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Certified Advisory Corp.
CIK:0001731732
Investment Adviser
$3B AUM
303 holdings
Altamonte Springs, FL, USA
Certified Advisory Corp is a registered investment advisory firm offering financial planning and asset management services
Latest 13F Filing Activity
Certified Advisory Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 300 equity positions with a total 13F market value of $962M. The fund increased holdings in Vanguard Index FDS, American Centy Etf TR, Invesco QQQ TR among other positions. Certified Advisory Corp. reduced exposure to Schwab Strategic TR, Cambria Etf TR, Apple Inc. among others.
Top Holdings
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 4.38% | $42.2M | 96,185 | $251.52 | $438.40 | +$6.7M |
Q QQQ | INVESCO QQQ TR | 3.28% | $31.5M | 57,139 | $362.67 | $551.64 | +$5.4M |
C COWZ | PACER FDS TR | 2.84% | $27.3M | 495,264 | $48.90 | $55.10 | +$170.2K |
V VTV | VANGUARD INDEX FDS | 2.46% | $23.6M | 133,692 | $134.25 | $176.74 | +$899.7K |
I IVV | ISHARES TR | 2.30% | $22.2M | 35,684 | $429.61 | $620.90 | +$2.0M |
Industry Allocation
ELECTRONIC COMPUTERS
+1.8%
SERVICES-BUSINESS SERVICES, NEC
+1.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.3%
SEMICONDUCTORS & RELATED DEVICES
+1.2%
FIRE, MARINE & CASUALTY INSURANCE
+1.1%
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