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
317 檔
13.0%
As reported in its official Q4 2025 Form 13F filing, Certified Advisory Corp's tracked investment portfolio stood at $1.2B with 317 total positions.
In Q4 2025, Certified Advisory Corp displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.14% | +0.27% | +0.65% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.40% | +0.43% | +1.58% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.67% | -0.29% | -0.80% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 2.32% | +0.02% | +0.45% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.10% | -1.90% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.07% | +0.26% | +3.50% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.93% | -2.00% | +4.54% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.83% | -0.03% | +4.34% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.04% | -0.74% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.77% | -0.67% | +7.96% | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.58% | +0.25% | +1.28% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +0.16% | +5.02% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.53% | — | +1.21% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.53% | +0.08% | +1.13% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.50% | -0.03% | +1.22% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.50% | +0.04% | +4.25% | |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.42% | -0.09% | +6.49% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.27% | +0.04% | +15.67% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.26% | +0.13% | +11.29% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.25% | +0.27% | -5.00% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.19% | -0.67% | +2.51% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.18% | +0.04% | +3.71% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.03% | +21.29% | |
| 24 | IOO | Ishares Global 100 ETF | ETF-Other | 1.17% | +0.04% | +2.13% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.15% | -0.06% | -14.27% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.07% | -0.25% | -2.52% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.03% | -0.05% | -1.91% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.03% | +0.04% | -0.56% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.08% | -0.13% | |
| 30 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.00% | -0.08% | -0.41% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.99% | +0.08% | +1.59% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.10% | -1.25% | |
| 33 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.97% | +0.05% | +3.52% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | -0.02% | -1.25% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.87% | +0.13% | +6.69% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | -0.01% | -2.56% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.01% | +0.04% | |
| 38 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.82% | -0.83% | EXIT | |
| 39 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.79% | -0.05% | +1.93% | |
| 40 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.78% | -0.46% | -0.65% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.74% | -0.02% | +1.66% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.74% | +1.86% | +4.78% | |
| 43 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.72% | -0.09% | -1.53% | |
| 44 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.71% | +0.03% | +14.04% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.69% | -0.03% | +4.13% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.69% | -0.06% | +4.16% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.05% | -2.41% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.01% | -2.20% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.63% | +0.08% | +13.97% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | +0.04% | -19.47% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 317 disclosed positions in Q4 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 13.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GARP
市值: $2.4M
Top Position Liquidated / Trimmed
PDEC
前期市值: $1.2M
During Q4 2025, Certified Advisory Corp's top holdings by market value included VUG (4.1%)、QQQ (3.4%)、COWZ (2.7%). The largest single position, VUG, represented 4.1% of total portfolio value.
In Q4 2025, Certified Advisory Corp made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 14 holdings, and fully liquidating 2 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.