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Certified Advisory Corp

Latest statistics and disclosures from Certified Advisory Corp's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, QQQ, COWZ, FNDX, VTV, and represent 13.81% of Certified Advisory Corp's stock portfolio.
Added to shares of these 10 stocks: GARP (+$6.2M), AVUV, FENI, IEFA, FBND, BIV, NANR, SCHF, JPIE, JPIB.
Started 17 new stock positions in NANR, WMB, VICR, LRCX, IYW, DE, ENB, DNP, GRID, FTMU. NEM, TIP, KMI, AZO, ARKW, VOE, FENY.
Reduced shares in these 10 stocks: IUSV, FLQM, VTV, COWZ, CALF, XLRE, SPHQ, FNDF, V, OXY.
Sold out of its positions in ADBE, APD, FFA, FXL, FTSM, DJUL, FLQM, PNOV, INTU, OXY. MDYG, SPHY, NOW, SHOP, SYK, TT.
Certified Advisory Corp was a net buyer of stock by $28M.
Certified Advisory Corp has $1.1B in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001731732

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Portfolio Holdings for Certified Advisory Corp

Certified Advisory Corp holds 318 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	3.8	$42M	+3%	96k	436.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$36M		62k	577.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.5	$28M	-7%	453k	62.56	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.2	$25M	+5%	882k	27.85	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$24M	-9%	120k	196.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$23M	+10%	508k	45.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$22M	-2%	34k	653.22	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.0	$22M	+8%	473k	46.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.9	$21M	+11%	277k	77.18	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$20M	+32%	181k	110.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$19M	+10%	757k	24.75	View chart
Apple (AAPL)	1.7	$19M		73k	253.79	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.6	$18M	+2%	180k	101.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$17M		118k	148.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$17M	+3%	28k	597.55	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.5	$17M	+9%	352k	47.82	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$16M	-8%	336k	48.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.5	$16M	+8%	65k	248.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$16M	+19%	172k	90.53	View chart
Spdr Series Trust State Street Spd (SPTI)	1.3	$14M	+8%	492k	28.66	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.3	$14M		174k	80.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$14M	+5%	197k	70.91	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.2	$14M	+4%	298k	45.65	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$13M		18k	697.71	View chart
Ishares Tr Global 100 Etf (IOO)	1.1	$12M		102k	120.88	View chart
Spdr Series Trust State Street Spd (SPSB)	1.1	$12M	+7%	405k	30.07	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.1	$12M	+10%	232k	50.58	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.0	$11M	+42%	304k	37.20	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.0	$11M	-3%	216k	52.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$11M	-2%	157k	67.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$11M	+5%	131k	80.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$10M	+5%	352k	29.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$10M		21k	479.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$9.7M	-14%	129k	75.19	View chart
Mastercard Incorporated Cl A (MA)	0.8	$9.3M	-3%	19k	499.66	View chart
Spdr Series Trust State Street Spd (SPMB)	0.8	$9.3M	+3%	416k	22.39	View chart
Spdr Series Trust State Street Spd (SJNK)	0.8	$8.7M		347k	24.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$8.6M	+6%	108k	79.27	View chart
NVIDIA Corporation (NVDA)	0.8	$8.5M	-2%	49k	174.40	View chart
Ishares Tr Msci Usa Quality (GARP)	0.8	$8.5M	+273%	133k	63.97	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.8	$8.5M		215k	39.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$8.5M	-2%	13k	650.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$8.1M		153k	52.78	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.7	$7.8M		313k	24.77	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$7.7M	+22%	98k	78.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$7.6M		131k	58.54	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$7.6M	+10%	111k	68.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$7.0M	-39%	69k	102.25	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.6	$7.0M	-3%	132k	53.35	View chart
