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 Trade History
$0
$6.39 Million 0.62% of portfolio
233,894
Q3 2025 Reduced 34.06%
$0
$6.25 Million 0.61% of portfolio
75,597
Q3 2025 Reduced 1.24%
$0
$6.25 Million 0.6% of portfolio
104,277
Q3 2025 Added 0.29%
$0
$5.91 Million 0.57% of portfolio
87,904
Q3 2025 Added 21.48%
$0
$5.89 Million 0.57% of portfolio
23,181
Q3 2025 Added 1.41%
$0
$5.74 Million 0.56% of portfolio
221,998
Q3 2025 Reduced 15.4%
$881B
$5.53 Million 0.53% of portfolio
17,518
Q3 2025 Reduced 2.07%
$0
$5.18 Million 0.5% of portfolio
99,153
Q3 2025 Added 242.32%
$0
$5.14 Million 0.5% of portfolio
42,693
Q3 2025 Reduced 3.94%
$0
$4.9 Million 0.47% of portfolio
96,743
Q3 2025 Reduced 0.96%
$1.65T
$4.87 Million 0.47% of portfolio
20,050
Q3 2025 Added 0.77%
$72.3B
$4.74 Million 0.46% of portfolio
42,432
Q3 2025 Added 0.01%
$0
$4.71 Million 0.46% of portfolio
109,218
Q3 2025 Reduced 7.44%
$130B
$4.6 Million 0.44% of portfolio
12,932
Q3 2025 Added 6.81%
$0
$4.26 Million 0.41% of portfolio
20,797
Q3 2025 Reduced 6.75%
$0
$4.1 Million 0.4% of portfolio
72,672
Q3 2025 Added 0.78%
$1.74T
$3.99 Million 0.39% of portfolio
16,396
Q3 2025 Added 0.34%
$0
$4.05 Million 0.39% of portfolio
74,640
Q3 2025 Added 1.78%
$0
$4.07 Million 0.39% of portfolio
28,545
Q3 2025 Added 6.17%
$0
$3.88 Million 0.38% of portfolio
11,836
Q3 2025 Added 4.03%
$0
$3.88 Million 0.37% of portfolio
73,922
Q3 2025 Reduced 0.09%
$0
$3.77 Million 0.36% of portfolio
26,459
Q3 2025 Reduced 0.94%
$0
$3.71 Million 0.36% of portfolio
24,071
Q3 2025 Reduced 0.34%
$0
$3.71 Million 0.36% of portfolio
7,915
Q3 2025 Reduced 1.41%
$533B
$3.61 Million 0.35% of portfolio
10,574
Q3 2025 Reduced 2.89%
$0
$3.58 Million 0.35% of portfolio
42,315
Q3 2025 Reduced 4.99%
$0
$3.56 Million 0.34% of portfolio
77,966
Q3 2025 Added 514.29%
$1.29T
$3.4 Million 0.33% of portfolio
7,638
Q3 2025 Reduced 4.54%
$0
$3.38 Million 0.33% of portfolio
66,624
Q3 2025 Added 7.25%
$61.4B
$3.45 Million 0.33% of portfolio
16,938
Q3 2025 Added 0.3%
$522B
$3.28 Million 0.32% of portfolio
17,681
Q3 2025 Reduced 0.01%
$0
$3.24 Million 0.31% of portfolio
15,136
Q3 2025 Added 4.46%
$0
$3.24 Million 0.31% of portfolio
36,254
Q3 2025 Reduced 13.72%
$0
$3.01 Million 0.29% of portfolio
24,923
Q3 2025 Reduced 1.26%
$159B
$2.87 Million 0.28% of portfolio
5,901
Q3 2025 Reduced 4.25%
$367B
$2.92 Million 0.28% of portfolio
7,218
Q3 2025 Reduced 0.92%
$0
$2.75 Million 0.27% of portfolio
11,467
Q3 2025 Added 38.29%
$70.2B
$2.75 Million 0.27% of portfolio
87,915
Q3 2025 Added 7.7%
$0
$2.77 Million 0.27% of portfolio
35,052
Q3 2025 Added 27.09%
$0
$2.84 Million 0.27% of portfolio
13,571
Q3 2025 Added 16.0%
$0
$2.8 Million 0.27% of portfolio
33,291
Q3 2025 Added 6.65%
$0
$2.67 Million 0.26% of portfolio
9,088
Q3 2025 Added 1.14%
$0
$2.61 Million 0.25% of portfolio
44,907
Q3 2025 Added 3.17%
$0
$2.6 Million 0.25% of portfolio
30,909
Q3 2025 Added 32.47%
$971B
$2.55 Million 0.25% of portfolio
3,338
Q3 2025 Reduced 9.17%
$96.4B
$2.51 Million 0.24% of portfolio
20,246
Q3 2025 Added 5.43%
$279B
$2.5 Million 0.24% of portfolio
24,259
Q3 2025 Added 1.11%
$0
$2.51 Million 0.24% of portfolio
54,006
Q3 2025 Reduced 23.43%
$123B
$2.48 Million 0.24% of portfolio
4,963
Q3 2025 Reduced 0.56%

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
Track This Portfolio

Track Certified Advisory Corp Portfolio

Follow Certified Advisory Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email