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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 BIL, SCHG, SCHD, TCAF, SCHA, and represent 33.06% of Certior Financial Group's stock portfolio.
Added to shares of these 10 stocks: BIL (+$13M), VTEB, HYD, SUB, PDBC, SDCI, AVUV, SCHG, SCHD, CGIC.
Started 13 new stock positions in NWG, PDBC, PSTL, JEPQ, DIVO, AVUV, IEMG, SDCI, APRP, FEGE. TRI, SPYI, CME.
Reduced shares in these 10 stocks: , BBJP, , STIP, VXUS, HGER, SPDR Gold MiniShares Trust, TSLA, MRK, FLIN.
Sold out of its positions in NLY, EPM, FLIN, IGM, INDA, BBJP, KMB, NXDR, PRU, SPEM. SNY, SHOP, UL.
Certior Financial Group was a net buyer of stock by $12M.
Certior Financial Group has $157M in assets under management (AUM), dropping by 5.94%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	10.9	$17M	+329%	186k	91.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.9	$11M	+7%	371k	29.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.6	$10M	+7%	340k	30.68	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	5.4	$8.5M	+6%	240k	35.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$5.1M	+5%	174k	29.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$4.9M	+112%	99k	49.89	View chart
Vanguard World Inf Tech Etf (VGT)	2.5	$4.0M	+5%	5.7k	697.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.3	$3.7M	+11%	86k	42.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$3.4M	+3%	5.3k	653.21	View chart
Apple (AAPL)	2.0	$3.1M		12k	253.80	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.8	$2.9M	+91%	58k	50.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$2.8M	+14%	30k	95.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$2.6M	+64%	24k	106.50	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.5M	+6%	48k	52.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$2.4M	+9%	38k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$2.3M	+11%	43k	54.05	View chart
World Gold Tr Spdr Gld Minis	1.5	$2.3M	-26%	25k	92.69	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.4	$2.3M		43k	52.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$2.2M		28k	78.41	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.4	$2.2M	-28%	70k	31.01	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	1.2	$1.8M	+25%	363k	5.10	View chart
Horizon Fds Landmark Etf (BENJ)	1.1	$1.7M	-4%	33k	52.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.7M	-38%	22k	77.11	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.1	$1.7M		74k	22.68	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	1.0	$1.6M	+23%	45k	36.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$1.6M	+4%	11k	138.32	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	1.0	$1.6M	-10%	126k	12.51	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.3M	-2%	7.8k	169.66	View chart
Strategy Cl A New (MSTR)	0.8	$1.3M		11k	124.80	View chart
Ares Capital Corporation (ARCC)	0.8	$1.3M	+33%	72k	18.02	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$1.2M	-58%	12k	103.43	View chart
Fs Kkr Capital Corp (FSK)	0.8	$1.2M	-14%	118k	10.18	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$1.1M	+40%	32k	34.41	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.1M	-10%	1.8k	604.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$996k		44k	22.91	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.6	$995k	NEW	58k	17.32	View chart
Capital Group International SHS (CGIC)	0.6	$968k	+117%	29k	33.11	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$903k		24k	38.42	View chart
Palantir Technologies Cl A (PLTR)	0.6	$902k		6.2k	146.28	View chart
Phillips Edison & Co Common Stock (PECO)	0.6	$893k	-6%	24k	37.42	View chart
Verizon Communications (VZ)	0.5	$852k		17k	50.20	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.5	$844k	+127%	23k	36.28	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$822k	+2%	37k	22.34	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.5	$816k	NEW	30k	27.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$768k	NEW	7.0k	110.47	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$758k	+3%	23k	33.37	View chart
Microsoft Corporation (MSFT)	0.5	$718k	-3%	1.9k	370.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$669k	+49%	12k	56.68	View chart
Cibus Cl A Com Stk (CBUS)	0.4	$630k	+17%	318k	1.98	View chart
Horizon Fds Expedition Plus (HBTA)	0.4	$624k	-5%	23k	26.78	View chart
International Business Machines (IBM)	0.4	$619k		2.6k	242.35	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$612k	-17%	15k	40.19	View chart
Consolidated Edison (ED)	0.4	$553k		4.9k	113.17	View chart
Gilead Sciences (GILD)	0.3	$548k		3.9k	139.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$542k	-2%	1.1k	479.20	View chart
Abbvie (ABBV)	0.3	$539k	+3%	2.5k	217.49	View chart
Ecolab (ECL)	0.3	$523k		2.0k	266.02	View chart
Oneok (OKE)	0.3	$517k	+4%	5.7k	90.39	View chart
Novartis Sponsored Adr (NVS)	0.3	$511k		3.3k	152.75	View chart
