Certus Wealth Management, LLC Reduced Holdings in Q3 2025

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-24.8K
- 43.76%
$106.99 - $114.46 $2.66M - $2.84M
31.9K $3.63M
IYW
Ishares Dj Us Tech ETF

ETFs
-11.8K
- 70.77%
$171.38 - $197.01 $2.03M - $2.33M
4.88K $956K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.3K
- 9.44%
$72.57 - $74.72 $890K - $916K
118K $8.75M
CMF
Ishares California Muni Bond E

ETFs
-14.8K
- 10.41%
$55.16 - $57.13 $816K - $845K
127K $7.26M
EFV
Msci Eafe Value ETF

ETFs
-15.3K
- 9.64%
$62.79 - $68.42 $960K - $1.05M
143K $9.72M
IEF
Ishares Barclays

ETFs
-3.51K
- 16.85%
$93.91 - $97.26 $329K - $341K
17.3K $1.67M
SUB
Ishares Short Term National Mu

ETFs
-2.69K
- 25.03%
$106.17 - $107.3 $285K - $288K
8.05K $859K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.78K
- 8.72%
$182.33 - $194.5 $690K - $736K
39.6K $7.71M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.88K
- 15.07%
$45.6 - $46.92 $177K - $182K
21.9K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.46K
- 13.74%
$22.64 - $23.22 $169K - $173K
46.8K $1.08M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.85K
- 10.74%
$28.38 - $29.05 $80.7K - $82.6K
23.6K $682K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.25K
- 29.58%
$39.45 - $42.95 $88.7K - $96.6K
5.35K $223K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-497
- 4.4%
$92.18 - $95.14 $45.8K - $47.3K
10.8K $1.03M
MBB
Ishares Tr

ETFs
-296
- 8.8%
$92.46 - $95.73 $27.4K - $28.3K
3.07K $291K
IEFA
Ishares Tr

ETFs
-1.42K
- 5.39%
$81.7 - $87.53 $116K - $124K
24.9K $2.17M
VLUE
Ishares Msci Usa Value Factor

ETFs
-521
- 11.69%
$111.55 - $125.05 $58.1K - $65.2K
3.94K $492K
IEMG
Ishares Inc

ETFs
-119
- 1.67%
N/A
7.01K $376K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-371
- 1.79%
$48.5 - $50.19 $18K - $18.6K
20.4K $1.02M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-191
- 4.3%
$134.94 - $145.86 $25.8K - $27.9K
4.25K $618K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.62K
- 5.2%
$62.54 - $68.42 $101K - $111K
29.5K $1.99M
IXN
Ishares Global Information Tec

ETFs
-984
- 6.1%
$91.28 - $103.32 $89.8K - $102K
15.1K $1.56M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-401
- 4.23%
$170.68 - $192.95 $68.4K - $77.4K
9.08K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-346
- 2.75%
$620.67 - $670.08 $215K - $232K
12.2K $8.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-879
- 1.56%
$135.0 - $146.02 $119K - $128K
55.4K $8.07M
VUG
Vanguard Growth ETF

ETFs
-452
- 1.91%
$433.97 - $484.08 $196K - $219K
23.3K $11.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-550
- 2.06%
$567.77 - $614.76 $312K - $338K
26.2K $16.1M
AAPL
Apple Inc.

Technology
-6
- 0.02%
$202.38 - $256.87 $1.21K - $1.54K
25.8K $6.57M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email