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CIK: 0001800752
Total reported value
$2.0B
$2.0B
584 檔
21.4%
According to the latest 13F quarterly dataset, Certuity, LLC managed an equity portfolio of $2.0B at the end of Q4 2025, spanning 584 distinct U.S. exchange-listed positions.
In Q4 2025, Certuity, LLC displayed an active expansion posture, initiating 46 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 584 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMF | Onemain Holdings Inc | Stock-Financials | 8.21% | -0.47% | -0.00% | |
| 2 | C | Citigroup Inc | Stock-Financials | 6.20% | -0.46% | +0.10% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 4.85% | +9.34% | +0.22% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | -0.58% | +5.93% | |
| 5 | GE | General Electric | Stock-Industrials | 3.59% | -0.02% | +0.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.57% | +0.77% | +0.27% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | -0.48% | +0.97% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | -0.27% | +0.50% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.28% | -0.10% | +0.31% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 1.83% | -0.36% | +0.10% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.74% | -0.19% | -4.00% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.28% | +1.39% | |
| 13 | FLG | Flagstar Bank NA | Stock-Financials | 1.68% | -0.27% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | -0.06% | -0.75% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | -0.12% | -0.84% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.52% | -0.09% | +26.18% | |
| 17 | PNC | Pnc Financial Services Group | Stock-Financials | 1.34% | -0.16% | -5.60% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.15% | +6.41% | |
| 19 | F | Ford Motor Co | Stock-Consumer Disc | 1.12% | -0.10% | -0.02% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.13% | -0.49% | |
| 21 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.03% | -0.28% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.18% | +4.62% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.87% | -0.12% | -9.35% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.07% | -0.02% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.39% | -0.21% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.81% | -0.19% | -0.56% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -1.16% | EXIT | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.76% | — | -0.16% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.12% | +2.91% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.75% | +1.32% | +0.08% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.73% | -0.10% | -6.21% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.60% | -0.11% | +0.24% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.58% | +0.02% | -1.45% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.02% | -5.38% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.05% | -1.56% | |
| 36 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.50% | -0.12% | -15.68% | |
| 37 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.48% | -0.21% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.10% | -2.92% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.46% | -0.26% | +0.08% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.03% | +0.64% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.01% | +35.61% | |
| 42 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.41% | -0.17% | — | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.41% | -0.14% | -0.42% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.19% | +2.18% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.09% | +4.69% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.05% | +3.69% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | -0.03% | +0.08% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | -0.07% | +0.95% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.33% | +0.01% | +35.08% | |
| 50 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.31% | -0.11% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.8% | +0.22% | Add |
| 2 | OMF | Onemain Holdings Inc | +0.7% | -0.00% | Trim |
| 3 | C | Citigroup Inc | +0.3% | +0.10% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.84% | Trim |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +26.18% | Add |
| 6 | WTV | Wisdomtree U.s. Value Fund | +0.2% | +1152.21% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.02% | Trim |
| 8 | FCX | Freeport-mcmoran Inc | +0.1% | -0.56% | Trim |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +98.11% | Add |
| 10 | AXP | American Express Co | +0.1% | +146.33% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +35.61% | Add |
| 12 | SCHV | Schwab US Large-cap Value | +0.1% | +70.99% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +162.70% | Add |
| 14 | RMD | Resmed Inc | +0.1% | +561.69% | Add |
| 15 | EMLP | First Trust North American E | +0.1% | +200.73% | Add |
| 16 | MS | Morgan Stanley | +0.1% | +0.31% | Add |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +35.08% | Add |
| 18 | MPWR | Monolithic Power Systems Inc | +0.1% | +364.98% | Add |
| 19 | RIVN | Rivian Automotive Inc-a | +0.1% | -0.05% | Trim |
| 20 | WFC | Wells Fargo & Co | 0% | +0.10% | Add |
| 21 | BMY | Bristol-myers Squibb Co | 0% | -0.42% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | +6.41% | Add |
| 23 | VRTX | Vertex Pharmaceuticals Inc | 0% | +17.12% | Add |
| 24 | RDVY | First Trust Rising Dividend | 0% | +31.35% | Add |
| 25 | NEM | Newmont CORP | 0% | +20.56% | Add |
| 26 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | 0% | +53.67% | Add |
| 27 | ODFL | Old Dominion Freight Line | 0% | +45.73% | Add |
| 28 | CL | Colgate-palmolive Co | 0% | +106.17% | Add |
| 29 | VGT | Vanguard Info Tech ETF | 0% | +16.54% | Add |
| 30 | M | Macy's, Inc. | 0% | +5.03% | Add |
| 31 | CAT | Caterpillar Inc | 0% | +1.10% | Add |
| 32 | AMD | Advanced Micro Devices | 0% | -3.94% | Trim |
| 33 | CART | Maplebear Inc | 0% | — | Unchanged |
| 34 | EXPE | Expedia Group Inc | 0% | +25.78% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | 0% | +48.46% | Add |
| 36 | DAL | Delta Air Lines Inc | 0% | +77.89% | Add |
| 37 | ABNB | Airbnb Inc-class A | 0% | +109.40% | Add |
| 38 | CCK | Crown Holdings Inc | 0% | +113.40% | Add |
| 39 | F | Ford Motor Co | 0% | -0.02% | Trim |
| 40 | PHYS | Sprott Physical Gold Trust | 0% | — | Unchanged |
| 41 | V | Visa Inc-class A Shares | 0% | +11.32% | Add |
| 42 | ADBE | Adobe Inc | 0% | +23.47% | Add |
| 43 | SYF | Synchrony Financial | 0% | +2.82% | Add |
| 44 | LRCX | Lam Research CORP | 0% | -10.81% | Trim |
| 45 | GLD | Spdr Gold Shares | 0% | +0.30% | Add |
| 46 | KO | Coca-cola Co/the | 0% | +12.18% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | -1.02% | Trim |
| 48 | IAU | Ishares Gold Trust | 0% | +6.90% | Add |
| 49 | EPR | Epr Properties | 0% | +137.98% | Add |
| 50 | AMP | Ameriprise Financial Inc | 0% | +21.70% | Add |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 584 disclosed positions in Q4 2025.
During Q4 2025, Certuity, LLC's top holdings by market value included OMF (8.2%)、C (6.2%)、MU (4.8%). The largest single position, OMF, represented 8.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including OMF, C, MU) accounted for 21.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYM
市值: $3.9M
Top Position Liquidated / Trimmed
TTEN
前期市值: $858.5K
In Q4 2025, Certuity, LLC made 192 total portfolio adjustments, initiating 46 new buys, adding to 67 positions, trimming 49 holdings, and fully liquidating 30 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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