Certus Wealth Management, LLC Portfolio Holdings
Q3 2025•56 long positions•$163.7M portfolio value
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Holding58 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.1M 9.81% | -$336.8K Sold | — 26.2K shares | 26.8K → 26.2K −$336.8K | -2.06% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $11.2M 6.82% | -$216.8K Sold | — 23.3K shares | 23.7K → 23.3K −$216.8K | -1.91% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.7M 5.94% | -$1.0M Sold | — 143.3K shares | 158.6K → 143.3K −$1.0M | -9.64% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.4M 5.74% | +$1.6M Bought | — 158.7K shares | 132.2K → 158.7K +$1.6M | +20.01% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.7M 5.35% | -$912.1K Sold | — 117.6K shares | 129.9K → 117.6K −$912.1K | -9.44% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.2M 5.0% | -$231.6K Sold | — 12.2K shares | 12.6K → 12.2K −$231.6K | -2.75% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.1M 4.93% | -$128.0K Sold | — 55.4K shares | 56.3K → 55.4K −$128.0K | -1.56% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.7M 4.71% | -$735.8K Sold | — 39.6K shares | 43.4K → 39.6K −$735.8K | -8.72% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.3M 4.43% | -$843.5K Sold | — 127.2K shares | 142.0K → 127.2K −$843.5K | -10.41% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.8M 4.14% | +$2.3M Bought | — 20.4K shares | 13.3K → 20.4K +$2.3M | +52.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.7M 4.11% | +$319.1K Bought | — 36.1K shares | 34.4K → 36.1K +$319.1K | +4.98% | — — | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $6.6M 4.01% | -$1.5K Sold | 0.0% 25.8K shares | 25.8K → 25.8K −$1.5K | -0.02% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.6M 3.4% | +$516.1K Bought | — 102.8K shares | 93.3K → 102.8K +$516.1K | +10.21% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.6M 2.22% | -$2.8M Sold | — 31.9K shares | 56.7K → 31.9K −$2.8M | -43.76% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 1.97% | +$657.0K Bought | — 31.3K shares | 24.9K → 31.3K +$657.0K | +25.63% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.2M 1.96% | +$241.5K Bought | — 84.7K shares | 78.3K → 84.7K +$241.5K | +8.15% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $3.1M 1.91% | — | 0.0% 11.1K shares | — | — | $801.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.5M 1.51% | +$929.7K Bought | — 33.9K shares | 21.1K → 33.9K +$929.7K | +60.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.5% | +$249.1K Bought | — 52.3K shares | 47.0K → 52.3K +$249.1K | +11.28% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 1.33% | -$123.6K Sold | — 24.9K shares | 26.3K → 24.9K −$123.6K | -5.39% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.1M 1.28% | +$272.4K Bought | — 39.4K shares | 34.3K → 39.4K +$272.4K | +14.93% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 1.22% | -$109.2K Sold | — 29.5K shares | 31.1K → 29.5K −$109.2K | -5.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 1.06% | -$76.8K Sold | — 9.1K shares | 9.5K → 9.1K −$76.8K | -4.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.04% | +$219.6K Bought | — 34.4K shares | 30.0K → 34.4K +$219.6K | +14.8% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.7M 1.02% | -$338.4K Sold | — 17.3K shares | 20.8K → 17.3K −$338.4K | -16.85% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.6M 0.987% | +$1.6M New | — 23.0K shares | 0 → 23.0K +$1.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 0.955% | -$101.6K Sold | — 15.1K shares | 16.1K → 15.1K −$101.6K | -6.1% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.6M 0.953% | +$1.1M Bought | — 65.2K shares | 17.3K → 65.2K +$1.1M | +276.71% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 0.863% | +$33.6K Bought | — 17.1K shares | 16.7K → 17.1K +$33.6K | +2.44% | — — | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $1.1M 0.694% | — | 0.0% 2.6K shares | — | — | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.661% | -$172.4K Sold | — 46.8K shares | 54.2K → 46.8K −$172.4K | -13.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.628% | -$47.3K Sold | — 10.8K shares | 11.3K → 10.8K −$47.3K | -4.4% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.624% | -$181.2K Sold | — 21.9K shares | 25.7K → 21.9K −$181.2K | -15.07% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.624% | -$18.6K Sold | — 20.4K shares | 20.8K → 20.4K −$18.6K | -1.79% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $956.4K 0.584% | -$2.3M Sold | — 4.9K shares | 16.7K → 4.9K −$2.3M | -70.77% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $859.6K 0.525% | -$287.0K Sold | — 8.1K shares | 10.7K → 8.1K −$287.0K | -25.03% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $748.8K 0.457% | — | — 1.1K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $743.5K 0.454% | — | — 2.3K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $739.1K 0.452% | +$64.2K Bought | — 7.8K shares | 7.1K → 7.8K +$64.2K | +9.51% | — — | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $732.8K 0.448% | — | 0.001% 1.5K shares | — | — | $116.55B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $683.0K 0.417% | -$82.2K Sold | — 23.6K shares | 26.5K → 23.6K −$82.2K | -10.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $618.9K 0.378% | -$27.8K Sold | — 4.3K shares | 4.4K → 4.3K −$27.8K | -4.3% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $505.1K 0.309% | -$111.0K Sold | — 4.7K shares | 5.8K → 4.7K −$111.0K | -18.01% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $492.3K 0.301% | -$65.2K Sold | — 3.9K shares | 4.5K → 3.9K −$65.2K | -11.69% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $486.3K 0.297% | +$94.8K Bought | — 12.3K shares | 9.9K → 12.3K +$94.8K | +24.23% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $462.1K 0.282% | -$7.8K Sold | — 7.0K shares | 7.1K → 7.0K −$7.8K | -1.67% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $445.0K 0.272% | +$19.7K Bought | 0.0% 859.0 shares | 821.0 → 859.0 +$19.7K | +4.63% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $346.2K 0.211% | — | — 739.0 shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $326.8K 0.2% | — | 0.0% 445.0 shares | — | — | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $291.9K 0.178% | -$28.2K Sold | — 3.1K shares | 3.4K → 3.1K −$28.2K | -8.8% | — — | Q3 2024 Held for 1y 2m |