Costco Wholesale Corporation (COST)	0.6	$6.9M	-3%	6.9k	996.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$6.8M		106k	64.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$6.5M	-2%	52k	124.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$6.5M	+3%	25k	261.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$6.4M		210k	30.68	View chart
Amazon (AMZN)	0.6	$6.3M		30k	208.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$6.1M	+2%	72k	84.84	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.5	$6.0M	+8%	115k	52.19	View chart
Microsoft Corporation (MSFT)	0.5	$5.8M		16k	370.16	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$5.8M		225k	25.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$5.7M	-3%	133k	43.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.7M	+4%	20k	287.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.7M		13k	430.28	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.6M	+4%	19k	294.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$5.3M	+2%	107k	49.95	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.5	$5.0M	-26%	124k	40.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$4.9M	+31%	39k	128.12	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$4.7M	+8%	81k	57.64	View chart
AFLAC Incorporated (AFL)	0.4	$4.6M		42k	109.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$4.6M	-2%	42k	109.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.6M		16k	286.85	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$4.5M	+7%	83k	54.80	View chart
Vanguard World Materials Etf (VAW)	0.4	$4.3M	-4%	19k	225.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$4.2M	+11%	82k	50.61	View chart
Enterprise Products Partners (EPD)	0.4	$4.1M	+21%	109k	37.84	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$4.1M		44k	94.24	View chart
Johnson & Johnson (JNJ)	0.4	$4.0M	-3%	17k	244.44	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$4.0M	+11%	64k	62.45	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$3.9M		24k	161.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$3.9M		27k	145.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.9M		12k	320.82	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$3.8M		62k	61.26	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$3.8M	+40%	153k	24.79	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$3.5M	+2%	16k	224.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.3M		7.8k	426.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.3M	+12%	40k	82.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$3.2M	-5%	70k	45.97	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$3.2M	+2%	14k	218.76	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.1M	+4%	5.1k	604.43	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.3	$3.0M	-9%	39k	77.66	View chart
Wal-Mart Stores (WMT)	0.3	$3.0M		24k	124.28	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$2.9M	+26%	13k	236.35	View chart
Eli Lilly & Co. (LLY)	0.3	$2.9M	-4%	3.2k	919.67	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.3	$2.9M	+19%	73k	39.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.9M	+3%	25k	113.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.9M	+7%	9.9k	287.19	View chart
Tesla Motors (TSLA)	0.3	$2.8M		7.6k	371.74	View chart
Chevron Corporation (CVX)	0.3	$2.8M	-8%	14k	206.89	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$2.8M	+8%	55k	50.45	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$2.8M	-5%	32k	86.36	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.7M		21k	130.94	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$2.7M	-2%	54k	49.40	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$2.6M	+4%	24k	108.98	View chart
Coca-Cola Company (KO)	0.2	$2.6M		34k	76.05	View chart
Palo Alto Networks (PANW)	0.2	$2.5M		16k	160.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$2.5M	+8%	53k	47.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.4M	-5%	11k	215.06	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$2.4M	+21%	49k	50.12	View chart
S&p Global (SPGI)	0.2	$2.4M	-2%	5.5k	425.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.3M	+6%	21k	111.18	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.2	$2.3M	+7%	46k	50.32	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.3M	+2%	25k	92.69	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$2.3M	-7%	40k	56.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$2.2M	-3%	15k	145.02	View chart
Home Depot (HD)	0.2	$2.2M		6.7k	328.88	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$2.2M	-7%	10k	208.06	View chart
Howmet Aerospace (HWM)	0.2	$2.2M	+13%	9.4k	230.45	View chart
Cummins (CMI)	0.2	$2.1M	-6%	3.9k	537.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.1M	+16%	44k	46.95	View chart
Spdr Index Shs Fds State Street Spd (NANR)	0.2	$2.1M	NEW	25k	84.00	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$2.0M	+16%	15k	133.19	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.0M	+6%	12k	169.66	View chart
