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CIK: 0001731732
Total reported value
$1.2B
$1.2B
318 檔
12.4%
The Q1 2026 SEC filing reveals that Certified Advisory Corp held a total portfolio value of $1.2B, covering 318 public equity positions.
In Q1 2026, Certified Advisory Corp displayed an active expansion posture, initiating 17 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.76% | +0.27% | +3.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.19% | +0.43% | +1.70% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.54% | -0.29% | -7.03% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.20% | +0.26% | +5.47% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.11% | +0.02% | -9.78% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.08% | -2.00% | +10.26% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.10% | -2.53% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.95% | -0.03% | +8.70% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.92% | -0.67% | +11.02% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.79% | +0.04% | +32.75% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.68% | +0.04% | +10.49% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.04% | -0.82% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.64% | +0.25% | +2.46% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.56% | — | +0.35% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.16% | +3.10% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.51% | -0.09% | +9.65% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.47% | -0.03% | -8.01% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.46% | +0.08% | +8.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.40% | -0.03% | +19.28% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.26% | -0.67% | +8.16% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.26% | +0.04% | +1.58% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.25% | +0.13% | +5.77% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.22% | -0.06% | +4.78% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.13% | +0.27% | -0.45% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-Other | 1.10% | +0.04% | +0.14% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.09% | -0.05% | +7.80% | |
| 27 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.05% | +0.05% | +10.52% | |
| 28 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.01% | +0.03% | +42.92% | |
| 29 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.01% | -0.08% | -3.75% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | -0.02% | -2.26% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.95% | +0.13% | +5.45% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.92% | +0.08% | +5.99% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.10% | -1.09% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | -14.46% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.08% | -3.79% | |
| 36 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.83% | -0.83% | EXIT | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.78% | -0.05% | +1.68% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.77% | +1.86% | +6.69% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.01% | -2.12% | |
| 40 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.77% | +0.24% | +273.31% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.76% | -0.02% | +0.98% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.01% | -2.23% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.73% | -0.06% | +1.37% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.70% | -0.09% | -0.70% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.69% | +0.19% | +22.84% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.69% | -0.03% | +0.91% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-Other | 0.68% | +0.08% | +10.85% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.63% | -0.25% | -39.78% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.63% | -0.46% | -3.81% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.10% | -3.52% |
According to official SEC Form 13F filings, Certified Advisory Corp reported a total U.S. public equity portfolio value of $1.2B across 318 disclosed positions in Q1 2026.
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 12.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
NANR
市值: $2.1M
Top Position Liquidated / Trimmed
FLQM
前期市值: $4.1M
During Q1 2026, Certified Advisory Corp's top holdings by market value included VUG (3.8%)、QQQ (3.2%)、COWZ (2.5%). The largest single position, VUG, represented 3.8% of total portfolio value.
In Q1 2026, Certified Advisory Corp made 197 total portfolio adjustments, initiating 17 new buys, adding to 102 positions, trimming 62 holdings, and fully liquidating 16 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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