Certified Advisory Corp: 13F holdings
CIK 17317322026Q2
| Positions | 327 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 327 (+9 vs prior quarter) |
|---|
| Reported value | $1.2bn (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 580,439 | $50.0m | 4.0% |
| QQQ INVESCO QQQ TR | 61,040 | $45.0m | 3.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 411,962 | $32.6m | 2.6% |
| FNDX SCHWAB STRATEGIC TR | 979,820 | $30.5m | 2.5% |
| COWZ PACER FDS TR | 447,890 | $27.9m | 2.2% |
| VTV VANGUARD INDEX FDS | 121,337 | $26.4m | 2.1% |
| JPIE J P MORGAN EXCHANGE TRADED F | 517,962 | $23.9m | 1.9% |
| IVV ISHARES TR | 31,376 | $23.5m | 1.9% |
| ICVT ISHARES TR | 192,216 | $23.4m | 1.9% |
| AVUV AMERICAN CENTY ETF TR | 181,759 | $22.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731732")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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