Cetera Investment Advisers

Cetera Investment Advisers declares $15.9B in 211 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 14.5% of its $109.8B 13F portfolio. Largest positions: Apple (0.05% of the company) and NVIDIA (0.04% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $15.9B in 211 of these companies for Q2 2026, against $89.8M in 43 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $776.7M and sold $112.9M of these stocks, at the quarter's prices: a net purchase of $663.8M; 12 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio Cetera Investment Advisers declared for Q2 2026 (Form 13F), held unchanged, returned +4.2% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +29.8% (SMH +87.2%). Over three years, quarter after quarter: +158.3% (SMH +325.8%). Over five years, quarter after quarter: +174.4% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $2.1B, 7.3M shares, 0.05% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
2. NVIDIA (NVDA): $2.0B, 9.9M shares, 0.04% of the company, 1.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL): $1.4B, 3.9M shares, 0.03% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT): $1.1B, 3.0M shares, 0.04% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN): $1.1B, 4.7M shares, 0.04% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. Broadcom (AVGO): $624.6M, 1.7M shares, 0.03% of the company, 0.57% of its portfolio (added this quarter); held since Q4 2019 or earlier
7. Micron (MU): $519.1M, 449,684 shares, 0.04% of the company, 0.47% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. AMD (AMD): $513.1M, 883,200 shares, 0.05% of the company, 0.47% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
9. Meta Platforms (META): $451.6M, 801,693 shares, 0.03% of the company, 0.41% of its portfolio (added this quarter); held since Q4 2019 or earlier
10. TSMC (TSM): $360.4M, 754,685 shares, 0.01% of the company, 0.33% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. Caterpillar (CAT): $311.0M, 292,059 shares, 0.06% of the company, 0.28% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
12. Applied Materials (AMAT): $201.6M, 278,847 shares, 0.04% of the company, 0.18% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
13. Cisco (CSCO): $199.6M, 1.7M shares, 0.04% of the company, 0.18% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
14. GE Vernova (GEV): $197.9M, 168,443 shares, 0.06% of the company, 0.18% of its portfolio (added this quarter); held since Q2 2024
15. Palantir (PLTR): $182.0M, 1.6M shares, 0.06% of the company, 0.17% of its portfolio (trimmed this quarter); held since Q4 2020

By sector

• Cloud & AI giants: $6.3B, 39% of its AI holdings, 6 companies
• Chips & compute: $4.1B, 26% of its AI holdings, 34 companies
• Power, electrical & cooling: $1.8B, 11% of its AI holdings, 47 companies
• AI software: $1.0B, 6% of its AI holdings, 29 companies
• Memory & storage: $799.1M, 5% of its AI holdings, 7 companies
• Equipment & test: $746.1M, 5% of its AI holdings, 25 companies
• Interconnect: $418.1M, 3% of its AI holdings, 9 companies
• Servers & systems: $321.1M, 2% of its AI holdings, 12 companies
• Neoclouds & data centers: $318.7M, 2% of its AI holdings, 28 companies
• Optics: $173.3M, 1% of its AI holdings, 14 companies

Biggest changes this quarter

• added to Apple (AAPL): +$85.2M at the quarter's price
• added to Alphabet (GOOGL): +$75.9M at the quarter's price
• added to Micron (MU): +$73.5M at the quarter's price
• added to Microsoft (MSFT): +$58.9M at the quarter's price
• added to NVIDIA (NVDA): +$49.8M at the quarter's price
• added to Amazon (AMZN): +$43.6M at the quarter's price
• added to Broadcom (AVGO): +$30.8M at the quarter's price
• added to Sandisk (SNDK): +$26.8M at the quarter's price
• added to Meta Platforms (META): +$22.7M at the quarter's price
• added to GE Vernova (GEV): +$19.3M at the quarter's price

Other holders of this size

• SANDS CAPITAL MANAGEMENT, LLC: $15.9B in 29 of these companies
• Cohen & Steers, Inc.: $16.8B in 51 of these companies
• NEOS Investment Management LLC: $15.7B in 98 of these companies
• Tidal Investments LLC: $16.8B in 204 of these companies
• PANAGORA ASSET MANAGEMENT INC: $15.6B in 131 of these companies
• Asset Management One Co., Ltd.: $16.8B in 131 of these companies
• Value Aligned Research Advisors, LLC: $15.4B in 45 of these companies
• PARNASSUS INVESTMENTS, LLC: $16.9B in 35 of these companies

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