# EDGAR Filing Document

**Accession Number:** 0001860698
**File Stem:** 0001860698-25-000005
**Filing Date:** 2025-11
**Character Count:** 14235
**Document Hash:** b804057049af0d07aab8f26985166a70
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001860698-25-000005.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0001860698-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CEERA INVESTMENTS, LLC
- **CENTRAL INDEX KEY:** 0001860698

**ORGANIZATION NAME:**
- **EIN:** 202643460
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21168
- **FILM NUMBER:** 251452968

**BUSINESS ADDRESS:**
- **STREET 1:** 4911 WEDGEWOOD DR
- **CITY:** BELLAIRE
- **STATE:** TX
- **ZIP:** 77401-2831
- **BUSINESS PHONE:** 7133646770

**MAIL ADDRESS:**
- **STREET 1:** 4911 WEDGEWOOD DR
- **CITY:** BELLAIRE
- **STATE:** TX
- **ZIP:** 77401-2831

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** CEERA INVESTMENTS LLC<br>**Address:** 4911 WEDGEWOOD DR<br>BELLAIRE, TX 77401-2831

**Form 13F File Number:** 028-21168

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:** Rajesh Chelapurath<br>**Title:** President and Managing Member<br>**Phone:** 713-256-9649

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

Rajesh Chelapurath  Houston, TX  11-05-2025<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:** 110

