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CIK: 0001800752
Total reported value
$2.0B
$2.0B
554 檔
18.1%
In Q3 2025, Certuity, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 554 disclosed stock positions.
In Q3 2025, Certuity, LLC displayed an active expansion posture, initiating 60 new positions and adding to 107 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including OMF, C, VOO) accounted for 18.1% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 554 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMF | Onemain Holdings Inc | Stock-Financials | 7.48% | -0.47% | +107.58% | |
| 2 | C | Citigroup Inc | Stock-Financials | 5.88% | -0.46% | +0.16% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | -0.58% | +564.18% | |
| 4 | GE | General Electric | Stock-Industrials | 3.82% | -0.02% | +0.02% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.60% | +0.77% | +601.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.48% | +273.26% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 3.09% | +9.34% | -0.10% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.27% | +4.11% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.22% | -0.10% | +0.27% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.28% | +19.41% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.85% | -0.19% | +5.08% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.79% | -0.36% | -0.20% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | -0.06% | +4.09% | |
| 14 | FLG | Flagstar Bank NA | Stock-Financials | 1.68% | -0.27% | -0.03% | |
| 15 | PNC | Pnc Financial Services Group | Stock-Financials | 1.49% | -0.16% | +1.51% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | -0.12% | +17.73% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.29% | -0.09% | +12.57% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.15% | -1.82% | |
| 19 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.17% | -0.28% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.13% | +341.45% | |
| 21 | F | Ford Motor Co | Stock-Consumer Disc | 1.11% | -0.10% | -0.09% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.18% | +5.76% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.02% | -0.12% | +10.22% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.39% | +0.84% | |
| 25 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.89% | — | — | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.85% | -0.10% | +1.86% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -1.16% | EXIT | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | -0.12% | +16.74% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | -0.07% | +2457.78% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.75% | +1.32% | -1.55% | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.69% | -0.19% | +0.06% | |
| 32 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.67% | -0.12% | -2.01% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.65% | -0.11% | +0.86% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.02% | +8.31% | |
| 35 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.64% | -0.11% | — | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.02% | +0.03% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | -0.05% | +3.57% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.26% | -0.83% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.10% | -9.82% | |
| 40 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.50% | -0.14% | — | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.50% | -0.21% | — | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.19% | +24.24% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.07% | +10.51% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.03% | +0.33% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.09% | +17.16% | |
| 46 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.40% | -0.17% | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.03% | +10.39% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.05% | +20.88% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.38% | — | -4.29% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.14% | +3.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.9% | +564.18% | Add |
| 2 | OMF | Onemain Holdings Inc | +2.7% | +107.58% | Add |
| 3 | NOC | Northrop Grumman CORP | +0.9% | — | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +341.45% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +273.26% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +16.74% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +17.73% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | -0.10% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +2457.78% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +143.29% | Add |
| 11 | ANET | Arista Networks Inc | +0.1% | -4.29% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +40.74% | Add |
| 13 | RDVY | First Trust Rising Dividend | +0.1% | +3.80% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +43.49% | Add |
| 15 | ICE | Intercontinental Exchange In | +0.1% | +604.87% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +128.35% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +163.72% | Add |
| 18 | TT | Trane Technologies plc | +0.1% | +343.01% | Add |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +140.82% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +190.35% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | -0.76% | Trim |
| 22 | AVGO | Broadcom Inc | +0.1% | +0.33% | Trim |
| 23 | TJX | Tjx Companies Inc | +0.1% | +95.67% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +88.30% | Add |
| 25 | SYK | Stryker CORP | +0.1% | +338.69% | Add |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +278.34% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +90.58% | Add |
| 28 | ACN | Accenture plc | +0.1% | +307.72% | Add |
| 29 | LRCX | Lam Research CORP | 0% | -7.87% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | -6.16% | Trim |
| 31 | XLK | Ss Technology Select Sector | 0% | +1.53% | Add |
| 32 | CTAS | Cintas CORP | 0% | +135.34% | Add |
| 33 | COF | Capital One Financial CORP | 0% | +51.81% | Add |
| 34 | NOW | Servicenow Inc | 0% | +102.85% | Add |
| 35 | MSFT | Microsoft CORP | 0% | +19.41% | Add |
| 36 | HD | Home Depot Inc | 0% | +69.73% | Add |
| 37 | KO | Coca-cola Co/the | 0% | +142.23% | Add |
| 38 | ORLY | O'reilly Automotive Inc | 0% | +107.73% | Add |
| 39 | AIQ | Global X Art Intel & Tech | 0% | +72.62% | Add |
| 40 | APP | Applovin Corp-class A | 0% | +9.49% | Trim |
| 41 | MCK | Mckesson CORP | 0% | +106.24% | Add |
| 42 | VWO | Vanguard Ftse Emerging Marke | 0% | +95.90% | Add |
| 43 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | 0% | +42.05% | Add |
| 44 | PH | Parker Hannifin CORP | 0% | +93.94% | Add |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | +158.63% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | 0% | +27.04% | Add |
| 47 | AXP | American Express Co | 0% | +89.42% | Add |
| 48 | ALSN | Allison Transmission Holding | 0% | +307.51% | Add |
| 49 | ADSK | Autodesk Inc | 0% | +111.35% | Add |
| 50 | GD | General Dynamics CORP | 0% | +44.01% | Add |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 554 disclosed positions in Q3 2025.
During Q3 2025, Certuity, LLC's top holdings by market value included OMF (7.5%)、C (5.9%)、VOO (4.5%). The largest single position, OMF, represented 7.5% of total portfolio value.
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.
Top New Position Initiated
BMNR
市值: $9.4M
Top Position Liquidated / Trimmed
UPS
前期市值: $1.5M
In Q3 2025, Certuity, LLC made 197 total portfolio adjustments, initiating 60 new buys, adding to 107 positions, trimming 28 holdings, and fully liquidating 2 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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