StockDriftsStockDriftsTop 50 Certior Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 7.42% | 400.2K | $13.5M | +7.79%(+28.91K) | $27.60(+29.61%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.33% | 364.3K | $11.6M | +7.29%(+24.76K) | $27.93(+22.75%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 5.76% | 256.0K | $10.5M | +6.60%(+15.85K) | $33.90(+26.40%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 5.75% | 114.6K | $10.5M | -38.51%(-71.74K) | $91.53(-0.05%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.58% | 181.1K | $6.5M | +4.21%(+7.32K) | $25.88(+34.53%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.07% | 46.9K | $5.6M | +2.40%(+1.10K) | $77.32(+55.80%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.88% | 104.0K | $5.3M | +5.26%(+5.19K) | $50.18(-0.69%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.36% | 87.4K | $4.3M | +1.74%(+1.50K) | $37.58(+36.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.25% | 5.5K | $4.1M | +4.24%(+223) | $590.89(+31.56%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.04% | 42.4K | $3.7M | new | $80.39(+13.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.45% |
Certior Financial Group LLC reports $182.53M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (7.4%), SCHD (6.3%) and TCAF (5.8%). The top 20 holdings account for 57.98% of reported assets. Its disclosed equity book has returned +17.23% cumulatively over 6 quarters. 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 Certior Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055620). View Certior Financial Group LLC’s 13F filings on SEC