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Certified Advisory Corp.

CIK:0001731732
Investment Adviser
$3B AUM
303 holdings
Altamonte Springs, FL, USA
Founded:1976
36 employees
Latest filing:Jun 30, 2025

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 Buys
V
VUGVANGUARD INDEX FDS
+$6.7M
A
AVLVAMERICAN CENTY ETF TR
+$6.2M
Q
QQQINVESCO QQQ TR
+$5.4M
F
FENIFIDELITY COVINGTON TRUST
+$5.1M
I
IWYISHARES TR
+$3.0M
Top Sells
S
SCHDSCHWAB STRATEGIC TR
-$6.5M
S
SYLDCAMBRIA ETF TR
-$4.4M
A
AAPLAPPLE INC
-$1.6M
U
UNHUNITEDHEALTH GROUP INC
-$1.4M
I
IQLTISHARES TR
-$1.3M

Top Holdings

V
VUGVANGUARD INDEX FDS
+4.4%$42.2M
Q
QQQINVESCO QQQ TR
+3.3%$31.5M
C
COWZPACER FDS TR
+2.8%$27.3M
V
VTVVANGUARD INDEX FDS
+2.5%$23.6M
I
IVVISHARES TR
+2.3%$22.2M

Equity Positions (300)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS4.38%$42.2M96,185$251.52$438.40+$6.7M
INVESCO QQQ TR3.28%$31.5M57,139$362.67$551.64+$5.4M
PACER FDS TR2.84%$27.3M495,264$48.90$55.10+$170.2K
VANGUARD INDEX FDS2.46%$23.6M133,692$134.25$176.74+$899.7K
ISHARES TR2.30%$22.2M35,684$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%