Cetera Investment Advisers
Institutional investor · Portfolio as of Q2 2026
Top Holdings5,007 positions
ISHARES TR | 4.8M | $3.6B | 3.2% | $593.78 | +29.54% | 31 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 7.3M | $2.1B | 1.9% | $186.89 | +68.73% | 31 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 9.9M | $2B | 1.8% | $134.46 | +66.34% | 31 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 8M | $1.7B | 1.6% | $173.20 | +29.28% | 31 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 2.3M | $1.7B | 1.5% | $500.96 | +42.99% | 6 qtrssince 2025-Q1 | Increased 50 |
ISHARES TR | 15.5M | $1.5B | 1.4% | $94.58 | +2.22% | 31 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.2M | $1.5B | 1.4% | $512.40 | +36.78% | 31 qtrssince 2018-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 1.9M | $1.4B | 1.3% | $547.28 | +39.31% | 31 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 3.5M | $1.3B | 1.2% | $253.20 | +48.33% | 31 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 14.7M | $1.3B | 1.1% | $82.45 | +6.34% | 31 qtrssince 2018-Q4 | Increased 81 |
VANGUARD SCOTTSDALE FDS | 9.5M | $1.2B | 1.1% | $117.62 | +7.22% | 23 qtrssince 2020-Q4 | Increased 50 |
MICROSOFT CORP | 3M | $1.1B | 1.0% | $395.42 | +24.34% | 31 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 11.6M | $1.1B | 1.0% | $79.59 | +26.26% | 31 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 4.7M | $1.1B | 1.0% | $186.04 | +38.13% | 31 qtrssince 2018-Q4 | Increased 52 |
CAPITAL GROUP DIVIDEND VALUE | 18.3M | $900.6M | 0.8% | $36.98 | +34.97% | 16 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC | 2.3M | $812.8M | 0.7% | $170.47 | +93.96% | 31 qtrssince 2018-Q4 | Increased 47 |
SCHWAB STRATEGIC TR | 25.5M | $808.2M | 0.7% | $26.76 | +27.39% | 23 qtrssince 2020-Q4 | Increased 47 |
ISHARES TR | 6.2M | $774.9M | 0.7% | $114.27 | +7.16% | 31 qtrssince 2018-Q4 | Increased 72 |
INVESCO EXCH TRADED FD TR II | 2.4M | $722.8M | 0.7% | $215.24 | +37.41% | 20 qtrssince 2021-Q3 | Increased 48 |
ISHARES TR | 3.1M | $696.1M | 0.6% | $190.94 | +23.30% | 31 qtrssince 2018-Q4 | Decreased 0 |
Cetera Investment Advisers manages $109.8B across 5007 positions as of Q2 2026. Top holdings: IVV (3.2%), AAPL (1.9%), NVDA (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 355 new positions, 166 exits, 2655 increased. Top move: VUG (INCREASED, conviction 81). Portfolio: $109.8B across 5007 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR