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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, VGT, and represent 28.30% of Certior Financial Group's stock portfolio.
Added to shares of these 10 stocks: USFR, FLJP, GLDM, XOM, OKE, MSFT, BFEW, FTPA, BUFY, SCHG.
Started 13 new stock positions in MSM, FTPA, XOM, SHOP, ARKG, OKE, BUFY, COIN, OCGN, UMH. BUFS, USFR, BFEW.
Reduced shares in these 10 stocks: HGER, VT, BIL, QQQ, , IBM, FSCO, Oneok, FSK, FSSL.
Sold out of its positions in GOOG, YYY, AVGO, EPR, Exxon Mobil Corporation, HSMV, IBM, IAU, IGM, Oneok. PDI, RGP, SLYG, SCHE, CHAT, VT.
Certior Financial Group was a net seller of stock by $-2.8M.
Certior Financial Group has $185M in assets under management (AUM), dropping by 1.07%.
Central Index Key (CIK): 0002055620

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Portfolio Holdings for Certior Financial Group

Certior Financial Group holds 143 positions in its portfolio as reported in the September 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)	7.9	$15M		408k	35.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.5	$12M		370k	32.53	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	5.9	$11M		256k	42.27	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	4.8	$8.8M	-16%	96k	91.64	View chart
Vanguard World Inf Tech Etf (VGT)	3.2	$5.9M		47k	125.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.2	$5.9M		181k	32.63	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	3.0	$5.4M	+76%	132k	41.40	View chart
Microsoft Corporation (MSFT)	2.6	$4.9M	+7%	9.5k	512.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.6	$4.9M		102k	47.36	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.3	$4.3M		88k	48.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$4.1M	-2%	5.3k	765.79	View chart
Apple (AAPL)	2.2	$4.0M		12k	333.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.1	$3.8M	+84%	47k	82.18	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.9	$3.5M	-7%	39k	89.76	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.8	$3.4M	NEW	67k	50.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$3.1M	+5%	52k	59.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$3.1M		43k	70.61	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.6	$2.9M		60k	48.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$2.7M		30k	89.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$2.6M	-2%	25k	104.54	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$2.5M	-2%	50k	49.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.3M		30k	76.40	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	1.1	$1.9M		46k	42.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$1.9M		22k	84.96	View chart
Ares Capital Corporation (ARCC)	1.0	$1.8M	-5%	95k	19.10	View chart
Horizon Fds Landmark Etf (BENJ)	1.0	$1.8M	+7%	33k	53.30	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.9	$1.7M		79k	21.44	View chart
Strategy Cl A New (MSTR)	0.9	$1.6M		11k	153.09	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.8	$1.4M	-18%	22k	64.59	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.8	$1.4M		50k	27.69	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.7	$1.4M	NEW	8.3k	162.74	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.7	$1.3M	-29%	248k	5.16	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.3M	+2%	13k	99.70	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$1.2M		33k	36.75	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.1M	-2%	6.1k	187.05	View chart
Capital Group International SHS (CGIC)	0.6	$1.1M	+2%	31k	35.98	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.6	$1.1M		21k	53.17	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$1.1M		23k	46.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	-2%	19k	56.22	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.6	$1.0M		24k	44.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$998k	+5%	46k	21.87	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.5	$973k		24k	40.88	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.5	$906k		23k	39.78	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.5	$902k	-74%	26k	35.26	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.5	$902k	-27%	78k	11.63	View chart
Lockheed Martin Corporation (LMT)	0.5	$889k		1.7k	509.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$825k		7.0k	117.77	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$797k		21k	37.34	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.4	$794k	-15%	26k	31.20	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$789k		37k	21.17	View chart
Verizon Communications (VZ)	0.4	$787k		17k	45.87	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$766k	+4%	16k	47.43	View chart
Horizon Fds Expedition Plus (HBTA)	0.4	$683k	-7%	21k	32.88	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$671k	+2%	1.5k	456.19	View chart
Texas Instruments Incorporated (TXN)	0.4	$649k		2.3k	280.09	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$648k		11k	61.26	View chart
Gilead Sciences (GILD)	0.3	$620k	+3%	4.2k	149.05	View chart
Fs Kkr Capital Corp (FSK)	0.3	$609k	-39%	55k	10.99	View chart
Abbvie (ABBV)	0.3	$607k		2.3k	261.62	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$599k		5.2k	116.18	View chart
Qualcomm (QCOM)	0.3	$566k	+2%	3.1k	184.06	View chart
Cibus Cl A Com Stk (CBUS)	0.3	$564k	+3%	350k	1.61	View chart
Intel Corporation (INTC)	0.3	$549k	+5%	4.6k	120.22	View chart