Visa Com Cl A (V)	0.2	$2.0M	-33%	6.5k	302.23	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.9M	-6%	42k	45.89	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.9M	-5%	35k	55.24	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$1.9M	+2%	20k	96.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.8M	-5%	14k	132.90	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$1.8M		32k	56.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.8M	-2%	26k	70.18	View chart
Ge Aerospace Com New (GE)	0.2	$1.7M		6.0k	283.76	View chart
International Business Machines (IBM)	0.2	$1.7M	+2%	7.0k	242.39	View chart
Abbvie (ABBV)	0.1	$1.7M		7.6k	217.48	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$1.6M	-55%	37k	44.87	View chart
Verizon Communications (VZ)	0.1	$1.6M	-6%	33k	50.20	View chart
Altria (MO)	0.1	$1.6M		24k	65.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M	-4%	4.8k	318.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.5M	-2%	4.3k	356.55	View chart
American Electric Power Company (AEP)	0.1	$1.5M		12k	131.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-3%	27k	54.05	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.4M		40k	35.87	View chart
Norfolk Southern (NSC)	0.1	$1.3M		4.6k	287.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.3M	+11%	13k	99.86	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.1	$1.3M		23k	56.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		6.1k	213.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.3M	+8%	6.0k	217.23	View chart
Qualcomm (QCOM)	0.1	$1.3M		10k	128.77	View chart
Ishares Tr International Sl (ISCF)	0.1	$1.3M		30k	41.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$1.2M	+11%	40k	28.71	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.1M	-9%	7.8k	146.62	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$1.1M		31k	36.27	View chart
Netflix (NFLX)	0.1	$1.1M		12k	96.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.1M	-9%	24k	46.91	View chart
At&t (T)	0.1	$1.1M	+12%	38k	28.99	View chart
Walt Disney Company (DIS)	0.1	$1.1M	-10%	11k	96.38	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.1	$1.1M	+317%	12k	93.43	View chart
Truist Financial Corp equities (TFC)	0.1	$1.1M	+2%	24k	45.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.1M	-4%	5.2k	211.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.1M	-15%	22k	49.37	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.1M	+124%	26k	41.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.0M	+12%	14k	77.11	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.0M		11k	97.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.0M		25k	42.54	View chart
Micron Technology (MU)	0.1	$1.0M	-23%	3.1k	337.88	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$1.0M	+5%	6.5k	158.91	View chart
National Retail Properties (NNN)	0.1	$1.0M		24k	42.03	View chart
Procter & Gamble Company (PG)	0.1	$960k	-2%	6.6k	144.44	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$949k	+8%	8.8k	107.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$919k		23k	40.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$902k	+3%	3.5k	257.34	View chart
Broadcom (AVGO)	0.1	$901k	+18%	2.9k	309.56	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$877k	+157%	18k	49.67	View chart
Gilead Sciences (GILD)	0.1	$877k	-10%	6.3k	139.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$861k	NEW	4.7k	181.40	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$856k	-4%	12k	71.42	View chart
Southern Company (SO)	0.1	$855k		8.9k	96.52	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$853k	NEW	25k	34.02	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$851k	+13%	12k	69.40	View chart
Northrop Grumman Corporation (NOC)	0.1	$847k		1.2k	682.01	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$834k	+27%	12k	70.36	View chart
Boeing Company (BA)	0.1	$829k		4.2k	199.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$826k		8.5k	97.23	View chart
CSX Corporation (CSX)	0.1	$793k	+3%	19k	41.05	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$766k	-6%	30k	25.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$757k	+127%	9.9k	76.54	View chart
Merck & Co (MRK)	0.1	$756k		6.3k	120.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$747k	+6%	3.9k	192.88	View chart
Oracle Corporation (ORCL)	0.1	$745k	+9%	5.1k	147.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$745k	+2%	3.0k	248.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$740k	-4%	38k	19.63	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Citigroup Com New (C)	0.1	$715k		6.3k	113.40	View chart
Meta Platforms Cl A (META)	0.1	$681k	+23%	1.2k	572.36	View chart
Vanguard World Health Car Etf (VHT)	0.1	$672k		2.5k	272.37	View chart
