DOSSIER · 13F-HR · Q3 2026

Certified Advisory Corp

$1.2B in tracked AUM across 327 positions as of Q3 2026.

CA
CIK 0001731732 · last filed Sep 30, 2026
Total AUM
$1.2B
as of Q3 2026
Holdings
327
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Certified Advisory Corp filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$52M576K4.3%
02
QQQ
INVESCO QQQ TR
$46M62K3.8%
03
FNDX
SCHWAB STRATEGIC TR
$33M1.0M2.7%
04
COWZ
PACER FDS TR
$30M456K2.5%
05
VTV
VANGUARD INDEX FDS
$27M125K2.3%
06
AAPL
APPLE INC
$24M73K2.0%
07
JPIE
J P MORGAN EXCHANGE TRADED F
$24M534K2.0%
08
VOO
VANGUARD INDEX FDS
$23M33K1.9%
09
ICVT
ISHARES TR
$23M206K1.9%
10
IVV
ISHARES TR
$22M29K1.9%

Filing history

2026Q3Sep 30
$1.2B▼ 3.1%
327 positionsView →
2026Q2Jun 30
$1.2B▲ 11.2%
327 positionsView →
2026Q1Mar 31
$1.1B▲ 1.6%
318 positionsView →
2025Q4Dec 31
$1.1B▲ 4.2%
317 positionsView →
2025Q3Sep 30
$1.1B▲ 9.4%
315 positionsLocked
2025Q2Jun 30
$962M▲ 8.9%
303 positionsLocked
2025Q1Mar 31
$883M▼ 4.1%
295 positionsLocked
2024Q4Dec 31
$921M▲ 2.1%
297 positionsLocked
2024Q3Sep 30
$903M▲ 13.2%
297 positionsLocked
2024Q2Jun 30
$797M▲ 11.2%
288 positionsLocked
2024Q1Mar 31
$717M▲ 8.7%
266 positionsLocked
2023Q4Dec 31
$659M▲ 21.2%
264 positionsLocked
Showing 12 of 31