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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, BIL, SCHA, and represent 28.85% of Certior Financial Group's stock portfolio.
Added to shares of these 10 stocks: VGT, SPYM, FLJP, MSFT, GLDM, QQQ, SCHG, HGER, SCHD, SPYI.
Started 27 new stock positions in CRWD, ARKX, VOO, IGM, ATO, EPR, BHB, MO, INTC, QQQI.
Reduced shares in these 10 stocks: BIL (-$6.6M), SPDR Gold MiniShares Trust, PDBC, GBTC, , Thomson Reuters Corp., XHLF, MAA, FSK, RELX.
Sold out of its positions in SRXH, XHLF, COIN, PDBC, MAA, NVS, RELX, STWD, Thomson Reuters Corp., SPDR Gold MiniShares Trust. ACN.
Certior Financial Group was a net buyer of stock by $20M.
Certior Financial Group has $183M in assets under management (AUM), dropping by 16.27%.
Central Index Key (CIK): 0002055620

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Portfolio Holdings for Certior Financial Group

Certior Financial Group holds 146 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.4	$14M	+7%	400k	33.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.3	$12M	+7%	364k	31.71	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	5.8	$11M	+6%	256k	41.10	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	5.8	$11M	-38%	115k	91.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.6	$6.5M	+4%	181k	36.13	View chart
Vanguard World Inf Tech Etf (VGT)	3.1	$5.6M	+719%	47k	119.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.9	$5.3M	+5%	104k	50.58	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.4	$4.3M		87k	49.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$4.1M	+4%	5.5k	748.84	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.0	$3.7M	NEW	42k	87.88	View chart
Apple (AAPL)	1.9	$3.5M		12k	289.36	View chart
Microsoft Corporation (MSFT)	1.8	$3.3M	+356%	8.9k	373.01	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.7	$3.1M	+4%	61k	51.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$3.0M	+13%	43k	71.25	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	1.6	$3.0M	NEW	75k	39.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$3.0M	+14%	50k	59.69	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	1.6	$2.9M	+43%	101k	29.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.6	$2.9M	+3%	31k	94.57	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.5	$2.7M	+9%	52k	52.60	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.5	$2.7M	+5%	25k	106.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.4M	+7%	30k	77.91	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$2.0M	NEW	25k	79.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$1.9M	+8%	12k	156.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.9M	+2%	23k	85.49	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.0	$1.9M		45k	41.62	View chart
Ares Capital Corporation (ARCC)	1.0	$1.9M	+39%	101k	18.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.8M	+393%	2.4k	736.39	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.0	$1.8M	+7%	79k	22.64	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	1.0	$1.7M	-3%	350k	4.99	View chart
Horizon Fds Landmark Etf (BENJ)	0.9	$1.6M	-6%	31k	52.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.3M	+2%	12k	102.16	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$1.2M	+2%	33k	37.96	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.7	$1.2M	-37%	27k	45.52	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.7	$1.2M	-14%	107k	11.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	+62%	19k	56.48	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.6	$1.1M	+182%	21k	53.09	View chart
Capital Group International SHS (CGIC)	0.6	$1.1M		30k	36.39	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$1.1M	+193%	23k	45.70	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.1M		7.7k	136.71	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.6	$1.0M		24k	44.48	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$990k		44k	22.78	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.5	$980k	+187%	50k	19.46	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.5	$962k		23k	42.33	View chart
Fs Kkr Capital Corp (FSK)	0.5	$958k	-23%	91k	10.50	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.5	$940k		23k	40.14	View chart
Strategy Cl A New (MSTR)	0.5	$912k		11k	86.93	View chart
Phillips Edison & Co Common Stock (PECO)	0.5	$903k	-9%	22k	41.62	View chart
Lockheed Martin Corporation (LMT)	0.5	$895k		1.8k	509.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$885k	+2%	7.1k	124.76	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$827k		37k	22.29	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.4	$797k		30k	26.44	View chart
Verizon Communications (VZ)	0.4	$735k	+2%	17k	42.34	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$731k		16k	47.20	View chart
Horizon Fds Expedition Plus (HBTA)	0.4	$731k	-4%	22k	32.69	View chart
Palantir Technologies Cl A (PLTR)	0.4	$724k		6.2k	116.67	View chart
International Business Machines (IBM)	0.4	$717k		2.6k	281.22	View chart
Texas Instruments Incorporated (TXN)	0.4	$699k		2.3k	298.07	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$685k		1.4k	477.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$650k	+122%	11k	61.46	View chart
Intel Corporation (INTC)	0.3	$603k	NEW	4.3k	139.62	View chart
Abbvie (ABBV)	0.3	$590k	-5%	2.3k	251.64	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$576k	+68%	5.2k	111.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$564k		1.1k	500.39	View chart
Snap-on Incorporated (SNA)	0.3	$560k	+2%	1.4k	402.39	View chart
Amazon (AMZN)	0.3	$555k		2.3k	238.34	View chart