Goldman Sachs (GS)	0.1	$651k	+6%	769.00	846.48	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$647k	-2%	1.0k	616.54	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$635k	-2%	4.3k	145.95	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$629k		16k	39.28	View chart
Advanced Micro Devices (AMD)	0.1	$615k	-10%	3.0k	203.41	View chart
Ishares Tr Europe Etf (IEV)	0.1	$607k		8.9k	67.94	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.1	$589k	+2%	12k	51.00	View chart
Caterpillar (CAT)	0.1	$563k	+15%	795.00	708.53	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$559k	+2%	2.2k	254.02	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.0	$548k		14k	38.47	View chart
UnitedHealth (UNH)	0.0	$548k		2.0k	270.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$542k		31k	17.75	View chart
Rbc Cad (RY)	0.0	$532k		3.3k	161.76	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$525k	+2%	31k	17.11	View chart
Abbott Laboratories (ABT)	0.0	$523k	+2%	5.1k	102.66	View chart
Palantir Technologies Cl A (PLTR)	0.0	$518k		3.5k	146.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$514k		5.8k	88.16	View chart
Vanguard World Energy Etf (VDE)	0.0	$508k		2.9k	173.06	View chart
Pepsi (PEP)	0.0	$506k	+8%	3.3k	155.29	View chart
Amgen (AMGN)	0.0	$497k	-8%	1.4k	351.81	View chart
Bank of America Corporation (BAC)	0.0	$494k	-4%	10k	48.75	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.0	$488k		18k	27.39	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$475k	+6%	5.2k	91.52	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$474k	+37%	8.0k	59.55	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$473k	+61%	6.8k	69.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$469k		14k	33.97	View chart
Eaton Corp SHS (ETN)	0.0	$467k	+4%	1.3k	357.66	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.0	$463k		5.3k	88.01	View chart
Philip Morris International (PM)	0.0	$461k	-10%	2.8k	165.35	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$451k	-7%	22k	20.42	View chart
Illinois Tool Works (ITW)	0.0	$451k	+4%	1.7k	260.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$446k		6.1k	73.63	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.0	$444k		9.2k	48.07	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$443k		4.9k	90.54	View chart
Vanguard World Financials Etf (VFH)	0.0	$442k	+25%	3.7k	120.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$434k	+36%	1.3k	338.05	View chart
McDonald's Corporation (MCD)	0.0	$418k		1.3k	310.73	View chart
Cisco Systems (CSCO)	0.0	$414k	+11%	5.3k	77.59	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$412k	-7%	346.00	1191.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$411k	-12%	4.6k	88.71	View chart
Union Pacific Corporation (UNP)	0.0	$405k		1.7k	242.56	View chart
Marathon Petroleum Corp (MPC)	0.0	$404k		1.7k	244.25	View chart
RPM International (RPM)	0.0	$402k		4.0k	99.41	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.0	$393k		6.8k	57.88	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$389k	+3%	4.7k	81.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$387k	-8%	20k	19.53	View chart
Lowe's Companies (LOW)	0.0	$383k		1.6k	236.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$383k	-5%	8.3k	46.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$382k		1.0k	367.52	View chart
Nextera Energy (NEE)	0.0	$380k	+2%	4.1k	92.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$378k		8.8k	43.06	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$369k		7.2k	50.95	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$367k	-19%	7.3k	50.62	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$365k		6.7k	54.62	View chart
Rockwell Automation (ROK)	0.0	$362k		1.0k	358.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$361k	-51%	3.7k	97.14	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$360k	-20%	4.2k	84.91	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.0	$360k		26k	13.72	View chart
General Dynamics Corporation (GD)	0.0	$359k	+10%	1.0k	343.08	View chart
McKesson Corporation (MCK)	0.0	$356k	-14%	412.00	864.41	View chart
Ge Vernova (GEV)	0.0	$355k	-3%	407.00	873.19	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$352k	+31%	14k	24.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$345k		2.3k	151.41	View chart
Fifth Third Ban (FITB)	0.0	$341k		7.3k	46.46	View chart
Applied Materials (AMAT)	0.0	$328k		960.00	341.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$322k	+5%	981.00	328.60	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$321k	+3%	6.5k	49.81	View chart
