Certified Advisory Corp - Portfolio overview

Certified Advisory Corp has 345 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 3.72%
2. QQQ - INVESCO QQQ TR, 3.15%
3. COWZ - PACER FDS TR, 2.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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