account_balance

Investment manager · 13F filer · SEC CIK 1731732

Certified Advisory Corp

Reported value$1.2Bas of Sep 30, 2026

Positions327 16 new, 16 sold out

Top 10 weight25.4%VUG alone is 4%

FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VUGVanguard Index FDS

4.3%

QQQInvesco QQQ Tr

3.8%Added +2%

FNDXSchwab Strategic Tr

2.7%Added +7%

COWZPacer FDS Tr

2.5%

VTVVanguard Index FDS

2.3%Added +3%

AAPLApple Inc.

2.0%

JPIEJ P Morgan Exchange Traded F

2.0%Added +3%

VOOVanguard Index FDS

1.9%Added +10%

ICVTiShares Tr

1.9%Added +7%

IVViShares Tr

1.9%−7%

AVUVAmerican Centy ETF Tr

1.8%

SCHFSchwab Strategic Tr

1.8%Added +2%

VUGVanguard Index FDS

4.3%

QQQInvesco QQQ Tr

3.8%Added +2%

FNDXSchwab Strategic Tr

2.7%+7%

COWZPacer FDS Tr

2.5%

VTVVanguard Index FDS

2.3%+3%

AAPLApple Inc.

2.0%

JPIEJ P Morgan Exchange Traded F

2.0%

VOOVanguard Index FDS

1.9%

ICVTiShares Tr

1.9%

IVV1.9%

AVUV1.8%

SCHF1.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VUG Vanguard Index FDS 4.3% Held

QQQ Invesco QQQ Tr 3.8% Added +2%

FNDX Schwab Strategic Tr 2.7% Added +7%

COWZ Pacer FDS Tr 2.5% Held

VTV Vanguard Index FDS 2.3% Added +3%

AAPL Apple Inc. 2.0% Held

JPIE J P Morgan Exchange Traded F 2.0% Added +3%

VOO Vanguard Index FDS 1.9% Added +10%

ICVT iShares Tr 1.9% Added +7%

IVV iShares Tr 1.9% Trimmed −7%

AVUV American Centy ETF Tr 1.8% Held

SCHF Schwab Strategic Tr 1.8% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 16, 2026 filing

add_circleNew

EVSM $3.03M
XOM $1.81M
PWB $1.41M
IVOO $798K

arrow_upwardAdded

HSCZ +35%
FBCG +27%
ISCG +26%
DBEF +23%

arrow_downwardTrimmed

VCSH −64%
SPSB −62%
USTB −55%
BIV −55%

remove_circleSold out

DFAT $5.33M
EVMO $2.87M
DFAC $601K
AIRR $441K

Certified Advisory Corp

Where the money is

Biggest moves since Jun 30, 2026

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