Certus Wealth Management, LLC - Portfolio overview

Certus Wealth Management, LLC has 58 reported holdings in this dataset, with the latest filing dated 2025-11-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 9.61%
2. VUG - VANGUARD INDEX FDS, 6.68%
3. EFV - ISHARES TR, 5.82%

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

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