Institutional Manager · CIK 0001989526
Certus Wealth Management, LLC
REDWOOD CITY, CA · File #028-23336
Latest AUM
$167.1M
Positions
58
Top-10 Concentration
56.4%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202558 pos · $167.1M
- 13F HOLDINGS REPORTQ/E Jun 202556 pos · $155.3M
- 13F HOLDINGS REPORTQ/E Mar 202553 pos · $147.3M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $149.4M
- 13F HOLDINGS REPORTQ/E Sep 202451 pos · $143.7M
- 13F HOLDINGS REPORTQ/E Jun 202452 pos · $131.7M
- 13F HOLDINGS REPORTQ/E Mar 202450 pos · $125.6M
- 13F HOLDINGS REPORTQ/E Dec 202354 pos · $10.5M
- 13F HOLDINGS REPORTQ/E Sep 202360 pos · $100.6M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 26,212 | $16.1M | 9.72% |
| 2 | VANGUARD INDEX FDS | 922908736 | 23,268 | $11.2M | 6.76% |
| 3 | ISHARES TR | 464288877 | 143,330 | $9.7M | 5.89% |
| 4 | BLACKROCK ETF TRUST | BLK | 158,695 | $9.4M | 5.69% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 117,640 | $8.7M | 5.30% |
| 6 | ISHARES TR | 464287200 | 12,217 | $8.2M | 4.95% |
| 7 | ISHARES TR | 464287150 | 55,420 | $8.1M | 4.89% |
| 8 | ISHARES TR | 46432F339 | 39,619 | $7.7M | 4.67% |
| 9 | ISHARES TR | 464288356 | 127,232 | $7.3M | 4.40% |
| 10 | ISHARES TR | 464287101 | 20,350 | $6.8M | 4.10% |
| 11 | VANGUARD INDEX FDS | 922908744 | 36,071 | $6.7M | 4.07% |
| 12 | APPLE INC | AAPL | 25,807 | $6.6M | 3.98% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 102,798 | $5.6M | 3.37% |
| 14 | ISHARES TR | 464288885 | 31,902 | $3.6M | 2.20% |
| 15 | ISHARES TR | 464288653 | 31,268 | $3.2M | 1.95% |
| 16 | BLACKROCK ETF TRUST | BLK | 84,708 | $3.2M | 1.94% |
| 17 | ORACLE CORP | ORCL-PD | 11,142 | $3.1M | 1.90% |
| 18 | BLACKROCK ETF TRUST | BLK | 85,374 | $2.9M | 1.77% |
| 19 | ISHARES GOLD TR | IAU | 33,867 | $2.5M | 1.49% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C771 | 52,333 | $2.5M | 1.49% |