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CIK: 0001989526
Total reported value
$167.1M
$167.1M
53 檔
33.4%
During the Q1 2025 filing period, Certus Wealth Management, LLC (CIK: 0001989526) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $167.1M across 53 reported positions.
During Q1 2025, Certus Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.02% | -4.41% | -4.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.01% | -0.33% | +2.25% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.35% | -1.11% | -7.16% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 5.36% | -1.02% | +1.44% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.10% | -0.49% | +14.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.07% | -0.18% | +0.93% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.05% | +0.77% | -18.07% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.00% | -0.17% | -2.34% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.66% | +0.96% | +2.81% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.20% | -2.03% | -26.17% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.24% | — | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.73% | -2.73% | EXIT | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.40% | -1.21% | -13.90% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.05% | +2.00% | +124.54% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | +1.33% | +33.89% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.88% | -1.31% | +11.69% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.60% | -0.60% | -1.91% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | — | -1.51% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.38% | +0.09% | -6.97% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.28% | +0.65% | +835.06% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.19% | +0.69% | — | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.17% | +0.08% | -1.44% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.04% | -0.75% | +389.19% | |
| 24 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.03% | +0.01% | +12.54% | |
| 25 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.91% | +0.03% | -2.89% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | +3.18% | +3.93% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | +0.01% | +6.43% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.83% | -0.18% | +2.07% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.79% | -0.18% | — | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.77% | +0.70% | +57.92% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.77% | -0.26% | +0.14% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.39% | -8.50% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | — | -0.55% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.13% | +14.99% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.51% | -0.10% | -3.23% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +0.04% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.43% | +0.01% | -0.21% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | +0.20% | — | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.39% | — | — | |
| 42 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.33% | — | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | — | +2.66% | |
| 44 | IXC | Ishares Global Energy ETF | ETF-Other | 0.26% | -0.13% | -2.42% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.02% | — | |
| 46 | MBB | Ishares Mbs ETF | ETF-Other | 0.21% | — | -18.38% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | — | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.19% | -0.19% | EXIT | |
| 50 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.18% | — | +18.37% |
According to official SEC Form 13F filings, Certus Wealth Management, LLC reported a total U.S. public equity portfolio value of $167.1M across 53 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, BND) accounted for 33.4% of total reported equity market value during Q1 2025.
During Q1 2025, Certus Wealth Management, LLC's top holdings by market value included VOO (14.0%)、VUG (7.0%)、BND (6.3%). The largest single position, VOO, represented 14.0% of total portfolio value.
In Q1 2025, Certus Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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