Cetera Investment Advisers
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,790 positions
ISHARES TR | 4.3M | $2.8B | 3.0% | $570.67 | +13.83% | 30 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 7.1M | $1.8B | 1.9% | $181.45 | +39.62% | 30 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 9.6M | $1.7B | 1.8% | $96.98 | +79.43% | 30 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 7.7M | $1.5B | 1.6% | $169.46 | +14.68% | 30 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 15.3M | $1.5B | 1.6% | $94.52 | +3.26% | 30 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 2.3M | $1.3B | 1.4% | $500.77 | +20.13% | 5 qtrssince 2025-Q1 | Increased 51 |
VANGUARD INDEX FDS | 2M | $1.2B | 1.3% | $488.80 | +21.58% | 30 qtrssince 2018-Q4 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 1.8M | $1.2B | 1.3% | $537.44 | +20.40% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.4M | $1.1B | 1.1% | $245.98 | +29.72% | 30 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 2.9M | $1.1B | 1.1% | $396.69 | -7.06% | 30 qtrssince 2018-Q4 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 9.5M | $1B | 1.1% | $117.76 | -6.97% | 22 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 11.5M | $1B | 1.1% | $79.48 | +17.62% | 30 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 2.3M | $1B | 1.1% | $62.58 | +16.08% | 30 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 4.5M | $930.9M | 1.0% | $185.86 | +12.06% | 30 qtrssince 2018-Q4 | Increased 46 |
CAPITAL GROUP DIVIDEND VALUE | 18.4M | $781M | 0.8% | $36.56 | +16.00% | 15 qtrssince 2022-Q3 | Increased 50 |
SCHWAB STRATEGIC TR | 24.2M | $742M | 0.8% | $25.59 | +18.01% | 22 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 3.3M | $695.8M | 0.7% | $188.85 | +10.93% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.6M | $669.2M | 0.7% | $84.74 | +25.57% | 30 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC | 2.2M | $624.3M | 0.7% | $161.02 | +78.37% | 30 qtrssince 2018-Q4 | Increased 44 |
ISHARES INC | 8.8M | $611.4M | 0.7% | $57.28 | +25.32% | 30 qtrssince 2018-Q4 | Decreased 0 |
Cetera Investment Advisers manages $94B across 4790 positions as of Q1 2026. Top holdings: IVV (3.0%), AAPL (1.9%), NVDA (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 273 new positions, 194 exits, 2680 increased. Top move: IVV (INCREASED, conviction 58). Portfolio: $94.0B across 4790 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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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