13F-HR filed by CEERA INVESTMENTS, LLC
CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-06, with 93 holding rows worth $227,984,026.
- Accession
- 0001860698-26-000002
- Filer
- CIK 1860698
- Filed
- 2026-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 93 entries on the cover page, a total value of $227,984,026 stated on the cover page (in dollars after the unit check, H1), rows summing to $227,984,026 with VALUE read as dollars as filed, 13F file number 028-21168. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 393,572 | $38,058,412 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 395,152 | $19,998,643 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 34,689 | $9,975,169 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 15,059 | $8,615,706 | dollars as filed | |
| Apple Inc | 037833100 | COM | 25,616 | $6,501,173 | dollars as filed | |
| American Express Company | 025816109 | COM | 21,278 | $6,436,169 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 9,540 | $5,700,627 | dollars as filed | |
| WISDOMTREE U S VALUE ETF | 97717W547 | COM | 51,698 | $4,897,352 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,879 | $4,861,582 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 15,778 | $4,591,240 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 10,511 | $4,544,746 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 79,430 | $4,494,149 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 16,436 | $4,447,417 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 34,013 | $4,418,969 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 21,418 | $4,110,543 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 34,384 | $4,045,621 | dollars as filed | |
| YELP INC CL A | 985817105 | Stock | 162,812 | $4,027,969 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 21,573 | $4,027,032 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 57,480 | $3,868,404 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 20,781 | $3,650,390 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 73,588 | $3,328,385 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 13,474 | $3,275,260 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 6,519 | $3,257,284 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 32,347 | $2,979,806 | dollars as filed | |
| FRESHWORKS INC CLASS A COM | 358054104 | Stock | 367,198 | $2,948,600 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 145,194 | $2,741,263 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 156,874 | $2,704,508 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 56,662 | $2,686,345 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 2,458 | $2,624,013 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 117,449 | $2,541,596 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 35,963 | $2,373,169 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 30,724 | $2,324,271 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,246 | $2,120,320 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 4,229 | $1,798,763 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 14,707 | $1,782,488 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 11,835 | $1,710,986 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,301 | $1,581,839 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,725 | $1,572,731 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,203 | $1,562,465 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 21,853 | $1,491,467 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 42,228 | $1,340,317 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 22,460 | $1,313,236 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 6,195 | $1,281,746 | dollars as filed | |
| MORNINGSTAR INC COM | 617700109 | Stock | 7,436 | $1,257,056 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 12,488 | $1,228,569 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 30,516 | $1,135,806 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 5,305 | $1,121,000 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,541 | $1,070,232 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,867 | $1,058,524 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 23,880 | $1,028,273 | dollars as filed | |
| SCHD | 808524797 | COM | 31,577 | $968,782 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 10,230 | $964,075 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,520 | $932,814 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,075 | $885,064 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 2,394 | $707,068 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,431 | $697,357 | dollars as filed | |
| RBB FD INC | 74933W452 | US TREAS 3 MNTH | 13,607 | $678,445 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 11,336 | $645,812 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 6,730 | $616,737 | dollars as filed | |
| FLAHERTY & CRUMRINE TOTAL RE | 338479108 | COM | 33,670 | $558,922 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,619 | $555,615 | dollars as filed | |
| VWO | 922042858 | SHS | 9,825 | $531,041 | dollars as filed | |
| FLAHERTY & CRUMRIN PFD & INM | 338478100 | COM | 30,245 | $468,495 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,093 | $454,704 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,087 | $434,659 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 2,180 | $395,496 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 4,090 | $373,703 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,739 | $340,485 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 37,425 | $330,837 | dollars as filed | |
| FIRST TR NAS100 EQ WEIGHTED | 337344105 | SHS | 2,605 | $330,766 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 1,342 | $301,400 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,520 | $298,224 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 4,695 | $293,719 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 324 | $274,341 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,475 | $272,475 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,816 | $270,758 | dollars as filed | |
| IJH | 464287507 | COM | 3,986 | $269,175 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 3,350 | $268,168 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 795 | $261,229 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,069 | $260,742 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,000 | $257,560 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,660 | $255,285 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 5,585 | $250,599 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F821 | ACTV FCTR LGCP | 6,489 | $250,313 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,320 | $243,250 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 10,107 | $240,648 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 747 | $232,160 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 248 | $216,479 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 750 | $215,385 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,737 | $212,402 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,457 | $210,449 | dollars as filed | |
| WPP PLC NEW ADR | 92937A102 | ADR | 13,055 | $203,005 | dollars as filed | |
| IOVANCE BIOTHERAPEUTICS INC | 462260100 | COM | 12,465 | $43,752 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001860698-26-000002 | this filing | 2026-05-06 | acceptance time not in the bulk data set |