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Certior Financial Group

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

Top 5 stock holdings are SCHG, SCHD, TCAF, SCHA, SPEM, and represent 25.52% of Certior Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPDR Gold MiniShares Trust, BIL, FSSL, HGER, SPEM, BBJP, SCHD, FLIN, UL, IEF.
Started 11 new stock positions in NXDR, SRXH, GEV, SGC, FSSL, FLIN, UL, SHEL, SPDR Gold MiniShares Trust, IBDR. NLY.
Reduced shares in these 10 stocks: GLDM (-$6.0M), BND, VXUS, VT, VTI, BNDX, VXF, RBIL, VUG, GMOV.
Sold out of its positions in WTRG, META, GSBD, PFE, RBIL, HOOD, SLYG, GMOV, Unilever, BND. BNDX, VCIT, VXF, VUG, VTI, GLDM.
Certior Financial Group was a net seller of stock by $-124k.
Certior Financial Group has $148M in assets under management (AUM), dropping by -1.78%.
Central Index Key (CIK): 0002055620

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Portfolio Holdings for Certior Financial Group

Certior Financial Group holds 130 positions in its portfolio as reported in the December 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)	7.6	$11M	+2%	347k	32.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.9	$8.7M	+5%	316k	27.43	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	5.8	$8.6M	+3%	226k	38.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$4.7M	+3%	164k	28.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.1	$4.5M	+16%	97k	46.81	View chart
Vanguard World Inf Tech Etf (VGT)	2.8	$4.1M	+2%	5.4k	753.74	View chart
Spdr Series Trust State Street Spd (BIL)	2.7	$4.0M	+180%	43k	91.38	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	2.5	$3.7M	+19%	56k	65.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$3.5M		5.1k	684.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.3	$3.4M	+2%	77k	43.64	View chart
Apple (AAPL)	2.2	$3.3M		12k	271.87	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	2.0	$3.0M		44k	68.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.0	$2.9M	+5%	29k	102.39	View chart
World Gold Tr Spdr Gld Minis	2.0	$2.9M	NEW	34k	85.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.8	$2.7M	-34%	36k	75.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.7	$2.5M	+15%	26k	96.16	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.6	$2.4M	+108%	98k	24.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$2.3M	+8%	47k	50.29	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.3M	+8%	45k	52.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$2.2M	+2%	28k	78.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$2.1M	+5%	34k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.1M	+6%	39k	53.76	View chart
Fs Kkr Capital Corp (FSK)	1.4	$2.0M	-17%	138k	14.81	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	1.3	$2.0M	NEW	140k	14.14	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	1.2	$1.8M		290k	6.30	View chart
Horizon Fds Landmark Etf (BENJ)	1.2	$1.8M	+7%	35k	51.88	View chart
Ishares Tr Msci India Etf (INDA)	1.2	$1.7M	+21%	32k	54.05	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.1	$1.7M	+3%	72k	22.97	View chart
Strategy Cl A New (MSTR)	1.1	$1.6M	-8%	11k	151.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$1.6M	+8%	15k	106.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.5M	-43%	11k	141.06	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.0	$1.5M	+8%	30k	51.12	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.0	$1.4M		37k	38.46	View chart
Ares Capital Corporation (ARCC)	0.7	$1.1M	-10%	54k	20.23	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.1M		6.1k	177.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$990k		43k	23.02	View chart
Microsoft Corporation (MSFT)	0.7	$970k		2.0k	483.60	View chart
Exxon Mobil Corporation (XOM)	0.6	$960k	+2%	8.0k	120.34	View chart
Lockheed Martin Corporation (LMT)	0.6	$944k		2.0k	483.67	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$943k		23k	40.23	View chart
Phillips Edison & Co Common Stock (PECO)	0.6	$907k	-2%	26k	35.57	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$818k	+2%	18k	44.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$811k	+10%	36k	22.64	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$808k	+52%	23k	35.33	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$760k	+6%	22k	34.65	View chart
International Business Machines (IBM)	0.5	$758k		2.6k	296.25	View chart
Merck & Co (MRK)	0.5	$752k	+5%	7.1k	105.26	View chart
Horizon Fds Expedition Plus (HBTA)	0.5	$713k	-6%	25k	28.97	View chart
Tesla Motors Call Option (TSLA)	0.5	$703k	-24%	2.9k	240.26	View chart
Verizon Communications (VZ)	0.5	$688k	+2%	17k	40.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$585k		1.2k	502.65	View chart
Amazon (AMZN)	0.4	$560k	-6%	2.4k	230.82	View chart
Abbvie (ABBV)	0.4	$547k	-6%	2.4k	228.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$522k		765.00	682.02	View chart
Ecolab (ECL)	0.3	$516k		2.0k	262.52	View chart
NVIDIA Corporation (NVDA)	0.3	$501k	-18%	2.7k	186.53	View chart
Qualcomm (QCOM)	0.3	$485k	+7%	2.8k	171.04	View chart
Consolidated Edison (ED)	0.3	$485k		4.9k	99.31	View chart