Qualcomm (QCOM)	0.3	$555k		3.0k	184.80	View chart
Ecolab (ECL)	0.3	$547k		2.0k	278.61	View chart
Consolidated Edison (ED)	0.3	$543k		4.9k	110.64	View chart
NVIDIA Corporation (NVDA)	0.3	$511k		2.6k	200.09	View chart
Oneok (OKE)	0.3	$510k	+2%	5.9k	86.94	View chart
Gilead Sciences (GILD)	0.3	$506k		4.0k	126.33	View chart
Home Depot (HD)	0.3	$502k	+3%	1.4k	352.56	View chart
Wec Energy Group (WEC)	0.3	$501k	+2%	4.3k	116.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$500k		18k	27.70	View chart
Air Products & Chemicals (APD)	0.3	$499k	+4%	1.7k	293.13	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$492k		10k	48.92	View chart
Watsco, Incorporated (WSO)	0.3	$483k	+3%	1.2k	416.66	View chart
Tesla Motors (TSLA)	0.3	$469k	-6%	1.1k	420.78	View chart
Ge Aerospace Com New (GE)	0.3	$467k		1.3k	373.60	View chart
Cibus Cl A Com Stk (CBUS)	0.3	$463k	+6%	338k	1.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$461k		1.9k	236.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$449k		601.00	746.94	View chart
Astrazeneca Ord (AZN)	0.2	$447k	NEW	2.4k	189.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$439k		13k	34.81	View chart
McDonald's Corporation (MCD)	0.2	$436k	+5%	1.6k	270.39	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$435k		7.0k	61.76	View chart
Merck & Co (MRK)	0.2	$429k		3.3k	128.50	View chart
Thomsoncorp (TRI)	0.2	$414k	NEW	5.1k	81.67	View chart
Atmos Energy Corporation (ATO)	0.2	$413k	NEW	2.4k	172.27	View chart
Full Truck Alliance Sponsored Ads (YMM)	0.2	$396k	NEW	49k	8.12	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.2	$393k	-12%	15k	25.64	View chart
Realty Income (O)	0.2	$391k	+4%	6.3k	61.96	View chart
Ge Vernova (GEV)	0.2	$384k		327.00	1175.13	View chart
Automatic Data Processing (ADP)	0.2	$384k	+10%	1.7k	223.92	View chart
Republic Services (RSG)	0.2	$378k	+5%	1.8k	213.04	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$376k	NEW	6.6k	56.79	View chart
Johnson & Johnson (JNJ)	0.2	$374k		1.5k	253.99	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.2	$372k	-10%	12k	30.31	View chart
Micron Technology (MU)	0.2	$372k	NEW	322.00	1153.61	View chart
Shell Spon Ads (SHEL)	0.2	$371k	+47%	4.8k	77.54	View chart
Natwest Group Spons Adr (NWG)	0.2	$369k	+6%	21k	17.63	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$368k	-11%	23k	15.99	View chart
American Water Works (AWK)	0.2	$367k	+5%	2.8k	131.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$357k		12k	29.43	View chart
Cme (CME)	0.2	$350k	+2%	1.6k	220.83	View chart
Sap Se Spon Adr (SAP)	0.2	$332k	+40%	2.2k	154.11	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$328k	+18%	6.5k	50.42	View chart
Advanced Micro Devices (AMD)	0.2	$327k	NEW	562.00	580.91	View chart
Medtronic SHS (MDT)	0.2	$324k	+6%	4.1k	78.23	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.2	$323k		9.9k	32.55	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$307k	+7%	15k	20.06	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$304k	NEW	5.3k	57.84	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$297k		3.6k	82.84	View chart
First Tr Exch Traded Fd Iii Horizon Vol Smcp (HSMV)	0.2	$289k	-3%	7.5k	38.27	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$275k		11k	25.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$272k	-4%	769.00	353.47	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$265k	+4%	8.3k	31.86	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$263k	-8%	16k	16.70	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$259k	+3%	5.2k	50.09	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$255k		2.7k	94.86	View chart
Postal Realty Trust Cl A (PSTL)	0.1	$255k		10k	24.64	View chart
Escalade (ESCA)	0.1	$244k		13k	18.78	View chart
Broadcom (AVGO)	0.1	$240k	-5%	634.00	377.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$235k		3.1k	75.51	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$228k	NEW	1.9k	119.13	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$226k		9.3k	24.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$223k		6.2k	36.26	View chart
PNC Financial Services (PNC)	0.1	$223k	NEW	907.00	246.28	View chart
Ark Etf Tr Space & Defense (ARKX)	0.1	$223k	NEW	6.5k	34.12	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$220k	NEW	288.00	763.14	View chart
Bar Harbor Bankshares (BHB)	0.1	$218k	NEW	5.8k	37.76	View chart
Philip Morris International (PM)	0.1	$215k	NEW	1.2k	180.91	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$212k	NEW	1.3k	163.54	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.1	$212k	NEW	6.5k	32.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$211k	NEW	307.00	687.74	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$210k	NEW	2.1k	98.68	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$208k	NEW	3.6k	58.01	View chart
Altria (MO)	0.1	$206k	NEW	2.9k	71.95	View chart
Constellation Energy (CEG)	0.1	$204k		821.00	248.37	View chart
SJW (HTO)	0.1	$203k	NEW	3.3k	60.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$202k	-31%	2.5k	80.82	View chart
Gcm Grosvenor Com Cl A (GCMG)	0.1	$198k	NEW	16k	12.30	View chart
Superior Uniform (SGC)	0.1	$165k	+5%	13k	13.12	View chart
Hackett (HCKT)	0.1	$145k	NEW	14k	10.77	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$141k	-12%	12k	11.53	View chart
Resources Connection (RGP)	0.1	$100k	+17%	23k	4.25	View chart

Past Filings by Certior Financial Group

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

Certior Financial Group 2026 Q2 filed July 20, 2026
Certior Financial Group 2026 Q1 filed April 27, 2026
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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