§ 13F · FUND PROFILE
Certus Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167M (13F)Positions · 58Turnover · — · Q3Filed · Nov 7, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 26K | $16M | 9.6% | −2% |
| 2 | VUG | VANGUARD INDEX FDS | 23K | $11M | 6.7% | −2% |
| 3 | EFV | ISHARES TR | 143K | $10M | 5.8% | −10% |
| 4 | DYNF | BLACKROCK ETF TRUST | 159K | $9M | 5.6% | +20% |
| 5 | BND | VANGUARD BD INDEX FDS | 118K | $9M | 5.2% | −9% |
| 6 | IVV | ISHARES TR | 12K | $8M | 4.9% | −3% |
| 7 | ITOT | ISHARES TR | 55K | $8M | 4.8% | −2% |
| 8 | QUAL | ISHARES TR | 40K | $8M | 4.6% | −9% |
| 9 | CMF | ISHARES TR | 127K | $7M | 4.3% | −10% |
| 10 | OEF | ISHARES TR | 20K | $7M | 4.1% | +53% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CERTUS SIGNAL
AC read
Certus Wealth Management, LLC is a Other fund managing $167 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed