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CIK: 0002055620
Total reported value
$184.5M
$184.5M
146 檔
28.5%
At the close of Q2 2026, Certior Financial Group, LLC disclosed equity holdings valued at approximately $184.5M, spread across 146 reported holdings.
In Q2 2026, Certior Financial Group, LLC displayed an active expansion posture, initiating 27 new positions and adding to 81 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 | 7.42% | +0.52% | +7.79% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.33% | +0.19% | +7.29% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.76% | +0.10% | +6.60% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.75% | -0.98% | -38.51% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.58% | -0.38% | +4.21% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.07% | +0.13% | +719.22% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.88% | -0.25% | +5.26% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.36% | -0.04% | +1.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | -0.03% | +4.24% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | -0.12% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.26% | -0.50% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.83% | +356.49% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.71% | -0.16% | +4.78% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.67% | -0.01% | +13.27% | |
| 15 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 1.63% | +1.32% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.62% | +0.06% | +14.96% | |
| 17 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.62% | -1.13% | +43.39% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.58% | -0.11% | +3.68% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.50% | -0.14% | +9.38% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.48% | -0.07% | +5.86% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.29% | -0.04% | +7.54% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.11% | +0.97% | — | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.06% | -1.06% | EXIT | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | -0.02% | +2.73% | |
| 25 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.03% | +0.02% | +0.20% | |
| 26 | ARCC | Ares Capital CORP | Stock-Financials | 1.02% | -0.04% | +39.41% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.81% | +393.52% | |
| 28 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.98% | -0.06% | +7.30% | |
| 29 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.96% | -0.27% | -3.51% | |
| 30 | BENJ | Horizon Landmark ETF | ETF-Other | 0.90% | +0.06% | -6.34% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.69% | -0.01% | +2.65% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-Other | 0.68% | -0.03% | +2.40% | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.67% | +0.10% | -37.26% | |
| 34 | FSSL | Fs Specialty Lending Fund | Stock-Other | 0.66% | -0.17% | -14.64% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.03% | +62.92% | |
| 36 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.59% | — | +182.07% | |
| 37 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.59% | +0.01% | +1.95% | |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.58% | — | +193.27% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.58% | EXIT | |
| 40 | CGUS | Cap Group Core Equity | ETF-Other | 0.57% | — | +0.11% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.54% | — | — | |
| 42 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.54% | +0.22% | +187.41% | |
| 43 | CGGO | Cap Group Global Growth | ETF-Other | 0.53% | -0.04% | — | |
| 44 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.52% | -0.19% | -23.00% | |
| 45 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.51% | +0.02% | +0.71% | |
| 46 | MSTR | Strategy Inc | Stock-Tech | 0.50% | +0.37% | — | |
| 47 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.49% | -0.06% | -9.10% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.01% | +0.11% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | -0.03% | +2.09% | |
| 50 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.45% | -0.02% | +0.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2% | NEW | New buy |
| 2 | FLJP | Franklin Ftse Japan ETF | +1.6% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +1.4% | +356.49% | Add |
| 4 | GLDM | Spdr Gold Minishares Trust | +1.1% | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +393.52% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.5% | +7.79% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.5% | +719.22% | Add |
| 8 | SCHA | Schwab US Small-cap ETF | +0.4% | +4.21% | Add |
| 9 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +182.07% | Add |
| 10 | DIVO | Amplify Cwp Enhan Divid ETF | +0.4% | +193.27% | Add |
| 11 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 12 | TCAF | T Rowe Prc Cap Appreciation | +0.3% | +6.60% | Add |
| 13 | ARKB | Ark 21shares Bitcoin ETF | +0.3% | +187.41% | Add |
| 14 | AZN | AstraZeneca PLC | +0.3% | NEW | New buy |
| 15 | HGER | Harbor Commodity All Weather | +0.2% | +43.39% | Add |
| 16 | TRI | Thomson Reuters CORP | +0.2% | NEW | New buy |
| 17 | ATO | Atmos Energy CORP | +0.2% | NEW | New buy |
| 18 | YMM | Full Truck Alliance -spn Adr | +0.2% | NEW | New buy |
| 19 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.2% | NEW | New buy |
| 20 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 21 | ARCC | Ares Capital CORP | +0.2% | +39.41% | Add |
| 22 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +122.75% | Add |
| 23 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +62.92% | Add |
| 25 | MDLZ | Mondelez International Inc-a | +0.2% | NEW | New buy |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +14.96% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.27% | Add |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | NEW | New buy |
| 29 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 30 | ARKX | Ark Space & Defense Innovati | +0.1% | NEW | New buy |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 32 | BHB | Bar Harbor Bankshares | +0.1% | NEW | New buy |
| 33 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 34 | IGM | Ishares Expanded Tech Sector | +0.1% | NEW | New buy |
| 35 | DECP | Pgim S&p 500 Buffer 12 ETF - | +0.1% | NEW | New buy |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 37 | ARES | Ares Management CORP - A | +0.1% | +68.30% | Add |
| 38 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | NEW | New buy |
| 39 | EPR | Epr Properties | +0.1% | NEW | New buy |
| 40 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 41 | HTO | H2o America | +0.1% | NEW | New buy |
| 42 | GCMG | Gcm Grosvenor Inc - Class A | +0.1% | NEW | New buy |
| 43 | TXN | Texas Instruments Inc | +0.1% | +0.04% | Add |
| 44 | HCKT | Hackett Group Inc/the | +0.1% | NEW | New buy |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.06% | Add |
| 46 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.24% | Add |
| 47 | QCOM | Qualcomm Inc | +0.1% | +1.69% | Add |
| 48 | VT | Vanguard Tot World Stk ETF | +0.1% | +8.07% | Add |
| 49 | CGGO | Cap Group Global Growth | +0.1% | — | Unchanged |
| 50 | CGDV | Cap Group Dividend Value | 0% | +1.74% | Add |
According to official SEC Form 13F filings, Certior Financial Group, LLC reported a total U.S. public equity portfolio value of $184.5M across 146 disclosed positions in Q2 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 SCHG, SCHD, TCAF) accounted for 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYM
市值: $3.7M
Top Position Liquidated / Trimmed
SPDR Gold MiniShares Trust
前期市值: $2.3M
During Q2 2026, Certior Financial Group, LLC's top holdings by market value included SCHG (7.4%)、SCHD (6.3%)、TCAF (5.8%). The largest single position, SCHG, represented 7.4% of total portfolio value.
In Q2 2026, Certior Financial Group, LLC made 146 total portfolio adjustments, initiating 27 new buys, adding to 81 positions, trimming 27 holdings, and fully liquidating 11 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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