Certus Wealth Management, LLC Top Holdings and 13F Report (2025) About Certus Wealth Management, LLCInvestment ActivityCertus Wealth Management, LLC has $155.31 million in total holdings as of June 30, 2025.Certus Wealth Management, LLC owns shares of 56 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 11.15% of the portfolio was purchased this quarter.About 10.45% of the portfolio was sold this quarter.This quarter, Certus Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 16 stocks.Certus Wealth Management, LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $15,201,619Vanguard Growth ETF $10,398,848iShares MSCI EAFE Value ETF $10,069,515Vanguard Total Bond Market ETF $9,564,905iShares MSCI USA Quality Factor ETF $7,934,754 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $2,786,910 Holding92203J407 - Vanguard Total International Bond ETF $1,484,755 Holding09290C780 - BLACKROCK ETF TRUST $1,468,407 Holding46138E206 - Invesco California AMT-Free Municipal Bond ETF $403,992 Holding Largest Purchases this Quarter Vanguard Value ETF 27,088 shares (about $4.79M)BlackRock Future U.S. Themes ETF 78,328 shares (about $2.79M)iShares MSCI EAFE Value ETF 38,144 shares (about $2.42M)Vanguard FTSE Emerging Markets ETF 30,912 shares (about $1.53M)Vanguard Total International Bond ETF 29,989 shares (about $1.48M) Largest Sales this Quarter Vanguard S&P 500 ETF 11,784 shares (about $6.69M)iShares MSCI Emerging Markets ex China ETF 28,754 shares (about $1.82M)iShares Currency Hedged MSCI EAFE ETF 30,926 shares (about $1.17M)Vanguard Growth ETF 1,827 shares (about $800.96K)iShares 7-10 Year Treasury Bond ETF 4,375 shares (about $418.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCertus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$15,201,619$6,693,666 ▼-30.6%26,7629.8%ETFVUGVanguard Growth ETF$10,398,848$800,957 ▼-7.2%23,7206.7%ETFEFViShares MSCI EAFE Value ETF$10,069,515$2,421,381 ▲31.7%158,6256.5%ETFBNDVanguard Total Bond Market ETF$9,564,905$48,449 ▲0.5%129,9056.2%ETFQUALiShares MSCI USA Quality Factor ETF$7,934,754$146,073 ▲1.9%43,4025.1%ETFCMFiShares California Muni Bond ETF$7,916,139$56 ▼0.0%142,0195.1%ETFIVViShares Core S&P 500 ETF$7,800,367$112,383 ▼-1.4%12,5635.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,602,617$195,403 ▼-2.5%56,2994.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$7,201,464$99,335 ▼-1.4%132,2344.6%ETFEFGiShares MSCI EAFE Growth ETF$6,352,864$122,752 ▼-1.9%56,7224.1%ETFVTVVanguard Value ETF$6,072,786$4,787,533 ▲372.5%34,3603.9%ETFAAPLApple$5,296,0310.0%25,8133.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,613,233$1,528,907 ▲49.6%93,2723.0%ETFOEFiShares S&P 100 ETF$4,053,333$805,919 ▲24.8%13,3182.6%ETFIYWiShares U.S. Technology ETF$2,894,129$190,944 ▼-6.2%16,7031.9%ManufacturingBTHMBlackRock Future U.S. Themes ETF$2,786,910$2,786,910 ▲New Holding78,3281.8%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,528,722$602,082 ▲31.3%24,8891.6%ETFORCLOracle$2,435,9750.0%11,1421.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,192,853$22,957 ▼-1.0%26,2681.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,179,324$106,072 ▲5.1%47,0291.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,993,548$418,994 ▼-17.4%20,8161.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,964,096$1,815,528 ▼-48.0%31,1071.3%ManufacturingBINCiShares Flexible Income Active ETF$1,810,932$56,063 ▲3.2%34,2721.2%ETFVFMOVanguard U.S. Momentum Factor ETF$1,635,662$9,661 ▲0.6%9,4811.1%ETFIXNiShares Global Tech ETF$1,489,721$923 ▼-0.1%16,1331.0%ETFBNDXVanguard Total International Bond ETF$1,484,755$1,484,755 ▲New Holding29,9891.0%ETFBLACKROCK ETF TRUST$1,468,407$1,468,407 ▲New Holding50,8980.9%ISHARES A I INNOIAUiShares Gold Trust$1,315,235$150,101 ▲12.9%21,0910.8%FinanceIXUSiShares Core MSCI Total International Stock ETF$1,291,618$9,355 ▼-0.7%16,7070.8%ManufacturingGOVTiShares U.S. Treasury Bond ETF$1,246,481$437 ▲0.0%54,2420.8%ETFIUSBiShares Core Total USD Bond Market ETF$1,189,7750.0%25,7360.8%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,141,8790.0%10,7380.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,061,013$77,631 ▲7.9%11,3030.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,017,863$415,284 ▲68.9%20,7600.7%ETFTSLATesla$811,6210.0%2,5550.5%Auto/Tires/TrucksSPTISPDR Portfolio Intermediate Term Treasury ETF$761,7720.0%26,4780.5%ETFSPYSPDR S&P 500 ETF Trust$694,4630.0%1,1240.4%FinanceVTIVanguard Total Stock Market ETF$688,556$2,735 ▲0.4%2,2660.4%ETFLMTLockheed Martin$679,8900.0%1,4680.4%AerospaceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$656,676$7,595 ▲1.2%7,0900.4%ETFMUBiShares National Muni Bond ETF$604,417$415,831 ▼-40.8%5,7850.4%ETFESGUiShares ESG Aware MSCI USA ETF$601,003$6,765 ▼-1.1%4,4420.4%ManufacturingVLUEiShares MSCI USA Value Factor ETF$504,6900.0%4,4580.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$427,954$9,785 ▼-2.2%7,1290.3%ETFMSFTMicrosoft$408,5800.0%8210.3%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$403,992$403,992 ▲New Holding17,3090.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$375,121$1,173,952 ▼-75.8%9,8820.2%ETFMETAMeta Platforms$328,4500.0%4450.2%Computer and TechnologyMBBiShares MBS ETF$315,846$188 ▼-0.1%3,3640.2%ETFIWFiShares Russell 1000 Growth ETF$313,7650.0%7390.2%ETFIXCiShares Global Energy ETF$298,722$97,793 ▼-24.7%7,6030.2%ETFNFLXNetflix$285,2350.0%2130.2%Consumer DiscretionaryIGEBiShares Investment Grade Systematic Bond ETF$272,504$636 ▼-0.2%5,9970.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$268,910$16,105 ▼-5.7%11,5710.2%ETFAMZNAmazon.com$220,2680.0%1,0040.1%Retail/WholesaleFFord Motor$181,2170.0%16,7020.1%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$0$4,022,456 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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