CIK 2055620
CERTIOR FINANCIAL GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
130
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 130
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 347K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 316K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 226K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 164K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 97K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 43K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 56K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 77K | $1M+ | SH |
| AAPL | APPLE INC | 12K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 44K | $1M+ | SH |
| STIP | ISHARES TR | 29K | $1M+ | SH |
| — | WORLD GOLD TR | 34K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 36K | $1M+ | SH |
| IEF | ISHARES TR | 26K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 98K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 46K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 45K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 28K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 34K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 39K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 138K | $1M+ | SH |
| FSSL | FS SPECIALTY LENDING FD | 140K | $1M+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 290K | $1M+ | SH |
| BENJ | HORIZON FDS | 35K | $1M+ | SH |
| INDA | ISHARES TR | 32K | $1M+ | SH |
| SCHI | SCHWAB STRATEGIC TR | 72K | $1M+ | SH |
| SUB | ISHARES TR | 15K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 30K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 37K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 54K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| GOVT | ISHARES TR | 43K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 23K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 26K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 18K | $500K+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 36K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 23K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 22K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| HBTA | HORIZON FDS | 25K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 17K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |