Certified Advisory Corp Portfolio Holdings
Certified Advisory Corp
- $1.08 Billion
- Q4 2025
Certified Advisory Corp has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $45.1M, Invesco Qqq Trust, Series 1 with a value of $36.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.5M, Vanguard Value ETF with a value of $24.9M, and Ishares Core S&P 500 ETF with a value of $23.5M.
Examining the 13F form we can see an increase of $41.3M in the current position value, from $1.03B to 1.08B.
Certified Advisory Corp is based out at Altamonte Springs, FL
Below you can find more details about Certified Advisory Corp portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $1.08 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks