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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Billion 7.17% of portfolio
338,177
Q3 2025 Added 3.7%
$0
$8.22 Billion 5.46% of portfolio
300,925
Q3 2025 Added 6.98%
$11.9B
$6.02 Billion 4.0% of portfolio
78,772
Q3 2025 Added 19.84%
$0
$4.41 Billion 2.93% of portfolio
158,029
Q3 2025 Added 5.87%
$0
$4.02 Billion 2.67% of portfolio
54,664
Q3 2025 Added 47.16%
$0
$3.94 Billion 2.62% of portfolio
5,279
Q3 2025 Added 5.43%
$0
$3.89 Billion 2.58% of portfolio
83,070
Q3 2025 Reduced 1.43%
$0
$3.36 Billion 2.23% of portfolio
5,025
Q3 2025 Reduced 8.64%
$0
$3.17 Billion 2.1% of portfolio
75,314
Q3 2025 Added 20.21%
$0
$3.14 Billion 2.09% of portfolio
47,354
Q3 2025 Added 239.43%
$0
$2.83 Billion 1.88% of portfolio
27,358
Q3 2025 Reduced 0.83%
$0
$2.7 Billion 1.79% of portfolio
19,564
Q3 2025 New
$0
$2.16 Billion 1.43% of portfolio
22,379
Q3 2025 Reduced 1.89%
$0
$2.14 Billion 1.42% of portfolio
40,917
Q3 2025 Added 5.53%
$0
$2.14 Billion 1.42% of portfolio
42,772
Q3 2025 Added 5.49%
$0
$2.12 Billion 1.41% of portfolio
26,819
Q3 2025 Added 3.83%
$0
$1.94 Billion 1.29% of portfolio
32,368
Q3 2025 Added 5.37%
$0
$1.6 Billion 1.06% of portfolio
69,465
Q3 2025 Added 3.96%
$0
$1.43 Billion 0.95% of portfolio
19,287
Q3 2025 New
$0
$1.43 Billion 0.95% of portfolio
13,366
Q3 2025 Added 5.19%
$0
$1.42 Billion 0.94% of portfolio
15,446
Q3 2025 Reduced 72.33%
$0
$1.42 Billion 0.94% of portfolio
27,856
Q3 2025 Added 5.67%
$0
$1.38 Billion 0.92% of portfolio
26,575
Q3 2025 Added 27.65%
$0
$1.21 Billion 0.81% of portfolio
47,043
Q3 2025 New
$0
$1 Billion 0.66% of portfolio
43,250
Q3 2025 Reduced 3.73%
$0
$922 Million 0.61% of portfolio
23,316
Q3 2025 Added 8.53%
$0
$904 Million 0.6% of portfolio
2,754
Q3 2025 New
$0
$788 Million 0.52% of portfolio
15,926
Q3 2025 New
$0
$788 Million 0.52% of portfolio
17,936
Q3 2025 Reduced 3.63%
$0
$735 Million 0.49% of portfolio
32,354
Q3 2025 Added 17.87%
$0
$703 Million 0.47% of portfolio
20,578
Q3 2025 Added 15.01%
$0
$661 Million 0.44% of portfolio
3,157
Q3 2025 New
$0
$586 Million 0.39% of portfolio
1,223
Q3 2025 New
$0
$507 Million 0.34% of portfolio
761
Q3 2025 Reduced 1.3%
$0
$490 Million 0.33% of portfolio
21,068
Q3 2025 Reduced 6.54%
$0
$439 Million 0.29% of portfolio
2,036
Q3 2025 Added 23.77%
$0
$397 Million 0.26% of portfolio
13,622
Q3 2025 Reduced 5.66%
$0
$375 Million 0.25% of portfolio
14,233
Q3 2025 Reduced 4.48%
$0
$357 Million 0.24% of portfolio
6,244
Q3 2025 New
$0
$326 Million 0.22% of portfolio
11,109
Q3 2025 New
$0
$315 Million 0.21% of portfolio
3,646
Q3 2025 Added 5.65%
$0
$318 Million 0.21% of portfolio
13,984
Q3 2025 New
$0
$313 Million 0.21% of portfolio
20,785
Q3 2025 New
$0
$299 Million 0.2% of portfolio
6,122
Q3 2025 Added 4.13%
$0
$292 Million 0.19% of portfolio
8,024
Q3 2025 Added 4.07%
$0
$276 Million 0.18% of portfolio
23,328
Q3 2025 Reduced 40.16%
$0
$241 Million 0.16% of portfolio
2,890
Q3 2025 Reduced 6.8%
$0
$228 Million 0.15% of portfolio
380
Q3 2025 New
$0
$231 Million 0.15% of portfolio
6,925
Q3 2025 Reduced 8.79%

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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