Certus Wealth Management, LLC

CIK

1989526

Location

REDWOOD CITY, CA

Portfolio Value

Small $166,632,827

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,448 / 8,113 ▲ 29 · as of Sep 2025

Top Industry

Consumer Electronics 45.8%

Period ended 1 year ago

Filed Nov 7, 2025 · 1y

10 quarters · since Jun 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.2% of the book (60%+)

Turnover

Low turnover

26.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.7%; sector active share 79.1% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

58 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

41.9%

−3.2 pts

Top 5

81.2%

−1.8 pts

Top 10

91.2%

−2.0 pts

HHI

2,347

Moderately concentrated−255

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	91.4%	$152,272,395	49
Technology	6.1%	$10,149,731	3
Financial Services	0.9%	$1,559,679	1
Consumer Cyclical	0.8%	$1,336,014	2
Industrials	0.4%	$732,840	1
Communication Services	0.3%	$582,168	2

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
PWZ	Invesco Ltd.	+47,895	65,204	$1,559,679
BAI	BlackRock ETF Trust	+34,476	85,374	$2,916,375
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+26,461	158,695	$9,394,744
IAU	Ishares Gold Trust	+12,776	33,867	$2,464,501
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+9,526	102,798	$5,569,595
OEF	iShares S&P 100 ETF	+7,032	20,350	$6,773,294
THRO		+6,380	84,708	$3,207,044
TLH	iShares 10-20 Year Treasury Bond ETF	+6,379	31,268	$3,220,291
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+5,304	52,333	$2,457,557
BINC		+5,117	39,389	$2,097,070
BNDX	Vanguard Total International Bond ETF	+4,439	34,428	$1,702,808
HEFA	iShares Currency Hedged MSCI EAFE ETF	+2,394	12,276	$486,252
VTV	VANGUARD VALUE INDEX FUND	+1,711	36,071	$6,726,880
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+674	7,764	$739,055
IXUS	iShares Core MSCI Total International Stock ETF	+407	17,114	$1,413,274
IGEB	iShares Investment Grade Systematic Bond ETF	+198	6,195	$285,248
MSFT	Microsoft Corp	+38	859	$444,919
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EFG	iShares MSCI EAFE Growth ETF	−24,820	31,902	$3,632,999
EFV	iShares MSCI EAFE Value ETF	−15,295	143,330	$9,722,073
CMF	iShares California Muni Bond ETF	−14,787	127,232	$7,257,313
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−12,265	117,640	$8,748,886
IYW	iShares, Inc.	−11,820	4,883	$956,384
GOVT	iShares U.S. Treasury Bond ETF	−7,455	46,787	$1,081,715
IUSB	iShares Core Universal USD Bond ETF	−3,879	21,857	$1,020,940
QUAL	iShares MSCI USA Quality Factor ETF	−3,783	39,619	$7,705,895
IEF	iShares 7-10 Year Treasury Bond ETF	−3,508	17,308	$1,669,529
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−2,845	23,633	$682,993
SUB	iShares Short-Term National Muni Bond ETF	−2,688	8,050	$859,579
IXC	iShares Global Energy ETF	−2,249	5,354	$223,529
EMXC	iShares MSCI Emerging Markets ex China ETF	−1,618	29,489	$1,990,802
IEFA	iShares Core MSCI EAFE ETF	−1,416	24,852	$2,169,828
MUB	iShares National Muni Bond ETF	−1,042	4,743	$505,082
IXN	iShares Global Tech ETF	−984	15,149	$1,563,528
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−879	55,420	$8,071,923
VOO	VANGUARD 500 INDEX FUND	−550	26,212	$16,051,704
VLUE	iShares MSCI USA Value Factor ETF	−521	3,937	$492,321
USMV	iShares MSCI USA Min Vol Factor ETF	−497	10,806	$1,028,082
VUG	VANGUARD GROWTH INDEX FUND	−452	23,268	$11,159,565
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	−401	9,080	$1,739,691
