CERTIOR FINANCIAL GROUP, LLC
โขCIK: 2055620โขFiling: Q4 2025
**CERTIOR FINANCIAL GROUP, LLC** manages $147M across a diversified portfolio of 130 positions. The strategy exhibits a clear tilt toward established, dividend-focused, and sector-specific equity exposure, evidenced by top holdings including SCHG ($11.3M) and SCHD ($8.7M). Significant allocations are also maintained in thematic and broad market ETFs such as TCAF ($8.6M) and SCHA ($4.7M). This positioning suggests a disciplined, core-and-satellite approach emphasizing quality income generation and market exposure.
Total AUM
$146.5M
+ $920.0K in options
QoQ Performance
-0.2%
Positions
109
+ 1 option
Top 10 Concentration
38.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHD
TCAF
SCHG7.7%
SCHD5.9%
TCAF5.9%
SCHA3.2%
SPEM3.1%
VGT2.8%
BIL2.7%
BBJP2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other85.6%
Technology4.9%
ETF2.7%
Healthcare1.7%
Consumer1.4%
Financial1.0%
Industrial0.9%
Energy0.7%
๐ช Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW11 new positions
โ85 increased
โ32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024