Latest imported 13F data

Certified Advisory Corp

•CIK: 1731732•Filing: Q4 2025

**Certified Advisory Corp** manages $1.1B across a diversified portfolio of 317 positions. The fund exhibits a significant technology and growth tilt, evidenced by top holdings including VUG at $45.5M and NDQ at $37.3M. Further concentration is visible in core indices and large-cap tech names, with VTV ($25.4M), IVV ($23.8M), and AAPL ($20.0M) anchoring the structure. This allocation suggests a conviction in market leaders and broad equity market appreciation.

Total AUM
$1.1B
QoQ Performance
+4.2%
Positions
168
Top 10 Concentration
25.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VUG4.1%
NDQ3.4%
COWZ2.7%
VTV2.3%
IVV2.2%
FNDX2.1%
FBND1.9%
JPIE1.8%

📈 Biggest Buys

AVDE
AMERICAN CENTY ETF TR
+99.7%
0.5% of portfolio
IGHG
PROSHARES TR
+290.2%
0.3% of portfolio
GARP
ISHARES TR
NEW
0.2% of portfolio
FLMI
FRANKLIN TEMPLETON ETF TR
+602.5%
0.2% of portfolio
IEFA
ISHARES TR
+21.3%
1.2% of portfolio

📉 Biggest Sells

JMTG
J P MORGAN EXCHANGE TRADED F
-78.6%
0.1% of portfolio
SPDW
SPDR INDEX SHS FDS
-14.3%
1.2% of portfolio
XLRE
SELECT SECTOR SPDR TR
-19.5%
0.6% of portfolio
VGT
VANGUARD WORLD FD
-5.0%
1.3% of portfolio
XLV
SELECT SECTOR SPDR TR
-34.2%
0.1% of portfolio

Sector Breakdown

Other82.8%
Technology5.2%
ETF4.7%
Financial2.2%
Consumer2.0%
Healthcare1.1%
Industrial0.5%
Energy0.4%

🚪 Exited Positionssold since Q3 2025

PDEC
INNOVATOR ETFS TRUST
SOLD
$1.2M
APD
AIR PRODS & CHEMS INC
SOLD
$990.7K
BSCQ
INVESCO EXCH TRD SLF IDX FD
SOLD
$663.3K
FISV
FISERV INC
SOLD
$635.7K
PDI
PIMCO DYNAMIC INCOME FD
SOLD
$624.3K
+113 more exited positions

Changes from Q3 2025

NEW3 new positions
↑111 increased
↓84 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

VUG4.1%
VANGUARD INDEX FDS
$45.5M
NDQ3.4%
INVESCO QQQ TR
$37.3M
COWZ2.7%
PACER FDS TR
$29.3M
VTV2.3%
VANGUARD INDEX FDS
$25.4M
IVV2.2%
ISHARES TR
$23.8M

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