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: 0002055620
Total reported value
$182.5M
$182.5M
130 檔
28.4%
At the close of Q1 2026, Certior Financial Group, LLC disclosed equity holdings valued at approximately $182.5M, spread across 130 reported holdings.
In Q1 2026, Certior Financial Group, LLC displayed an active expansion posture, initiating 13 new positions and adding to 69 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 10.87% | -5.12% | +329.70% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.89% | +0.53% | +7.15% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.64% | -0.31% | +7.32% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.44% | +0.32% | +6.31% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.22% | +0.36% | +5.77% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.14% | -0.26% | +112.59% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.54% | +0.53% | +5.71% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.33% | +0.03% | +11.57% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.06% | +3.32% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.97% | -0.05% | +0.88% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.85% | -0.14% | +91.32% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.79% | -0.21% | +14.12% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.63% | -0.15% | +64.96% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.58% | -0.08% | +6.58% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | +0.13% | +9.96% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.48% | +0.14% | +11.62% | |
| 17 | ✓ | SPDR Gold MiniShares Trust | Stock-Other | 1.48% | -1.48% | EXIT | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.44% | -0.77% | -1.57% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.40% | -0.11% | +1.67% | |
| 20 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.38% | +0.24% | -28.59% | |
| 21 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 1.18% | -0.22% | +25.15% | |
| 22 | BENJ | Horizon Landmark ETF | ETF-Other | 1.10% | -0.20% | -4.73% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.08% | -0.03% | -38.75% | |
| 24 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.06% | -0.08% | +1.82% | |
| 25 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.04% | -0.01% | +23.07% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.01% | +0.05% | +4.06% | |
| 27 | FSSL | Fs Specialty Lending Fund | Stock-Other | 1.00% | -0.34% | -10.34% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.26% | -2.75% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.83% | -0.33% | -1.16% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 0.83% | +0.19% | +33.93% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | -0.10% | -58.33% | |
| 32 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.77% | -0.25% | -14.20% | |
| 33 | CGBL | Cap Group Core Balanced | ETF-Other | 0.70% | -0.02% | +40.28% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.19% | -10.14% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.63% | -0.09% | +1.04% | |
| 36 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.63% | -0.63% | EXIT | |
| 37 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.62% | -0.03% | +117.53% | |
| 38 | CGUS | Cap Group Core Equity | ETF-Other | 0.57% | — | +0.26% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.17% | +0.69% | |
| 40 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.57% | -0.08% | -6.42% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.14% | +0.56% | |
| 42 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.54% | -0.03% | +127.88% | |
| 43 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.52% | -0.07% | +2.69% | |
| 44 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 0.52% | -0.08% | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | -0.01% | — | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.48% | +0.05% | +3.62% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +1.35% | -3.29% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | +0.17% | +49.13% | |
| 49 | CBUS | Cibus Inc | Stock-Other | 0.40% | -0.15% | +17.35% | |
| 50 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.40% | — | -5.34% |
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 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 BIL, SCHG, SCHD) accounted for 28.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PDBC
市值: $995.4K
Top Position Liquidated / Trimmed
SPEM
前期市值: $4.5M
During Q1 2026, Certior Financial Group, LLC's top holdings by market value included BIL (10.9%)、SCHG (6.9%)、SCHD (6.6%). The largest single position, BIL, represented 10.9% of total portfolio value.
In Q1 2026, Certior Financial Group, LLC made 136 total portfolio adjustments, initiating 13 new buys, adding to 69 positions, trimming 41 holdings, and fully liquidating 13 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.