Ceera Investments, LLC Top Holdings and 13F Report (2026) About Ceera Investments, LLCInvestment ActivityCeera Investments, LLC has $227.98 million in total holdings as of March 31, 2026.Ceera Investments, LLC owns shares of 93 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 15.52% of the portfolio was purchased this quarter.About 17.59% of the portfolio was sold this quarter.This quarter, Ceera Investments, LLC has purchased 87 new stocks and bought additional shares in 29 stocks.Ceera Investments, LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $38,058,412JPMorgan Ultra-Short Income ETF $19,998,643Alphabet $9,975,169Meta Platforms $8,615,706Apple $6,501,173 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $5,700,627 Holding461202103 - Intuit $4,544,746 Holding303250104 - Fair Isaac $2,624,013 Holding808524797 - Schwab US Dividend Equity ETF $968,782 Holding921946794 - Vanguard International High Dividend Yield ETF $964,075 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 153,749 shares (about $7.78M)Vanguard S&P 500 ETF 9,540 shares (about $5.70M)Intuit 10,511 shares (about $4.54M)Fair Isaac 2,458 shares (about $2.62M)Workday 15,201 shares (about $1.97M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 40,840 shares (about $3.95M)CME Group 12,793 shares (about $3.78M)Alphabet 3,515 shares (about $1.01M)VANGUARD INSTL INDEX FD 12,251 shares (about $926.79K)Meta Platforms 1,446 shares (about $827.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCeera Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$38,058,412$3,949,228 ▼-9.4%393,57216.7%ETFJPSTJPMorgan Ultra-Short Income ETF$19,998,643$7,781,237 ▲63.7%395,1528.8%ETFGOOGLAlphabet$9,975,169$1,010,773 ▼-9.2%34,6894.4%Computer and TechnologyMETAMeta Platforms$8,615,706$827,300 ▼-8.8%15,0593.8%Computer and TechnologyAAPLApple$6,501,173$694,633 ▼-9.7%25,6162.9%Computer and TechnologyAXPAmerican Express$6,436,169$668,178 ▼-9.4%21,2782.8%FinanceVOOVanguard S&P 500 ETF$5,700,627$5,700,627 ▲New Holding9,5402.5%ETFWTVWisdomTree U.S. Value Fund$4,897,352$293,663 ▼-5.7%51,6982.1%FinanceCOSTCostco Wholesale$4,861,582$469,319 ▼-8.8%4,8792.1%Retail/WholesaleCORPAY INC$4,591,240$668,113 ▼-12.7%15,7782.0%COM SHSINTUIntuit$4,544,746$4,544,746 ▲New Holding10,5112.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$4,494,149$335,519 ▼-6.9%79,4302.0%ETFUNHUnitedHealth Group$4,447,417$426,991 ▼-8.8%16,4362.0%MedicalWDAYWorkday$4,418,969$1,974,914 ▲80.8%34,0131.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,110,543$397,083 ▲10.7%21,4181.8%ETFTWTradeweb Markets$4,045,621$569,592 ▼-12.3%34,3841.8%FinanceYELPYelp$4,027,969$733,046 ▼-15.4%162,8121.8%Computer and TechnologyCRMSalesforce$4,027,032$197,497 ▲5.2%21,5731.8%Computer and TechnologyGPNGlobal Payments$3,868,404$469,956 ▼-10.8%57,4801.7%Business ServicesVEEVVeeva Systems$3,650,390$431,070 ▲13.4%20,7811.6%MedicalPYPLPayPal$3,328,385$508,928 ▼-13.3%73,5881.5%Business ServicesADBEAdobe$3,275,260$405,701 ▼-11.0%13,4741.4%Computer and TechnologyMAMastercard$3,257,284$275,313 ▼-7.8%6,5191.4%Business ServicesPAYXPaychex$2,979,806$1,187,151 ▲66.2%32,3471.3%Computer and TechnologyFRSHFreshworks$2,948,600$416,476 ▼-12.4%367,1981.3%Computer and TechnologyCPNGCoupang$2,741,263$59,170 ▼-2.1%145,1941.2%Retail/WholesaleKVUEKenvue$2,704,508$114,215 ▲4.4%156,8741.2%Consumer StaplesDOCUDocusign$2,686,345$528,479 ▼-16.4%56,6621.2%Computer and TechnologyFICOFair Isaac$2,624,013$2,624,013 ▲New Holding2,4581.2%Computer and TechnologyGTLBGitLab$2,541,596$264,159 ▼-9.4%117,4491.1%Computer and TechnologyMOAltria Group$2,373,169$119,440 ▼-4.8%35,9631.0%Consumer StaplesVANGUARD INSTL INDEX FD$2,324,271$926,788 ▼-28.5%30,7241.0%0-3 MO TREAS BILIVViShares Core S&P 500 ETF$2,120,320$395,192 ▲22.9%3,2460.9%ETFSPGIS&P Global$1,798,763$217,349 ▼-10.8%4,2290.8%FinanceTGTTarget$1,782,488$32,603 ▼-1.8%14,7070.8%Retail/WholesaleEOGEOG Resources$1,710,986$6,361 ▼-0.4%11,8350.8%EnergyBRK.BBerkshire Hathaway$1,581,839$958,400 ▲153.7%3,3010.7%FinanceQQQInvesco QQQ$1,572,731$452,485 ▲40.4%2,7250.7%FinanceTSLATesla$1,562,465$928,260 ▲146.4%4,2030.7%Auto/Tires/TrucksTEAMAtlassian$1,491,467$343,570 ▼-18.7%21,8530.7%Computer and TechnologyHRBH&R Block$1,340,317$1,004,508 ▲299.1%42,2280.6%Consumer DiscretionaryBTIBritish American Tobacco$1,313,236$168,686 ▲14.7%22,4600.6%Consumer StaplesCVXChevron$1,281,746$47,173 ▲3.8%6,1950.6%EnergyMORNMorningstar$1,257,056$112,418 ▼-8.2%7,4360.6%Business ServicesUPSUnited Parcel Service$1,228,569$192,038 ▲18.5%12,4880.5%TransportationGISGeneral Mills$1,135,806$161,051 ▲16.5%30,5160.5%Consumer StaplesCAHCardinal Health$1,121,000$84,524 ▲8.2%5,3050.5%MedicalVVisa$1,070,232$31,131 ▲3.0%3,5410.5%Business ServicesABBVAbbVie$1,058,524$164,640 ▼-13.5%4,8670.5%MedicalTAPMolson Coors Beverage$1,028,273$107,650 ▲11.7%23,8800.5%Consumer StaplesSCHDSchwab US Dividend Equity ETF$968,782$968,782 ▲New Holding31,5770.4%ETFVYMIVanguard International High Dividend Yield ETF$964,075$964,075 ▲New Holding10,2300.4%ETFMSFTMicrosoft$932,814$65,149 ▲7.5%2,5200.4%Computer and TechnologyNVDANVIDIA$885,064$275,373 ▲45.2%5,0750.4%Computer and TechnologyCMECME Group$707,068$3,778,413 ▼-84.2%2,3940.3%FinanceGOOGAlphabet$697,357$697,357 ▲New Holding2,4310.3%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$678,445$42,132 ▼-5.8%13,6070.3%ETFUNILEVER PLC$645,812$34,752 ▼-5.1%11,3360.3%SPON ADR NEWBILSPDR Bloomberg 1-3 Month T-Bill ETF$616,737$55,900 ▼-8.3%6,7300.3%ETFFLCFlaherty & Crumrine Total Return Fund$558,922$31,540 ▼-5.3%33,6700.2%Financial ServicesMRKMerck & Co., Inc.$555,615$555,615 ▲New Holding4,6190.2%MedicalVWOVanguard FTSE Emerging Markets ETF$531,041$29,457 ▲5.9%9,8250.2%ETFFFCFlaherty & Crumrine Preferred Securities Income Fund$468,495$30,903 ▼-6.2%30,2450.2%Financial ServicesVBRVanguard Small-Cap Value ETF$454,704$24,984 ▲5.8%2,0930.2%ETFAMZNAmazon.com$434,659$190,983 ▲78.4%2,0870.2%Retail/WholesaleIYWiShares U.S. Technology ETF$395,4960.0%2,1800.2%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$373,703$25,584 ▲7.3%4,0900.2%ETFIJRiShares Core S&P Small-Cap ETF$340,485$37,915 ▲12.5%2,7390.1%ETFEMBCEmbecta$330,837$330,837 ▲New Holding37,4250.1%MedicalQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$330,7660.0%2,6050.1%ManufacturingVDCVanguard Consumer Staples ETF$301,4000.0%1,3420.1%ETFVTVVanguard Value ETF$298,2240.0%1,5200.1%ETFCOWZPacer US Cash Cows 100 ETF$293,7190.0%4,6950.1%ETFGSThe Goldman Sachs Group$274,341$274,341 ▲New Holding3240.1%FinanceSCZiShares MSCI EAFE Small-Cap ETF$272,475$25,483 ▲10.3%3,4750.1%ETFNFLXNetflix$270,758$270,758 ▲New Holding2,8160.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$269,1750.0%3,9860.1%ETFIGViShares Expanded Tech-Software Sector ETF$268,1680.0%3,3500.1%ETFSYKStryker$261,2290.0%7950.1%MedicalVEAVanguard FTSE Developed Markets ETF$260,7420.0%4,0690.1%ETFQCOMQualcomm$257,560$20,605 ▲8.7%2,0000.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$255,285$12,555 ▲5.2%3,6600.1%ETFCALFPacer US Small Cap Cash Cows ETF$250,599$4,711 ▼-1.8%5,5850.1%ETFAFLGFirst Trust Active Factor Large Cap ETF$250,313$77 ▼0.0%6,4890.1%ETFVOEVanguard Mid-Cap Value ETF$243,2500.0%1,3200.1%ETFHPEHewlett Packard Enterprise$240,648$240,648 ▲New Holding10,1070.1%Computer and TechnologyMCDMcDonald's$232,1600.0%7470.1%Retail/WholesaleGE VERNOVA INC$216,479$216,479 ▲New Holding2480.1%COMVOVanguard Mid-Cap ETF$215,385$215,385 ▲New Holding7500.1%ETFCSCOCisco Systems$212,402$212,402 ▲New Holding2,7370.1%Computer and TechnologyPGProcter & Gamble$210,449$210,449 ▲New Holding1,4570.1%Consumer StaplesWPPWPP$203,0050.0%13,0550.1%Business ServicesIOVAIovance Biotherapeutics$43,752$43,752 ▲New Holding12,4650.0%MedicalITGartner$0$6,415,480 ▼-100.0%00.0%Business ServicesVESTIS CORPORATION$0$5,303,857 ▼-100.0%00.0%COM SHSNICENiCE$0$2,915,415 ▼-100.0%00.0%Computer and TechnologySSentinelOne$0$1,894,800 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$1,479,458 ▼-100.0%00.0%MedicalTHE CAMPBELLS COMPANY$0$1,025,477 ▼-100.0%00.0%COMSKMSK Telecom$0$993,857 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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