Certus Wealth Management, LLC Portfolio Holdings

Certus Wealth Management, LLC

  • $149 Million
  • Q2 2025

Certus Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Million distributed in 56 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 $15.2M, Vanguard Growth ETF with a value of $10.4M, Msci Eafe Value ETF with a value of $10.1M, Vanguard Bd Index Fd Inc Total with a value of $9.56M, and Ishares Msci Usa Quality Facto with a value of $7.93M.

Examining the 13F form we can see an increase of $7.87M in the current position value, from $141M to 149M.

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 $149 Million
ETFs: $138 Million
Technology: $8.14 Million
Consumer Cyclical: $1.21 Million
Industrials: $679,000
Communication Services: $613,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $149 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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