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Showing Q3 2025 data
Certus Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Certus Wealth Management, LLC
•CIK: 1989526•Filing: Q3 2025
**Certus Wealth Management, LLC** manages $167M across a diversified portfolio of 58 positions. The strategy exhibits a strong tilt toward broad market exposure, evidenced by top holdings including VOO ($16.1M) and VUG ($11.2M). Significant allocations are also maintained in fixed income and specialized sectors, notably BND ($8.7M) and ITOT ($8.1M). This structure suggests a core mandate focused on capturing broad equity market growth while managing duration risk.
Total AUM
$167.1M
QoQ Performance
+7.6%
Positions
24
Top 10 Concentration
55.7%
Latest Filing
Q3 2025
Top Holdings Allocation
VOO
VUG
EFV
DYNF
BND
VOO9.6%
VUG6.7%
EFV5.8%
DYNF5.6%
BND5.2%
IVV4.9%
ITOT4.8%
QUAL4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.5%
ETF14.9%
Technology6.3%
Consumer0.7%
Industrial0.4%
Communication0.2%
Changes from Q2 2025
NEW4 new positions
↑17 increased
↓28 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023