Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Certified Advisory Corp (CIK 1731732) reported $1.12B across 318 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($42.0M, 3.76%), QQQ ($35.6M, 3.19%), COWZ ($28.3M, 2.54%), FNDX ($24.6M, 2.20%), VTV ($23.6M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $42.0M | 3.76% | 96,062 | Added |
| 2 | QQQ | INVESCO QQQ TR | $35.6M | 3.19% | 61,687 | Added |
| 3 | COWZ | PACER FDS TR | $28.3M | 2.54% | 452,564 | Trimmed |
| 4 | FNDX | SCHWAB STRATEGIC TR | $24.6M | 2.20% | 882,278 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $23.6M | 2.11% | 120,122 | Trimmed |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $23.2M | 2.08% | 507,657 | Added |
| 7 | IVV | ISHARES TR | $22.2M | 1.99% | 33,936 | Trimmed |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $21.8M | 1.95% | 472,470 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $21.4M | 1.92% | 276,995 | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $20.0M | 1.79% | 181,025 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $18.7M | 1.68% | 756,706 | Added |
| 12 | AAPL | APPLE INC | $18.5M | 1.66% | 72,987 | Trimmed |
| 13 | ICVT | ISHARES TR | $18.3M | 1.64% | 179,873 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $17.4M | 1.56% | 117,763 | Added |
| 15 | JPIB | J P MORGAN EXCHANGE TRADED F | $16.8M | 1.51% | 351,573 | Added |
| 16 | VOO | VANGUARD INDEX FDS | $16.9M | 1.51% | 28,263 | Added |
| 17 | FNDF | SCHWAB STRATEGIC TR | $16.4M | 1.47% | 336,079 | Trimmed |
| 18 | IWY | ISHARES TR | $16.3M | 1.46% | 65,409 | Added |
| 19 | IEFA | ISHARES TR | $15.6M | 1.40% | 172,183 | Added |
| 20 | SPTI | SPDR SERIES TRUST | $14.1M | 1.26% | 491,720 | Added |
| 21 | AVLV | AMERICAN CENTY ETF TR | $14.1M | 1.26% | 174,342 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $13.9M | 1.25% | 196,639 | Added |
| 23 | SPDW | SPDR INDEX SHS FDS | $13.6M | 1.22% | 298,256 | Added |
| 24 | VGT | VANGUARD WORLD FD | $12.6M | 1.13% | 18,120 | Trimmed |
| 25 | IOO | ISHARES TR | $12.3M | 1.10% | 101,685 | Added |
Source: SEC Form 13F filings · as of 2026-03-31