StockDriftsStockDriftsTop 50 Certus Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.61% | 26.2K | $16.1M | -2.06%(-550) | $426.70(+48.78%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.68% | 23.3K | $11.2M | -1.91%(-452) | $324.68(+52.48%) | 2025-09-30 | |
| EFV | ISHARES TR | 5.82% | 143.3K | $9.7M | -9.64%(-15.29K) | $54.47(+31.55%) | 2025-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.62% | 158.7K | $9.4M | +20.01%(+26.46K) | $46.89(+31.36%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.24% | 117.6K | $8.7M | -9.44%(-12.27K) | $73.29(+1.23%) | 2025-09-30 | |
| IVV | ISHARES TR | 4.89% | 12.2K | $8.2M | -2.75%(-346) | $452.05(+53.36%) | 2025-09-30 | |
| ITOT | ISHARES TR | 4.83% | 55.4K | $8.1M | -1.56%(-879) | $94.05(+60.17%) | 2025-09-30 | |
| QUAL | ISHARES TR | 4.61% | 39.6K | $7.7M | -8.72%(-3.78K) | $148.47(+35.40%) | 2025-09-30 | |
| CMF | ISHARES TR | 4.34% | 127.2K | $7.3M | -10.41%(-14.79K) | $56.77(+1.04%) | 2025-09-30 | |
| OEF | ISHARES TR | 4.05% | 20.4K | $6.8M | +52.80%(+7.03K) | $281.28(+23.28%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.30% |
Certus Wealth Management, Llc reports $167.09M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.6%), VUG (6.7%) and EFV (5.8%). The top 20 holdings account for 79.57% of reported assets. Its disclosed equity book has returned +39.67% cumulatively over 9 quarters. Figures reflect the Q3 2025 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 Certus Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989526). View Certus Wealth Management, Llc’s 13F filings on SEC