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

About Certuity, LLC

Investment Activity

Certuity, LLC has $1.52 billion in total holdings as of March 31, 2026.
Certuity, LLC owns shares of 656 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
Approximately 7.55% of the portfolio was purchased this quarter.
About 47.03% of the portfolio was sold this quarter.
This quarter, Certuity, LLC has purchased 584 new stocks and bought additional shares in 284 stocks.
Certuity, LLC sold shares of 210 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

Citigroup: $96,022,733
Micron Technology: $91,442,539
Vanguard S&P 500 ETF: $67,215,116
Apple: $54,529,508
GE Aerospace: $52,646,201

Largest New Holdings this Quarter

92206C102 - Vanguard Short-Term Treasury ETF: $1,202,353 Holding
46641Q225 - JPMorgan BetaBuilders Canada ETF: $1,022,338 Holding
46641Q233 - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF: $877,853 Holding
464288877 - iShares MSCI EAFE Value ETF: $858,497 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF: $807,141 Holding

Largest Purchases this Quarter

iShares Core S&P Small-Cap ETF: 49,269 shares (about $6.12M)
Schwab U.S. Large-Cap Growth ETF: 209,858 shares (about $6.11M)
WisdomTree U.S. Value Fund: 64,491 shares (about $6.11M)
Vanguard FTSE Emerging Markets ETF: 106,506 shares (about $5.76M)
Vanguard FTSE Developed Markets ETF: 79,815 shares (about $5.11M)

Largest Sales this Quarter

Apple: 946,479 shares (about $239.89M)
Alphabet: 755,762 shares (about $216.80M)
NVIDIA: 675,146 shares (about $117.54M)
OneMain: 999,076 shares (about $53.44M)
Northrop Grumman: 20,778 shares (about $14.17M)

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
C Citigroup	$96,022,733	$236,687 â–²	0.2%	846,687	6.3%	Financial Services
MU Micron Technology	$91,442,539	$310,475 â–²	0.3%	270,668	6.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$67,215,116	$316,700 â–¼	-0.5%	112,485	4.4%	ETF
AAPL Apple	$54,529,508	$239,891,766 â–¼	-81.5%	215,143	3.6%	Computer and Technology
GE GE Aerospace	$52,646,201	$137,629 â–²	0.3%	185,524	3.5%	Aerospace
OMF OneMain	$49,835,991	$53,440,575 â–¼	-51.7%	931,688	3.3%	Finance
NVDA NVIDIA	$48,138,818	$117,540,778 â–¼	-70.9%	276,506	3.2%	Computer and Technology
IVV iShares Core S&P 500 ETF	$45,919,964	$2,916,037 â–²	6.8%	70,753	3.0%	ETF
MS Morgan Stanley	$33,750,317	$105,983 â–²	0.3%	205,082	2.2%	Finance
NEW YORK CMNTY BANCORP INC COM	$27,976,768		0.0%	2,124,280	1.8%	Stock
SCHG Schwab U.S. Large-Cap Growth ETF	$27,695,121	$6,113,165 â–²	28.3%	950,742	1.8%	ETF
WFC Wells Fargo & Company	$24,898,078	$52,774 â–²	0.2%	312,794	1.6%	Finance
BAC Bank of America	$24,607,467	$127,382 â–²	0.5%	504,776	1.6%	Finance
GOOGL Alphabet	$22,993,125	$33,740 â–²	0.1%	80,414	1.5%	Computer and Technology
PNC The PNC Financial Services Group	$21,292,252	$49,734 â–²	0.2%	102,322	1.4%	Finance
MSFT Microsoft	$20,694,249	$158,284 â–²	0.8%	56,088	1.4%	Computer and Technology
QQQ Invesco QQQ	$19,998,631	$4,333,757 â–¼	-17.8%	34,725	1.3%	Finance
AMZN Amazon.com	$19,116,875	$541,040 â–²	2.9%	92,150	1.3%	Retail/Wholesale
XOM ExxonMobil	$17,750,801	$211,246 â–²	1.2%	104,616	1.2%	Energy
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund	$17,357,002		0.0%	271,415	1.1%	ETF
VZ Verizon Communications	$16,158,147	$41,114 â–¼	-0.3%	321,875	1.1%	Computer and Technology
F Ford Motor	$15,635,496	$4,674 â–²	0.0%	1,354,896	1.0%	Auto/Tires/Trucks
IJR iShares Core S&P Small-Cap ETF	$15,389,418	$6,124,615 â–²	66.1%	123,799	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$15,042,675	$1,490,610 â–¼	-9.0%	23,130	1.0%	Finance
FCX Freeport-McMoRan	$14,962,214	$41,028 â–²	0.3%	254,546	1.0%	Basic Materials
INTC Intel	$14,393,337	$102,690 â–²	0.7%	326,158	0.9%	Computer and Technology
META Meta Platforms	$12,264,926	$203,195 â–²	1.7%	21,609	0.8%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$11,995,136	$2,123,010 â–¼	-15.0%	56,139	0.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$11,795,080	$5,114,546 â–²	76.6%	184,068	0.8%	ETF
GOOG Alphabet	$11,196,081	$216,796,633 â–¼	-95.1%	39,030	0.7%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$11,105,684	$395,555 â–¼	-3.4%	34,618	0.7%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$9,839,335		0.0%	204,390	0.6%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$9,156,743	$2,260,045 â–¼	-19.8%	104,243	0.6%	Manufacturing
BA Boeing	$8,830,092	$78,741 â–²	0.9%	44,408	0.6%	Aerospace
WTV WisdomTree U.S. Value Fund	$8,742,586	$6,109,200 â–²	232.0%	92,290	0.6%	Finance
T AT&T	$8,532,605	$33,020 â–²	0.4%	294,329	0.6%	Computer and Technology
IYW iShares U.S. Technology ETF	$8,348,262	$60,595 â–¼	-0.7%	46,016	0.5%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$8,070,075	$5,756,633 â–²	248.8%	149,308	0.5%	ETF
BMY Bristol Myers Squibb	$7,101,020	$192,442 â–¼	-2.6%	117,082	0.5%	Medical
SPROTT PHYSICAL GOLD TRUST UNIT	$6,966,972		0.0%	196,585	0.5%	CEF
BRK.B Berkshire Hathaway	$6,909,622	$1,036,324 â–²	17.6%	14,455	0.5%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$6,760,027	$3,096,851 â–²	84.5%	221,640	0.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,755,212	$1,489,235 â–²	28.3%	73,715	0.4%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$6,541,987	$4,305,847 â–²	192.6%	149,839	0.4%	ETF
OBDC Blue Owl Capital	$6,423,483	$658,402 â–¼	-9.3%	580,785	0.4%	Finance
TSLA Tesla	$6,384,156	$129,441 â–²	2.1%	17,213	0.4%	Auto/Tires/Trucks
DOW DOW	$6,323,678	$11,329 â–²	0.2%	151,829	0.4%	Basic Materials
IWF iShares Russell 1000 Growth ETF	$6,133,670	$1,607,930 â–¼	-20.8%	14,385	0.4%	ETF
AVGO Broadcom	$5,852,566	$237,045 â–¼	-3.9%	18,937	0.4%	Computer and Technology
PBR Petroleo Brasileiro S.A.- Petrobras	$5,187,500		0.0%	250,000	0.3%	Energy
