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Caerus Investment Advisors, LLC - Portfolio Stock Holdings

Caerus Investment Advisors, LLC disclosed 374 stock positions in a recent SEC 13F filing. $234,509,985 of stock holdings were filed, with the largest holdings including VOO, GOOG, and SPY. This filing represented positions held on March 31, 2026, and was filed on June 1, 2026.

We estimate the fund has a total AUM of $117,194,570 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

374

Est. Stock Holding Value:

$234,509,985

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Caerus Investment Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Caerus Investment Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.