DOSSIER · 13F-HR · Q2 2026

CERTIOR FINANCIAL GROUP, LLC

$183M in tracked AUM across 146 positions as of Q2 2026.

CF
CIK 0002055620 · last filed Jun 30, 2026
Total AUM
$183M
as of Q2 2026
Holdings
146
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CERTIOR FINANCIAL GROUP, LLC 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
SCHG
SCHWAB STRATEGIC TR
$14M400K7.4%
02
SCHD
SCHWAB STRATEGIC TR
$12M364K6.3%
03
TCAF
T ROWE PRICE EXCHANGE-TRADED
$11M256K5.8%
04
BIL
SPDR SERIES TRUST
$10M115K5.8%
05
SCHA
SCHWAB STRATEGIC TR
$7M181K3.6%
06
VGT
VANGUARD WORLD FD
$6M47K3.1%
07
VTEB
VANGUARD MUN BD FDS
$5M104K2.9%
08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$4M87K2.4%
09
IVV
ISHARES TR
$4M5K2.2%
10
SPYM
SPDR SERIES TRUST
$4M42K2.0%

Filing history

2026Q2Jun 30
$183M 16.3%
146 positionsView →
2026Q1Mar 31
$157M 6.1%
130 positionsView →
2025Q4Dec 31
$148M 135.5%
133 positionsView →
2025Q3Sep 30
$63M 14.3%
69 positionsView →
2025Q2Jun 30
$55M 18.9%
57 positionsLocked
2025Q1Mar 31
$46M 59.9%
52 positionsLocked
2024Q4Dec 31
$116M
122 positionsLocked