Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Certior Financial Group

Latest statistics and disclosures from Certior Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, TCAF, SCHD, GLDM, SCHA, and represent 24.96% of Certior Financial Group's stock portfolio.
Added to shares of these 10 stocks: VT, BBJP, BND, VXUS, HGER, GLDM, VTI, BNDX, VXF, VUG.
Started 23 new stock positions in VUG, CEFS, PDI, VXF, VTI, GOOG, IGM, META, HOOD, QQQ. WTRG, IAU, BND, CGIC, ESCA, RGP, QYLG, HGER, JEPI, BNDX, RYLD, AVGO, VT.
Reduced shares in these 10 stocks: BIL, IVVB, TIP, IVV, NGG, FSK, PM, YYY, PFE, AAPL.
Sold out of its positions in IVVB, TIP, NGG, PM.
Certior Financial Group was a net buyer of stock by $12M.
Certior Financial Group has $151M in assets under management (AUM), dropping by 12.25%.
Central Index Key (CIK): 0002055620

Tip: Access up to 7 years of quarterly data

Positions held by Certior Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Certior Financial Group

Certior Financial Group holds 135 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.2	$11M	+3%	338k	31.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	5.5	$8.2M	+4%	218k	37.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.4	$8.2M	+6%	301k	27.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.0	$6.0M	+19%	79k	76.45	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$4.4M	+5%	158k	27.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$4.0M	+47%	55k	73.46	View chart
Vanguard World Inf Tech Etf (VGT)	2.6	$3.9M	+5%	5.3k	746.64	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	2.6	$3.9M		44k	89.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$3.9M		83k	46.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$3.4M	-8%	5.0k	669.25	View chart
Strategy Cl A New Call Option (MSTR)	2.1	$3.2M		12k	274.09	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.1	$3.2M	+20%	75k	42.03	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	2.1	$3.1M	+239%	47k	66.32	View chart
Apple (AAPL)	2.1	$3.1M	-4%	12k	254.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.9	$2.8M		27k	103.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.8	$2.7M	NEW	20k	137.80	View chart
Fs Kkr Capital Corp (FSK)	1.7	$2.5M	-10%	168k	14.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$2.2M		22k	96.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$2.1M	+5%	43k	50.07	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$2.1M	+5%	41k	52.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$2.1M	+3%	27k	78.91	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	1.3	$2.0M	+6%	288k	6.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$2.0M	+6%	36k	54.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$1.9M	+5%	32k	59.92	View chart
Tesla Motors (TSLA)	1.1	$1.7M	+8%	3.9k	444.83	View chart
Horizon Fds Landmark Etf (BENJ)	1.1	$1.7M	+25%	32k	51.36	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.1	$1.6M	+3%	70k	23.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$1.4M	NEW	19k	74.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.4M	+5%	13k	106.78	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.9	$1.4M	+5%	28k	50.90	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.9	$1.4M	-72%	15k	91.75	View chart
Ishares Tr Msci India Etf (INDA)	0.9	$1.4M	+27%	27k	52.06	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.9	$1.3M		36k	36.19	View chart
Ares Capital Corporation (ARCC)	0.8	$1.2M	-5%	60k	20.41	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.8	$1.2M	NEW	47k	25.80	View chart
Palantir Technologies Cl A (PLTR)	0.8	$1.1M		6.2k	182.42	View chart
Microsoft Corporation (MSFT)	0.7	$1.0M	+2%	2.0k	518.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$1000k	-3%	43k	23.12	View chart
Lockheed Martin Corporation (LMT)	0.6	$974k		2.0k	499.21	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$922k	+8%	23k	39.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$904k	NEW	2.8k	328.19	View chart
Phillips Edison & Co Common Stock (PECO)	0.6	$901k	-11%	26k	34.33	View chart
Exxon Mobil Corporation (XOM)	0.6	$878k		7.8k	112.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$788k	-3%	18k	43.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$788k	NEW	16k	49.46	View chart
Horizon Fds Expedition Plus (HBTA)	0.5	$744k	-8%	26k	28.27	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$735k	+17%	32k	22.72	View chart
International Business Machines (IBM)	0.5	$730k	-4%	2.6k	282.19	View chart
Verizon Communications (VZ)	0.5	$721k		16k	43.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$703k	+15%	21k	34.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$661k	NEW	3.2k	209.36	View chart
NVIDIA Corporation (NVDA)	0.4	$615k	+47%	3.3k	186.58	View chart
Abbvie (ABBV)	0.4	$592k	-7%	2.6k	231.58	View chart
RBB Fm Ultrashort Tr (RBIL)	0.4	$589k		12k	50.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$588k	+5%	1.2k	502.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$586k	NEW	1.2k	479.44	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.4	$570k		15k	38.02	View chart
Amazon (AMZN)	0.4	$568k	+11%	2.6k	219.57	View chart
Merck & Co (MRK)	0.4	$568k		6.8k	83.94	View chart
2023 Etf Series Trust Ii Gmo Us Value (GMOV)	0.4	$559k		21k	26.42	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.4	$537k		11k	50.63	View chart