**Form 13F Information Table Value Total:** $320546763

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 2172077 | 9381 | SH |  | SOLE |  | 0 | 0 | 9381 |
| ADOBE INC | COM | 00724F101 |  | 6864868 | 19461 | SH |  | SOLE |  | 0 | 0 | 19461 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 |  | 2115151 | 85151 | SH |  | SOLE |  | 0 | 0 | 85151 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 11761664 | 48382 | SH |  | SOLE |  | 0 | 0 | 48382 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 2881376 | 43618 | SH |  | SOLE |  | 0 | 0 | 43618 |
| AMAZON COM INC | COM | 023135106 |  | 1581124 | 7201 | SH |  | SOLE |  | 0 | 0 | 7201 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 9353293 | 28159 | SH |  | SOLE |  | 0 | 0 | 28159 |
| APPLE INC | COM | 037833100 |  | 7807465 | 30662 | SH |  | SOLE |  | 0 | 0 | 30662 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 3949062 | 24728 | SH |  | SOLE |  | 0 | 0 | 24728 |
| AVEPOINT INC | COM CL A | 053604104 |  | 591994 | 39440 | SH |  | SOLE |  | 0 | 0 | 39440 |
| AVIDXCHANGE HOLDINGS INC | COM | 05368X102 |  | 1039974 | 104520 | SH |  | SOLE |  | 0 | 0 | 104520 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 441406 | 878 | SH |  | SOLE |  | 0 | 0 | 878 |
| BILL HOLDINGS INC | COM | 090043100 |  | 2499654 | 47190 | SH |  | SOLE |  | 0 | 0 | 47190 |
| BLACKLINE INC | COM | 09239B109 |  | 1000616 | 18844 | SH |  | SOLE |  | 0 | 0 | 18844 |
| BLOCK H  R INC | COM | 093671105 |  | 1037191 | 20510 | SH |  | SOLE |  | 0 | 0 | 20510 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 1749782 | 32965 | SH |  | SOLE |  | 0 | 0 | 32965 |
| BROADCOM INC | COM | 11135F101 |  | 249082 | 755 | SH |  | SOLE |  | 0 | 0 | 755 |
| CME GROUP INC | COM | 12572Q105 |  | 5288429 | 19573 | SH |  | SOLE |  | 0 | 0 | 19573 |
| THE CAMPBELLS COMPANY | COM | 134429109 |  | 1261147 | 39935 | SH |  | SOLE |  | 0 | 0 | 39935 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 1193681 | 7605 | SH |  | SOLE |  | 0 | 0 | 7605 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1118554 | 7203 | SH |  | SOLE |  | 0 | 0 | 7203 |
| CORPAY INC | COM SHS | 219948106 |  | 5392771 | 18721 | SH |  | SOLE |  | 0 | 0 | 18721 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 5322373 | 5750 | SH |  | SOLE |  | 0 | 0 | 5750 |
| COUPANG INC | CL A | 22266T109 |  | 4970102 | 154351 | SH |  | SOLE |  | 0 | 0 | 154351 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 956241 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| DOCUSIGN INC | COM | 256163106 |  | 5197112 | 72092 | SH |  | SOLE |  | 0 | 0 | 72092 |
| DOW INC | COM | 260557103 |  | 490633 | 21397 | SH |  | SOLE |  | 0 | 0 | 21397 |
| EOG RES INC | COM | 26875P101 |  | 772731 | 6892 | SH |  | SOLE |  | 0 | 0 | 6892 |
| VESTIS CORPORATION | COM SHS | 29430C102 |  | 3709848 | 818951 | SH |  | SOLE |  | 0 | 0 | 818951 |
| EXPENSIFY INC | COM CL A | 30219Q106 |  | 820734 | 443640 | SH |  | SOLE |  | 0 | 0 | 443640 |
| META PLATFORMS INC | CL A | 30303M102 |  | 16388424 | 22316 | SH |  | SOLE |  | 0 | 0 | 22316 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 |  | 347131 | 2460 | SH |  | SOLE |  | 0 | 0 | 2460 |
| FIVE9 INC | COM | 338307101 |  | 1007325 | 41625 | SH |  | SOLE |  | 0 | 0 | 41625 |
| FLAHERTY  CRUMRINE PFD SECS | COM | 338478100 |  | 528319 | 31280 | SH |  | SOLE |  | 0 | 0 | 31280 |
| FLAHERTY  CRUMRINE TOTAL RE | COM | 338479108 |  | 529789 | 29730 | SH |  | SOLE |  | 0 | 0 | 29730 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 6345136 | 539094 | SH |  | SOLE |  | 0 | 0 | 539094 |
| GARTNER INC | COM | 366651107 |  | 7632168 | 29034 | SH |  | SOLE |  | 0 | 0 | 29034 |
| GENERAL MLS INC | COM | 370334104 |  | 1738935 | 34489 | SH |  | SOLE |  | 0 | 0 | 34489 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 5415776 | 120137 | SH |  | SOLE |  | 0 | 0 | 120137 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 5476052 | 65913 | SH |  | SOLE |  | 0 | 0 | 65913 |
| HUBSPOT INC | COM | 443573100 |  | 430376 | 920 | SH |  | SOLE |  | 0 | 0 | 920 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 804156 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1117801 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3086798 | 16272 | SH |  | SOLE |  | 0 | 0 | 16272 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3502447 | 5233 | SH |  | SOLE |  | 0 | 0 | 5233 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 259409 | 3975 | SH |  | SOLE |  | 0 | 0 | 3975 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 385284 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 426975 | 2180 | SH |  | SOLE |  | 0 | 0 | 2180 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 288757 | 2430 | SH |  | SOLE |  | 0 | 0 | 2430 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 241668 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 323202 | 3810 | SH |  | SOLE |  | 0 | 0 | 3810 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 227754 | 3455 | SH |  | SOLE |  | 0 | 0 | 3455 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 248625 | 3825 | SH |  | SOLE |  | 0 | 0 | 3825 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 13368623 | 263525 | SH |  | SOLE |  | 0 | 0 | 263525 |
