Certus Wealth Management, LLC Top Holdings and 13F Report (2025) About Certus Wealth Management, LLCInvestment ActivityCertus Wealth Management, LLC has $147.31 million in total holdings as of March 31, 2025.Certus Wealth Management, LLC owns shares of 53 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.44% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Certus Wealth Management, LLC has purchased 57 new stocks and bought additional shares in 21 stocks.Certus Wealth Management, LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $20,657,572Vanguard Growth ETF $10,319,200Vanguard Total Bond Market ETF $9,347,143iShares California Muni Bond ETF $7,901,993iShares MSCI USA Quality Factor ETF $7,512,613 Largest Purchases this Quarter iShares 10-20 Year Treasury Bond ETF 16,935 shares (about $1.68M)iShares S&P 100 ETF 5,918 shares (about $1.68M)iShares S&P 500 Value ETF 7,416 shares (about $1.41M)iShares Currency Hedged MSCI EAFE ETF 32,466 shares (about $1.22M)iShares MSCI USA Quality Factor ETF 5,482 shares (about $966.70K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 20,493 shares (about $2.19M)iShares MSCI EAFE Value ETF 26,570 shares (about $1.64M)Vanguard S&P 500 ETF 1,687 shares (about $904.10K)Vanguard Total Bond Market ETF 9,967 shares (about $720.81K)iShares MSCI Emerging Markets ex China ETF 9,662 shares (about $571.41K) 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$20,657,572$904,097 ▼-4.2%38,54614.0%ETFVUGVanguard Growth ETF$10,319,200$227,009 ▲2.2%25,5477.0%ETFBNDVanguard Total Bond Market ETF$9,347,143$720,813 ▼-7.2%129,2476.3%ETFCMFiShares California Muni Bond ETF$7,901,993$112,059 ▲1.4%142,0205.4%ETFQUALiShares MSCI USA Quality Factor ETF$7,512,613$966,696 ▲14.8%42,6035.1%ETFIVViShares Core S&P 500 ETF$7,464,288$68,528 ▲0.9%12,7445.1%ETFEFViShares MSCI EAFE Value ETF$7,439,702$1,640,698 ▼-18.1%120,4815.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,362,038$176,574 ▼-2.3%57,7465.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,866,451$187,619 ▲2.8%134,0584.7%ETFEFGiShares MSCI EAFE Growth ETF$6,181,322$2,190,906 ▼-26.2%57,8184.2%ETFAAPLApple$5,441,0990.0%25,8133.7%Computer and TechnologyIVEiShares S&P 500 Value ETF$4,022,456$1,410,894 ▲54.0%21,1432.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,540,180$571,411 ▼-13.9%59,8612.4%ManufacturingOEFiShares S&P 100 ETF$3,023,665$1,677,043 ▲124.5%10,6702.1%ETFVWOVanguard FTSE Emerging Markets ETF$2,949,004$746,378 ▲33.9%62,3602.0%ETFIYWiShares U.S. Technology ETF$2,764,404$289,249 ▲11.7%17,8051.9%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$2,361,656$46,031 ▼-1.9%25,1911.6%ETFIEFAiShares Core MSCI EAFE ETF$2,131,403$32,602 ▼-1.5%26,5431.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,035,670$152,607 ▼-7.0%44,7401.4%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,884,353$1,682,831 ▲835.1%18,9631.3%ETFORCLOracle$1,751,7450.0%11,1421.2%Computer and TechnologyBINCiShares Flexible Income Active ETF$1,727,968$25,183 ▼-1.4%33,2111.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,533,565$1,220,073 ▲389.2%40,8081.0%ETFVFMOVanguard U.S. Momentum Factor ETF$1,516,765$168,976 ▲12.5%9,4251.0%ETFIXNiShares Global Tech ETF$1,345,196$39,998 ▼-2.9%16,1430.9%ETFVTVVanguard Value ETF$1,247,439$47,174 ▲3.9%7,2720.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,244,431$75,133 ▲6.4%16,8280.8%ManufacturingGOVTiShares U.S. Treasury Bond ETF$1,227,066$24,938 ▲2.1%54,2230.8%ETFIUSBiShares Core Total USD Bond Market ETF$1,168,6720.0%25,7360.8%ManufacturingIAUiShares Gold Trust$1,139,724$418,033 ▲57.9%18,6840.8%FinanceSUBiShares Short-Term National Muni Bond ETF$1,132,429$1,582 ▲0.1%10,7380.8%ETFMUBiShares National Muni Bond ETF$1,017,611$94,519 ▼-8.5%9,7650.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$972,592$5,385 ▼-0.6%10,4760.7%ETFTSLATesla$813,461$106,021 ▲15.0%2,5550.6%Auto/Tires/TrucksSPTISPDR Portfolio Intermediate Term Treasury ETF$749,327$24,989 ▼-3.2%26,4780.5%ETFLMTLockheed Martin$694,5990.0%1,4680.5%AerospaceSPYSPDR S&P 500 ETF Trust$655,2810.0%1,1240.4%FinanceVTIVanguard Total Stock Market ETF$648,227$287 ▲0.0%2,2570.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$632,122$1,353 ▼-0.2%7,0080.4%ETFVTEBVanguard Tax-Exempt Bond ETF$601,7180.0%12,2900.4%ETFESGUiShares ESG Aware MSCI USA ETF$572,7750.0%4,4920.4%ManufacturingVLUEiShares MSCI USA Value Factor ETF$481,7310.0%4,4580.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$413,821$10,726 ▲2.7%7,2920.3%ETFIXCiShares Global Energy ETF$389,955$9,660 ▼-2.4%10,0920.3%ETFMSFTMicrosoft$369,0290.0%8210.3%Computer and TechnologyMBBiShares MBS ETF$310,211$69,857 ▼-18.4%3,3660.2%ETFIWFiShares Russell 1000 Growth ETF$288,7570.0%7390.2%ETFMETAMeta Platforms$284,5460.0%4450.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$279,9870.0%12,2640.2%ETFIGEBiShares Investment Grade Systematic Bond ETF$266,528$41,369 ▲18.4%6,0110.2%ETFNFLXNetflix$236,4300.0%2130.2%Consumer DiscretionaryAMZNAmazon.com$209,4750.0%1,0040.1%Retail/WholesaleFFord Motor$176,206$30,173 ▼-14.6%16,7020.1%Auto/Tires/TrucksTLTiShares 20+ Year Treasury Bond ETF$0$1,378,877 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$897,155 ▼-100.0%00.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$0$205,507 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$204,517 ▼-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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