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CIK: 0002055620
Total reported value
$184.5M
$184.5M
113 檔
16.7%
During the Q1 2025 filing period, Certior Financial Group, LLC (CIK: 0002055620) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $184.5M across 113 reported positions.
In Q1 2025, Certior Financial Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 66 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.10% | +0.52% | +45.21% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.94% | +0.19% | +58.99% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.16% | +0.10% | +32.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | -0.03% | -1.60% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.47% | — | +109.12% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.35% | -0.98% | -24.67% | |
| 7 | FSK | Fs Kkr Capital CORP | Stock-Financials | 3.31% | -0.19% | -5.61% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.26% | -4.53% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.50% | -0.38% | +62.44% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.38% | +0.97% | -5.13% | |
| 11 | MSTR | Strategy Inc | Stock-Tech | 2.32% | +0.37% | — | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.32% | -0.01% | -2.78% | |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.31% | +0.10% | -0.16% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.04% | +0.13% | +37.33% | |
| 15 | IVVB | Ishares Large Cap Deep Quart | ETF-Large Cap & Growth | 2.02% | — | — | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 1.89% | -0.04% | +6.31% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.88% | -0.02% | +60.16% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.79% | -0.11% | +1.22% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.58% | -0.04% | +42.86% | |
| 20 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 1.55% | -0.27% | -0.13% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.55% | -0.25% | +48.53% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.55% | -0.14% | +47.96% | |
| 23 | BENJ | Horizon Landmark ETF | ETF-Other | 1.28% | +0.06% | — | |
| 24 | ARCC | Ares Capital CORP | Stock-Financials | 1.19% | -0.04% | -3.74% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | -0.01% | +49.46% | |
| 26 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.16% | -0.06% | +20.62% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | +0.06% | +51.67% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 1.04% | -0.07% | +46.15% | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.03% | -0.16% | +47.56% | |
| 30 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.92% | -0.06% | -8.04% | |
| 31 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.90% | +0.02% | +12.55% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.83% | — | +0.00% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.58% | EXIT | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.01% | -1.77% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.66% | — | — | |
| 36 | CGUS | Cap Group Core Equity | ETF-Other | 0.63% | — | +3.92% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | +0.03% | +0.38% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.83% | -1.37% | |
| 39 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.53% | -1.13% | -2.75% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.39% | EXIT | |
| 41 | CGGR | Cap Group Growth Equity | ETF-Other | 0.51% | +0.02% | +17.49% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.51% | -0.02% | +1.51% | |
| 43 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.49% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.03% | +1.91% | |
| 45 | RBIL | US Treasury Ultra Short Tips | ETF-Gov Bonds | 0.48% | — | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.08% | +0.14% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.04% | +4.87% | |
| 48 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.45% | -0.03% | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | +0.21% | -7.16% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | +3.96% |
According to official SEC Form 13F filings, Certior Financial Group, LLC reported a total U.S. public equity portfolio value of $184.5M across 113 disclosed positions in Q1 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 SCHG, SCHD, TCAF) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVVB
市值: $2.5M
Top Position Liquidated / Trimmed
INDA
前期市值: $1.5M
During Q1 2025, Certior Financial Group, LLC's top holdings by market value included SCHG (6.1%)、SCHD (5.9%)、TCAF (5.2%). The largest single position, SCHG, represented 6.1% of total portfolio value.
In Q1 2025, Certior Financial Group, LLC made 124 total portfolio adjustments, initiating 9 new buys, adding to 66 positions, trimming 35 holdings, and fully liquidating 14 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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