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Caerus Investment Advisors, LLC

Q4 2025 13F Holdings

  • Location
    west lake hills, TX
  • Num holdings

    311

  • Value ($000)

    $308,724

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001862682
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$17.91M
6 %

28,556

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$13.46M
4 %

42,882

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$11.93M
4 %

17,495

X
XYLD

GLOBAL X FDS

S&P 500 COVERED
37954Y475
$11.22M
4 %

276,188

Q
QYLD

GLOBAL X FDS

NASDAQ 100 COVER
37954Y483
$10.84M
4 %

613,338

---

FIGMA INC

CLASS A COM STK
316841105
$8.97M
3 %

240,000

put
---

FIGMA INC

CLASS A COM STK
316841105
$8.81M
3 %

235,805

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.27M
2 %

38,982

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$6.88M
2 %

27,940

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$6.87M
2 %

71,529

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