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Cetera Investment Advisers Top Holdings and 13F Report (2026)

About Cetera Investment Advisers

Investment Activity

  • Cetera Investment Advisers has $94.00 billion in total holdings as of March 31, 2026.
  • Cetera Investment Advisers owns shares of 4,675 different stocks, but just 460 companies or ETFs make up 80% of its holdings.
  • Approximately 7.18% of the portfolio was purchased this quarter.
  • About 2.84% of the portfolio was sold this quarter.
  • This quarter, Cetera Investment Advisers has purchased 4,596 new stocks and bought additional shares in 2,680 stocks.
  • Cetera Investment Advisers sold shares of 1,634 stocks and completely divested from 194 stocks this quarter.

Largest Holdings

Apple
$1,789,701,615
NVIDIA
$1,677,506,064
Vanguard Value ETF
$1,518,668,198

Largest New Holdings this Quarter

09290C699 - BLACKROCK ETF TRUST
$91,842,062 Holding
09290C855 - BLACKROCK ETF TRUST
$80,560,911 Holding
55286W801 - MFS ACTIVE EXCHANGE TRADED F
$56,480,909 Holding
46438G448 - ISHARES TR
$56,464,589 Holding
G0593M107 - AstraZeneca
$43,429,908 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
214,419 shares (about $140.06M)
iShares U.S. Treasury Bond ETF
5,995,250 shares (about $137.35M)
iShares MSCI EAFE Growth ETF
1,227,595 shares (about $136.72M)
SPDR Bloomberg 1-3 Month T-Bill ETF
1,487,570 shares (about $136.32M)
BLACKROCK ETF TRUST
2,806,909 shares (about $91.84M)

Largest Sales this Quarter

Schwab US Dividend Equity ETF
10,421,505 shares (about $319.73M)
iShares S&P 100 ETF
685,838 shares (about $218.15M)
SPDR Bloomberg Convertible Securities ETF
1,313,437 shares (about $120.21M)
iShares Gold Trust
946,133 shares (about $83.41M)
Vanguard Russell 1000 Growth ETF
719,133 shares (about $78.88M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCetera Investment Advisers

