Certus Wealth Management, LLC
Portfolio value QoQ: +7.6% 13F does not disclose cash
Top 10 holdings weight55.69%
Top 25 holdings weight85.38%
Positions above 1%26
Effective number of positions24.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 7.41% Est. buys $12,393,152 · sells $11,946,434
New positions4
Increased17
Decreased28
Closed2
Portfolio value
$167.1M
Positions
58
As of
Sept. 30, 2025 Data as of Q3 2025
Sector breakdown
Full portfolio 58 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $16,051,705 | 9.61% | 26,212 | $850,086 | Down ×3 | ||
| VUG | $11,159,565 | 6.68% | 23,268 | $760,717 | Down ×2 | ||
| EFV | $9,722,074 | 5.82% | 143,330 | $-347,441 | Down ×1 | ||
| DYNF | $9,394,744 | 5.62% | 158,695 | $2,193,280 | Up ×1 | ||
| BND | $8,748,887 | 5.24% | 117,640 | $-816,018 | Down ×1 | ||
| IVV | $8,176,838 | 4.89% | 12,217 | $376,471 | Down ×2 | ||
| ITOT | $8,071,923 | 4.83% | 55,420 | $469,306 | Down ×3 | ||
| QUAL | $7,705,896 | 4.61% | 39,619 | $-228,858 | Down ×1 | ||
| CMF | $7,257,313 | 4.34% | 127,232 | $-658,826 | Down ×2 | ||
| OEF | $6,773,294 | 4.05% | 20,350 | $2,719,961 | Up ×3 | ||
| VTV | $6,726,881 | 4.03% | 36,071 | $654,095 | Up ×3 | ||
| AAPL | $6,571,239 | 3.93% | 25,807 | $1,275,208 | Down ×1 | ||
| VWO | $5,569,596 | 3.33% | 102,798 | $956,363 | Up ×3 | ||
| EFG | $3,633,000 | 2.17% | 31,902 | $-2,719,864 | Down ×3 | ||
| TLH | $3,220,291 | 1.93% | 31,268 | $691,569 | Up ×3 | ||
| THRO | $3,207,045 | 1.92% | 84,708 | $420,135 | Up ×1 | ||
| ORCL | $3,133,576 | 1.88% | 11,142 | $697,601 | |||
| BAI | $2,916,376 | 1.75% | 85,374 | $1,447,969 | Up ×1 | ||
| IAU | $2,464,502 | 1.47% | 33,867 | $1,149,267 | Up ×3 | ||
| VMBS | $2,457,558 | 1.47% | 52,333 | $278,234 | Up ×2 | ||
| IEFA | $2,169,828 | 1.30% | 24,852 | $-23,025 | Down ×3 | ||
| BINC | $2,097,070 | 1.26% | 39,389 | $286,138 | Up ×2 | ||
| EMXC | $1,990,802 | 1.19% | 29,489 | $26,706 | Down ×3 | ||
| VFMO | $1,739,687 | 1.04% | 9,080 | $104,025 | Down ×1 | ||
| BNDX | $1,702,809 | 1.02% | 34,428 | $218,054 | Up ×1 | ||
| IEF | $1,669,530 | 1.00% | 17,308 | $-324,018 | Down ×3 | ||
| SHLD | $1,616,012 | 0.97% | 23,007 | Up ×1 | |||
| IXN | $1,563,528 | 0.94% | 15,149 | $73,807 | Down ×3 | ||
| PWZ | $1,559,680 | 0.93% | 65,204 | $1,155,688 | Up ×1 | ||
| IXUS | $1,413,274 | 0.85% | 17,114 | $121,656 | Up ×1 | ||
| TSLA | $1,136,260 | 0.68% | 2,555 | $324,639 | |||
| GOVT | $1,081,715 | 0.65% | 46,787 | $-164,766 | Down ×1 | ||
| USMV | $1,028,083 | 0.62% | 10,806 | $-32,930 | Down ×1 | ||
| IUSB | $1,020,940 | 0.61% | 21,857 | $-168,835 | Down ×1 | ||
| VTEB | $1,020,877 | 0.61% | 20,389 | $3,014 | Down ×1 | ||
| IYW | $956,384 | 0.57% | 4,883 | $-1,937,745 | Down ×2 | ||
| SUB | $859,579 | 0.51% | 8,050 | $-282,300 | Down ×1 | ||
| SPY | $748,786 | 0.45% | 1,124 | $54,323 | |||
| VTI | $743,518 | 0.44% | 2,266 | $54,962 | |||
| EMB | $739,055 | 0.44% | 7,764 | $82,379 | Up ×2 | ||
| LMT | $732,840 | 0.44% | 1,468 | $52,950 | |||
| SPTI | $682,994 | 0.41% | 23,633 | $-78,778 | Down ×1 | ||
| ESGU | $618,946 | 0.37% | 4,251 | $17,943 | Down ×2 | ||
| MUB | $505,082 | 0.30% | 4,743 | $-99,335 | Down ×3 | ||
| HIMU | $498,491 | 0.30% | 10,134 | Up ×1 | |||
| VLUE | $492,322 | 0.29% | 3,937 | $-12,368 | Down ×1 | ||
| HEFA | $486,252 | 0.29% | 12,276 | $111,131 | Up ×1 | ||
| IEMG | $462,099 | 0.28% | 7,010 | $34,145 | Down ×2 | ||
| MSFT | $444,982 | 0.27% | 859 | $36,402 | Up ×1 | ||
| IWF | $346,155 | 0.21% | 739 | $32,390 | |||
| META | $326,799 | 0.20% | 445 | $-1,651 | |||
| MBB | $291,920 | 0.17% | 3,068 | $-23,926 | Down ×3 | ||
| IGEB | $285,249 | 0.17% | 6,195 | $12,745 | Up ×1 | ||
| NFLX | $255,370 | 0.15% | 213 | $-29,865 | |||
| IXC | $223,530 | 0.13% | 5,354 | $-75,192 | Down ×3 | ||
| STIP | $213,128 | 0.13% | 2,062 | Up ×1 | |||
| MTUM | $209,263 | 0.13% | 816 | Up ×1 | |||
| F | $199,756 | 0.12% | 16,702 | $18,539 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.