Holders — by stockHoldings — by fund
CEERA INVESTMENTS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001860698
$235.9M
disclosed book value
101
positions
10.7%
largest position share
Positions, as of 2026-06-30
top 100 of 101 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MOATVANECK ETF TRUST | 243,555 | $25.3M | 10.7% |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 266,246 | $13.5M | 5.7% |
| 3 | GOOGLALPHABET INC | 33,772 | $12.1M | 5.1% |
| 4 | METAMETA PLATFORMS INC | 14,964 | $8.4M | 3.6% |
| 5 | AAPLAPPLE INC | 25,201 | $7.3M | 3.1% |
| 6 | WTVWISDOMTREE TR | 71,378 | $7.3M | 3.1% |
| 7 | AXPAMERICAN EXPRESS CO | 20,598 | $7.0M | 3% |
| 8 | UNHUNITEDHEALTH GROUP INC | 16,193 | $6.7M | 2.9% |
| 9 | SPYVSPDR SERIES TRUST | 108,046 | $6.6M | 2.8% |
| 10 | VOOVANGUARD INDEX FDS | 9,540 | $6.6M | 2.8% |
| 11 | TOPTISHARES TR | 191,319 | $6.3M | 2.7% |
| 12 | CPAYCORPAY INC | 15,632 | $5.2M | 2.2% |
| 13 | RSPINVESCO EXCHANGE TRADED FD T | 24,357 | $5.2M | 2.2% |
| 14 | COSTCOSTCO WHOLESALE CORPORATION | 4,879 | $4.6M | 1.9% |
| 15 | GPNGLOBAL PMTS INC | 57,024 | $4.1M | 1.8% |
| 16 | WDAYWORKDAY INC | 33,009 | $4.0M | 1.7% |
| 17 | VEEVVEEVA SYS INC | 21,914 | $3.9M | 1.6% |
| 18 | FICOFAIR ISAAC CORP | 3,106 | $3.7M | 1.6% |
| 19 | SCHDSCHWAB STRATEGIC TR | 111,537 | $3.5M | 1.5% |
| 20 | GTLBGITLAB INC | 115,778 | $3.5M | 1.5% |
| 21 | MAMASTERCARD INCORPORATED | 6,519 | $3.3M | 1.4% |
| 22 | CPNGCOUPANG INC | 192,739 | $3.3M | 1.4% |
| 23 | PAYXPAYCHEX INC | 33,929 | $3.3M | 1.4% |
| 24 | CRMSALESFORCE INC | 20,779 | $3.3M | 1.4% |
| 25 | BRBROADRIDGE FINL SOLUTIONS IN | 23,694 | $3.2M | 1.4% |
| 26 | TWTRADEWEB MKTS INC | 32,284 | $3.2M | 1.4% |
| 27 | PYPLPAYPAL HLDGS INC | 72,847 | $3.1M | 1.3% |
| 28 | KVUEKENVUE INC | 155,122 | $3.0M | 1.3% |
| 29 | INTUINTUIT | 10,600 | $2.8M | 1.2% |
| 30 | ADBEADOBE INC | 13,050 | $2.7M | 1.1% |
| 31 | DOCUDOCUSIGN INC | 57,627 | $2.6M | 1.1% |
| 32 | MOALTRIA GROUP INC | 34,365 | $2.5M | 1% |
| 33 | IVVISHARES TR | 3,253 | $2.4M | 1% |
| 34 | QQQINVESCO QQQ TR | 3,026 | $2.2M | 0.9% |
| 35 | UBERUBER TECHNOLOGIES INC | 30,646 | $2.2M | 0.9% |
| 36 | VBILVANGUARD INSTL INDEX FD | 28,709 | $2.2M | 0.9% |
| 37 | VYMIVANGUARD WHITEHALL FDS | 20,915 | $2.1M | 0.9% |
| 38 | S&P GLOBAL INC | 4,197 | $1.7M | 0.7% |
| 39 | TSLATESLA INC | 4,061 | $1.7M | 0.7% |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,285 | $1.6M | 0.7% |
| 41 | TEAMATLASSIAN CORPORATION | 20,393 | $1.6M | 0.7% |
| 42 | UPSUNITED PARCEL SVCS INC | 14,160 | $1.5M | 0.6% |
| 43 | HRBBLOCK H & R INC | 38,743 | $1.5M | 0.6% |
| 44 | FNDFSCHWAB STRATEGIC TR | 27,520 | $1.5M | 0.6% |
| 45 | BTIBRITISH AMERN TOB PLC | 22,360 | $1.4M | 0.6% |
| 46 | EOGEOG RES INC | 9,840 | $1.3M | 0.5% |
| 47 | CAHCARDINAL HEALTH INC | 5,200 | $1.2M | 0.5% |
| 48 | XFFCXFLAHERTY & CRUMRIN PFD & INM | 73,730 | $1.2M | 0.5% |
