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CIK: 0002055620
Total reported value
$182.5M
$182.5M
130 檔
20.7%
As reported in its official Q4 2025 Form 13F filing, Certior Financial Group, LLC's tracked investment portfolio stood at $182.5M with 130 total positions.
Certior Financial Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 15 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.64% | +0.53% | +2.48% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.86% | -0.31% | +5.15% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.83% | +0.32% | +3.49% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.16% | +0.36% | +3.95% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.06% | — | +16.49% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.75% | +0.53% | +2.48% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.68% | -5.12% | +180.69% | |
| 8 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 2.51% | — | +19.01% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.06% | +1.19% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.27% | +0.03% | +2.24% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.05% | -1.23% | |
| 12 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.02% | -0.77% | -0.09% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.99% | -0.10% | +5.25% | |
| 14 | ✓ | SPDR Gold MiniShares Trust | Stock-Other | 1.97% | -1.48% | EXIT | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.82% | -0.03% | -34.58% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.68% | -0.21% | +15.34% | |
| 17 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.65% | +0.24% | +108.65% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.58% | -0.26% | +8.66% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.58% | -0.08% | +8.94% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.47% | -0.11% | +2.94% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.45% | +0.13% | +5.98% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.40% | +0.14% | +6.02% | |
| 23 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.38% | -0.25% | -17.87% | |
| 24 | FSSL | Fs Specialty Lending Fund | Stock-Other | 1.34% | -0.34% | — | |
| 25 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 1.23% | -0.22% | +0.68% | |
| 26 | BENJ | Horizon Landmark ETF | ETF-Other | 1.22% | -0.20% | +7.92% | |
| 27 | INDA | Ishares Msci India ETF | ETF-Other | 1.18% | — | +21.44% | |
| 28 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.12% | -0.08% | +3.88% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 1.05% | -0.15% | +8.80% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.05% | +0.05% | -43.93% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.04% | -0.14% | +8.40% | |
| 32 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.96% | -0.01% | +1.40% | |
| 33 | MSTR | Strategy Inc | Stock-Tech | 0.79% | -0.33% | -8.59% | |
| 34 | ARCC | Ares Capital CORP | Stock-Financials | 0.74% | +0.19% | -10.48% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | -0.17% | -1.99% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.02% | -24.05% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.67% | -0.09% | -0.54% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +1.35% | -0.45% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.26% | +2.45% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.19% | +0.10% | |
| 41 | CGUS | Cap Group Core Equity | ETF-Other | 0.64% | — | +0.51% | |
| 42 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.61% | -0.08% | -2.74% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | +0.01% | +2.50% | |
| 44 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.55% | -0.07% | +10.71% | |
| 45 | CGBL | Cap Group Core Balanced | ETF-Other | 0.55% | -0.02% | +52.82% | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.51% | +0.05% | +6.58% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | — | -1.04% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | +5.63% | |
| 49 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.48% | — | -6.56% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.46% | -0.14% | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.7% | +180.69% | Add |
| 2 | HGER | Harbor Commodity All Weather | +0.8% | +108.65% | Add |
| 3 | SPEM | State Street Sp Ptf Em ETF | +0.5% | +16.49% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.5% | +2.48% | Add |
| 5 | BBJP | Jpmorgan Betabuilders Japan | +0.4% | +19.01% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +5.15% | Add |
| 7 | TCAF | T Rowe Prc Cap Appreciation | +0.4% | +3.49% | Add |
| 8 | INDA | Ishares Msci India ETF | +0.3% | +21.44% | Add |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +15.34% | Add |
| 10 | SCHA | Schwab US Small-cap ETF | +0.2% | +3.95% | Add |
| 11 | CGBL | Cap Group Core Balanced | +0.2% | +52.82% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.2% | +2.24% | Add |
| 13 | CBUS | Cibus Inc | +0.2% | +46.74% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | +5.98% | Add |
| 15 | MUNI | Pimco Intermediate Municipal | +0.2% | +8.94% | Add |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +8.66% | Add |
| 17 | AAPL | Apple Inc | +0.2% | -1.23% | Trim |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +5.63% | Add |
| 19 | CGIC | Cap Group Intl Core Eq | +0.1% | +61.77% | Add |
| 20 | BENJ | Horizon Landmark ETF | +0.1% | +7.92% | Add |
| 21 | FSCO | Fs Credit Opportunities CORP | -0.1% | +0.68% | Add |
| 22 | TSLA | Tesla Inc | -0.2% | -24.05% | Trim |
| 23 | FSK | Fs Kkr Capital CORP | -0.3% | -17.87% | Trim |
| 24 | GBTC | Grayscale Bitcoin Trust ETF | -0.6% | -0.09% | Trim |
| 25 | VT | Vanguard Tot World Stk ETF | -0.7% | -43.93% | Trim |
| 26 | VXUS | Vanguard Total Intl Stock | -0.9% | -34.58% | Trim |
| 27 | MSTR | Strategy Inc | -1.4% | -8.59% | Trim |
| 28 | GLDM | Spdr Gold Minishares Trust | — | EXIT | Sold out |
| 29 | ✓ | SPDR Gold MiniShares Trust | — | NEW | New buy |
| 30 | FSSL | Fs Specialty Lending Fund | — | NEW | New buy |
| 31 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 32 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 33 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 34 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 35 | RBIL | US Treasury Ultra Short Tips | — | EXIT | Sold out |
| 36 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 37 | GMOV | Gmo U.s. Value ETF | — | EXIT | Sold out |
| 38 | FLIN | Franklin Ftse India ETF | — | NEW | New buy |
| 39 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 40 | UL | Unilever PLC | — | EXIT | Sold out |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 42 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 44 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 45 | WTRG | Essential Utilities Inc | — | EXIT | Sold out |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 48 | HOOD | Robinhood Markets Inc - A | — | EXIT | Sold out |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | EXIT | Sold out |
| 50 | NLY | Annaly Capital Management In | — | NEW | New buy |
According to official SEC Form 13F filings, Certior Financial Group, LLC reported a total U.S. public equity portfolio value of $182.5M across 130 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 SCHG, SCHD, TCAF) accounted for 20.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPDR Gold MiniShares Trust
市值: $2.9M
Top Position Liquidated / Trimmed
GLDM
前期市值: $6.0M
During Q4 2025, Certior Financial Group, LLC's top holdings by market value included SCHG (7.6%)、SCHD (5.9%)、TCAF (5.8%). The largest single position, SCHG, represented 7.6% of total portfolio value.
In Q4 2025, Certior Financial Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 15 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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