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CIK: 0001989526
Total reported value
$167.1M
$167.1M
56 檔
31.8%
As reported in its official Q2 2025 Form 13F filing, Certus Wealth Management, LLC's tracked investment portfolio stood at $167.1M with 56 total positions.
During Q2 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 | 9.79% | -4.41% | -30.57% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.70% | -0.33% | -7.15% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.48% | +0.77% | +31.66% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.16% | -1.11% | +0.51% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.11% | -0.49% | +1.88% | |
| 6 | CMF | Ishares California Muni Bond | ETF-Other | 5.10% | -1.02% | -0.00% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | -0.18% | -1.42% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.90% | -0.17% | -2.51% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.64% | +0.96% | -1.36% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.09% | -2.03% | -1.90% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 3.91% | +3.18% | +372.50% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.24% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.97% | +1.33% | +49.57% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.61% | +2.00% | +24.82% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.86% | -1.31% | -6.19% | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.79% | +1.92% | NEW | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.63% | +0.65% | +31.25% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.57% | +0.69% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.41% | — | -1.04% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.40% | +0.09% | +5.12% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.28% | -0.60% | -17.37% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.26% | -1.21% | -48.03% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.17% | +0.08% | +3.19% | |
| 24 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.05% | +0.01% | +0.59% | |
| 25 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.96% | +0.03% | -0.06% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | +1.02% | NEW | |
| 27 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.95% | +1.75% | NEW | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.85% | +0.70% | +12.88% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.83% | +0.01% | -0.72% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.80% | -0.18% | +0.04% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.77% | -0.18% | — | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.74% | -0.26% | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.68% | — | +7.89% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | +0.20% | +68.92% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.13% | — | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.49% | -0.10% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.01% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | +0.40% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | — | — | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | +0.01% | +1.17% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | -0.39% | -40.76% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.39% | — | -1.11% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.32% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | — | -2.24% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.02% | — | |
| 46 | PWZ | Invesco California Amt-free | ETF-Other | 0.26% | +0.93% | NEW | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.24% | -0.75% | -75.78% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | — | — | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.20% | — | -0.06% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | — |
According to official SEC Form 13F filings, Certus Wealth Management, LLC reported a total U.S. public equity portfolio value of $167.1M across 56 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, EFV) accounted for 31.8% of total reported equity market value during Q2 2025.
During Q2 2025, Certus Wealth Management, LLC's top holdings by market value included VOO (9.8%)、VUG (6.7%)、EFV (6.5%). The largest single position, VOO, represented 9.8% of total portfolio value.
In Q2 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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