CERTIOR FINANCIAL GROUP, LLC

RIA/Wealth

CERTIOR FINANCIAL GROUP, LLC is a RIA/Wealth based in King Of Prussia, PA led by Avi No Middle Name Kantor, reporting $388.0M in AUM as of Q3 2025 with 67% ETF concentration.

Managing PartnerAvi No Middle Name Kantor

Portfolio Value: $144.5M
Positions: 132
Top Holding: SCHG at 7.47%
Last Reported: Q3 2025

Address20104 Valley Forge Circle, King Of Prussia, PA, 19406, United States

Top Holdings

Largest long holdings in CERTIOR FINANCIAL GROUP, LLC's portfolio (39.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$10.8M	7.47%	+$384.7K Bought	— 338.2K shares	Q4 2024 Held for 11 months
2 T. Rowe Price Capital Appreciation Equity ETF TCAF	ETF ETF	$8.2M	5.69%	+$324.4K Bought	— 218.3K shares	Q4 2024 Held for 11 months
3 Schwab US Dividend Equity SCHD	ETF ETF	$8.2M	5.68%	+$535.8K Bought	— 300.9K shares	Q4 2024 Held for 11 months
4 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$6.0M	4.17%	+$997.1K Bought	— 78.8K shares	Q4 2024 Held for 11 months
5 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$4.4M	3.05%	+$244.6K Bought	— 158.0K shares	Q4 2024 Held for 11 months
6 Vanguard Total International Stock VXUS	ETF ETF	$4.0M	2.78%	+$1.3M Bought	— 54.7K shares	Q4 2024 Held for 11 months
7 Vanguard Information Technology VGT	ETF ETF	$3.9M	2.73%	+$203.1K Bought	— 5.3K shares	Q4 2024 Held for 11 months
8 GBTC Grayscale Bitcoin Trust GBTC	Unknown Unknown	$3.9M	2.72%	-$3.9K Sold	— 43.7K shares	Q4 2024 Held for 11 months
9 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$3.9M	2.69%	-$56.4K Sold	— 83.1K shares	Q1 2025 Held for 8 months
10 iShares Core S&P 500 ETF IVV	ETF ETF	$3.4M	2.33%	-$317.9K Sold	— 5.0K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CERTIOR FINANCIAL GROUP, LLC's latest filing

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Market Value

$144.5M

Prior: $127.9M

Q/Q Change

+13.04%

+$16.7M

Net Flows % of MV

+5.74%

Turnover Ratio

10.64%

New Purchases

20 stocks

$9.2M

Added To

53 stocks

+$8.9M

Sold Out Of

4 stocks

$3.9M

Reduced Holdings

48 stocks

-$5.9M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total World Stock VT	New	0 → 19.6K +$2.7M
2 Vanguard Total Stock Market VTI	New	0 → 2.8K +$903.8K
3 Vanguard Total International Bond BNDX	New	0 → 15.9K +$787.7K
4 Vanguard Extended Market VXF	New	0 → 3.2K +$661.0K
5 Vanguard Growth VUG	New	0 → 1.2K +$586.4K

Decreased Positions

Position	Shares Δ	Change
1 IVVB iShares Large Cap Deep Buffer ETF IVVB	Sold	85.1K → 0 −$2.6M
2 iShares TIPS Bond TIP	Sold	6.7K → 0 −$735.3K
3 National Grid NGG	Sold	4.2K → 0 −$312.1K
4 Philip Morris International PM	Sold	1.2K → 0 −$222.7K
5 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	-72.33%	55.8K → 15.4K −$3.7M

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Analytics

Portfolio insights and performance metrics for CERTIOR FINANCIAL GROUP, LLC

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Sector Allocation

ETF

67.00%

Technology

6.80%

Financial Services

4.90%

Industrials

2.00%

Healthcare

1.80%

Consumer Cyclical

1.70%

Real Estate

1.20%

Utilities

1.20%

Energy

1.00%

Communication Services

0.80%

Basic Materials

0.60%

Consumer Defensive

0.40%

Market Cap Distribution

Mega Cap (> $200B)

8.90%

Large Cap ($10B - $200B)

8.83%

Mid Cap ($2B - $10B)

2.53%

Small Cap ($300M - $2B)

0.07%

Micro Cap ($50M - $300M)

0.40%

N/A (ETF or Unknown)

79.27%

Portfolio Concentration

Top 10 Holdings %

39.3%

Top 20 Holdings %

57.29%

Top 50 Holdings %

80.41%

Top 100 Holdings %

94.96%