How many stocks does Cetera Investment Advisers own?

As of Q4 2025, Cetera Investment Advisers holds 4,593 positions in their 13F portfolio.

What is Cetera Investment Advisers's largest holding?

IVV at 3.0% of portfolio, worth $2.8B.

What is Cetera Investment Advisers's total portfolio value?

$91.5B as of Q4 2025, tracked across 4,593 holdings.

Is Cetera Investment Advisers a hedge fund?

Cetera Investment Advisers is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Cetera Investment Advisers report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Cetera Investment Advisers's portfolio changed in Q4 2025?

View Cetera Investment Advisers's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Cetera Investment Advisers's investment strategy?

Cetera Investment Advisers is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Cetera Investment Advisers Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Cetera Investment Advisers

Institutional investor · Portfolio as of Q4 2025

Strong(3.5 / 5.0)

$91.5B

AUM

4,593

Positions

296

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Cetera Investment Advisers manages $91.5B across 4593 positions as of Q4 2025. Top holdings: IVV (3.0%), AAPL (2.1%), NVDA (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.

Q4 2025 Summary

Active quarter - 296 new positions, 197 exits, 2495 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $91.5B across 4593 positions.

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%

Other1.19%

Similar Funds

Funds with similar investing DNA

LPL Financial LLC

$365.8B

STIFEL FINANCIAL CORP

$111.2B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE21Q held

Lumentum Holdings Inc.

Avg $65.26 · $8.4M est. P&L

Est. P&L

+964.07%

USAS13Q held

Americas Gold and Silver Corpor

Avg $0.88 · $1.6M est. P&L

Est. P&L

+929.46%

SNDK4Q held

Sandisk Corporation

Avg $91.94 · $4.7M est. P&L

Est. P&L

+514.95%

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 Holdings10 of 4685

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF iShares Core S&P 500 ETF	4M	$2.8B	3.0%	—	$570.08	+19.87%	29 qtrssince 2018-Q4	Increased 61
AAPL Apple Inc.	6.9M	$1.9B	2.1%	—	$182.01	+44.91%	29 qtrssince 2018-Q4	Increased 56
NVDA NVIDIA Corporation	9.6M	$1.8B	2.0%	—	$132.65	+35.74%	29 qtrssince 2018-Q4	Increased 52
AGGETF iShares Core U.S. Aggregate Bon	15.4M	$1.5B	1.7%	—	$96.46	+4.26%	29 qtrssince 2018-Q4	Increased 51
VTVETF Vanguard Value ETF	7.4M	$1.4B	1.6%	—	$170.49	+19.81%	29 qtrssince 2018-Q4	Increased 51
QQQUnit Invesco QQQ Trust, Series 1	2.2M	$1.4B	1.5%	—	$499.19	+20.51%	4 qtrssince 2025-Q1	Increased 51
MSFT Microsoft Corporation	2.8M	$1.3B	1.5%	—	$400.06	+0.97%	29 qtrssince 2018-Q4	Increased 52
SPYUnit State Street SPDR S&P 500 ETF T	1.8M	$1.2B	1.4%	—	$540.98	+25.76%	29 qtrssince 2018-Q4	Increased 52
VONGETF Vanguard Russell 1000 Growth ET	10.2M	$1.2B	1.4%	—	$117.56	-1.77%	21 qtrssince 2020-Q4	Decreased 0
VOOETF Vanguard S&P 500 ETF	1.9M	$1.2B	1.3%	—	$489.28	+27.89%	29 qtrssince 2018-Q4	Increased 53
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