	0.8%	—	$36.02	+21.95%	14 qtrs	Increased 51
GOOGL Alphabet Inc	2.2M	$676.5M	0.7%	—	$161.88	+93.87%	29 qtrs	Increased 46
IEMG ISHARES INC	9.4M	$629.1M	0.7%	—	$57.28	+17.65%	29 qtrs	Increased 50
BND VANGUARD BD INDEX FDS	7.7M	$569.7M	0.6%	—	$68.85	+7.51%	29 qtrs	Increased 46
IVW ISHARES TR	4.5M	$555.8M	0.6%	—	$92.13	+34.77%	29 qtrs	Increased 46
SCHG SCHWAB STRATEGIC TR	17M	$553.2M	0.6%	—	$28.72	+14.49%	29 qtrs	Increased 49
QQQM INVESCO EXCH TRADED FD TR II	2.1M	$530.4M	0.6%	—	$206.33	+23.61%	18 qtrs	Increased 51
AVGO Broadcom Inc	1.5M	$517.7M	0.6%	—	$205.10	+70.58%	29 qtrs	Increased 45
Showing 25 of 4,595 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

BBUSJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+475,406 shares+$59.6M

ABBVAbbVie Inc

Q1 2024 → Q4 2025+759,888 shares+$187.6M

JCPBJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+1.8M shares+$86.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer