Certus Wealth Management, LLC
RIA/Wealth
Certus Wealth Management, LLC is a RIA/Wealth led by Joel Robert Van Hofwegen, managing $163.7M across 56 long positions as of Q3 2025 with 88% ETF concentration and 57% concentrated in top 10 holdings.
CEOJoel Robert Van Hofwegen
- Portfolio Value
- $163.7M
- Positions
- 56
- Top Holding
- VOO at 9.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Certus Wealth Management, LLC's portfolio (56.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.1M | 9.81% | -$336.8K Sold | — 26.2K shares | |
ETF ETF | $11.2M | 6.82% | -$216.8K Sold | — 23.3K shares | |
ETF ETF | $9.7M | 5.94% | -$1.0M Sold | — 143.3K shares | |
ETF ETF | $9.4M | 5.74% | +$1.6M Bought | — 158.7K shares | |
ETF ETF | $8.7M | 5.35% | -$912.1K Sold | — 117.6K shares | |
ETF ETF | $8.2M | 5.00% | -$231.6K Sold | — 12.2K shares | |
ETF ETF | $8.1M | 4.93% | -$128.0K Sold | — 55.4K shares | |
ETF ETF | $7.7M | 4.71% | -$735.8K Sold | — 39.6K shares | |
ETF ETF | $7.3M | 4.43% | -$843.5K Sold | — 127.2K shares | |
ETF ETF | $6.8M | 4.14% | +$2.3M Bought | — 20.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Certus Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+276.71% | |
+60.58% | |
+52.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-70.77% | |
-43.76% | |
-29.58% |
Analytics
Portfolio insights and performance metrics for Certus Wealth Management, LLC
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