CERTIOR FINANCIAL GROUP, LLC - Portfolio overview

CERTIOR FINANCIAL GROUP, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-04-27.

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. BIL - SPDR SERIES TRUST, 9.60%
2. SCHG - SCHWAB STRATEGIC TR, 6.08%
3. SCHD - SCHWAB STRATEGIC TR, 5.86%

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

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