Gilead Sciences (GILD)	0.3	$478k	+6%	3.9k	122.75	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$477k	+6%	2.9k	161.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$474k	-6%	20k	24.04	View chart
Cibus Cl A Com Stk (CBUS)	0.3	$472k	+46%	271k	1.74	View chart
Novartis Sponsored Adr (NVS)	0.3	$458k	+7%	3.3k	137.87	View chart
Home Depot (HD)	0.3	$454k	+9%	1.3k	344.16	View chart
Snap-on Incorporated (SNA)	0.3	$453k	+7%	1.3k	344.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$453k	+26%	7.9k	57.24	View chart
McDonald's Corporation (MCD)	0.3	$446k	+7%	1.5k	305.64	View chart
Capital Group International SHS (CGIC)	0.3	$437k	+61%	13k	32.50	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.3	$436k		15k	29.04	View chart
Wec Energy Group (WEC)	0.3	$426k	+8%	4.0k	105.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$422k	-5%	1.9k	219.78	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.3	$420k	+30%	18k	23.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$416k	-22%	1.4k	303.89	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$414k	+30%	27k	15.30	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$411k		11k	38.73	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.3	$406k	NEW	11k	38.59	View chart
Oneok (OKE)	0.3	$402k	+9%	5.5k	73.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$399k		14k	29.61	View chart
Texas Instruments Incorporated (TXN)	0.3	$394k	+9%	2.3k	173.49	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.3	$387k	+27%	14k	27.26	View chart
Air Products & Chemicals (APD)	0.3	$386k	+16%	1.6k	246.96	View chart
Ge Aerospace Com New (GE)	0.3	$386k	+3%	1.3k	307.98	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$383k	-11%	7.6k	50.25	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$382k	+9%	6.7k	56.62	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$381k	+6%	8.0k	47.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$381k		14k	26.91	View chart
Automatic Data Processing (ADP)	0.3	$379k	+10%	1.5k	257.16	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.3	$379k	+57%	10k	37.10	View chart
Unilever Spon Adr New (UL)	0.2	$368k	NEW	5.6k	65.40	View chart
Mid-America Apartment (MAA)	0.2	$361k	+11%	2.6k	138.91	View chart
Watsco, Incorporated (WSO)	0.2	$357k	+11%	1.1k	336.84	View chart
Medtronic SHS (MDT)	0.2	$357k	+7%	3.7k	96.06	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$351k	+12%	5.2k	68.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$346k	+13%	1.3k	268.30	View chart
Sap Se Spon Adr (SAP)	0.2	$344k	+11%	1.4k	242.91	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$343k	-8%	13k	25.60	View chart
Republic Services (RSG)	0.2	$335k	+11%	1.6k	211.88	View chart
Realty Income (O)	0.2	$329k	+17%	5.8k	56.37	View chart
American Water Works (AWK)	0.2	$322k	+18%	2.5k	130.50	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$315k	+15%	6.5k	48.46	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$312k	+2%	6.3k	49.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$311k	+33%	507.00	613.94	View chart
Relx Sponsored Adr (RELX)	0.2	$310k	+13%	7.7k	40.42	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$309k	+20%	18k	17.71	View chart
Johnson & Johnson (JNJ)	0.2	$304k		1.5k	206.96	View chart
First Tr Exch Traded Fd Iii Horizon Vol Smcp (HSMV)	0.2	$294k	+2%	8.2k	35.65	View chart
Constellation Energy (CEG)	0.2	$291k	+2%	823.00	353.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$288k	+3%	919.00	313.70	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$280k		3.6k	76.92	View chart
Coinbase Global Com Cl A (COIN)	0.2	$272k		1.2k	226.14	View chart
Kimberly-Clark Corporation (KMB)	0.2	$271k	+23%	2.7k	100.89	View chart
Broadcom (AVGO)	0.2	$252k		727.00	346.04	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$248k	-20%	1.5k	160.97	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$245k		2.9k	84.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$232k	+2%	7.1k	32.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$226k	NEW	9.3k	24.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$225k		2.8k	81.17	View chart
Shell Spon Ads (SHEL)	0.2	$224k	NEW	3.0k	73.49	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$222k		1.7k	129.13	View chart
Starwood Property Trust (STWD)	0.1	$217k	-5%	12k	18.01	View chart
Ge Vernova (GEV)	0.1	$214k	NEW	327.00	653.57	View chart
Prudential Financial (PRU)	0.1	$204k	-21%	1.8k	112.87	View chart
Annaly Capital Management In Com New (NLY)	0.1	$202k	NEW	9.0k	22.36	View chart
Escalade (ESCA)	0.1	$167k	+10%	12k	13.49	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$161k	-40%	14k	11.51	View chart
Evolution Petroleum Corporation (EPM)	0.1	$109k	+13%	31k	3.54	View chart
Superior Uniform (SGC)	0.1	$106k	NEW	11k	9.68	View chart
Resources Connection (RGP)	0.1	$87k	+30%	17k	5.04	View chart
Nextdoor Holdings Com Cl A (NXDR)	0.0	$24k	NEW	12k	2.10	View chart
Srx Health Solutions Com New (SRXH)	0.0	$4.9k	NEW	21k	0.23	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 Q4 filed Feb. 4, 2026
Certior Financial Group 2025 Q3 filed Oct. 31, 2025
Certior Financial Group 2025 Q2 filed Aug. 13, 2025

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