Certior Financial Group, LLC Portfolio Holdings

Certior Financial Group, LLC

  • $134 Billion
  • Q2 2025

Certior Financial Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.53B, Schwab Strategic Tr Us Dividen with a value of $7.45B, T Rowe Price ETF Inc with a value of $7.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.12B, and World Gold Trust with a value of $4.31B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $124B to 134B.

Certior Financial Group, LLC is based out at King Of Prussia, PA

Below you can find more details about Certior Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $77.6 Billion
Technology: $12.9 Billion
Financial Services: $6.75 Billion
Healthcare: $2.96 Billion
Industrials: $2.81 Billion
Consumer Cyclical: $2.15 Billion
Real Estate: $2 Billion
Utilities: $1.73 Billion
Other: $4.92 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.53 Billion 7.1% of portfolio
326,121
Q2 2025 Added 8.18%
$0
$7.45 Billion 5.56% of portfolio
281,300
Q2 2025 Added 7.09%
T Rowe Price ETF Inc
-
$7.4 Billion 5.52% of portfolio
-
Q2 2025 Added 6.12%
$0
$5.12 Billion 3.82% of portfolio
55,821
Q2 2025 Added 23.69%
$9.76B
$4.31 Billion 3.21% of portfolio
65,730
Q2 2025 Added 38.5%
$0
$3.89 Billion 2.9% of portfolio
187,523
Q2 2025 Reduced 4.02%
$0
$3.78 Billion 2.82% of portfolio
149,263
Q2 2025 Added 13.12%
$66.3B
$3.71 Billion 2.77% of portfolio
43,760
Q1 2025 Reduced 0.16%
$0
$3.6 Billion 2.69% of portfolio
84,275
Q2 2025 Added 304.12%
$0
$3.41 Billion 2.55% of portfolio
5,500
Q2 2025 Reduced 41.75%
$0
$3.32 Billion 2.48% of portfolio
5,007
Q2 2025 Added 7.58%
$0
$2.84 Billion 2.12% of portfolio
27,586
Q2 2025 Reduced 0.41%
Blackrock ETF Trust Ii
-
$2.64 Billion 1.97% of portfolio
-
Q2 2025 Added 0.06%
$3.69T
$2.62 Billion 1.95% of portfolio
12,767
Q2 2025 Reduced 8.98%
$0
$2.57 Billion 1.91% of portfolio
37,146
Q2 2025 Reduced 0.76%
$0
$2.47 Billion 1.84% of portfolio
62,653
Q2 2025 Reduced 4.66%
$0
$2.03 Billion 1.52% of portfolio
25,829
Q2 2025 Added 3.53%
$0
$1.99 Billion 1.48% of portfolio
40,546
Q2 2025 Added 4.84%
$0
$1.99 Billion 1.48% of portfolio
38,774
Q2 2025 Added 4.5%
-
$1.97 Billion 1.47% of portfolio
-
Q2 2025 Reduced 0.33%
$0
$1.75 Billion 1.31% of portfolio
30,719
Q2 2025 Added 7.74%
$0
$1.7 Billion 1.26% of portfolio
34,281
Q2 2025 Added 12.06%
$0
$1.52 Billion 1.13% of portfolio
66,819
Q2 2025 Added 4.55%
$0
$1.4 Billion 1.04% of portfolio
63,718
Q2 2025 Reduced 3.7%
$0
$1.35 Billion 1.01% of portfolio
12,707
Q2 2025 Added 4.69%
$0
$1.32 Billion 0.99% of portfolio
26,361
Q2 2025 Added 5.86%
Horizon Fds
-
$1.3 Billion 0.97% of portfolio
-
Q2 2025 Reduced 18.99%
2023 ETF Series Trust Ii
-
$1.24 Billion 0.92% of portfolio
-
Q2 2025 Added 1.0%
$0
$1.16 Billion 0.86% of portfolio
20,818
Q2 2025 New
$0
$1.03 Billion 0.77% of portfolio
44,926
Q2 2025 Added 0.27%
$3.94B
$1.03 Billion 0.77% of portfolio
29,474
Q2 2025 Reduced 5.34%
$3.95T
$981 Million 0.73% of portfolio
1,972
Q2 2025 Added 1.18%
$113B
$903 Million 0.67% of portfolio
1,950
Q2 2025 Added 0.31%
$367B
$854 Million 0.64% of portfolio
6,266
Q2 2025 Reduced 4.5%
$0
$862 Million 0.64% of portfolio
13,951
Q2 2025 New
$442B
$847 Million 0.63% of portfolio
7,857
Q2 2025 Added 2.4%
$210B
$800 Million 0.6% of portfolio
2,714
Q2 2025 Added 3.71%
$0
$793 Million 0.59% of portfolio
21,483
Q2 2025 Reduced 7.29%
$0
$757 Million 0.56% of portfolio
18,612
Q2 2025 Added 1.79%
$0
$735 Million 0.55% of portfolio
6,682
Q2 2025 Reduced 82.68%
Horizon Fds
-
$727 Million 0.54% of portfolio
-
Q2 2025 Added 11.65%
$182B
$711 Million 0.53% of portfolio
16,428
Q2 2025 Added 0.73%
$3.68B
$649 Million 0.48% of portfolio
1,606
Q2 2025 Added 0.06%
$0
$618 Million 0.46% of portfolio
27,449
Q2 2025 Reduced 1.57%
Rbb Fd Inc
-
$594 Million 0.44% of portfolio
-
Q2 2025 Added 0.27%
$0
$572 Million 0.43% of portfolio
17,892
Q1 2025 Reduced 2.0%
Ark 21 Shares Bitcoin ETF
-
$537 Million 0.4% of portfolio
-
Q2 2025 Added 193.54%
2023 ETF Series Trust Ii
-
$534 Million 0.4% of portfolio
-
Q1 2025 Added 46.26%
$621B
$538 Million 0.4% of portfolio
1,108
Q2 2025 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $134 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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