Certior Financial Group, LLC Portfolio Holdings

Certior Financial Group, LLC

  • $151 Billion
  • Q3 2025

Certior Financial Group, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 139 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 $10.8B, T Rowe Price ETF Inc with a value of $8.23B, Schwab Strategic Tr Us Dividen with a value of $8.22B, World Gold Trust with a value of $6.02B, and Schwab Strategic Tr Us Small C with a value of $4.41B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $134B to 151B.

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 $151 Billion
ETFs: $93.6 Billion
Technology: $13.4 Billion
Financial Services: $5.4 Billion
Healthcare: $3.04 Billion
Consumer Cyclical: $2.93 Billion
Industrials: $2.93 Billion
Real Estate: $1.77 Billion
Utilities: $1.69 Billion
Other: $5 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.11 Billion 2.07% of portfolio
12,224
Q3 2025 Reduced 4.25%
$342B
$1.14 Billion 0.76% of portfolio
6,245
Q3 2025 Reduced 0.34%
$3.78T
$1.04 Billion 0.69% of portfolio
2,015
Q3 2025 Added 2.18%
$490B
$878 Million 0.58% of portfolio
7,784
Q3 2025 Reduced 0.93%
$1.29T
$823 Million 0.55% of portfolio
1,851
Q3 2025 Added 19.34%
$266B
$730 Million 0.48% of portfolio
2,586
Q3 2025 Reduced 4.72%
$465B
$615 Million 0.41% of portfolio
3,298
Q3 2025 Added 47.36%
$414B
$592 Million 0.39% of portfolio
2,555
Q3 2025 Reduced 7.16%
$662B
$588 Million 0.39% of portfolio
1,169
Q3 2025 Added 5.51%
$2.39T
$568 Million 0.38% of portfolio
2,585
Q3 2025 Added 11.13%
$235B
$568 Million 0.38% of portfolio
6,762
Q3 2025 Added 1.29%
$1.46T
$494 Million 0.33% of portfolio
1,769
Q3 2025 Reduced 0.17%
$367B
$491 Million 0.33% of portfolio
1,211
Q3 2025 Reduced 2.89%
$224B
$411 Million 0.27% of portfolio
1,351
Q3 2025 Reduced 6.63%
$283B
$396 Million 0.26% of portfolio
3,089
Q3 2025 Reduced 6.11%
$328B
$363 Million 0.24% of portfolio
1,207
Q2 2025 Added 0.58%
$522B
$268 Million 0.18% of portfolio
1,447
Q3 2025 Reduced 3.21%
$1.37T
$219 Million 0.15% of portfolio
299
Q3 2025 New
$1.74T
$216 Million 0.14% of portfolio
888
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $151 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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