Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cetera Investment Advisers (CIK 1666741) reported $94.00B across 4,471 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($2.78B, 2.96%), AAPL ($1.79B, 1.90%), NVDA ($1.68B, 1.78%), VTV ($1.52B, 1.62%), AGG ($1.51B, 1.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $2.78B | 2.96% | 4.3M | Added |
| 2 | AAPL | APPLE INC | $1.79B | 1.90% | 7.1M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $1.68B | 1.78% | 9.6M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $1.52B | 1.62% | 7.7M | Added |
| 5 | AGG | ISHARES TR | $1.51B | 1.61% | 15.3M | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $1.31B | 1.39% | 2.3M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $1.20B | 1.27% | 2.0M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $1.18B | 1.25% | 1.8M | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $1.08B | 1.15% | 3.4M | Added |
| 10 | MSFT | MICROSOFT CORP | $1.07B | 1.13% | 2.9M | Added |
| 11 | VONG | VANGUARD SCOTTSDALE FDS | $1.04B | 1.11% | 9.5M | Trimmed |
| 12 | IEFA | ISHARES TR | $1.04B | 1.11% | 11.5M | Added |
| 13 | VUG | VANGUARD INDEX FDS | $1.00B | 1.07% | 2.3M | Added |
| 14 | AMZN | AMAZON COM INC | $931.0M | 0.99% | 4.5M | Added |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $781.0M | 0.83% | 18.4M | Added |
| 16 | SCHD | SCHWAB STRATEGIC TR | $742.0M | 0.79% | 24.2M | Trimmed |
| 17 | IVE | ISHARES TR | $695.8M | 0.74% | 3.3M | Trimmed |
| 18 | IWF | ISHARES TR | $669.2M | 0.71% | 1.6M | Added |
| 19 | GOOGL | ALPHABET INC | $624.3M | 0.66% | 2.2M | Added |
| 20 | IEMG | ISHARES INC | $611.4M | 0.65% | 8.8M | Trimmed |
| 21 | BND | VANGUARD BD INDEX FDS | $561.6M | 0.60% | 7.6M | Trimmed |
| 22 | IVW | ISHARES TR | $537.8M | 0.57% | 4.8M | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $523.0M | 0.56% | 18.0M | Added |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $526.8M | 0.56% | 2.2M | Added |
| 25 | VXUS | VANGUARD STAR FDS | $509.7M | 0.54% | 6.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31