Caerus Investment Advisors, LLC
All 13F Filings
- Location
- West Lake Hills, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 308,724
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 311 | 308,724 | 13F-HR | Caerus Investment Advisors, LLC |
| Q3 2025 | 11/20/2025 | 270 | 244,518 | 13F-HR | Caerus Investment Advisors, LLC |
| Q2 2025 | 8/14/2025 | 33 | 104,905 | 13F-HR | Caerus Investment Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.193 K
(3.0% of total reported value)
· QoQ Δ:
+8.969 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 259 K | 86.5% | 52.36 K | 0 | 52.36 K |
| ETFs | 39.7 K | 13.3% | 2.556 K | 0 | 2.556 K |
| Other | 860 | 0.3% | 329 | 0 | 329 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
308,724
Holdings
311
QoQ value change ($000)
64,206
(26.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.