DOSSIER · 13F-HR · Q2 2026

Certified Advisory Corp

$1.2B in tracked AUM across 327 positions as of Q2 2026.

CA
CIK 0001731732 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
327
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Certified Advisory Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$50M580K4.0%
02
QQQ
INVESCO QQQ TR
$45M61K3.6%
03
VCSH
VANGUARD SCOTTSDALE FDS
$33M412K2.6%
04
FNDX
SCHWAB STRATEGIC TR
$30M980K2.5%
05
COWZ
PACER FDS TR
$28M448K2.2%
06
VTV
VANGUARD INDEX FDS
$26M121K2.1%
07
JPIE
J P MORGAN EXCHANGE TRADED F
$24M518K1.9%
08
IVV
ISHARES TR
$23M31K1.9%
09
ICVT
ISHARES TR
$23M192K1.9%
10
AVUV
AMERICAN CENTY ETF TR
$23M182K1.8%

Filing history

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 positionsView →
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
2023Q3Sep 30
$544M 0.0%
343 positionsLocked
Showing 12 of 30