| 49 | NVDANVIDIA CORPORATION | 5,985 | $1.2M | 0.5% |
| 50 | ABBVABBVIE INC | 4,743 | $1.2M | 0.5% |
| 51 | FLCFLAHERTY & CRUMRINE TOTAL RE | 69,930 | $1.2M | 0.5% |
| 52 | MSFTMICROSOFT CORP | 3,103 | $1.2M | 0.5% |
| 53 | VVISA INC | 3,341 | $1.1M | 0.5% |
| 54 | MORNMORNINGSTAR INC | 7,136 | $1.1M | 0.5% |
| 55 | CLXCLOROX CO DEL | 11,648 | $1.1M | 0.5% |
| 56 | HPQHP INC | 50,403 | $1.1M | 0.5% |
| 57 | TAPMOLSON COORS BEVERAGE CO | 28,350 | $1.1M | 0.5% |
| 58 | CVXCHEVRON CORPORATION | 6,180 | $1.0M | 0.4% |
| 59 | AVUVAMERICAN CENTY ETF TR | 7,340 | $915,738 | 0.4% |
| 60 | GOOGALPHABET INC | 2,431 | $858,945 | 0.4% |
| 61 | FISFIDELITY NATL INFORMATION SV | 21,800 | $847,584 | 0.4% |
| 62 | TGTTARGET CORP | 5,460 | $713,131 | 0.3% |
| 63 | ULUNILEVER PLC | 11,301 | $679,416 | 0.3% |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 9,265 | $553,028 | 0.2% |
| 65 | MRKMERCK & CO INC | 4,299 | $552,392 | 0.2% |
| 66 | CMECME GROUP INC | 2,394 | $528,667 | 0.2% |
| 67 | XOVRENTREPRENEURSHARES SERIES TR | 24,164 | $508,652 | 0.2% |
| 68 | IYWISHARES TR | 1,970 | $496,893 | 0.2% |
| 69 | VBRVANGUARD INDEX FDS | 2,022 | $491,326 | 0.2% |
| 70 | HPEHEWLETT PACKARD ENTERPRISE C | 9,402 | $424,124 | 0.2% |
| 71 | QQEWFIRST TR EXCHANGE-TRADED FD | 2,605 | $415,758 | 0.2% |
| 72 | IJRISHARES TR | 2,752 | $408,149 | 0.2% |
| 73 | TBILRBB FD INC | 7,512 | $374,548 | 0.2% |
| 74 | EFAVISHARES TR | 4,090 | $358,734 | 0.2% |
| 75 | AFLGFIRST TR EXCHNG TRADED FD VI | 7,849 | $340,804 | 0.1% |
| 76 | AMZNAMAZON COM INC | 1,407 | $335,344 | 0.1% |
| 77 | IGVISHARES TR | 3,545 | $321,177 | 0.1% |
| 78 | VTVVANGUARD INDEX FDS | 1,465 | $319,267 | 0.1% |
| 79 | GSGOLDMAN SACHS GROUP INC | 309 | $312,801 | 0.1% |
| 80 | IJHISHARES TR | 3,995 | $308,054 | 0.1% |
| 81 | IEMGISHARES INC | 3,660 | $303,194 | 0.1% |
| 82 | VDCVANGUARD WORLD FD | 1,330 | $299,902 | 0.1% |
| 83 | COWZPACER FDS TR | 4,695 | $292,029 | 0.1% |
| 84 | GEVGE VERNOVA INC | 248 | $291,365 | 0.1% |
| 85 | VEAVANGUARD TAX-MANAGED FDS | 4,069 | $289,916 | 0.1% |
| 86 | SCZISHARES TR | 3,475 | $285,888 | 0.1% |
| 87 | CALFPACER FDS TR | 5,585 | $282,657 | 0.1% |
| 88 | XLKSELECT SECTOR SPDR TR | 1,400 | $266,728 | 0.1% |
| 89 | VOEVANGUARD INDEX FDS | 1,320 | $260,832 | 0.1% |
| 90 | GEGE AEROSPACE | 694 | $259,369 | 0.1% |
| 91 | GLWCORNING INC | 1,000 | $255,430 | 0.1% |
| 92 | BILSPDR SERIES TRUST | 2,785 | $255,217 | 0.1% |
| 93 | FXLFIRST TR EXCHANGE-TRADED FD | 1,126 | $244,590 | 0.1% |
| 94 | SYKSTRYKER CORPORATION | 772 | $243,056 | 0.1% |
| 95 | VOVANGUARD INDEX FDS | 3,000 | $241,710 | 0.1% |
| 96 | DELLDELL TECHNOLOGIES INC | 551 | $237,734 | 0.1% |
| 97 | PGPROCTER & GAMBLE CO | 1,450 | $212,628 | 0.1% |
| 98 | NFLXNETFLIX INC. | 2,816 | $201,062 | 0.1% |
| 99 | ECFELLSWORTH GROWTH & INCOME FD | 13,719 | $181,228 | 0.1% |
| 100 | EMBCEMBECTA CORP | 44,235 | $144,206 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.