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Ceera Investments, LLC

CIK:0001860698
Investment Adviser
$392M AUM
112 holdings
Bellaire, TX, US
Founded:2011
5 employees
Latest filing:Jun 30, 2025

CEERA Investments, LLC is a Texas-based investment adviser founded in 2011. The firm manages approximately $392.2 million in assets for a mix of high net worth individuals, regular individuals, pension/profit sharing plans, charitable organizations, and corporate accounts. CEERA operates with a small team of five employees, offering customized investment solutions primarily through discretionary, fee-only managed accounts.

Investment Strategy

CEERA Investments, LLC pursues a discretionary, fee-only approach through separately managed accounts, with significant allocations to ETFs and U.S. equities, including large holdings in technology, financial, and consumer companies. The firm serves a broad client base, focusing on asset allocation, diversification, and risk management tailored to individual and institutional client needs. CEERA employs fundamental and quantitative analysis to select investments across multiple sectors, regularly rebalancing portfolios and adapting to market opportunities and risk factors in pursuit of long-term capital appreciation.

Top Buys
G
GTLBGITLAB INC
+$5.4M
G
GPNGLOBAL PMTS INC
+$5.4M
M
METAMETA PLATFORMS INC
+$3.7M
V
VSTSVESTIS CORPORATION
+$3.7M
J
JPSTJ P MORGAN EXCHANGE TRADED F
+$3.6M
Top Sells
F
FISFIDELITY NATL INFORMATION SV
-$6.4M
C
CRWDCROWDSTRIKE HLDGS INC
-$4.9M
I
ICSHISHARES TR
-$2.5M
V
VBILVANGUARD INSTL INDEX FD
-$1.3M
B
BILSPDR SERIES TRUST
-$755.2K

Top Holdings

M
MOATVANECK ETF TRUST
+14.7%$48.0M
M
METAMETA PLATFORMS INC
+5.3%$17.3M
J
JPSTJ P MORGAN EXCHANGE TRADED F
+4.1%$13.4M
A
AXPAMERICAN EXPRESS CO
+2.9%$9.5M
G
GOOGLALPHABET INC
+2.7%$9.0M

Equity Positions (111)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MOAT
VANECK ETF TRUST14.71%$48.0M511,976$76.55$93.79+$2.0M
M
META
META PLATFORMS INC5.29%$17.3M23,391$258.61$738.09+$3.7M
J
JPST
J P MORGAN EXCHANGE TRADED F4.09%$13.4M263,496$50.56$50.68+$3.6M
A
AXP
AMERICAN EXPRESS CO2.91%$9.5M29,766$146.88$318.98+$1.4M
G
GOOGL
ALPHABET INC2.74%$9.0M50,838$101.29$176.23+$1.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+24.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.8%
SERVICES-BUSINESS SERVICES, NEC
+7.4%
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
+4.0%
FINANCE SERVICES
+2.9%