How many stocks does Cetera Investment Advisers own?

As of Q2 2026, Cetera Investment Advisers holds 5,007 positions in their 13F portfolio.

What is Cetera Investment Advisers's largest holding?

IVV at 3.2% of portfolio, worth $3.6B.

What is Cetera Investment Advisers's total portfolio value?

$109.8B as of Q2 2026, tracked across 5,007 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 Q2 2026?

View Cetera Investment Advisers's latest portfolio changes, new positions, and exits for Q2 2026 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

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings5,007 positions

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Activity:

				Price Trend
IVV ETF ISHARES TR	4.8M	$3.6B	3.2%	—	$588.98	+29.17%	31 qtrssince 2018-Q4	Increased 65
AAPL Apple Inc.	7.3M	$2.1B	1.9%	—	$185.63	+91.18%	31 qtrssince 2018-Q4	Increased 52
NVDA NVIDIA Corporation	9.9M	$2B	1.8%	—	$99.57	+69.62%	31 qtrssince 2018-Q4	Increased 52
VTV ETF VANGUARD INDEX FDS	8M	$1.7B	1.6%	—	$170.92	+34.00%	31 qtrssince 2018-Q4	Increased 52
QQQ ETF Invesco QQQ Trust, Series 1	2.3M	$1.7B	1.5%	—	$499.24	+37.84%	6 qtrssince 2025-Q1	Increased 50
AGG ETF ISHARES TR	15.5M	$1.5B	1.4%	—	$93.92	+1.39%	31 qtrssince 2018-Q4	Increased 51
VOO ETF VANGUARD INDEX FDS	2.2M	$1.5B	1.4%	—	$507.97	+37.02%	31 qtrssince 2018-Q4	Increased 56
SPY ETF STATE STR SPDR S&P 500 ETF T	1.9M	$1.4B	1.3%	—	$543.79	+37.91%	31 qtrssince 2018-Q4	Increased 52
VTI ETF VANGUARD INDEX FDS	3.5M	$1.3B	1.2%	—	$251.14	+48.37%	31 qtrssince 2018-Q4	Increased 53
VUG ETF VANGUARD INDEX FDS	14.7M	$1.3B	1.1%	—	$63.96	+32.91%	31 qtrssince 2018-Q4	Increased 54
VONG ETF VANGUARD SCOTTSDALE FDS	9.5M	$1.2B	1.1%	—	$117.82	-0.34%	23 qtrssince 2020-Q4	Increased 50
MSFT Microsoft Corporation	3M	$1.1B	1.0%	—	$395.42	+34.83%	31 qtrssince 2018-Q4	Increased 53
IEFA ETF ISHARES TR	11.6M	$1.1B	1.0%	—	—	—	31 qtrssince 2018-Q4	Increased 50
AMZN Amazon.com, Inc.	4.7M	$1.1B	1.0%	—	$187.92	+42.32%	31 qtrssince 2018-Q4	Increased 52
CGDV ETF CAPITAL GROUP DIVIDEND VALUE	18.3M	$900.6M	0.8%	—	$36.56	+33.33%	16 qtrssince 2022-Q3	Decreased 0
GOOGL Alphabet Inc.	2.3M	$812.8M	0.7%	—	$169.95	+75.76%	31 qtrssince 2018-Q4	Increased 47
SCHD ETF SCHWAB STRATEGIC TR	25.5M	$808.2M	0.7%	—	$25.89	+38.79%	23 qtrssince 2020-Q4	Increased 47
IWF ETF ISHARES TR	6.2M	$774.9M	0.7%	—	$84.74	+37.11%	31 qtrssince 2018-Q4	Decreased 0
QQQM ETF INVESCO EXCH TRADED FD TR II	2.4M	$722.8M	0.7%	—	$214.01	+32.42%	20 qtrssince 2021-Q3	Increased 48
IVE ETF ISHARES TR	3.1M	$696.1M	0.6%	—	$188.85	+27.98%	31 qtrssince 2018-Q4	Decreased 0

$109.8B

AUM

5,007

Positions

Q2 2026

Filing

HI rating · 3.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$51,629,914,595	7.94997102158%
2025-Q2	$59,255,608,921	14.7699146625%
2025-Q3	$86,048,639,399	45.2160242142%
2025-Q4	$91,495,772,866	6.33029587109%
2026-Q1	$94,004,697,745	2.7421210843%
2026-Q2	$109,760,704,100	16.7608712468%