Ecolab (ECL)	0.4	$537k		2.0k	273.86	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$519k	+12%	15k	34.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$507k		761.00	666.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$494k		1.8k	279.29	View chart
Home Depot (HD)	0.3	$491k	-2%	1.2k	405.23	View chart
Consolidated Edison (ED)	0.3	$491k		4.9k	100.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$491k	-6%	21k	23.28	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$468k		7.5k	62.22	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$442k	-5%	2.8k	159.90	View chart
Qualcomm (QCOM)	0.3	$440k	-3%	2.6k	166.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$439k	+23%	2.0k	215.79	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$432k		8.6k	50.42	View chart
Wec Energy Group (WEC)	0.3	$428k		3.7k	114.59	View chart
Snap-on Incorporated (SNA)	0.3	$425k		1.2k	346.46	View chart
Sony Group Corp Sponsored Adr (SONY)	0.3	$423k		15k	28.79	View chart
McDonald's Corporation (MCD)	0.3	$411k	-6%	1.4k	303.86	View chart
Coinbase Global Com Cl A (COIN)	0.3	$406k		1.2k	337.49	View chart
Gilead Sciences (GILD)	0.3	$405k		3.6k	111.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$397k	-5%	14k	29.11	View chart
Novartis Sponsored Adr (NVS)	0.3	$396k	-6%	3.1k	128.24	View chart
Automatic Data Processing (ADP)	0.3	$391k	-10%	1.3k	293.40	View chart
Watsco, Incorporated (WSO)	0.3	$386k		954.00	404.12	View chart
Texas Instruments Incorporated (TXN)	0.3	$382k		2.1k	183.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$375k	-4%	14k	26.34	View chart
Air Products & Chemicals (APD)	0.2	$365k		1.3k	272.62	View chart
Oneok (OKE)	0.2	$364k		5.0k	72.97	View chart
Ge Aerospace Com New (GE)	0.2	$363k		1.2k	300.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$357k	NEW	6.2k	57.10	View chart
Unilever Spon Adr New (UL)	0.2	$343k	-2%	5.8k	59.28	View chart
Sap Se Spon Adr (SAP)	0.2	$340k		1.3k	267.21	View chart
Medtronic SHS (MDT)	0.2	$328k		3.4k	95.24	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$328k	-17%	6.2k	53.08	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.2	$326k	NEW	11k	29.32	View chart
Republic Services (RSG)	0.2	$325k		1.4k	229.41	View chart
Mid-America Apartment (MAA)	0.2	$324k		2.3k	139.73	View chart
Relx Sponsored Adr (RELX)	0.2	$322k		6.7k	47.76	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.2	$318k	NEW	14k	22.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$315k	+5%	3.6k	86.30	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$313k	NEW	21k	15.05	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$308k		4.6k	66.91	View chart
Realty Income (O)	0.2	$301k	+4%	5.0k	60.79	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$299k	+4%	6.1k	48.88	View chart
First Tr Exch Traded Fd Iii Horizon Vol Smcp (HSMV)	0.2	$292k	+4%	8.0k	36.38	View chart
American Water Works (AWK)	0.2	$291k		2.1k	139.19	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$287k	-4%	1.9k	148.61	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$287k	NEW	15k	19.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$281k	-9%	1.1k	246.60	View chart
Amplify Etf Tr High Income (YYY)	0.2	$276k	-40%	23k	11.81	View chart
Kimberly-Clark Corporation (KMB)	0.2	$270k	+2%	2.2k	124.32	View chart
Johnson & Johnson (JNJ)	0.2	$268k	-3%	1.4k	185.40	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$266k	+10%	5.6k	47.20	View chart
Constellation Energy (CEG)	0.2	$264k	+2%	803.00	329.07	View chart
Capital Group International SHS (CGIC)	0.2	$256k	NEW	8.3k	30.81	View chart
Starwood Property Trust (STWD)	0.2	$247k	-27%	13k	19.37	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$241k	-6%	2.9k	83.42	View chart
Prudential Financial (PRU)	0.2	$239k	-4%	2.3k	103.74	View chart
Cibus Cl A Com Stk (CBUS)	0.2	$238k	+6%	185k	1.29	View chart
Broadcom (AVGO)	0.2	$238k	NEW	721.00	329.92	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.2	$232k		6.5k	35.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$231k	-8%	6.9k	33.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$228k	NEW	380.00	600.82	View chart
Meta Platforms Cl A (META)	0.1	$219k	NEW	299.00	733.68	View chart
Pfizer (PFE)	0.1	$217k	-39%	8.5k	25.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$216k	NEW	888.00	243.64	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$215k	NEW	1.7k	125.93	View chart
Essential Utils (WTRG)	0.1	$214k	NEW	5.4k	39.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$209k		2.5k	84.11	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$206k	NEW	1.4k	143.18	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$203k	-8%	2.2k	94.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$202k	NEW	2.8k	72.77	View chart
Escalade (ESCA)	0.1	$141k	NEW	11k	12.57	View chart
Evolution Petroleum Corporation (EPM)	0.1	$132k		27k	4.82	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$107k	-21%	11k	10.17	View chart
Resources Connection (RGP)	0.0	$67k	NEW	13k	5.05	View chart

Past Filings by Certior Financial Group

SEC 13F filings are viewable for Certior Financial Group going back to 2025

Certior Financial Group 2025 Q3 filed Oct. 31, 2025
Certior Financial Group 2025 Q2 filed Aug. 13, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z