Certus Wealth Management, LLC Portfolio Holdings

Certus Wealth Management, LLC

  • $141 Million
  • Q1 2025

Certus Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $19.8M, Vanguard Bd Index Fd Inc Total with a value of $9.49M, Vanguard Growth ETF with a value of $9.47M, Ishares California Muni Bond E with a value of $7.99M, and Ishares Msci Usa Quality Facto with a value of $7.28M.

Examining the 13F form we can see an decrease of $3.32M in the current position value, from $144M to 141M.

Certus Wealth Management, LLC is based out at Redwood City, CA

Below you can find more details about Certus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $131 Million
Technology: $7.6 Million
Consumer Cyclical: $1.02 Million
Industrials: $655,000
Communication Services: $454,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.8 Million 14.07% of portfolio
38,546
Q1 2025 Reduced 4.19%
$0
$9.49 Million 6.74% of portfolio
129,247
Q1 2025 Reduced 7.16%
$0
$9.47 Million 6.73% of portfolio
25,547
Q1 2025 Added 2.25%
$0
$7.99 Million 5.68% of portfolio
142,020
Q1 2025 Added 1.44%
$0
$7.28 Million 5.17% of portfolio
42,603
Q1 2025 Added 14.77%
$0
$7.16 Million 5.09% of portfolio
12,744
Q1 2025 Added 0.93%
$0
$7.1 Million 5.04% of portfolio
120,481
Q1 2025 Reduced 18.07%
$0
$7.05 Million 5.0% of portfolio
57,746
Q1 2025 Reduced 2.34%
$0
$6.54 Million 4.64% of portfolio
134,058
Q1 2025 Added 2.81%
$0
$5.78 Million 4.11% of portfolio
57,818
Q1 2025 Reduced 26.17%
$3.25T
$5.73 Million 4.07% of portfolio
25,813
Q4 2024 Added 0.81%
$0
$4.03 Million 2.86% of portfolio
21,143
Q1 2025 Added 54.02%
$0
$3.3 Million 2.34% of portfolio
59,861
Q1 2025 Reduced 13.9%
$0
$2.84 Million 2.02% of portfolio
10,670
Q1 2025 Added 124.54%
$0
$2.82 Million 2.0% of portfolio
62,360
Q1 2025 Added 33.89%
$0
$2.5 Million 1.78% of portfolio
17,805
Q1 2025 Added 11.69%
$0
$2.07 Million 1.47% of portfolio
44,740
Q1 2025 Reduced 6.97%
$0
$2.01 Million 1.43% of portfolio
26,543
Q1 2025 Reduced 1.51%
$0
$1.97 Million 1.4% of portfolio
18,963
Q1 2025 Added 835.06%
$424B
$1.56 Million 1.11% of portfolio
11,142
Q4 2024 Added 0.03%
$0
$1.48 Million 1.05% of portfolio
40,808
Q1 2025 Added 389.19%
$0
$1.43 Million 1.02% of portfolio
9,425
Q1 2025 Added 12.54%
$0
$1.26 Million 0.89% of portfolio
7,272
Q1 2025 Added 3.93%
$0
$1.25 Million 0.89% of portfolio
54,223
Q1 2025 Added 2.07%
$0
$1.22 Million 0.87% of portfolio
16,143
Q1 2025 Reduced 2.89%
$0
$1.19 Million 0.84% of portfolio
25,736
Q2 2024 Added 11.47%
$0
$1.17 Million 0.83% of portfolio
16,828
Q1 2025 Added 6.43%
$0
$1.13 Million 0.8% of portfolio
10,738
Q1 2025 Added 0.14%
$53.1B
$1.1 Million 0.78% of portfolio
18,684
Q1 2025 Added 57.92%
$0
$1.03 Million 0.73% of portfolio
9,765
Q1 2025 Reduced 8.5%
$0
$981,000 0.7% of portfolio
10,476
Q1 2025 Reduced 0.55%
$0
$756,000 0.54% of portfolio
26,478
Q1 2025 Reduced 3.23%
$1.06T
$662,000 0.47% of portfolio
2,555
Q1 2025 Added 14.99%
$123B
$655,000 0.47% of portfolio
1,468
Q4 2024 Reduced 9.99%
$0
$628,000 0.45% of portfolio
1,124
Q3 2023 Added 54.4%
$0
$634,000 0.45% of portfolio
7,008
Q1 2025 Reduced 0.21%
$0
$620,000 0.44% of portfolio
2,257
Q1 2025 Added 0.04%
$0
$609,000 0.43% of portfolio
12,290
Q4 2024 Reduced 35.93%
$0
$547,000 0.39% of portfolio
4,492
Q3 2024 Reduced 83.58%
$0
$475,000 0.34% of portfolio
4,458
Q1 2024 Reduced 26.45%
$0
$424,000 0.3% of portfolio
10,092
Q1 2025 Reduced 2.42%
$0
$391,000 0.28% of portfolio
7,292
Q1 2025 Added 2.66%
$0
$315,000 0.22% of portfolio
3,366
Q1 2025 Reduced 18.38%
$3.37T
$308,000 0.22% of portfolio
821
Q4 2024 Reduced 3.86%
$0
$284,000 0.2% of portfolio
12,264
Q4 2024 Added 100.0%
$0
$270,000 0.19% of portfolio
6,011
Q1 2025 Added 18.37%
$0
$266,000 0.19% of portfolio
739
Q4 2023 New
$1.43T
$256,000 0.18% of portfolio
445
Q4 2024 Added 1.14%
$532B
$198,000 0.14% of portfolio
213
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $141 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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