StockDriftsStockDriftsTop 50 Certified Advisory Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 4.03% | 580.4K | $50.0M | +0.71%(+4.07K) | $37.97(+134.87%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.62% | 61.0K | $45.0M | -1.05%(-647) | $323.48(+126.45%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.63% | 412.0K | $32.6M | +281.13%(+303.87K) | $78.76(-0.16%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 2.46% | 979.8K | $30.5M | +11.06%(+97.54K) | $22.61(+43.92%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.25% | 447.9K | $27.9M | -1.03%(-4.67K) | $47.82(+46.22%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.13% | 121.3K | $26.4M | +1.01%(+1.22K) | $119.24(+90.79%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.92% | 518.0K | $23.9M | +9.63%(+45.49K) | $45.78(+0.21%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.89% | 31.4K | $23.5M | -7.54%(-2.56K) | $394.63(+97.38%) | 2026-06-30 | |
| ICVT | ISHARES TR | 1.89% | 192.2K | $23.4M | +6.86%(+12.34K) | $83.48(+41.99%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.83% | 181.8K | $22.7M | +0.41%(+734) | $91.54(+40.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.99% | +44.25% | +7.43% | +43.11% |
| Top 20 Holdings Unweighted | +12.01% | +40.53% | +6.99% | +40.22% |
Certified Advisory Corp reports $1.24B in US-listed equity holdings across 327 positions in its most recent 13F filing. Its largest disclosed positions are VUG (4.0%), QQQ (3.6%) and VCSH (2.6%). The top 20 holdings account for 39.85% of reported assets. Its disclosed equity book has returned +44.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Certified Advisory Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731732). View Certified Advisory Corp’s 13F filings on SEC