1y return+8.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $113 against $127 in the S&P 500.2
Certior Financial Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $13.5M | 7.4% | +7.8% |
| SCHDSchwab Strategic Tr | $11.6M | 6.3% | +7.3% |
| TCAFT Rowe Price Exchange-traded | $10.5M | 5.8% | +6.6% |
| BILSpdr Series Trust | $10.5M | 5.8% | −38.5% |
| SCHASchwab Strategic Tr | $6.5M | 3.6% | +4.2% |
| VGTVanguard World Fd | $5.6M | 3.1% | +2.4% |
| VTEBVanguard Mun Bd Fds | $5.3M | 2.9% | +5.3% |
| CGDVCapital Group Dividend Value | $4.3M | 2.4% | +1.7% |
| IVVIshares Tr | $4.1M | 2.2% | +4.2% |
| SPYMSpdr Series Trust | $3.7M | 2.0% | New |
| AAPLApple Inc | $3.5M | 1.9% | |
| MSFTMicrosoft Corp | $3.3M | 1.8% | +356.5% |
| HYDVaneck Etf Trust | $3.1M | 1.7% | +4.8% |
| VEAVanguard Tax-managed Fds | $3.0M | 1.7% | +13.3% |
| FLJPFranklin Templeton Etf Tr | $3.0M | 1.6% | New |
| VWOVanguard Intl Equity Index F | $3.0M | 1.6% | +15.0% |
| HGERHarbor Etf Trust | $2.9M | 1.6% | +43.4% |
| IEFIshares Tr | $2.9M | 1.6% | +3.7% |
| MUNIPimco Etf Tr | $2.7M | 1.5% | +9.4% |
| SUBIshares Tr | $2.7M | 1.5% | +5.9% |
| BSVVanguard Bd Index Fds | $2.4M | 1.3% | +7.5% |
| GLDMWorld Gold Tr | $2.0M | 1.1% | New |
| VTVanguard Intl Equity Index F | $1.9M | 1.1% | +8.1% |
| VXUSVanguard Star Fds | $1.9M | 1.1% | +2.7% |
| QLTYGmo Etf Trust | $1.9M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $5.6M |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $3.0M |
| VXUSVanguard Star Fds | December 31, 2024 | +45.1% | $1.9M |
| CGDVCapital Group Dividend Value | December 31, 2024 | +39.8% | $4.3M |
| SCHASchwab Strategic Tr | December 31, 2024 | +39.7% | $6.5M |
| VWOVanguard Intl Equity Index F | December 31, 2024 | +35.5% | $3.0M |
| QLTYGmo Etf Trust | December 31, 2024 | +30.2% | $1.9M |
| IVVIshares Tr | December 31, 2024 | +27.2% | $4.1M |
| CGUSCapital Group Core Equity Et | December 31, 2024 | +27.2% | $1.0M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2024 | +27.1% | $1.1M |
Sold off last quarter
- World Gold TrCUSIP 98149E307 was $2.3M
- PDBCInvesco Actvely Mngd Etc Fd was $995K
- NVSNovartis Ag was $510K
- Thomson Reuters CorpCUSIP 884903808 was $449K
- XHLFBondbloxx Etf Trust was $391K
- MAAMid-amer Apt Cmntys Inc was $335K
- RELXRelx PLC was $275K
- Accenture PLC IrelandCUSIP G1151C101 was $273K
- COINCoinbase Global Inc was $210K
- STWDStarwood Ppty Tr Inc was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.3% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +0.0% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Certior Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055620&type=13F-HR&dateb=&owner=include&count=40CIK 2055620
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055620/000110465926084938/Filed July 20, 2026 · accession 0001104659-26-084938