What is Cetera Investment Advisers's portfolio value?

As of Q4 2025, Cetera Investment Advisers manages $91.5M across 4596 reported positions in their SEC 13F filing.

What are Cetera Investment Advisers's top holdings?

Cetera Investment Advisers's largest 13F positions include AAPL, NVDA, AGG, representing approximately 5699.8% of the reported portfolio.

How many stocks does Cetera Investment Advisers hold?

Cetera Investment Advisers holds 4596 reported positions as of their Q4 2025 13F filing.

When did Cetera Investment Advisers last file a 13F?

The most recent 13F filing from Cetera Investment Advisers reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Cetera Investment Advisers

CIK: 0001666741SEC EDGAR →

Portfolio Value

$91.5M

Holdings

4,596

As of

Q4 2025

New Positions

555

Closed Positions

109

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPLPut APPLE INC	6,949,391	$1.9B	2061.31%
2	NVDAPut NVIDIA CORPORATION	9,597,293	$1.8B	1955.30%
3	AGG ISHARES TR	15,428,160	$1.5B	1683.15%
4	VTV VANGUARD INDEX FDS	7,443,431	$1.4B	1553.09%
5	MSFTPut MICROSOFT CORP	2,757,017	$1.3B	1455.82%
6	VONG VANGUARD SCOTTSDALE FDS	10,211,465	$1.2B	1358.54%
7	VTI VANGUARD INDEX FDS	3,252,250	$1.1B	1191.32%
8	VUGCall VANGUARD INDEX FDS	2,124,859	$1.0B	1132.30%
9	AMZNPut AMAZON COM INC	4,330,008	$999.0M	1091.86%
10	AQLT ISHARES TR	10,758,681	$962.0M	1051.42%

Quarterly Changes

Top Buys

AAPLNEW

$1.9B

NVDANEW

$1.8B

AGG↑ Increased

$1.5B

VTV↑ Increased

$1.4B

MSFTNEW

$1.3B

Top Sells

VONG↓ Decreased

$1.2B

SCHD↓ Decreased

$948.0M

GQ9↓ Decreased

$351.7M

COWZ↓ Decreased

$345.7M

SPYG↓ Decreased

$329.7M

New Positions (386)

$1.9B · 6.9M shares

$1.8B · 9.6M shares

$1.3B · 2.8M shares

$1.0B · 2.1M shares

$999.0M · 4.3M shares

VXUS

$493.0M · 6.5M shares

IWM

$424.0M · 1.7M shares

SPYM

$355.0M · 4.4M shares

IJR

$342.0M · 2.8M shares

PLTR

$288.0M · 1.6M shares

XOM

$284.0M · 2.4M shares

RSP

$199.0M · 1.0M shares

$193.0M · 563K shares

IAU*

$188.0M · 2.3M shares

XLF

$161.0M · 2.9M shares

DON

$126.0M · 264K shares

MRK

$119.0M · 1.2M shares

BAC

$117.0M · 2.9M shares

SLV

$114.0M · 1.8M shares

$113.0M · 370K shares

IEF

$109.0M · 1.1M shares

$97.0M · 3.9M shares

$95.0M · 803K shares

$80.0M · 931K shares

$78.0M · 3.1M shares

$68.0M · 604K shares

$66.0M · 308K shares

$62.0M · 535K shares

$48.0M · 3.2M shares

$42.0M · 782K shares

$30.0M · 102K shares

$29.0M · 570K shares

$26.0M · 214K shares

$26.0M · 2.0M shares

COIN

$24.0M · 110K shares

WEC

$24.0M · 232K shares

HCA

$24.0M · 70K shares

$21.0M · 323K shares

$20.0M · 308K shares

$18.0M · 435K shares

$18.0M · 258K shares

$18.0M · 275K shares

$17.0M · 380K shares

$15.0M · 220K shares

$15.0M · 1.7M shares

$14.0M · 287K shares

$14.0M · 160K shares

$14.0M · 179K shares

$12.0M · 31K shares

$12.0M · 213K shares

$11.0M · 50K shares

$9.0M · 664K shares

$9.0M · 129K shares

$9.0M · 129K shares

$9.0M · 67K shares

$9.0M · 68K shares

$8.0M · 235K shares

$7.0M · 376K shares

$7.0M · 214K shares

$7.0M · 169K shares

$7.0M · 119K shares

$6.0M · 183K shares

$6.0M · 94K shares

$6.0M · 355K shares

$5.0M · 591K shares

$5.0M · 26K shares

$5.0M · 199K shares

$5.0M · 232K shares

$4.0M · 280K shares

$4.0M · 95K shares

$3.0M · 156K shares

$3.0M · 48K shares

IAF

$3.0M · 263K shares

ALLY

$3.0M · 73K shares

PCMM

$3.0M · 68K shares

$3.0M · 195K shares

$2.0M · 97K shares

$2.0M · 57K shares

$2.0M · 102K shares

$2.0M · 76K shares

$2.0M · 64K shares

$2.0M · 101K shares

$2.0M · 64K shares

$2.0M · 95K shares

$2.0M · 43K shares

$2.0M · 97K shares

$2.0M · 391K shares

$2.0M · 97K shares

$2.0M · 66K shares

$1.4M · 2.2M shares

$1.2M · 1.8M shares

$1.0M · 32K shares

$1.0M · 186K shares

$1.0M · 32K shares

$1.0M · 49K shares

$1.0M · 68K shares

$1.0M · 131K shares

$1.0M · 172K shares

$1.0M · 155K shares

$1.0M · 175K shares

$1.0M · 33K shares

$1.0M · 56K shares

$1.0M · 199K shares

$1.0M · 24K shares

$1.0M · 84K shares

$1.0M · 137K shares

$1.0M · 73K shares

$1.0M · 187K shares

$1.0M · 28K shares

$1.0M · 63K shares

$1.0M · 53K shares

$1.0M · 132K shares

$1.0M · 43K shares

$1.0M · 253K shares

$1.0M · 65K shares

Closed Positions (285)

$1.7M · 9.3M shares

$1.7M · 6.8M shares

$1.4M · 2.7M shares

$1.3M · 2.2M shares

$1.2M · 1.8M shares

$995K · 2.1M shares

$893K · 4.1M shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	2199	$54.5B	68.7%
Technology	527	$9.2B	11.6%
Unknown	429	$3.8B	4.8%
Consumer Cyclical	214	$2.6B	3.3%
Industrials	307	$1.9B	2.3%
Healthcare	274	$1.8B	2.2%
Communication Services	78	$1.7B	2.1%
Energy	138	$1.2B	1.5%
Consumer Defensive	96	$1.1B	1.4%
Utilities	74	$684.1M	0.9%
Real Estate	141	$532.0M	0.7%
Basic Materials	119	$443.0M	0.6%