Caerus Investment Advisors, LLC
All 13F Filings
- Location
- West Lake Hills, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 300,270
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 339 | 300,270 | 13F-HR | Caerus Investment Advisors, LLC |
| Q1 2026 | 6/1/2026 | 281 | 240,264 | 13F-HR | Caerus Investment Advisors, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.754 K
(1.3% of total reported value)
· QoQ Δ:
+283
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.6 K | 61.2% | 42.19 K | 0 | 42.19 K |
| ETFs | 115 K | 38.8% | 17.53 K | 0 | 17.53 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
300,270
Holdings
339
QoQ value change ($000)
60,006
(25.0%)
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.