Certus Wealth Management, LLC
CIK: 0001989526SEC EDGAR →
Portfolio Value
$167.1B
Holdings
58
As of
Q3 2025
New Positions
4
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 26,212 | $16.1B | 9.61% |
| 2 | VANGUARD INDEX FDS | 23,268 | $11.2B | 6.68% |
| 3 | ISHARES TR | 143,330 | $9.7B | 5.82% |
| 4 | BLACKROCK ETF TRUST | 158,695 | $9.4B | 5.62% |
| 5 | VANGUARD BD INDEX FDS | 117,640 | $8.7B | 5.24% |
| 6 | ISHARES TR | 12,217 | $8.2B | 4.89% |
| 7 | ISHARES TR | 55,420 | $8.1B | 4.83% |
| 8 | ISHARES TR | 39,619 | $7.7B | 4.61% |
| 9 | ISHARES TR | 127,232 | $7.3B | 4.34% |
| 10 | ISHARES TR | 20,350 | $6.8B | 4.05% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $148.1B | 88.6% |
| Technology | 3 | $10.1B | 6.1% |
| Unknown | 4 | $6.2B | 3.7% |
| Consumer Cyclical | 2 | $1.3B | 0.8% |
| Industrials | 1 | $732.8M | 0.4% |
| Communication Services | 2 | $582.2M | 0.3% |