Certus Wealth Management, LLC
CIK
1989526
Location
REDWOOD CITY, CA
Portfolio Value
Micro
$15,784,207
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,412
/ 7,976
▲ 72
Top Industry
Consumer Electronics
52.3%
3Y Alpha vs SPY
-3.6%
Period ended 9 months ago
Filed Nov 7, 2025 · 7mo
10 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.2%
SPY
+71.4%
Annualised alpha
-3.6%
Max drawdown
−28.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
41.6%
−1.1 pts
Top 5
89.0%
+3.9 pts
Top 10
100.0%
+0.2 pts
HHI
2,481
Moderately concentrated+31
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 64.3% | $10,149,731 |
| Unclassified | 20.4% | $3,213,287 |
| Consumer Cyclical | 8.5% | $1,336,014 |
| Industrials | 4.6% | $732,840 |
| Communication Services | 2.2% | $352,335 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −6 | 25,807 | $6,571,236 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 1,004 | $220,267 | |
| No positions match the current search. | ||||
10 positions ·
$15,784,207 total
· as of Sep 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,807 | $6,571,236 | 41.63% | |
| ORCL |
Oracle Corp
Technology
|
Held | 11,142 | $3,133,576 | 19.85% | |
| IAU |
Ishares Gold Trust
|
Added | 33,867 | $2,464,501 | 15.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,555 | $1,136,259 | 7.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,124 | $748,786 | 4.74% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,468 | $732,840 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 859 | $444,919 | 2.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 445 | $326,799 | 2.07% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 16,702 | $199,755 | 1.27% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 213 | $25,536 | 0.16% |