Institutions / Certified Advisory Corp
Certified Advisory Corp
CIK 1731732 · Institution · as of Dec 31, 2025
Portfolio value
$1.10B
Positions
317
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 317 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $45.47M | 4.1% |
| Invesco Qqq Tr | $37.26M | 3.4% |
| Pacer Fds Tr | $29.29M | 2.7% |
| Vanguard Index Fds | $25.43M | 2.3% |
| iShares Tr | $23.85M | 2.2% |
| Schwab Strategic Tr | $22.76M | 2.1% |
| Fidelity Merrimack Str Tr | $21.20M | 1.9% |
| J P Morgan Exchange Traded F | $20.12M | 1.8% |
| Apple Inc. | $20.01M | 1.8% |
| Vanguard Bd Index Fds | $19.43M | 1.8% |
| iShares Tr | $17.29M | 1.6% |
| Vanguard Index Fds | $17.19M | 1.6% |
| Vanguard Whitehall Fds | $16.84M | 1.5% |
| iShares Tr | $16.74M | 1.5% |
| Schwab Strategic Tr | $16.52M | 1.5% |
| Schwab Strategic Tr | $16.46M | 1.5% |
| J P Morgan Exchange Traded F | $15.62M | 1.4% |
| American Centy ETF Tr | $13.91M | 1.3% |
| Dimensional ETF Trust | $13.79M | 1.3% |
| Vanguard World Fd | $13.72M | 1.3% |
| SPDR Series Trust | $13.11M | 1.2% |
| American Centy ETF Tr | $13.00M | 1.2% |
| iShares Tr | $12.91M | 1.2% |
| iShares Tr | $12.86M | 1.2% |
| SPDR Index Shs Fds | $12.64M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.