| KENVUE INC | COM | 49177J102 |  | 1055664 | 65044 | SH |  | SOLE |  | 0 | 0 | 65044 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 321643 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 4320112 | 7595 | SH |  | SOLE |  | 0 | 0 | 7595 |
| MCDONALDS CORP | COM | 580135101 |  | 227006 | 747 | SH |  | SOLE |  | 0 | 0 | 747 |
| MCKESSON CORP | COM | 58155Q103 |  | 301291 | 390 | SH |  | SOLE |  | 0 | 0 | 390 |
| MICROSOFT CORP | COM | 594918104 |  | 1006786 | 1944 | SH |  | SOLE |  | 0 | 0 | 1944 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 809975 | 17900 | SH |  | SOLE |  | 0 | 0 | 17900 |
| MORNINGSTAR INC | COM | 617700109 |  | 2073241 | 8936 | SH |  | SOLE |  | 0 | 0 | 8936 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 7134903 | 49281 | SH |  | SOLE |  | 0 | 0 | 49281 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 589966 | 3162 | SH |  | SOLE |  | 0 | 0 | 3162 |
| PACER FDS TR | US SMALL CAP CAS | 69374H857 |  | 249108 | 5690 | SH |  | SOLE |  | 0 | 0 | 5690 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 269822 | 4695 | SH |  | SOLE |  | 0 | 0 | 4695 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 254525 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| PAYCHEX INC | COM | 704326107 |  | 3239986 | 25560 | SH |  | SOLE |  | 0 | 0 | 25560 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 6537009 | 97480 | SH |  | SOLE |  | 0 | 0 | 97480 |
| PFIZER INC | COM | 717081103 |  | 1532928 | 60162 | SH |  | SOLE |  | 0 | 0 | 60162 |
| QUALCOMM INC | COM | 747525103 |  | 311925 | 1875 | SH |  | SOLE |  | 0 | 0 | 1875 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 754500 | 15090 | SH |  | SOLE |  | 0 | 0 | 15090 |
| S GLOBAL INC | COM | 78409V104 |  | 2617526 | 5378 | SH |  | SOLE |  | 0 | 0 | 5378 |
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 |  | 1272240 | 58900 | SH |  | SOLE |  | 0 | 0 | 58900 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 5114650 | 92439 | SH |  | SOLE |  | 0 | 0 | 92439 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 732073 | 7979 | SH |  | SOLE |  | 0 | 0 | 7979 |
| SALESFORCE INC | COM | 79466L302 |  | 5168259 | 21807 | SH |  | SOLE |  | 0 | 0 | 21807 |
| SEMRUSH HLDGS INC | CL A COM | 81686C104 |  | 2337781 | 330195 | SH |  | SOLE |  | 0 | 0 | 330195 |
| SENTINELONE INC | CL A | 81730H109 |  | 3370642 | 191405 | SH |  | SOLE |  | 0 | 0 | 191405 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 634565 | 4270 | SH |  | SOLE |  | 0 | 0 | 4270 |
| SPRINKLR INC | CL A | 85208T107 |  | 1405851 | 182105 | SH |  | SOLE |  | 0 | 0 | 182105 |
| SPROUT SOCIAL INC | COM CL A | 85209W109 |  | 234627 | 18160 | SH |  | SOLE |  | 0 | 0 | 18160 |
| STRYKER CORPORATION | COM | 863667101 |  | 293888 | 795 | SH |  | SOLE |  | 0 | 0 | 795 |
| TARGET CORP | COM | 87612E106 |  | 1314195 | 14651 | SH |  | SOLE |  | 0 | 0 | 14651 |
| TESLA INC | COM | 88160R101 |  | 201458 | 453 | SH |  | SOLE |  | 0 | 0 | 453 |
| TOAST INC | CL A | 888787108 |  | 2008050 | 55000 | SH |  | SOLE |  | 0 | 0 | 55000 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 5178882 | 46665 | SH |  | SOLE |  | 0 | 0 | 46665 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 1504230 | 25375 | SH |  | SOLE |  | 0 | 0 | 25375 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1350179 | 16164 | SH |  | SOLE |  | 0 | 0 | 16164 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 6570714 | 19029 | SH |  | SOLE |  | 0 | 0 | 19029 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 46387940 | 468045 | SH |  | SOLE |  | 0 | 0 | 468045 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 243814 | 4069 | SH |  | SOLE |  | 0 | 0 | 4069 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 5211688 | 68924 | SH |  | SOLE |  | 0 | 0 | 68924 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 502790 | 9280 | SH |  | SOLE |  | 0 | 0 | 9280 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 286826 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 5623647 | 18877 | SH |  | SOLE |  | 0 | 0 | 18877 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 505214 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 214733 | 1230 | SH |  | SOLE |  | 0 | 0 | 1230 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 412828 | 1978 | SH |  | SOLE |  | 0 | 0 | 1978 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 328222 | 1760 | SH |  | SOLE |  | 0 | 0 | 1760 |
| VISA INC | COM CL A | 92826C839 |  | 1174689 | 3441 | SH |  | SOLE |  | 0 | 0 | 3441 |
| WPP PLC NEW | ADR | 92937A102 |  | 801350 | 31990 | SH |  | SOLE |  | 0 | 0 | 31990 |
| WISDOMTREE TR | WISDOMTREE US VA | 97717W547 |  | 5102476 | 56065 | SH |  | SOLE |  | 0 | 0 | 56065 |
| WORKDAY INC | CL A | 98138H101 |  | 3825681 | 15892 | SH |  | SOLE |  | 0 | 0 | 15892 |
| WORKIVA INC | COM CL A | 98139A105 |  | 1317110 | 15301 | SH |  | SOLE |  | 0 | 0 | 15301 |
| YELP INC | CL A | 985817105 |  | 7255279 | 232541 | SH |  | SOLE |  | 0 | 0 | 232541 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 1144950 | 104945 | SH |  | SOLE |  | 0 | 0 | 104945 |
| VTEX | SHS CL A | G9470A102 |  | 174324 | 39800 | SH |  | SOLE |  | 0 | 0 | 39800 |
| JFROG LTD | ORD SHS | M6191J100 |  | 1054986 | 22290 | SH |  | SOLE |  | 0 | 0 | 22290 |
| SIMILARWEB LTD | SHS | M84137104 |  | 2966951 | 319027 | SH |  | SOLE |  | 0 | 0 | 319027 |

---