# EDGAR Filing Document

**Accession Number:** 0001862682
**File Stem:** 0001085146-23-001292
**Filing Date:** 2023-2
**Character Count:** 7687
**Document Hash:** 48f10332d90f29927d593a5ad02a3ece
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001292.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001085146-23-001292

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Caerus Investment Advisors, LLC
- **CENTRAL INDEX KEY:** 0001862682
- **IRS NUMBER:** 471593998
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21712
- **FILM NUMBER:** 23628033

**BUSINESS ADDRESS:**
- **STREET 1:** 311 LAUREL VALLEY ROAD
- **CITY:** WEST LAKE HILLS
- **STATE:** TX
- **ZIP:** 78746
- **BUSINESS PHONE:** 650-906-7666

**MAIL ADDRESS:**
- **STREET 1:** 311 LAUREL VALLEY ROAD
- **CITY:** WEST LAKE HILLS
- **STATE:** TX
- **ZIP:** 78746

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Caerus Investment Advisors LLC<br>**Address:** 311 LAUREL VALLEY ROAD<br>WEST LAKE HILLS, TX 78746

**Form 13F File Number:** 028-21712

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jessica Clark<br>**Title:** Chief Compliance Officer<br>**Phone:** 650-619-9139

**Signature, Place, and Date of Signing:**

/s/Jessica Clark  Sacramento, CA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $66119491

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6070048 | 68798 | SH |  | SOLE |  | 0 | 0 | 68798 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5927164 | 66800 | SH |  | SOLE |  | 0 | 0 | 66800 |
| AMAZON COM INC | COM | 023135106 |  | 510720 | 6080 | SH |  | SOLE |  | 0 | 0 | 6080 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 295500 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| APPLE INC | COM | 037833100 |  | 3658569 | 28158 | SH |  | SOLE |  | 0 | 0 | 28158 |
| BANK AMERICA CORP | COM | 060505104 |  | 665712 | 20100 | SH |  | SOLE |  | 0 | 0 | 20100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 553240 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| CHEVRON CORP NEW | COM | 166764100 |  | 360954 | 2011 | SH |  | SOLE |  | 0 | 0 | 2011 |
| COCA COLA CO | COM | 191216100 |  | 244708 | 3847 | SH |  | SOLE |  | 0 | 0 | 3847 |
| FEDEX CORP | COM | 31428X106 |  | 396801 | 2291 | SH |  | SOLE |  | 0 | 0 | 2291 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 345157 | 8767 | SH |  | SOLE |  | 0 | 0 | 8767 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 517474 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| HOME DEPOT INC | COM | 437076102 |  | 680047 | 2153 | SH |  | SOLE |  | 0 | 0 | 2153 |
| HONEYWELL INTL INC | COM | 438516106 |  | 542179 | 2530 | SH |  | SOLE |  | 0 | 0 | 2530 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 408196 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 1473673 | 26264 | SH |  | SOLE |  | 0 | 0 | 26264 |
| ISHARES TR | CORE S ETF | 464287200 |  | 268947 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 371008 | 3519 | SH |  | SOLE |  | 0 | 0 | 3519 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 5478249 | 83459 | SH |  | SOLE |  | 0 | 0 | 83459 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 5646649 | 32385 | SH |  | SOLE |  | 0 | 0 | 32385 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2900792 | 24053 | SH |  | SOLE |  | 0 | 0 | 24053 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 3034519 | 60533 | SH |  | SOLE |  | 0 | 0 | 60533 |
| LOWES COS INC | COM | 548661107 |  | 260805 | 1309 | SH |  | SOLE |  | 0 | 0 | 1309 |
| MCDONALDS CORP | COM | 580135101 |  | 426655 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| MERCK  CO INC | COM | 58933Y105 |  | 217795 | 1963 | SH |  | SOLE |  | 0 | 0 | 1963 |
| MICROSOFT CORP | COM | 594918104 |  | 1023792 | 4269 | SH |  | SOLE |  | 0 | 0 | 4269 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 595990 | 7010 | SH |  | SOLE |  | 0 | 0 | 7010 |
| NIKE INC | CL B | 654106103 |  | 401461 | 3431 | SH |  | SOLE |  | 0 | 0 | 3431 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 293157 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 549398 | 1936 | SH |  | SOLE |  | 0 | 0 | 1936 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 202787 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5527261 | 14453 | SH |  | SOLE |  | 0 | 0 | 14453 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 200176 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| TESLA INC | COM | 88160R101 |  | 1785248 | 14493 | SH |  | SOLE |  | 0 | 0 | 14493 |
| T-MOBILE US INC | COM | 872590104 |  | 210560 | 1504 | SH |  | SOLE |  | 0 | 0 | 1504 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 348723 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 12158823 | 34607 | SH |  | SOLE |  | 0 | 0 | 34607 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 273211 | 1429 | SH |  | SOLE |  | 0 | 0 | 1429 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 253604 | 6506 | SH |  | SOLE |  | 0 | 0 | 6506 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 206972 | 1363 | SH |  | SOLE |  | 0 | 0 | 1363 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 356997 | 8506 | SH |  | SOLE |  | 0 | 0 | 8506 |
| VISA INC | COM CL A | 92826C839 |  | 475770 | 2290 | SH |  | SOLE |  | 0 | 0 | 2290 |

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