Institutions / Certior Financial Group, LLC

Certior Financial Group, LLC

CIK 2055620 · Institution · as of Dec 31, 2025

Portfolio value

$146.72M

Positions

130

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 130 →

Company	Class	Value	Shares	% of portfolio
Schwab Strategic Tr	—	$11.30M	346,554	7.7%
Schwab Strategic Tr	—	$8.68M	316,421	5.9%
T Rowe Price ETF Inc	—	$8.63M	225,887	5.9%
Schwab Strategic Tr	—	$4.68M	164,273	3.2%
SPDR Index Shs Fds	—	$4.53M	96,772	3.1%
Vanguard World Fd	—	$4.08M	5,410	2.8%
SPDR Series Trust	—	$3.96M	43,355	2.7%
J P Morgan Exchange Traded F	—	$3.71M	56,354	2.5%
iShares Tr	—	$3.48M	5,085	2.4%
Capital Group Dividend Value	—	$3.36M	77,002	2.3%
Apple Inc.	—	$3.28M	12,074	2.2%
Grayscale Bitcoin Trust ETF	—	$2.99M	43,676	2.0%
iShares MSCI UAE ETF	—	$2.95M	28,794	2.0%
World Gold Tr	—	$2.92M	34,173	2.0%
Vanguard Star Fds	—	$2.70M	35,761	1.8%
iShares Tr	—	$2.48M	25,811	1.7%
Harbor ETF Trust	—	$2.44M	98,157	1.7%
Vanguard Mun Bd Fds	—	$2.34M	46,477	1.6%
PIMCO ETF Tr	—	$2.34M	44,574	1.6%
Vanguard Bd Index Fds	—	$2.18M	27,608	1.5%
Vanguard Tax-Managed Fds	—	$2.14M	34,303	1.5%
Vanguard Intl Equity Index F	—	$2.07M	38,547	1.4%
FS KKR Capital CorpFSK	Common Stock	$2.04M	138,019	1.4%
FS Specialty Lending FundFSSL	Closed-End Fund	$1.98M	140,119	1.4%
FS Credit Opportunities Corp.FSCO	Closed-End Fund	$1.83M	289,753	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.