DOSSIER · 13F-HR · Q3 2025
Certus Wealth Management, LLC
$167M in tracked AUM across 58 positions as of Q3 2025.
CW
CIK 0001989526 · last filed Sep 30, 2025
AI Analysis · Q3 2025
Certus Wealth Management, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.
Quarter at a glance — Q3 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2025.