13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001731732
Total reported value
$1.2B
$1.2B
315 檔
12.7%
At the close of Q3 2025, Certified Advisory Corp disclosed equity holdings valued at approximately $1.2B, spread across 315 reported holdings.
In Q3 2025, Certified Advisory Corp displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.22% | +0.27% | -3.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.40% | +0.43% | +4.51% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.68% | -0.29% | -0.92% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.35% | +0.02% | -0.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -0.10% | -0.55% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | +0.26% | +1.89% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.93% | -2.00% | +4.88% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.84% | -0.03% | +21.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.04% | -0.57% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.71% | -0.67% | +5.49% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.65% | +0.25% | +2.34% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.55% | +0.08% | +2.43% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.55% | — | +7.35% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.16% | +37.44% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.47% | -0.03% | -0.65% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.45% | +0.04% | +5.06% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.40% | -0.09% | +50.89% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.36% | +0.27% | +0.41% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.35% | -0.06% | +0.16% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.22% | -0.67% | +4.34% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.15% | +0.13% | +56.14% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.14% | +0.04% | +27.44% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-Other | 1.13% | +0.04% | +3.18% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.11% | +0.04% | +3.46% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.11% | -0.25% | -2.58% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.10% | -0.05% | +2.15% | |
| 27 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.07% | -0.08% | +2.52% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.06% | +0.04% | +0.32% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.08% | -1.30% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.10% | +2.40% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.02% | -0.51% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.99% | +0.08% | +1.65% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.03% | +34.73% | |
| 34 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.98% | +0.05% | +8.78% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.01% | +3.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.01% | +3.49% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.84% | +0.04% | +4.70% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.83% | +0.13% | +10.85% | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.82% | -0.83% | EXIT | |
| 40 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.81% | -0.05% | -0.97% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.79% | -0.46% | +4.11% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.05% | +10.71% | |
| 43 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.77% | -0.09% | -8.59% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.76% | -0.02% | +2.14% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.73% | +1.86% | +6.09% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.70% | -0.03% | +3.75% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.01% | +1.68% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.10% | -0.11% | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.64% | -0.06% | +5.89% | |
| 50 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.62% | +0.03% | +22.46% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 315 disclosed positions in Q3 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 12.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
FENI
市值: $6.6M
Top Position Liquidated / Trimmed
SYLD
前期市值: $4.4M
During Q3 2025, Certified Advisory Corp's top holdings by market value included VUG (4.2%)、QQQ (3.4%)、COWZ (2.7%). The largest single position, VUG, represented 4.2% of total portfolio value.
In Q3 2025, Certified Advisory Corp made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 9 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.