Oneok (OKE)	0.0	$317k		3.5k	90.39	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$316k		8.2k	38.74	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$308k		7.2k	42.72	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$304k	+4%	5.7k	53.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$304k	-2%	2.1k	144.93	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$303k	NEW	1.9k	163.60	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$303k	-4%	44k	6.89	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$301k	+19%	3.6k	82.42	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$293k		1.2k	237.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$293k		1.5k	189.59	View chart
American Express Company (AXP)	0.0	$293k	+2%	968.00	302.35	View chart
Vicor Corporation (VICR)	0.0	$291k	NEW	1.8k	160.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$285k	-4%	2.5k	112.09	View chart
Bristol Myers Squibb (BMY)	0.0	$284k	+14%	4.7k	60.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$276k		3.2k	86.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$275k		6.2k	44.28	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$274k		8.2k	33.48	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$266k		8.7k	30.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$266k		5.3k	49.99	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$265k		3.9k	68.14	View chart
FedEx Corporation (FDX)	0.0	$262k	-5%	737.00	355.97	View chart
Hca Holdings (HCA)	0.0	$258k		546.00	473.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$257k		3.4k	75.11	View chart
Fiserv (FISV)	0.0	$255k	-3%	4.6k	55.80	View chart
Public Storage (PSA)	0.0	$254k		936.00	270.83	View chart
AutoZone (AZO)	0.0	$253k	NEW	75.00	3377.79	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$248k		12k	19.96	View chart
Village Farms International (VFF)	0.0	$244k		86k	2.84	View chart
Pfizer (PFE)	0.0	$244k	-42%	8.7k	28.08	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$244k		6.4k	38.26	View chart
EQT Corporation (EQT)	0.0	$243k		3.8k	63.64	View chart
Williams Companies (WMB)	0.0	$242k	NEW	3.3k	72.78	View chart
Exponent (EXPO)	0.0	$241k	-21%	3.7k	65.25	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$237k		5.0k	47.02	View chart
Welltower Inc Com reit (WELL)	0.0	$237k	+8%	1.2k	197.77	View chart
Deere & Company (DE)	0.0	$237k	NEW	420.00	563.30	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$236k	-4%	7.1k	33.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$224k		2.3k	99.27	View chart
Kinder Morgan (KMI)	0.0	$215k	NEW	6.4k	33.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$215k	-18%	8.6k	25.10	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$215k	NEW	1.9k	110.37	View chart
Newmont Mining Corporation (NEM)	0.0	$213k	NEW	2.0k	108.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$212k		710.00	298.83	View chart
Enbridge (ENB)	0.0	$211k	NEW	3.9k	54.14	View chart
Constellation Energy (CEG)	0.0	$210k		753.00	279.43	View chart
Lam Research Corp Com New (LRCX)	0.0	$209k	NEW	977.00	213.56	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$209k	-2%	3.5k	59.23	View chart
United Parcel Svcs CL B (UPS)	0.0	$208k		2.1k	98.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$206k	NEW	1.1k	184.22	View chart
First American Financial (FAF)	0.0	$204k		3.4k	60.29	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$202k	NEW	1.7k	120.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$202k	-15%	11k	18.66	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$195k	-2%	22k	8.78	View chart
DNP Select Income Fund (DNP)	0.0	$155k	NEW	15k	10.30	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.0	$154k	NEW	20k	7.79	View chart
Atea Pharmaceuticals (AVIR)	0.0	$132k		25k	5.38	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$86k		12k	7.54	View chart
Adt (ADT)	0.0	$66k		10k	6.57	View chart
Holley (HLLY)	0.0	$65k		21k	3.07	View chart

Past Filings by Certified Advisory Corp

SEC 13F filings are viewable for Certified Advisory Corp going back to 2017

Certified Advisory Corp 2026 Q1 filed April 17, 2026
Certified Advisory Corp 2025 Q4 filed Jan. 12, 2026
Certified Advisory Corp 2025 Q3 filed Nov. 13, 2025
Certified Advisory Corp 2025 Q2 filed Aug. 14, 2025
Certified Advisory Corp 2025 Q1 filed May 8, 2025
Certified Advisory Corp 2024 Q4 filed Jan. 15, 2025
Certified Advisory Corp 2024 Q3 filed Nov. 12, 2024
Certified Advisory Corp 2024 Q2 filed Aug. 13, 2024
Certified Advisory Corp 2024 Q1 filed May 10, 2024
Certified Advisory Corp 2023 Q4 filed Feb. 9, 2024
Certified Advisory Corp 2023 Q3 filed Nov. 13, 2023
Certified Advisory Corp 2023 Q2 filed Aug. 14, 2023
Certified Advisory Corp 2023 Q1 restated filed May 17, 2023
Certified Advisory Corp 2023 Q1 filed May 15, 2023
Certified Advisory Corp 2022 Q4 filed Feb. 15, 2023
Certified Advisory Corp 2022 Q3 filed Nov. 14, 2022

View all past filings

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