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Certified Advisory Corp
RIA/Wealth
Certified Advisory Corp is a RIA/Wealth based in Altamonte Springs, FL led by Joseph Frank Bert, reporting $2.7B in AUM as of Q3 2025 with 81% ETF concentration and minimal technology exposure.
CEOJoseph Frank Bert
- Portfolio Value
- $1.0B
- Positions
- 309
- Top Holding
- VUG at 4.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Certified Advisory Corp's portfolio (24.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.4M | 4.24% | -$1.7M Sold | — 92.6K shares | |
ETF ETF | $35.9M | 3.42% | +$1.5M Bought | — 59.7K shares | |
ETF ETF | $28.2M | 2.69% | -$261.6K Sold | — 490.7K shares | |
ETF ETF | $24.7M | 2.36% | -$214.3K Sold | — 132.5K shares | |
ETF ETF | $23.8M | 2.26% | -$130.5K Sold | — 35.5K shares | |
ETF ETF | $21.3M | 2.03% | +$393.5K Bought | — 808.3K shares | |
ETF ETF | $20.4M | 1.94% | +$948.2K Bought | — 440.4K shares | |
ETF ETF | $19.3M | 1.84% | +$3.5M Bought | — 416.5K shares | |
Consumer Electronics Technology | $18.9M | 1.80% | -$109.0K Sold | 0.00% 74.1K shares | |
ETF ETF | $18.0M | 1.72% | +$938.5K Bought | — 231.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Certified Advisory Corp's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Certified Advisory Corp
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