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CIK: 0001731732
Total reported value
$1.2B
$1.2B
303 檔
11.8%
As reported in its official Q2 2025 Form 13F filing, Certified Advisory Corp's tracked investment portfolio stood at $1.2B with 303 total positions.
In Q2 2025, Certified Advisory Corp displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.38% | +0.27% | +0.51% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.28% | +0.43% | +2.57% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.84% | -0.29% | +0.01% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.46% | +0.02% | +1.60% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.10% | -0.28% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | +0.26% | +6.37% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.00% | -2.00% | +3.94% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.76% | -0.67% | +5.39% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.64% | -0.03% | +4.57% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.04% | -1.79% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.59% | +0.25% | +2.26% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.51% | -0.03% | -0.24% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.50% | — | +16.89% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.50% | +0.08% | +7.88% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.44% | +0.04% | +10.06% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.40% | -0.06% | -3.11% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.32% | +0.27% | -3.15% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.27% | -0.67% | -2.34% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.18% | -0.25% | +0.61% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.18% | -0.05% | -0.00% | |
| 21 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.17% | -0.08% | +1.14% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.08% | +2.59% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.16% | +7.82% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.12% | +0.04% | +6.33% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-Other | 1.08% | +0.04% | +3.85% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.08% | +0.04% | +9.16% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.10% | +12.76% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | -0.02% | -2.46% | |
| 29 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.01% | -0.09% | +0.89% | |
| 30 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.98% | +0.05% | +5.12% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.98% | -0.08% | -37.70% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.98% | +0.08% | +4.45% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.92% | +0.04% | +215.10% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.91% | -0.09% | -2.25% | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.90% | -0.05% | -0.69% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.86% | -0.46% | -1.70% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.86% | +0.04% | +2.82% | |
| 38 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.86% | -0.83% | EXIT | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.01% | +4.00% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.01% | +1.25% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.03% | +15.87% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.10% | +6.03% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.75% | -0.02% | +1.99% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.75% | +1.86% | +2.09% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | +0.13% | +1.56% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.75% | +0.13% | +6.31% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.05% | +2.28% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.73% | -0.03% | +5.63% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.01% | +0.80% | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.07% | +4.81% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 303 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, QQQ, COWZ) accounted for 11.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
FENI
市值: $5.1M
Top Position Liquidated / Trimmed
SYLD
前期市值: $4.4M
During Q2 2025, Certified Advisory Corp's top holdings by market value included VUG (4.4%)、QQQ (3.3%)、COWZ (2.8%). The largest single position, VUG, represented 4.4% of total portfolio value.
In Q2 2025, Certified Advisory Corp made 50 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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