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CIK: 0001800752
Total reported value
$2.0B
$2.0B
656 檔
17.8%
During the Q1 2026 filing period, Certuity, LLC (CIK: 0001800752) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 656 reported positions.
In Q1 2026, 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 656 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 6.30% | -0.46% | +0.25% | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 6.00% | +9.34% | +0.34% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.41% | -0.58% | -0.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.77% | -81.48% | |
| 5 | GE | General Electric | Stock-Industrials | 3.45% | -0.02% | +0.26% | |
| 6 | OMF | Onemain Holdings Inc | Stock-Financials | 3.27% | -0.47% | -51.75% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | -0.48% | -70.94% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | -0.27% | +6.78% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.21% | -0.10% | +0.32% | |
| 10 | FLG | Flagstar Bank NA | Stock-Financials | 1.83% | -0.27% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | -0.09% | +28.33% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.63% | -0.36% | +0.21% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.61% | -0.19% | +0.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.12% | +0.15% | |
| 15 | PNC | Pnc Financial Services Group | Stock-Financials | 1.40% | -0.16% | +0.23% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.28% | +0.77% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | -0.06% | -17.81% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.15% | +2.91% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -1.16% | EXIT | |
| 20 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.14% | -0.28% | — | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.06% | -0.39% | -0.25% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.03% | -0.10% | +0.03% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | +0.02% | +66.11% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | -0.13% | -9.02% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.98% | -0.19% | +0.28% | |
| 26 | INTC | Intel CORP | Stock-Tech | 0.94% | +1.32% | +0.72% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.18% | +1.68% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | -0.12% | -15.04% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.01% | +76.56% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.07% | -95.09% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.12% | -3.44% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.65% | -0.21% | — | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.10% | -19.80% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.11% | +0.90% | |
| 35 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.57% | +0.05% | +231.99% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.26% | +0.39% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.02% | -0.72% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.03% | +248.83% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.47% | -0.14% | -2.64% | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.46% | -0.17% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.09% | +17.64% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.44% | — | +84.54% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | +0.01% | +28.28% | |
| 44 | EMLP | First Trust North American E | ETF-Other | 0.43% | -0.06% | +192.56% | |
| 45 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.42% | -0.12% | -9.30% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.10% | +2.07% | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.41% | -0.21% | +0.18% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.05% | -20.77% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.03% | -3.89% | |
| 50 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.34% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | +0.34% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.5% | +66.11% | Add |
| 3 | WTV | Wisdomtree U.s. Value Fund | +0.4% | +231.99% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +248.83% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +1.20% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +76.56% | Add |
| 7 | EMLP | First Trust North American E | +0.3% | +192.56% | Add |
| 8 | SCHG | Schwab US Large-cap Growth | +0.3% | +28.33% | Add |
| 9 | VZ | Verizon Communications Inc | +0.2% | -0.25% | Trim |
| 10 | SCHV | Schwab US Large-cap Value | +0.2% | +84.54% | Add |
| 11 | DOW | Dow Inc | +0.2% | +0.18% | Add |
| 12 | INTC | Intel CORP | +0.2% | +0.72% | Add |
| 13 | DJP | Ipath Bloomberg Commodity In | +0.2% | — | Unchanged |
| 14 | FCX | Freeport-mcmoran Inc | +0.2% | +0.28% | Add |
| 15 | PBR | Petroleo Brasileiro-spon Adr | +0.2% | — | Unchanged |
| 16 | FLG | Flagstar Bank NA | +0.2% | — | Unchanged |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.78% | Add |
| 18 | TPL | Texas Pacific Land CORP | +0.1% | +70.00% | Add |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +28.28% | Add |
| 20 | NFRA | Flexshares Stoxx Global Broa | +0.1% | — | Unchanged |
| 21 | C | Citigroup Inc | +0.1% | +0.25% | Add |
| 22 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +620.49% | Add |
| 23 | CVX | Chevron CORP | +0.1% | +3.03% | Add |
| 24 | T | At&t Inc | +0.1% | +0.39% | Add |
| 25 | SBUX | Starbucks CORP | +0.1% | +218.56% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +5.28% | Add |
| 27 | MPWR | Monolithic Power Systems Inc | +0.1% | +42.61% | Add |
| 28 | CPRT | Copart Inc | +0.1% | +94.94% | Add |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +19.64% | Add |
| 30 | XLV | Ss Health Care Select Sector | +0.1% | +26.19% | Add |
| 31 | FAST | Fastenal Co | +0.1% | +43.61% | Add |
| 32 | TYG | Tortoise Energy Infrastruct | +0.1% | — | Unchanged |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +17.64% | Add |
| 34 | BMY | Bristol-myers Squibb Co | +0.1% | -2.64% | Trim |
| 35 | VRT | Vertiv Holdings Co-a | +0.1% | +96.17% | Add |
| 36 | PHYS | Sprott Physical Gold Trust | +0.1% | — | Unchanged |
| 37 | CF | Cf Industries Holdings Inc | 0% | +106.95% | Add |
| 38 | ODFL | Old Dominion Freight Line | 0% | +15.74% | Add |
| 39 | CAT | Caterpillar Inc | 0% | -4.53% | Trim |
| 40 | KLAC | Kla CORP | 0% | +70.73% | Add |
| 41 | JNJ | Johnson & Johnson | 0% | -1.44% | Trim |
| 42 | PFE | Pfizer Inc | 0% | -0.86% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.59% | Add |
| 44 | WMT | Walmart Inc | 0% | -1.30% | Trim |
| 45 | ZTS | Zoetis Inc | 0% | +82.13% | Add |
| 46 | BBEU | Jpmorgan Betabuilders Europe | 0% | +101.66% | Add |
| 47 | IWR | Ishares Russell Mid-cap ETF | 0% | +32.04% | Add |
| 48 | COP | Conocophillips | 0% | -2.06% | Trim |
| 49 | CTAS | Cintas CORP | 0% | +39.02% | Add |
| 50 | NVR | Nvr Inc | 0% | +52.52% | Add |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 656 disclosed positions in Q1 2026.
During Q1 2026, Certuity, LLC's top holdings by market value included C (6.3%)、MU (6.0%)、VOO (4.4%). The largest single position, C, represented 6.3% 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 C, MU, VOO) accounted for 17.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VGSH
市值: $1.2M
Top Position Liquidated / Trimmed
SLDE
前期市值: $1.6M
In Q1 2026, Certuity, LLC made 192 total portfolio adjustments, initiating 46 new buys, adding to 67 positions, trimming 67 holdings, and fully liquidating 12 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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