XLV Health Care Select Sector SPDR Fund	$4,912,011	$1,019,377 â–²	26.2%	33,504	0.3%	ETF
JPM JPMorgan Chase & Co.	$4,890,349	$608,609 â–¼	-11.1%	16,625	0.3%	Finance
PANW Palo Alto Networks	$4,853,745	$527,619 â–¼	-9.8%	30,275	0.3%	Computer and Technology
CVX Chevron	$4,706,781	$138,416 â–²	3.0%	22,749	0.3%	Energy
LAM RESEARCH CORP COM	$4,702,952	$235,671 â–²	5.3%	22,011	0.3%	Stock
UBER Uber Technologies	$4,631,086	$255,856 â–¼	-5.2%	64,383	0.3%	Computer and Technology
ABR Arbor Realty Trust	$4,626,000		0.0%	600,000	0.3%	Finance
V Visa	$4,346,823	$612,642 â–²	16.4%	14,382	0.3%	Business Services
GLD SPDR Gold Shares	$4,280,396	$29,609 â–²	0.7%	9,975	0.3%	Finance
TYG Tortoise Energy Infrastructure	$4,237,250		0.0%	85,000	0.3%	Finance
PFE Pfizer	$4,157,104	$36,111 â–¼	-0.9%	148,045	0.3%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$4,116,944	$429,237 â–²	11.6%	53,788	0.3%	ETF
ARISTA NETWORKS INC COM	$4,083,654	$343,428 â–¼	-7.8%	33,342	0.3%	Stock
IWM iShares Russell 2000 ETF	$4,062,637	$1,817,548 â–¼	-30.9%	16,382	0.3%	Finance
VIOO Vanguard S&P Small-Cap 600 ETF	$3,996,889	$2,297 â–²	0.1%	34,807	0.3%	ETF
VGT Vanguard Information Technology ETF	$3,939,229	$225,358 â–¼	-5.4%	5,646	0.3%	ETF
WALMART INC COM	$3,887,925	$51,327 â–¼	-1.3%	31,284	0.3%	Stock
CSCO Cisco Systems	$3,848,890	$588,138 â–¼	-13.3%	49,605	0.3%	Computer and Technology
IWV iShares Russell 3000 ETF	$3,810,220	$5,931 â–²	0.2%	10,279	0.2%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$3,741,074		0.0%	54,638	0.2%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$3,711,458	$271,137 â–¼	-6.8%	40,997	0.2%	ETF
MA Mastercard	$3,669,797	$228,052 â–²	6.6%	7,354	0.2%	Business Services
JNJ Johnson & Johnson	$3,639,208	$53,288 â–¼	-1.4%	14,888	0.2%	Medical
BITMINE IMMERSION TECHS INC COM NEW	$3,574,384		0.0%	180,707	0.2%	Stock
CAT Caterpillar	$3,481,577	$165,081 â–¼	-4.5%	4,914	0.2%	Industrials
NFLX Netflix	$3,385,462	$34,676 â–²	1.0%	34,952	0.2%	Consumer Discretionary
RIVN Rivian Automotive	$3,222,551	$94,619 â–²	3.0%	214,123	0.2%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$3,117,212	$511,716 â–²	19.6%	25,914	0.2%	Medical
SHOPIFY INC CL A	$2,846,323	$108,956 â–²	4.0%	24,295	0.2%	Stock
IWB iShares Russell 1000 ETF	$2,837,630	$357 â–²	0.0%	7,958	0.2%	ETF
ABBV AbbVie	$2,772,853	$138,545 â–²	5.3%	12,749	0.2%	Medical
RF Regions Financial	$2,744,996	$53,023 â–²	2.0%	105,092	0.2%	Finance
VRTX Vertex Pharmaceuticals	$2,647,510	$227,733 â–¼	-7.9%	5,929	0.2%	Medical
SCHF Schwab International Equity ETF	$2,635,732		0.0%	106,494	0.2%	ETF
PALANTIR TECHNOLOGIES INC CL A	$2,608,473	$147,831 â–²	6.0%	17,892	0.2%	Stock
TPL Texas Pacific Land	$2,597,851	$1,069,703 â–²	70.0%	5,474	0.2%	Energy
AMD Advanced Micro Devices	$2,430,703	$170,690 â–²	7.6%	11,962	0.2%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$2,390,470	$41,215 â–²	1.8%	29,000	0.2%	ETF
DBJP Xtrackers MSCI Japan Hedged Equity ETF	$2,372,478		0.0%	23,485	0.2%	ETF
SYF Synchrony Financial	$2,371,789	$2,789 â–²	0.1%	34,869	0.2%	Finance
KO CocaCola	$2,338,035	$5,628 â–²	0.2%	30,744	0.2%	Consumer Staples
LLY Eli Lilly and Company	$2,321,583	$209,556 â–¼	-8.3%	2,537	0.2%	Medical
MPWR Monolithic Power Systems	$2,297,916	$686,532 â–²	42.6%	2,102	0.2%	Computer and Technology
RDVY First Trust Rising Dividend Achievers ETF	$2,287,270	$49,572 â–¼	-2.1%	33,498	0.2%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$2,220,484	$194,335 â–²	9.6%	6,570	0.1%	Computer and Technology
INCY Incyte	$2,205,985	$318,596 â–²	16.9%	23,438	0.1%	Medical
XLK Technology Select Sector SPDR Fund	$2,154,566	$101,402 â–²	4.9%	16,212	0.1%	ETF
CPRT Copart	$2,128,872	$1,036,830 â–²	94.9%	64,123	0.1%	Business Services
MAPLEBEAR INC COM	$2,116,190	$2,135 â–²	0.1%	56,492	0.1%	Stock
QQQM Invesco NASDAQ 100 ETF	$2,051,654	$420,359 â–¼	-17.0%	8,634	0.1%	ETF

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

Advanced Stock Screeners and Research Tools

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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