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Certus Wealth Management

Latest statistics and disclosures from Certus Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VUG, EFV, DYNF, BND, and represent 32.96% of Certus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: OEF, SHLD, DYNF, BAI, PWZ, IAU, TLH, VWO, HIMU, VTV.
Started 4 new stock positions in SHLD, STIP, HIMU, MTUM.
Reduced shares in these 10 stocks: EFG, IYW, EFV, BND, CMF, QUAL, IEF, VOO, SUB, SCHZ.
Sold out of its positions in AMZN, SCHZ.
Certus Wealth Management was a net buyer of stock by $447k.
Certus Wealth Management has $167M in assets under management (AUM), dropping by 7.59%.
Central Index Key (CIK): 0001989526

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Portfolio Holdings for Certus Wealth Management

Certus Wealth Management holds 58 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.6	$16M	-2%	26k	612.38	View chart
Vanguard Index Fds Growth Etf (VUG)	6.7	$11M		23k	479.61	View chart
Ishares Tr Eafe Value Etf (EFV)	5.8	$9.7M	-9%	143k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.6	$9.4M	+20%	159k	59.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.2	$8.7M	-9%	118k	74.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$8.2M	-2%	12k	669.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.8	$8.1M		55k	145.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$7.7M	-8%	40k	194.50	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	4.3	$7.3M	-10%	127k	57.04	View chart
Ishares Tr S&p 100 Etf (OEF)	4.1	$6.8M	+52%	20k	332.84	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$6.7M	+4%	36k	186.49	View chart
Apple (AAPL)	3.9	$6.6M		26k	254.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$5.6M	+10%	103k	54.18	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.2	$3.6M	-43%	32k	113.88	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.9	$3.2M	+25%	31k	102.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.9	$3.2M	+8%	85k	37.86	View chart
Oracle Corporation (ORCL)	1.9	$3.1M		11k	281.24	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.7	$2.9M	+67%	85k	34.16	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$2.5M	+60%	34k	72.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.5	$2.5M	+11%	52k	46.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$2.2M	-5%	25k	87.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$2.1M	+14%	39k	53.24	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$2.0M	-5%	30k	67.51	View chart
Vanguard Wellington Us Momentum (VFMO)	1.0	$1.7M	-4%	9.1k	191.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$1.7M	+14%	34k	49.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$1.7M	-16%	17k	96.46	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.6M	NEW	23k	70.24	View chart
Ishares Tr Global Tech Etf (IXN)	0.9	$1.6M	-6%	15k	103.21	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.9	$1.6M	+276%	65k	23.92	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$1.4M	+2%	17k	82.58	View chart
Tesla Motors (TSLA)	0.7	$1.1M		2.6k	444.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$1.1M	-13%	47k	23.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.0M	-4%	11k	95.14	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$1.0M	-15%	22k	46.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.0M		20k	50.07	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$956k	-70%	4.9k	195.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$860k	-25%	8.1k	106.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$749k		1.1k	666.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$744k		2.3k	328.12	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$739k	+9%	7.8k	95.19	View chart
Lockheed Martin Corporation (LMT)	0.4	$733k		1.5k	499.21	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.4	$683k	-10%	24k	28.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$619k	-4%	4.3k	145.60	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$505k	-18%	4.7k	106.49	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$499k	NEW	10k	49.19	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$492k	-11%	3.9k	125.05	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$486k	+24%	12k	39.61	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$462k		7.0k	65.92	View chart
Microsoft Corporation (MSFT)	0.3	$445k	+4%	859.00	518.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$346k		739.00	468.41	View chart
Meta Platforms Cl A (META)	0.2	$327k		445.00	734.38	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$292k	-8%	3.1k	95.15	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$285k	+3%	6.2k	46.05	View chart
Netflix (NFLX)	0.2	$255k		213.00	1198.92	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$224k	-29%	5.4k	41.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$213k	NEW	2.1k	103.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$209k	NEW	816.00	256.45	View chart
Ford Motor Company (F)	0.1	$200k		17k	11.96	View chart

Past Filings by Certus Wealth Management

SEC 13F filings are viewable for Certus Wealth Management going back to 2023

Certus Wealth Management 2025 Q3 filed Nov. 7, 2025
Certus Wealth Management 2025 Q2 filed July 24, 2025
Certus Wealth Management 2025 Q1 filed May 13, 2025
Certus Wealth Management 2024 Q4 filed Feb. 11, 2025
Certus Wealth Management 2024 Q3 filed Nov. 12, 2024
Certus Wealth Management 2024 Q2 filed Aug. 2, 2024
Certus Wealth Management 2024 Q1 filed May 6, 2024
Certus Wealth Management 2023 Q4 filed Feb. 9, 2024
Certus Wealth Management 2023 Q3 filed Nov. 2, 2023

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