Certuity, LLC Top Holdings and 13F Report (2026)

About Certuity, LLC

Investment Activity

Certuity, LLC has $2.03 billion in total holdings as of June 30, 2026.
Certuity, LLC owns shares of 672 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 6.46% of the portfolio was purchased this quarter.
About 2.85% of the portfolio was sold this quarter.
This quarter, Certuity, LLC has purchased 656 new stocks and bought additional shares in 294 stocks.
Certuity, LLC sold shares of 240 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

Micron Technology: $311,382,655
Citigroup: $118,534,990
Apple: $88,267,707
Vanguard S&P 500 ETF: $77,695,308
GE Aerospace: $69,527,480

Largest New Holdings this Quarter

30233Q108 - EXXON MOBIL CORP COM: $14,434,386 Holding
090168105 - BILLIONTOONE INC CL A: $640,989 Holding
15135B101 - Centene: $576,234 Holding
49427F108 - Kilroy Realty: $559,240 Holding
26614N201 - DUPONT DE NEMOURS INC COM: $528,237 Holding

Largest Purchases this Quarter

Apple: 90,178 shares (about $26.07M)
EXXON MOBIL CORP COM: 105,578 shares (about $14.43M)
iShares Russell 1000 Growth ETF: 42,663 shares (about $5.30M)
Vanguard Information Technology ETF: 39,669 shares (about $4.74M)
AbbVie: 485,301 shares (about $3.44M)

Largest Sales this Quarter

Micron Technology: 906 shares (about $1.05M)
Adobe: 4,692 shares (about $959.11K)
Merck & Co., Inc.: 7,272 shares (about $934.47K)
NVIDIA: 3,941 shares (about $787.17K)
Tesla: 1,573 shares (about $655.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MU Micron Technology	$311,382,655	$1,045,784 â–¼	-0.3%	269,762	15.3%	Computer and Technology
C Citigroup	$118,534,990	$32,611 â–²	0.0%	846,920	5.8%	Financial Services
AAPL Apple	$88,267,707	$26,070,284 â–²	41.9%	305,321	4.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$77,695,308	$439,558 â–²	0.6%	113,125	3.8%	ETF
GE GE Aerospace	$69,527,480	$191,723 â–²	0.3%	186,037	3.4%	Aerospace
OMF OneMain	$56,798,311	$6,707 â–¼	0.0%	931,578	2.8%	Finance
IVV iShares Core S&P 500 ETF	$55,543,877	$2,882,661 â–²	5.5%	74,626	2.7%	ETF
NVDA NVIDIA	$54,441,532	$787,167 â–¼	-1.4%	272,565	2.7%	Computer and Technology
INTC Intel	$45,915,043	$373,649 â–²	0.8%	328,834	2.3%	Computer and Technology
MS Morgan Stanley	$42,878,939	$8,571 â–²	0.0%	205,123	2.1%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$35,141,492	$2,968,378 â–²	9.2%	1,038,460	1.7%	ETF
NEW YORK CMNTY BANCORP INC COM	$31,736,743		0.0%	2,124,280	1.6%	Stock
BAC Bank of America	$28,823,343	$61,026 â–²	0.2%	505,847	1.4%	Finance
GOOGL Alphabet	$28,204,489	$333,237 â–¼	-1.2%	79,475	1.4%	Computer and Technology
WFC Wells Fargo & Company	$25,838,975	$12,066 â–¼	0.0%	312,648	1.3%	Finance
QQQ Invesco QQQ	$25,314,892	$165,836 â–¼	-0.7%	34,499	1.2%	Finance
PNC The PNC Financial Services Group	$25,184,701	$9,110 â–¼	0.0%	102,285	1.2%	Finance
AMZN Amazon.com	$22,311,111	$394,803 â–²	1.8%	93,810	1.1%	Retail/Wholesale
MSFT Microsoft	$21,879,146	$957,527 â–²	4.6%	58,655	1.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$20,923,960	$2,563,383 â–²	14.0%	141,083	1.0%	ETF
F Ford Motor	$18,780,020	$53,028 â–¼	-0.3%	1,351,081	0.9%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$17,543,021	$270,329 â–²	1.6%	23,492	0.9%	Finance
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$17,403,224		0.0%	271,415	0.9%	ETF
FCX Freeport-McMoRan	$16,048,710	$40,312 â–²	0.3%	255,187	0.8%	Basic Materials
VEA Vanguard FTSE Developed Markets ETF	$15,418,959	$2,304,087 â–²	17.6%	216,406	0.8%	ETF
EXXON MOBIL CORP COM	$14,434,386	$14,434,386 â–²	New Holding	105,578	0.7%	Stock
VZ Verizon Communications	$13,636,910	$8,722 â–²	0.1%	322,081	0.7%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$13,628,454	$18,667 â–²	0.1%	56,216	0.7%	ETF
GOOG Alphabet	$13,483,428	$307,044 â–¼	-2.2%	38,161	0.7%	Computer and Technology
WTV WisdomTree U.S. Value Fund	$12,559,505	$3,171,740 â–²	33.8%	123,471	0.6%	Finance
META Meta Platforms	$12,535,462	$390,065 â–²	3.2%	22,303	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$12,383,795	$426,287 â–¼	-3.3%	33,466	0.6%	ETF
IYW iShares U.S. Technology ETF	$11,609,879	$3,279 â–²	0.0%	46,029	0.6%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$11,407,131	$2,494,926 â–²	28.0%	191,106	0.6%	ETF
PANW Palo Alto Networks	$10,259,500	$64,793 â–¼	-0.6%	30,085	0.5%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$10,047,335	$79,651 â–²	0.8%	105,076	0.5%	Manufacturing
BA Boeing	$9,594,803	$19,051 â–¼	-0.2%	44,320	0.5%	Aerospace
LAM RESEARCH CORP COM	$9,146,395	$391,735 â–¼	-4.1%	21,107	0.5%	Stock
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$9,126,936	$2,371,724 â–²	35.1%	99,596	0.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$9,016,776	$1,301,478 â–²	16.9%	259,028	0.4%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$8,933,887		0.0%	204,390	0.4%	Finance
EMLP First Trust North American Energy Infrastructure Fund	$7,410,353	$892,359 â–²	13.7%	170,353	0.4%	ETF
BRK.B Berkshire Hathaway	$7,387,278	$167,325 â–²	2.3%	14,790	0.4%	Finance
AVGO Broadcom	$7,115,598	$21,861 â–¼	-0.3%	18,879	0.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$7,083,625	$5,297,446 â–²	296.6%	57,048	0.3%	ETF
AMD Advanced Micro Devices	$6,939,321	$101,746 â–²	1.5%	12,140	0.3%	Computer and Technology
BMY Bristol Myers Squibb	$6,724,132	$22,126 â–¼	-0.3%	116,698	0.3%	Medical
TSLA Tesla	$6,517,927	$655,543 â–¼	-9.1%	15,640	0.3%	Auto/Tires/Trucks
OBDC Blue Owl Capital	$6,111,492	$201,638 â–¼	-3.2%	562,235	0.3%	Finance
T AT&T	$6,074,593	$18,009 â–¼	-0.3%	293,459	0.3%	Computer and Technology
SPROTT PHYSICAL GOLD TRUST UNIT	$5,930,969		0.0%	196,585	0.3%	CEF
CSCO Cisco Systems	$5,650,016	$176,541 â–¼	-3.0%	48,102	0.3%	Computer and Technology
ARISTA NETWORKS INC COM	$5,515,795	$74,782 â–¼	-1.3%	32,896	0.3%	Stock
VGT Vanguard Information Technology ETF	$5,416,075	$4,741,262 â–²	702.6%	45,315	0.3%	ETF
JPM JPMorgan Chase & Co.	$5,405,548	$36,334 â–¼	-0.7%	16,514	0.3%	Finance
XLV Health Care Select Sector SPDR Fund	$5,307,674	$8,092 â–¼	-0.2%	33,453	0.3%	ETF
V Visa	$5,188,697	$254,237 â–²	5.2%	15,123	0.3%	Business Services
CAT Caterpillar	$5,082,272	$150,136 â–¼	-2.9%	4,773	0.3%	Industrials
IWM iShares Russell 2000 ETF	$4,921,869		0.0%	16,382	0.2%	Finance
VIOO Vanguard S&P Small-Cap 600 ETF	$4,784,605	$2,751 â–¼	-0.1%	34,787	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,739,138	$12,215 â–²	0.3%	53,927	0.2%	ETF
UBER Uber Technologies	$4,670,140	$24,246 â–²	0.5%	64,719	0.2%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$4,203,153	$44,676 â–²	1.1%	55,225	0.2%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$4,171,558	$212,089 â–²	5.4%	43,193	0.2%	ETF
MA Mastercard	$4,160,900	$387,872 â–²	10.3%	8,110	0.2%	Business Services
DOW DOW	$4,153,631	$410 â–¼	0.0%	151,814	0.2%	Basic Materials
IWV iShares Russell 3000 ETF	$4,144,608	$238,358 â–¼	-5.4%	9,720	0.2%	ETF
PBR Petroleo Brasileiro S.A.- Petrobras	$4,042,052	$2,052 â–²	0.1%	250,127	0.2%	Energy
JNJ Johnson & Johnson	$3,781,710	$508 â–²	0.0%	14,890	0.2%	Medical
GLD SPDR Gold Shares	$3,764,235	$85,920 â–²	2.3%	10,208	0.2%	Finance
VRTX Vertex Pharmaceuticals	$3,700,118	$755,025 â–²	25.6%	7,449	0.2%	Medical
CVX Chevron	$3,656,417	$114,543 â–¼	-3.0%	22,058	0.2%	Energy
WALMART INC COM	$3,653,796	$110,543 â–²	3.1%	32,260	0.2%	Stock
TYG Tortoise Energy Infrastructure	$3,643,950		0.0%	85,000	0.2%	Finance
RIVN Rivian Automotive	$3,627,486	$87,548 â–¼	-2.4%	209,077	0.2%	Auto/Tires/Trucks
PFE Pfizer	$3,613,806	$48,882 â–²	1.4%	150,075	0.2%	Medical
ABBV AbbVie	$3,527,562	$3,437,264 â–²	3,806.6%	498,050	0.2%	Medical
IWB iShares Russell 1000 ETF	$3,259,201	$409 â–²	0.0%	7,959	0.2%	ETF
ABR Arbor Realty Trust	$3,254,911	$2,911 â–²	0.1%	600,537	0.2%	Finance
RF Regions Financial	$3,208,629	$34,851 â–²	1.1%	106,246	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$3,070,062	$18,671 â–¼	-0.6%	16,114	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,028,049	$107,378 â–¼	-3.4%	6,345	0.1%	Computer and Technology
LLY Eli Lilly and Company	$3,005,043	$38,388 â–¼	-1.3%	2,505	0.1%	Medical
SCHF Schwab International Equity ETF	$2,967,713	$17,839 â–²	0.6%	107,138	0.1%	ETF
INCY Incyte	$2,946,680	$289,748 â–²	10.9%	25,994	0.1%	Medical
CRWD CrowdStrike	$2,794,960	$76,789 â–¼	-2.7%	3,749	0.1%	Computer and Technology
RDVY First Trust Rising Dividend Achievers ETF	$2,785,373	$70,036 â–²	2.6%	34,362	0.1%	Manufacturing
SHOPIFY INC CL A	$2,751,564	$36,726 â–¼	-1.3%	23,975	0.1%	Stock
MRVL Marvell Technology	$2,706,066	$266,127 â–²	10.9%	9,182	0.1%	Computer and Technology
SYF Synchrony Financial	$2,685,706	$33,918 â–²	1.3%	35,315	0.1%	Finance
SG Sweetgreen	$2,643,000	$22,025 â–¼	-0.8%	300,000	0.1%	Retail/Wholesale
MAPLEBEAR INC COM	$2,639,905	$34,992 â–¼	-1.3%	55,753	0.1%	Stock
SBUX Starbucks	$2,608,722	$333,263 â–²	14.6%	25,503	0.1%	Retail/Wholesale
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$2,584,267	$111,576 â–¼	-4.1%	22,513	0.1%	ETF
MPWR Monolithic Power Systems	$2,554,586	$351,117 â–¼	-12.1%	1,848	0.1%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$2,550,868	$64,832 â–¼	-2.5%	8,420	0.1%	ETF
CPRT Copart	$2,499,723	$692,094 â–²	38.3%	88,674	0.1%	Business Services
YNDX Yandex	$2,492,434	$295,778 â–²	13.5%	9,025	0.1%	Computer and Technology
M Macy's	$2,471,684	$13,683 â–¼	-0.6%	104,955	0.1%	Retail/Wholesale
BITMINE IMMERSION TECHS INC COM NEW	$2,417,828	$12,618 â–²	0.5%	181,655	0.1%	Stock

Showing largest 100 holdings. View all holdings.

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Certuity, LLC Top Holdings and 13F Report (2026)

About Certuity, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Certuity, LLC Top Holdings and 13F Report (2026)

About Certuity, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCertuity, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools