CERTIOR FINANCIAL GROUP, LLC: 13F holdings
CIK 20556202026Q2
| Positions | 146 |
|---|
| Reported value | $182.5m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 146 (+16 vs prior quarter) |
|---|
| Reported value | $182.5m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 400,233 | $13.5m | 7.4% |
| SCHD SCHWAB STRATEGIC TR | 364,332 | $11.6m | 6.3% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 255,998 | $10.5m | 5.8% |
| BIL SPDR SERIES TRUST | 114,558 | $10.5m | 5.8% |
| SCHA SCHWAB STRATEGIC TR | 181,064 | $6.5m | 3.6% |
| VGT VANGUARD WORLD FD | 46,851 | $5.6m | 3.1% |
| VTEB VANGUARD MUN BD FDS | 103,998 | $5.3m | 2.9% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 87,414 | $4.3m | 2.4% |
| IVV ISHARES TR | 5,477 | $4.1m | 2.2% |
| SPYM SPDR SERIES TRUST | 42,418 | $3.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055620")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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