Snap-on Incorporated (SNA)	0.3	$493k	+3%	1.4k	363.19	View chart
Amazon (AMZN)	0.3	$489k	-3%	2.4k	208.27	View chart
Wec Energy Group (WEC)	0.3	$484k	+3%	4.2k	115.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$480k	+3%	1.4k	337.95	View chart
McDonald's Corporation (MCD)	0.3	$476k	+4%	1.5k	310.84	View chart
Air Products & Chemicals (APD)	0.3	$475k	+4%	1.6k	290.43	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$472k	NEW	10k	47.00	View chart
Texas Instruments Incorporated (TXN)	0.3	$455k	+3%	2.3k	194.14	View chart
Cme (CME)	0.3	$454k	NEW	1.5k	295.35	View chart
Home Depot (HD)	0.3	$452k	+4%	1.4k	328.98	View chart
Thomson Reuters Corp. (TRI)	0.3	$449k	NEW	5.0k	89.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$445k	-8%	18k	24.75	View chart
NVIDIA Corporation (NVDA)	0.3	$444k	-5%	2.5k	174.40	View chart
Tesla Motors (TSLA)	0.3	$441k	-59%	1.2k	371.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$419k		1.9k	215.06	View chart
Watsco, Incorporated (WSO)	0.3	$406k	+5%	1.1k	363.70	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$405k	+2%	6.9k	58.47	View chart
Merck & Co (MRK)	0.3	$401k	-53%	3.3k	120.27	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.3	$394k	+16%	18k	22.49	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.3	$393k	-4%	17k	22.55	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$391k		7.8k	50.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$390k	-21%	600.00	650.48	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$389k	-3%	26k	14.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$383k	-6%	13k	30.50	View chart
Qualcomm (QCOM)	0.2	$380k	+4%	3.0k	128.78	View chart
Realty Income (O)	0.2	$370k	+3%	6.0k	61.18	View chart
Republic Services (RSG)	0.2	$367k	+5%	1.7k	218.97	View chart
Johnson & Johnson (JNJ)	0.2	$360k		1.5k	244.45	View chart
American Water Works (AWK)	0.2	$359k	+6%	2.6k	136.09	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$358k	NEW	7.3k	49.37	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.2	$357k	-3%	14k	25.95	View chart
Ge Aerospace Com New (GE)	0.2	$355k		1.3k	283.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$355k	NEW	7.9k	44.85	View chart
Medtronic SHS (MDT)	0.2	$337k	+4%	3.9k	86.65	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$336k	+4%	3.1k	109.09	View chart
Mid-America Apartment (MAA)	0.2	$335k	+5%	2.7k	122.12	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$318k		11k	29.99	View chart
Automatic Data Processing (ADP)	0.2	$315k	+5%	1.5k	203.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$310k	-14%	12k	25.64	View chart
Shell Spon Ads (SHEL)	0.2	$302k	+6%	3.3k	92.99	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.2	$300k	NEW	9.9k	30.28	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$296k	+6%	14k	20.70	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$294k		17k	17.11	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$294k		8.0k	36.81	View chart
Natwest Group Spons Adr (NWG)	0.2	$292k	NEW	20k	14.90	View chart
Ge Vernova (GEV)	0.2	$286k		327.00	873.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$285k	-2%	494.00	577.15	View chart
First Tr Exch Traded Fd Iii Horizon Vol Smcp (HSMV)	0.2	$283k	-5%	7.8k	36.17	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$277k	+6%	5.5k	50.44	View chart
Relx Sponsored Adr (RELX)	0.2	$275k	+8%	8.3k	33.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$275k	+12%	3.1k	88.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$273k	+6%	1.4k	198.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$264k	NEW	4.7k	55.52	View chart
Sap Se Spon Adr (SAP)	0.2	$262k	+7%	1.5k	171.21	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$250k	NEW	3.6k	69.75	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$246k		3.6k	67.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$231k	-12%	806.00	286.98	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$230k	-6%	2.7k	85.16	View chart
Constellation Energy (CEG)	0.1	$228k		818.00	279.25	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$226k		9.3k	24.24	View chart
Escalade (ESCA)	0.1	$221k	+4%	13k	17.17	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$220k	-20%	5.0k	44.18	View chart
Coinbase Global Com Cl A (COIN)	0.1	$210k		1.2k	174.61	View chart
Broadcom (AVGO)	0.1	$208k	-7%	672.00	309.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$203k	-12%	6.2k	32.95	View chart
Starwood Property Trust (STWD)	0.1	$201k	-3%	12k	17.22	View chart
Postal Realty Trust Cl A (PSTL)	0.1	$190k	NEW	10k	18.56	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$154k		14k	11.03	View chart
Superior Uniform (SGC)	0.1	$121k	+9%	12k	10.16	View chart
Resources Connection (RGP)	0.0	$74k	+15%	20k	3.73	View chart
Srx Health Solutions Com New (SRXH)	0.0	$2.8k		21k	0.13	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 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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