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,783,258,482$140,060,631 â–²5.3%4,260,8943.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,789,701,615$28,466,088 â–²1.6%7,061,7111.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,677,506,064$4,176,310 â–²0.2%9,621,2461.8%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,518,668,198$58,266,893 â–²4.0%7,740,4081.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,514,101,058$17,452,361 â–¼-1.1%15,252,3531.6%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,307,509,166$50,675,160 â–²4.0%2,329,5651.4%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,195,678,620$37,195,728 â–²3.2%2,001,0631.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,178,485,501$11,318,998 â–¼-1.0%1,820,3591.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,079,397,862$36,043,642 â–²3.5%3,364,6021.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,065,814,147$46,022,750 â–²4.5%2,881,4401.1%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,041,213,951$78,881,703 â–¼-7.0%9,492,3321.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,039,210,123$65,226,772 â–²6.7%11,479,1801.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,003,983,270$75,866,059 â–²8.2%2,298,5491.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$930,962,396$29,551,444 â–²3.3%4,471,9611.0%Retail/Wholesale
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$781,004,351$83,372,783 â–²12.0%18,359,2940.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$741,981,149$319,731,766 â–¼-30.1%24,184,5230.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$695,766,688$24,250,366 â–¼-3.4%3,295,1300.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$669,219,748$2,730,665 â–²0.4%1,569,4650.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$624,263,856$2,774,834 â–²0.4%2,170,9930.7%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$611,389,675$41,387,350 â–¼-6.3%8,765,4430.7%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$561,574,168$4,834,172 â–¼-0.9%7,625,9390.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$537,794,688$27,747,012 â–²5.4%4,754,6170.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$526,813,094$28,541,016 â–²5.7%2,217,0400.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$523,047,810$28,995,216 â–²5.9%17,955,6400.6%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$509,676,922$5,471,021 â–²1.1%6,609,9370.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$497,393,205$4,993,755 â–²1.0%7,762,0660.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$486,527,666$23,749,595 â–²5.1%1,572,8530.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$467,339,497$16,975,170 â–²3.8%975,2500.5%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$463,886,778$24,024,343 â–²5.5%10,043,0130.5%Manufacturing
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$454,502,711$20,219,045 â–²4.7%13,458,7710.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$437,618,598$15,322,006 â–²3.6%1,525,8380.5%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$436,173,352$7,310,981 â–²1.7%1,763,1330.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$435,633,526$10,198,916 â–²2.4%761,7990.5%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$433,379,157$21,140,983 â–¼-4.7%7,448,9370.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$417,113,149$7,357,318 â–²1.8%1,418,0780.4%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$403,974,220$3,506,795 â–²0.9%2,381,4790.4%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$399,860,547$8,113,659 â–²2.1%2,699,9360.4%Financial Services
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$398,537,889$136,320,921 â–²52.0%4,348,9510.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$397,674,216$30,332,238 â–²8.3%1,384,7560.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$393,899,251$64,027,170 â–²19.4%9,800,9270.4%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$386,844,013$68,822,340 â–²21.6%8,337,1550.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$372,208,842$33,038,321 â–²9.7%4,863,0250.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$366,615,113$16,131,996 â–¼-4.2%852,0190.4%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$359,164,546$5,159,466 â–²1.5%2,889,5550.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$356,674,063$12,081,504 â–²3.5%959,4460.4%Auto/Tires/Trucks
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$351,143,000$9,108,798 â–¼-2.5%5,612,9000.4%ETF
WALMART INC
$349,918,997$3,461,570 â–²1.0%2,815,5700.4%COM
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$344,828,338$31,344,666 â–²10.0%6,083,7740.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$340,840,882$44,197,891 â–²14.9%3,210,9360.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$322,415,230$16,414,007 â–²5.4%1,230,9680.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$318,213,054$14,522,259 â–²4.8%345,9700.3%Medical
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$313,206,776$8,967,289 â–²2.9%7,943,3620.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$310,267,690$42,464,647 â–²15.9%6,801,1330.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$301,917,571$8,390,153 â–²2.9%1,574,0450.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$301,355,335$2,034,374 â–¼-0.7%3,077,8810.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$291,086,998$1,554,435 â–²0.5%3,915,0910.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$279,680,682$38,852,597 â–²16.1%5,552,5250.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$276,853,508$18,754,407 â–²7.3%8,296,4790.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$276,134,192$20,458,051 â–²8.0%4,044,1450.3%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$271,318,618$14,659,575 â–²5.7%5,646,5890.3%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$262,744,180$14,081,278 â–¼-5.1%1,229,6730.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$259,957,886$625,899 â–²0.2%4,809,5820.3%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$259,899,088$25,090,888 â–²10.7%3,109,9570.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$253,064,351$6,866,622 â–²2.8%1,164,8530.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$252,913,307$3,566,014 â–²1.4%1,038,6000.3%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$252,337,994$371,839 â–¼-0.1%1,173,3380.3%ETF
Visa Inc. stock logo
V
Visa
$252,337,300$4,248,585 â–¼-1.7%834,8910.3%Business Services
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$250,982,581$15,113,448 â–²6.4%4,833,0940.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$247,942,260$6,892,877 â–²2.9%1,198,3670.3%Energy
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$247,585,044$1,320,708 â–²0.5%732,6090.3%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$245,927,892$136,717,249 â–²125.2%2,208,2060.3%ETF
PALANTIR TECHNOLOGIES INC
$243,935,682$6,698,377 â–²2.8%1,676,4990.3%CL A
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$242,806,978$5,002,622 â–²2.1%1,826,9900.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$242,593,748$14,362,932 â–²6.3%6,314,2570.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$240,398,758$1,705,889 â–²0.7%241,2600.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$238,580,712$6,624,828 â–¼-2.7%3,532,9590.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$237,972,754$13,022,000 â–²5.8%4,205,9520.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$236,641,461$36,295,806 â–²18.1%1,233,2140.3%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$234,584,710$84,911,113 â–²56.7%4,739,0850.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$234,127,031$590,271 â–¼-0.3%335,5600.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$233,313,369$16,032,342 â–²7.4%3,324,4990.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$232,201,160$137,351,174 â–²144.8%10,135,3630.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$227,500,768$12,221,443 â–²5.7%2,589,9450.2%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$215,636,013$23,634,671 â–²12.3%2,142,2210.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$212,141,751$37,626,382 â–¼-15.1%2,106,2520.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$209,971,243$3,448,740 â–²1.7%965,4290.2%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$209,588,048$24,671,990 â–²13.3%2,362,8870.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$209,570,103$5,589,037 â–²2.7%295,8110.2%Industrials
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$207,442,860$11,950,444 â–¼-5.4%2,133,5270.2%ETF
J P MORGAN EXCHANGE TRADED F
$206,166,821$44,121,620 â–²27.2%3,834,2350.2%ACTIVE BOND ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$205,410,989$349,545 â–¼-0.2%4,443,2400.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$200,926,545$18,437,796 â–²10.1%2,562,5120.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$200,546,159$3,643,662 â–²1.9%2,162,4560.2%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$198,313,412$16,772,289 â–²9.2%1,367,4900.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$196,156,331$6,444,956 â–²3.4%511,6230.2%Manufacturing
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$192,393,795$4,257,274 â–²2.3%2,026,2640.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$190,625,875$5,559,769 â–²3.0%580,2330.2%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$183,226,878$8,368,751 â–²4.8%907,4040.2%Computer and Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$181,735,845$38,081,482 â–²26.5%3,635,4440.2%ETF
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$173,252,319$15,488,227 â–²9.8%3,921,5100.2%ETF

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