Certified Advisory Corp Portfolio Holdings

Certified Advisory Corp

$1.08 Billion
Q4 2025

Certified Advisory Corp has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 317 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $45.1M, Invesco Qqq Trust, Series 1 with a value of $36.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $28.5M, Vanguard Value ETF with a value of $24.9M, and Ishares Core S&P 500 ETF with a value of $23.5M.

Examining the 13F form we can see an increase of $41.3M in the current position value, from $1.03B to 1.08B.

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 $1.08 Billion

ETFs: $855 Million

Technology: $51.6 Million

Financial Services: $45.1 Million

Communication Services: $15.4 Million

Industrials: $15.2 Million

Consumer Defensive: $14.9 Million

Consumer Cyclical: $13.6 Million

Healthcare: $13.4 Million

Other: $16 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VUG Vanguard Growth ETF ETFs	$0	$45.1 Million 4.19% of portfolio	93,213	Q4 2025 Added 0.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$36.6 Million 3.41% of portfolio	60,657	Q4 2025 Added 1.58%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$28.5 Million 2.65% of portfolio	486,798	Q4 2025 Reduced 0.8%
VTV Vanguard Value ETF ETFs	$0	$24.9 Million 2.32% of portfolio	133,139	Q4 2025 Added 0.45%
IVV Ishares Core S&P 500 ETF ETFs	$0	$23.5 Million 2.19% of portfolio	34,816	Q4 2025 Reduced 1.9%
FNDX Schwab Fundamental U S Large C ETFs	$0	$22.2 Million 2.07% of portfolio	836,554	Q4 2025 Added 3.5%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$21.3 Million 1.98% of portfolio	460,405	Q4 2025 Added 4.54%
JPIE J P Morgan Exchange Traded Fd	$0	$20.1 Million 1.87% of portfolio	434,639	Q4 2025 Added 4.34%
AAPL Apple Inc. Technology	$4.3T	$19.7 Million 1.83% of portfolio	73,590	Q4 2025 Reduced 0.74%

BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$19.4 Million 1.81% of portfolio	249,490	Q4 2025 Added 7.96%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$17.2 Million 1.6% of portfolio	175,551	Q4 2025 Added 1.28%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$16.9 Million 1.58% of portfolio	27,413	Q4 2025 Added 5.02%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$16.7 Million 1.55% of portfolio	60,455	Q4 2025 Added 1.13%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$16.5 Million 1.54% of portfolio	117,350	Q4 2025 Added 1.21%
FNDF Schwab Fundamental Intl Large ETFs	$0	$16.4 Million 1.52% of portfolio	365,336	Q4 2025 Added 1.22%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$16.4 Million 1.52% of portfolio	684,846	Q4 2025 Added 4.25%
JPIB Jpmorgan International Bond Op ETFs	$0	$15.7 Million 1.46% of portfolio	320,637	Q4 2025 Added 6.49%
VGT Vanguard Information Technolog ETFs	$0	$13.8 Million 1.28% of portfolio	18,202	Q4 2025 Reduced 5.0%

DFUS Dimensional ETF Tr U S Equity ETFs	$0	$13.6 Million 1.26% of portfolio	185,916	Q4 2025 Added 11.29%
AVUV American Centy ETF Tr Avantis ETFs	$0	$13.3 Million 1.24% of portfolio	136,364	Q4 2025 Added 15.67%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$13.1 Million 1.22% of portfolio	454,605	Q4 2025 Added 2.51%
IEFA Ishares Tr ETFs	$0	$12.8 Million 1.19% of portfolio	144,356	Q4 2025 Added 21.29%
IOO Ishares Tr Global 100 ETF ETFs	$0	$12.7 Million 1.18% of portfolio	101,543	Q4 2025 Added 2.13%
AVLV American Centy ETF Tr Avantis	$0	$12.5 Million 1.16% of portfolio	171,637	Q4 2025 Added 3.71%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$12.5 Million 1.16% of portfolio	284,641	Q4 2025 Reduced 14.27%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$11.6 Million 1.08% of portfolio	114,144	Q4 2025 Reduced 2.52%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$11.3 Million 1.05% of portfolio	375,619	Q4 2025 Reduced 1.91%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$11.1 Million 1.03% of portfolio	150,997	Q4 2025 Reduced 0.56%
FSTA Fidelity Covington Tr Msci Con ETFs	$0	$11 Million 1.02% of portfolio	224,197	Q4 2025 Reduced 0.41%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$10.9 Million 1.01% of portfolio	21,403	Q4 2025 Reduced 1.25%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$10.7 Million 1.0% of portfolio	331,819	Q4 2025 Added 1.59%
USTB Victory Portfolios Ii Victorys ETFs	$0	$10.7 Million 0.99% of portfolio	209,895	Q4 2025 Added 3.52%
MA Mastercard Inc Financial Services	$512B	$10.4 Million 0.97% of portfolio	19,438	Q4 2025 Reduced 0.13%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$10.3 Million 0.96% of portfolio	160,908	Q4 2025 Reduced 1.25%
AVEM American Centy ETF Tr Avantis ETFs	$0	$9.66 Million 0.9% of portfolio	124,530	Q4 2025 Added 6.69%
NVDA Nvidia Corp Technology	$465B	$9.33 Million 0.87% of portfolio	50,019	Q4 2025 Reduced 2.56%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$8.98 Million 0.84% of portfolio	400,087	Q4 2025 Added 4.19%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.88 Million 0.83% of portfolio	13,338	Q4 2025 Added 0.05%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$8.62 Million 0.8% of portfolio	341,350	Q4 2025 Added 1.93%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$8.53 Million 0.79% of portfolio	136,883	Q4 2025 Reduced 0.65%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$8.07 Million 0.75% of portfolio	101,311	Q4 2025 Added 4.78%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$7.94 Million 0.74% of portfolio	315,111	Q4 2025 Reduced 1.53%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$8 Million 0.74% of portfolio	213,277	Q4 2025 Added 1.66%
MSFT Microsoft Corp Technology	$3.78T	$7.83 Million 0.73% of portfolio	15,425	Q4 2025 Reduced 2.41%
VGSH Vanguard ETFs	$0	$7.6 Million 0.71% of portfolio	129,495	Q4 2025 Added 4.13%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$7.22 Million 0.67% of portfolio	30,766	Q4 2025 Reduced 2.2%
DFIV Dimensional ETF Tr ETFs	$0	$7.25 Million 0.67% of portfolio	151,310	Q4 2025 Added 4.16%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$6.9 Million 0.64% of portfolio	168,542	Q4 2025 Reduced 19.47%
RDVY First Trust Rising Dividend Ac ETFs	$0	$6.71 Million 0.62% of portfolio	100,182	Q4 2025 Added 13.97%
COST Costco Wholesale Corp Consumer Defensive	$404B	$6.53 Million 0.61% of portfolio	7,153	Q4 2025 Reduced 2.8%

Summary

Portfolio
No. of Stocks 317
Current Value $1.08 Billion
Prior Value $1.03 Billion
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 14 stocks
Additional Purchases 160 stocks
Sold out of 0 stocks
Reduced holdings in 113 stocks

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Certified Advisory Corp Portfolio Holdings