account_balance

Investment manager · 13F filer · SEC CIK 2055620

Certior Financial Group, LLC

Reported value$184Mas of Sep 30, 2026
Positions143 11 new, 14 sold out
Top 10 weight42.0%SCHG alone is 8%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SCHG Schwab Strategic Tr 7.9% Held
SCHD Schwab Strategic Tr 6.5% Held
TCAF T Rowe Price Exchange-Traded 5.9% Held
BIL SPDR Series Trust 4.8% Trimmed −16%
VGT Vanguard World Fd 3.2% Held
SCHA Schwab Strategic Tr 3.2% Held
FLJP Franklin Templeton ETF Tr 3.0% Added +76%
MSFT Microsoft Corp 2.6% Added +7%
VTEB Vanguard Mun Bd FDS 2.6% Held
CGDV Capital Group Dividend Value 2.3% Held
IVV iShares Tr 2.2% Trimmed −2%
AAPL Apple Inc. 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • USFR $3.35M
  • BFEW $292K
  • FTPA $286K
  • BUFY $275K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • VT $1.94M
  • IBM $717K
  • HSMV $289K
  • GOOG $272K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist