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
$2.51 Million 0.24% of portfolio
49,547
Q3 2025 Added 5.39%
$0
$2.49 Million 0.24% of portfolio
13,692
Q3 2025 Reduced 17.85%
$0
$2.36 Million 0.23% of portfolio
21,705
Q3 2025 Reduced 52.97%
$0
$2.37 Million 0.23% of portfolio
42,894
Q3 2025 Reduced 5.57%
$303B
$2.34 Million 0.23% of portfolio
15,052
Q3 2025 Added 0.12%
$0
$2.28 Million 0.22% of portfolio
9,353
Q3 2025 Added 8.87%
$0
$2.15 Million 0.21% of portfolio
15,892
Q3 2025 Added 0.07%
$306B
$2.22 Million 0.21% of portfolio
33,515
Q3 2025 Added 0.31%
$0
$2.06 Million 0.2% of portfolio
54,664
Q3 2025 Added 0.15%
$0
$2.05 Million 0.2% of portfolio
7,279
Q3 2025 Added 2.33%
$0
$1.94 Million 0.19% of portfolio
22,232
Q3 2025 Added 8.94%
$0
$1.82 Million 0.18% of portfolio
40,149
Q3 2025 Added 24.96%
$266B
$1.91 Million 0.18% of portfolio
6,757
Q3 2025 Added 0.03%
$0
$1.91 Million 0.18% of portfolio
35,557
Q3 2025 Added 21.23%
$65.2B
$1.86 Million 0.18% of portfolio
4,394
Q3 2025 Reduced 0.84%
$0
$1.82 Million 0.18% of portfolio
13,092
Q3 2025 Reduced 38.41%
$414B
$1.77 Million 0.17% of portfolio
7,646
Q3 2025 Reduced 2.64%
$0
$1.81 Million 0.17% of portfolio
32,442
Q3 2025 Reduced 0.72%
$0
$1.77 Million 0.17% of portfolio
19,473
Q3 2025 Reduced 0.02%
$0
$1.79 Million 0.17% of portfolio
26,318
Q3 2025 Reduced 2.98%
$187B
$1.68 Million 0.16% of portfolio
10,085
Q3 2025 Added 0.62%
$0
$1.66 Million 0.16% of portfolio
4,543
Q3 2025 Reduced 1.45%
$0
$1.7 Million 0.16% of portfolio
36,162
Q3 2025 Added 0.79%
$0
$1.54 Million 0.15% of portfolio
6,910
Q3 2025 Added 237.4%
$172B
$1.54 Million 0.15% of portfolio
35,141
Q3 2025 Added 64.36%
$104B
$1.59 Million 0.15% of portfolio
24,075
Q3 2025 Reduced 0.49%
$193B
$1.55 Million 0.15% of portfolio
13,517
Q3 2025 Added 0.41%
$0
$1.51 Million 0.15% of portfolio
27,825
Q3 2025 Added 0.41%
$0
$1.46 Million 0.14% of portfolio
27,087
Q3 2025 Added 1.62%
$49.1B
$1.44 Million 0.14% of portfolio
1,200
Q3 2025 Added 2.13%
$0
$1.42 Million 0.14% of portfolio
24,973
Q3 2025 Reduced 6.87%
$0
$1.44 Million 0.14% of portfolio
24,317
Q3 2025 Reduced 1.16%
$65.7B
$1.41 Million 0.14% of portfolio
4,687
Q3 2025 Added 0.45%
$593B
$1.36 Million 0.13% of portfolio
4,824
Q3 2025 Added 6.47%
$0
$1.33 Million 0.13% of portfolio
5,003
Q3 2025 Added 0.79%
$62.3B
$1.3 Million 0.13% of portfolio
11,530
Q3 2025 Added 14.97%
$0
$1.24 Million 0.12% of portfolio
30,036
Q3 2025 Reduced 2.95%
$0
$1.23 Million 0.12% of portfolio
26,302
Q3 2025 Reduced 1.07%
$0
$1.28 Million 0.12% of portfolio
6,308
Q3 2025 Reduced 3.62%
$84.4B
$1.28 Million 0.12% of portfolio
6,528
Q3 2025 Added 18.58%
$0
$1.18 Million 0.11% of portfolio
11,290
Q3 2025 Reduced 0.5%
$0
$1.14 Million 0.11% of portfolio
5,469
Q3 2025 Added 29.35%
$0
$1.13 Million 0.11% of portfolio
5,461
Q3 2025 Reduced 1.23%
$490B
$1.17 Million 0.11% of portfolio
10,413
Q3 2025 Added 0.3%
$156B
$1.13 Million 0.11% of portfolio
10,204
Q3 2025 Added 0.02%
$7.3B
$1.01 Million 0.1% of portfolio
23,646
Q3 2025 Reduced 1.04%
$139B
$1.04 Million 0.1% of portfolio
3,166
Q3 2025 Added 1.6%
$0
$1.06 Million 0.1% of portfolio
7,834
Q3 2025 New
$0
$1.02 Million 0.1% of portfolio
24,272
Q3 2025 Added 0.33%

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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