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CIK: 0002055620
Total reported value
$182.5M
$182.5M
116 檔
18.5%
As reported in its official Q2 2025 Form 13F filing, Certior Financial Group, LLC's tracked investment portfolio stood at $182.5M with 116 total positions.
In Q2 2025, Certior Financial Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 23 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 | 7.10% | +0.53% | +8.18% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.56% | -0.31% | +7.09% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.52% | +0.32% | +6.12% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.82% | -5.12% | +23.69% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.21% | +1.11% | NEW | |
| 6 | MSTR | Strategy Inc | Stock-Tech | 3.14% | -0.33% | +0.01% | |
| 7 | FSK | Fs Kkr Capital CORP | Stock-Financials | 2.90% | -0.25% | -4.02% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.82% | +0.36% | +13.12% | |
| 9 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.77% | -0.77% | — | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.69% | — | +304.12% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | +0.06% | -41.75% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.48% | +0.53% | +7.58% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.12% | -0.10% | -0.41% | |
| 14 | IVVB | Ishares Large Cap Deep Quart | ETF-Large Cap & Growth | 1.97% | — | +0.06% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.05% | -8.98% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.91% | -0.03% | -0.76% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.84% | +0.03% | -4.66% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.63% | -0.21% | -1.72% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.52% | -0.11% | +3.53% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.48% | -0.08% | +4.50% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.48% | -0.26% | +4.84% | |
| 22 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 1.47% | -0.22% | -0.33% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | +0.13% | +7.74% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | +0.14% | +12.06% | |
| 25 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.13% | -0.08% | +4.55% | |
| 26 | ARCC | Ares Capital CORP | Stock-Financials | 1.04% | +0.19% | -3.70% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 1.01% | -0.15% | +4.69% | |
| 28 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.99% | -0.14% | +5.86% | |
| 29 | BENJ | Horizon Landmark ETF | ETF-Other | 0.97% | -0.20% | -18.99% | |
| 30 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.92% | -0.01% | +1.00% | |
| 31 | INDA | Ishares Msci India ETF | ETF-Other | 0.86% | — | — | |
| 32 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.77% | -0.08% | -5.34% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.77% | -0.09% | +0.27% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +1.35% | +1.18% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.19% | +0.31% | |
| 36 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.64% | — | — | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -0.17% | -4.50% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.26% | +2.40% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | — | +3.71% | |
| 40 | CGUS | Cap Group Core Equity | ETF-Other | 0.59% | — | -7.29% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.02% | +2.22% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.56% | +0.01% | +1.79% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.55% | — | -82.68% | |
| 44 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.54% | — | +11.65% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.14% | +0.73% | |
| 46 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.46% | -0.07% | -1.57% | |
| 47 | RBIL | US Treasury Ultra Short Tips | ETF-Gov Bonds | 0.44% | — | +0.27% | |
| 48 | CGGO | Cap Group Global Growth | ETF-Other | 0.43% | +0.05% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.03% | -1.07% | |
| 50 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.40% | +0.29% | +193.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPEM | State Street Sp Ptf Em ETF | +2% | +304.12% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1% | +8.18% | Add |
| 3 | INDA | Ishares Msci India ETF | +0.9% | NEW | New buy |
| 4 | GLDM | Spdr Gold Minishares Trust | +0.8% | +38.50% | Add |
| 5 | MSTR | Strategy Inc | +0.8% | +0.01% | Add |
| 6 | BBJP | Jpmorgan Betabuilders Japan | +0.6% | NEW | New buy |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +23.69% | Add |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | +0.5% | — | Unchanged |
| 9 | VGT | Vanguard Info Tech ETF | +0.4% | +7.58% | Add |
| 10 | TCAF | T Rowe Prc Cap Appreciation | +0.4% | +6.12% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | +0.3% | +13.12% | Add |
| 12 | ACN | Accenture plc | +0.3% | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -4.50% | Trim |
| 14 | CEG | Constellation Energy | +0.2% | NEW | New buy |
| 15 | ARKK | Ark Innovation ETF | +0.2% | NEW | New buy |
| 16 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 17 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 18 | FPAG | Fpa Global Equity ETF New | +0.2% | NEW | New buy |
| 19 | VCIT | Vanguard Int-term Corporate | +0.2% | NEW | New buy |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.06% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.74% | Add |
| 22 | MSFT | Microsoft CORP | +0.1% | +1.18% | Add |
| 23 | COIN | Coinbase Global Inc -class A | +0.1% | +0.08% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +2.22% | Add |
| 25 | TXN | Texas Instruments Inc | +0.1% | +37.15% | Add |
| 26 | HBTA | Horizon Expedition Plus ETF | +0.1% | +11.65% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | +17.79% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +3.71% | Add |
| 29 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | — | Unchanged |
| 30 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | +193.54% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.57% | Add |
| 32 | CGGR | Cap Group Growth Equity | +0.1% | +1.79% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | -0.76% | Trim |
| 34 | QLTY | Gmo U.s. Quality ETF | 0% | +1.00% | Add |
| 35 | IVVB | Ishares Large Cap Deep Quart | -0.1% | +0.06% | Add |
| 36 | CGDV | Cap Group Dividend Value | -0.1% | -4.66% | Trim |
| 37 | PECO | Phillips Edison & Company In | -0.2% | -5.34% | Trim |
| 38 | WTRG | Essential Utilities Inc | -0.2% | EXIT | Sold out |
| 39 | RSG | Republic Services Inc | -0.2% | -36.01% | Trim |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | EXIT | Sold out |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.3% | EXIT | Sold out |
| 42 | HSY | Hershey Co/the | -0.3% | EXIT | Sold out |
| 43 | BENJ | Horizon Landmark ETF | -0.3% | -18.99% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.4% | +7.09% | Add |
| 45 | FSK | Fs Kkr Capital CORP | -0.4% | -4.02% | Trim |
| 46 | CMDT | Pimco Commodity Active Strat | -0.5% | EXIT | Sold out |
| 47 | HGER | Harbor Commodity All Weather | -0.5% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -0.6% | -8.98% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -1.7% | -41.75% | Trim |
| 50 | TIP | Ishares Tips Bond ETF | -2.9% | -82.68% | Trim |
According to official SEC Form 13F filings, Certior Financial Group, LLC reported a total U.S. public equity portfolio value of $182.5M across 116 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 SCHG, SCHD, TCAF) accounted for 18.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
INDA
市值: $1.2M
Top Position Liquidated / Trimmed
HGER
前期市值: $656.7K
During Q2 2025, Certior Financial Group, LLC's top holdings by market value included SCHG (7.1%)、SCHD (5.6%)、TCAF (5.5%). The largest single position, SCHG, represented 7.1% of total portfolio value.
In Q2 2025, Certior Financial Group, LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 6 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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