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.
CERTIOR FINANCIAL GROUP, LLC (CIK 2055620) reported $157.0M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($17.1M, 10.87%), SCHG ($10.8M, 6.89%), SCHD ($10.4M, 6.64%), TCAF ($8.5M, 5.44%), SCHA ($5.1M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $17.1M | 10.87% | 186,296 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $10.8M | 6.89% | 371,318 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $10.4M | 6.64% | 339,570 | Added |
| 4 | TCAF | T ROWE PRICE ETF INC | $8.5M | 5.44% | 240,151 | Added |
| 5 | SCHA | SCHWAB STRATEGIC TR | $5.1M | 3.22% | 173,748 | Added |
| 6 | VTEB | VANGUARD MUN BD FDS | $4.9M | 3.14% | 98,805 | Added |
| 7 | VGT | VANGUARD WORLD FD | $4.0M | 2.54% | 5,719 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.7M | 2.33% | 85,915 | Added |
| 9 | IVV | ISHARES TR | $3.4M | 2.19% | 5,254 | Added |
| 10 | AAPL | APPLE INC | $3.1M | 1.97% | 12,180 | Added |
| 11 | HYD | VANECK ETF TRUST | $2.9M | 1.85% | 57,774 | Added |
| 12 | IEF | ISHARES TR | $2.8M | 1.79% | 29,456 | Added |
| 13 | SUB | ISHARES TR | $2.6M | 1.63% | 23,989 | Added |
| 14 | MUNI | PIMCO ETF TR | $2.5M | 1.58% | 47,508 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 1.54% | 37,720 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.48% | 43,026 | Added |
| 17 | GLDW | WORLD GOLD TR | $2.3M | 1.48% | 25,044 | Trimmed |
| 18 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.3M | 1.44% | 42,990 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $2.2M | 1.40% | 28,068 | Added |
| 20 | HGER | HARBOR ETF TRUST | $2.2M | 1.38% | 70,094 | Trimmed |
| 21 | FSCO | FS CREDIT OPPORTUNITIES CORP | $1.8M | 1.18% | 362,615 | Added |
| 22 | BENJ | HORIZON FDS | $1.7M | 1.10% | 33,083 | Trimmed |
| 23 | VXUS | VANGUARD STAR FDS | $1.7M | 1.08% | 21,903 | Trimmed |
| 24 | SCHI | SCHWAB STRATEGIC TR | $1.7M | 1.06% | 73,471 | Added |
| 25 | QLTY | GMO ETF TRUST | $1.6M | 1.04% | 45,279 | Added |
Source: SEC Form 13F filings · as of 2026-03-31