Certified Advisory Corp Portfolio Holdings

Certified Advisory Corp

$1.03 Billion
Q3 2025

Certified Advisory Corp has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 315 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $44.4M, Invesco Qqq Trust, Series 1 with a value of $35.9M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.2M, Vanguard Value ETF with a value of $24.7M, and Ishares Core S&P 500 ETF with a value of $23.8M.

Examining the 13F form we can see an increase of $87.9M in the current position value, from $946M to 1.03B.

Certified Advisory Corp is based out at Altamonte Springs, FL

Below you can find more details about Certified Advisory Corp portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Billion

ETFs: $816 Million

Technology: $50.3 Million

Financial Services: $46.9 Million

Consumer Defensive: $15.1 Million

Communication Services: $15.1 Million

Industrials: $14.7 Million

Consumer Cyclical: $14 Million

Healthcare: $12.5 Million

Other: $15.9 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$44.4 Million 4.3% of portfolio	92,611	Q3 2025 Reduced 3.72%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$35.9 Million 3.47% of portfolio	59,714	Q3 2025 Added 4.51%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$28.2 Million 2.73% of portfolio	490,712	Q3 2025 Reduced 0.92%
VTV Vanguard Value ETF ETFs	$0	$24.7 Million 2.39% of portfolio	132,543	Q3 2025 Reduced 0.86%
IVV Ishares Core S&P 500 ETF ETFs	$0	$23.8 Million 2.3% of portfolio	35,489	Q3 2025 Reduced 0.55%
FNDX Schwab Fundamental U S Large C ETFs	$0	$21.3 Million 2.06% of portfolio	808,267	Q3 2025 Added 1.89%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$20.4 Million 1.97% of portfolio	440,417	Q3 2025 Added 4.88%
JPIE J P Morgan Exchange Traded Fd	$0	$19.3 Million 1.87% of portfolio	416,549	Q3 2025 Added 21.93%
AAPL Apple Inc. Technology	$4.3T	$18.9 Million 1.83% of portfolio	74,140	Q3 2025 Reduced 0.57%

BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$18 Million 1.75% of portfolio	231,094	Q3 2025 Added 5.49%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$17.3 Million 1.68% of portfolio	173,340	Q3 2025 Added 2.34%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$16.3 Million 1.58% of portfolio	115,942	Q3 2025 Added 7.35%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$16.4 Million 1.58% of portfolio	59,782	Q3 2025 Added 2.43%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$16 Million 1.55% of portfolio	26,102	Q3 2025 Added 37.44%
FNDF Schwab Fundamental Intl Large ETFs	$0	$15.5 Million 1.5% of portfolio	360,949	Q3 2025 Reduced 0.65%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$15.3 Million 1.48% of portfolio	656,897	Q3 2025 Added 5.06%
JPIB Jpmorgan International Bond Op ETFs	$0	$14.8 Million 1.43% of portfolio	301,085	Q3 2025 Added 50.89%
VGT Vanguard Information Technolog ETFs	$0	$14.3 Million 1.38% of portfolio	19,159	Q3 2025 Added 0.41%

SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$14.2 Million 1.37% of portfolio	332,039	Q3 2025 Added 0.16%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$12.8 Million 1.24% of portfolio	443,493	Q3 2025 Added 4.34%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$12.1 Million 1.17% of portfolio	167,051	Q3 2025 Added 56.14%
AVLV American Centy ETF Tr Avantis	$0	$12 Million 1.16% of portfolio	165,496	Q3 2025 Added 27.44%
IOO Ishares Tr Global 100 ETF ETFs	$0	$11.9 Million 1.15% of portfolio	99,428	Q3 2025 Added 3.18%
AVUV American Centy ETF Tr Avantis ETFs	$0	$11.7 Million 1.14% of portfolio	117,894	Q3 2025 Added 3.46%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$11.7 Million 1.13% of portfolio	117,090	Q3 2025 Reduced 2.58%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$11.6 Million 1.12% of portfolio	382,937	Q3 2025 Added 2.15%
FSTA Fidelity Covington Tr Msci Con ETFs	$0	$11.2 Million 1.09% of portfolio	225,123	Q3 2025 Added 2.52%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$11.1 Million 1.08% of portfolio	151,843	Q3 2025 Added 0.32%
MA Mastercard Inc Financial Services	$512B	$11.1 Million 1.07% of portfolio	19,464	Q3 2025 Reduced 1.3%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$10.9 Million 1.05% of portfolio	21,675	Q3 2025 Added 2.4%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$10.6 Million 1.03% of portfolio	162,941	Q3 2025 Reduced 0.51%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$10.4 Million 1.01% of portfolio	326,613	Q3 2025 Added 1.65%
IEFA Ishares Tr ETFs	$0	$10.4 Million 1.01% of portfolio	119,018	Q3 2025 Added 34.73%
USTB Victory Portfolios Ii Victorys ETFs	$0	$10.3 Million 1.0% of portfolio	202,760	Q3 2025 Added 8.78%
NVDA Nvidia Corp Technology	$465B	$9.58 Million 0.93% of portfolio	51,331	Q3 2025 Added 3.63%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.88 Million 0.86% of portfolio	13,332	Q3 2025 Added 3.49%
AVEM American Centy ETF Tr Avantis ETFs	$0	$8.77 Million 0.85% of portfolio	116,721	Q3 2025 Added 10.85%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$8.82 Million 0.85% of portfolio	209,299	Q3 2025 Added 4.7%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$8.57 Million 0.83% of portfolio	334,895	Q3 2025 Reduced 0.97%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$8.62 Million 0.83% of portfolio	384,004	Q3 2025 Added 3.12%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$8.28 Million 0.8% of portfolio	137,774	Q3 2025 Added 4.11%
MSFT Microsoft Corp Technology	$3.78T	$8.19 Million 0.79% of portfolio	15,806	Q3 2025 Added 10.71%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$8.06 Million 0.78% of portfolio	320,023	Q3 2025 Reduced 8.59%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$7.98 Million 0.77% of portfolio	209,786	Q3 2025 Added 2.14%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$7.73 Million 0.75% of portfolio	96,693	Q3 2025 Added 6.09%
VGSH Vanguard ETFs	$0	$7.32 Million 0.71% of portfolio	124,361	Q3 2025 Added 3.75%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$6.91 Million 0.67% of portfolio	31,457	Q3 2025 Added 1.68%
COST Costco Wholesale Corp Consumer Defensive	$404B	$6.81 Million 0.66% of portfolio	7,359	Q3 2025 Reduced 0.11%
DFIV Dimensional ETF Tr ETFs	$0	$6.7 Million 0.65% of portfolio	145,265	Q3 2025 Added 5.89%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$6.48 Million 0.63% of portfolio	54,491	Q3 2025 Reduced 0.48%

Summary

Portfolio
No. of Stocks 315
Current Value $1.03 Billion
Prior Value $946 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 22 stocks
Additional Purchases 169 stocks
Sold out of 0 stocks
Reduced holdings in 99 stocks

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Certified Advisory Corp Portfolio Holdings