Universe · entity
Cetera Investment Advisers
Institutional manager (13F) · CIK 1666741
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $36.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $2.8B | 4,260,894 |
| 2 | APPLE INC | $1.8B | 7,051,511 |
| 3 | NVIDIA CORPORATION | $1.7B | 9,618,546 |
| 4 | VANGUARD INDEX FDS | $1.5B | 7,740,408 |
| 5 | ISHARES TR | $1.5B | 15,252,353 |
| 6 | INVESCO QQQ TR | $1.3B | 2,262,665 |
| 7 | VANGUARD INDEX FDS | $1.2B | 2,000,963 |
| 8 | STATE STR SPDR S&P 500 ETF T | $1.2B | 1,811,359 |
| 9 | VANGUARD INDEX FDS | $1.1B | 3,364,602 |
| 10 | MICROSOFT CORP | $1.1B | 2,878,640 |
| 11 | VANGUARD SCOTTSDALE FDS | $1.0B | 9,492,332 |
| 12 | ISHARES TR | $1.0B | 11,479,180 |
| 13 | VANGUARD INDEX FDS | $1.0B | 2,298,549 |
| 14 | AMAZON COM INC | $931M | 4,469,661 |
| 15 | CAPITAL GROUP DIVIDEND VALUE | $781M | 18,359,294 |
| 16 | SCHWAB STRATEGIC TR | $742M | 24,184,523 |
| 17 | ISHARES TR | $696M | 3,295,130 |
| 18 | ISHARES TR | $669M | 1,569,465 |
| 19 | ALPHABET INC | $624M | 2,170,893 |
| 20 | ISHARES INC | $611M | 8,765,443 |
| 21 | VANGUARD BD INDEX FDS | $562M | 7,625,939 |
| 22 | ISHARES TR | $538M | 4,754,617 |
| 23 | INVESCO EXCH TRADED FD TR II | $527M | 2,217,040 |
| 24 | SCHWAB STRATEGIC TR | $523M | 17,955,640 |
| 25 | VANGUARD STAR FDS | $510M | 6,609,737 |
| 26 | VANGUARD TAX-MANAGED FDS | $497M | 7,762,066 |
| 27 | BROADCOM INC | $487M | 1,571,853 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $467M | 975,250 |
| 29 | ISHARES TR | $464M | 10,043,013 |
| 30 | FIRST TR EXCHNG TRADED FD VI | $455M | 13,458,771 |
| 31 | ALPHABET INC | $438M | 1,525,538 |
| 32 | ISHARES TR | $436M | 1,758,333 |
| 33 | META PLATFORMS INC | $436M | 761,399 |
| 34 | BLACKROCK ETF TRUST | $433M | 7,448,937 |
| 35 | JPMORGAN CHASE & CO | $417M | 1,417,978 |
| 36 | EXXON MOBIL CORP | $404M | 2,381,079 |
| 37 | VANGUARD WHITEHALL FDS | $400M | 2,699,936 |
| 38 | SPDR SERIES TRUST | $399M | 4,348,951 |
| 39 | VANGUARD INDEX FDS | $398M | 1,384,756 |
| 40 | CAPITAL GROUP GROWTH ETF | $394M | 9,800,927 |
| 41 | PUTNAM ETF TRUST | $387M | 8,337,155 |
| 42 | SPDR SERIES TRUST | $372M | 4,862,925 |
| 43 | SPDR GOLD TR | $367M | 852,019 |
| 44 | ISHARES TR | $359M | 2,889,255 |
| 45 | TESLA INC | $357M | 959,446 |
| 46 | PACER FDS TR | $351M | 5,612,900 |
| 47 | WALMART INC | $350M | 2,815,570 |
| 48 | J P MORGAN EXCHANGE TRADED F | $345M | 6,083,774 |
| 49 | ISHARES TR | $341M | 3,210,936 |
| 50 | VANGUARD INDEX FDS | $322M | 1,230,968 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.