NVIDIA Corporation (NVDA)	0.3	$545k	-6%	2.4k	228.37	View chart
Ecolab (ECL)	0.3	$540k		2.0k	274.58	View chart
Snap-on Incorporated (SNA)	0.3	$521k	+3%	1.4k	363.36	View chart
Merck & Co (MRK)	0.3	$521k	+7%	3.6k	145.31	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$520k	+3%	10k	50.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$510k	-9%	1.0k	497.95	View chart
Oneok (OKE)	0.3	$499k	NEW	5.8k	85.27	View chart
Thomsoncorp (TRI)	0.3	$494k		5.1k	97.33	View chart
Air Products & Chemicals (APD)	0.3	$492k	+3%	1.8k	278.19	View chart
Consolidated Edison (ED)	0.3	$486k	-3%	4.8k	102.22	View chart
Automatic Data Processing (ADP)	0.3	$463k	+4%	1.8k	258.04	View chart
Shell Spon Ads (SHEL)	0.2	$457k		4.8k	95.05	View chart
Sap Se Spon Adr (SAP)	0.2	$450k		2.2k	208.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$449k	-9%	16k	27.47	View chart
Amazon (AMZN)	0.2	$446k	-23%	1.8k	249.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$442k	-3%	580.00	762.56	View chart
Cme (CME)	0.2	$434k	+4%	1.7k	261.98	View chart
Wec Energy Group (WEC)	0.2	$433k		4.3k	100.79	View chart
Home Depot (HD)	0.2	$406k		1.4k	284.42	View chart
Full Truck Alliance Sponsored Ads (YMM)	0.2	$399k		48k	8.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$397k	-5%	12k	33.31	View chart
Astrazeneca Ord (AZN)	0.2	$396k	+3%	2.5k	161.47	View chart
Republic Services (RSG)	0.2	$393k	+5%	1.9k	209.84	View chart
Atmos Energy Corporation (ATO)	0.2	$393k	+4%	2.5k	156.44	View chart
Johnson & Johnson (JNJ)	0.2	$392k		1.5k	264.75	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$392k		11k	36.95	View chart
Ge Aerospace Com New (GE)	0.2	$392k		1.3k	312.27	View chart
McDonald's Corporation (MCD)	0.2	$387k	+4%	1.7k	230.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$386k	-15%	1.7k	233.25	View chart
Natwest Group Spons Adr (NWG)	0.2	$384k		21k	18.15	View chart
American Water Works (AWK)	0.2	$380k	+5%	2.9k	129.47	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$379k		7.0k	54.40	View chart
Medtronic SHS (MDT)	0.2	$378k	+5%	4.4k	86.29	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$367k		6.6k	55.55	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$366k		16k	23.53	View chart
Watsco, Incorporated (WSO)	0.2	$355k		1.2k	302.67	View chart
Exchange Listed Fds Tr Saba Opportunist (CEFS)	0.2	$346k	-8%	14k	24.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$344k	-5%	12k	30.00	View chart
Realty Income (O)	0.2	$342k		6.3k	54.30	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.2	$340k	-8%	11k	30.42	View chart
Tesla Motors (TSLA)	0.2	$339k	-14%	954.00	354.98	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.2	$331k		9.9k	33.38	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$327k	-8%	21k	15.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$320k	-82%	433.00	739.26	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$320k	+5%	6.9k	46.40	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$309k		5.3k	57.82	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Us (BFEW)	0.2	$292k	NEW	14k	21.29	View chart
Micron Technology (MU)	0.2	$289k	-15%	271.00	1064.47	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$287k		3.5k	81.16	View chart
Putnam Etf Trust Frank Pa Mun Etf (FTPA)	0.2	$286k	NEW	35k	8.10	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$286k	-24%	6.3k	45.36	View chart
Ge Vernova (GEV)	0.2	$284k	-8%	299.00	950.82	View chart
Advanced Micro Devices (AMD)	0.2	$281k	-18%	459.00	611.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$275k	NEW	12k	23.73	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$258k	-2%	5.0k	51.41	View chart
Constellation Energy (CEG)	0.1	$248k	+18%	976.00	254.02	View chart
Escalade (ESCA)	0.1	$244k		13k	19.03	View chart
Postal Realty Trust Cl A (PSTL)	0.1	$235k		10k	22.87	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$228k	NEW	1.5k	148.30	View chart
Philip Morris International (PM)	0.1	$228k		1.2k	190.82	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$226k		9.3k	24.24	View chart
Coinbase Global Com Cl A (COIN)	0.1	$224k	NEW	1.2k	186.41	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$223k	-6%	2.5k	88.51	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$222k		2.5k	89.10	View chart
Bar Harbor Bankshares (BHB)	0.1	$221k		5.7k	38.69	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.1	$219k		6.5k	33.43	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.1	$214k	NEW	8.7k	24.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$209k	+173%	789.00	264.75	View chart
Ark Etf Tr Space & Defense (ARKX)	0.1	$208k		6.5k	31.90	View chart
Gcm Grosvenor Com Cl A (GCMG)	0.1	$208k		16k	12.89	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$208k	NEW	3.8k	54.22	View chart
SJW (HTO)	0.1	$205k		3.3k	61.63	View chart
Msc Indl Direct Cl A (MSM)	0.1	$205k	NEW	1.7k	123.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$204k	-5%	291.00	699.96	View chart
Altria (MO)	0.1	$204k	+5%	3.0k	67.34	View chart
PNC Financial Services (PNC)	0.1	$201k		905.00	222.31	View chart
UMH Properties (UMH)	0.1	$176k	NEW	11k	15.40	View chart
Superior Uniform (SGC)	0.1	$160k		13k	12.65	View chart
Hackett (HCKT)	0.1	$144k	+6%	14k	10.05	View chart
Ocugen (OCGN)	0.1	$114k	NEW	110k	1.03	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 Q3 filed Oct. 19, 2026
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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