Institutional Fund
Certior Financial Group, LLC
King Of Prussia, PACIK 20556205 filings on record
Portfolio Value
$157.00M
Q1 2026
Holdings
130
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+7.0%
from $146.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust10.9%
- Schwab Strategic Tr6.9%
- Schwab Strategic Tr6.6%
- T Rowe Price ETF Inc5.4%
- Schwab Strategic Tr3.2%
- Vanguard Mun Bd Fds3.1%
- Other63.8%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 186.3K | $17.07M | 10.9% | +142.9K | Added |
| 2 | Schwab Strategic Tr | 371.3K | $10.82M | 6.9% | +24.8K | Added |
| 3 | Schwab Strategic Tr | 339.6K | $10.42M | 6.6% | +23.1K | Added |
| 4 | T Rowe Price ETF Inc | 240.2K | $8.55M | 5.4% | +14.3K | Added |
| 5 | Schwab Strategic Tr | 173.7K | $5.05M | 3.2% | +9.5K | Added |
| 6 | Vanguard Mun Bd Fds | 98.8K | $4.93M | 3.1% | +52.3K | Added |
| 7 | Vanguard World Fd | 5.7K | $3.99M | 2.5% | +309 | Added |
| 8 | Capital Group Dividend Value | 85.9K | $3.65M | 2.3% | +8.9K | Added |
| 9 | Ishares Tr | 5.3K | $3.43M | 2.2% | +169 | Added |
| 10 | Apple Inc | 12.2K | $3.09M | 2.0% | +106 | Added |
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