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−371	20,389	$1,020,877
IVV	iShares Core S&P 500 ETF	−346	12,217	$8,176,838
MBB	iShares MBS ETF	−296	3,068	$291,920
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SHLD	Global X Defense Tech ETF	23,007	$1,616,011
HIMU		10,134	$498,491
STIP	iShares 0-5 Year TIPS Bond ETF	2,062	$213,128
MTUM	iShares MSCI USA Momentum Factor ETF	816	$209,263
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	11,571	$268,910
AMZN	Amazon Com Inc	1,004	$220,267
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $166,632,827 total · filing declares 58 positions · $167,094,898 · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	26,212	-550	$16,051,704	+5.6%	10	before history	9.63%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	23,268	-452	$11,159,565	+7.3%	10	before history	6.70%
EFV	iShares MSCI EAFE Value ETF	Reduced	143,330	-15,295	$9,722,073	−3.5%	10	before history	5.83%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	158,695	+26,461	$9,394,744	+30.5%	7	$46.47	5.64%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	117,640	-12,265	$8,748,886	−8.5%	10	before history	5.25%
IVV	iShares Core S&P 500 ETF	Reduced	12,217	-346	$8,176,838	+4.8%	10	before history	4.91%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	55,420	-879	$8,071,923	+6.2%	10	before history	4.84%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	39,619	-3,783	$7,705,895	−2.9%	10	before history	4.62%
CMF	iShares California Muni Bond ETF	Reduced	127,232	-14,787	$7,257,313	−8.3%	10	before history	4.36%
OEF	iShares S&P 100 ETF	Added	20,350	+7,032	$6,773,294	+67.1%	8	unpriced	4.06%
VTV	VANGUARD VALUE INDEX FUND	Added	36,071	+1,711	$6,726,880	+10.8%	10	before history	4.04%
AAPL	Apple Inc. Technology	Reduced	25,807	-6	$6,571,236	+24.1%	10	before history	3.94%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	102,798	+9,526	$5,569,595	+20.7%	10	before history	3.34%
EFG	iShares MSCI EAFE Growth ETF	Reduced	31,902	-24,820	$3,632,999	−42.8%	10	before history	2.18%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	31,268	+6,379	$3,220,291	+27.3%	4	unpriced	1.93%
THRO		Added	84,708	+6,380	$3,207,044	+15.1%	2	$33.21	1.92%
ORCL	Oracle Corp Technology	Held	11,142	0	$3,133,576	+28.6%	10	before history	1.88%
BAI	BlackRock ETF Trust	Added	85,374	+34,476	$2,916,375	+98.6%	2	$27.33	1.75%
IAU	Ishares Gold Trust	Added	33,867	+12,776	$2,464,501	+87.4%	4	$57.51	1.48%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	52,333	+5,304	$2,457,557	+12.8%	10	before history	1.47%
IEFA	iShares Core MSCI EAFE ETF	Reduced	24,852	-1,416	$2,169,828	−1.0%	10	before history	1.30%
BINC		Added	39,389	+5,117	$2,097,070	+15.8%	7	$52.26	1.26%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	29,489	-1,618	$1,990,802	+1.4%	8	$55.89	1.19%
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	Reduced	9,080	-401	$1,739,691	+6.4%	4	$168.14	1.04%
BNDX	Vanguard Total International Bond ETF	Added	34,428	+4,439	$1,702,808	+14.7%	2	$49.23	1.02%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	17,308	-3,508	$1,669,529	−16.3%	10	before history	1.00%
SHLD	Global X Defense Tech ETF	NEW	23,007	NEW	$1,616,011	NEW	1	unpriced	0.97%
IXN	iShares Global Tech ETF	Reduced	15,149	-984	$1,563,528	+5.0%	10	before history	0.94%
PWZ	Invesco Ltd. Financial Services	Added	65,204	+47,895	$1,559,679	+286.1%	2	$23.30	0.94%
IXUS	iShares Core MSCI Total International Stock ETF	Added	17,114	+407	$1,413,274	+9.4%	5	unpriced	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,555	0	$1,136,259	+40.0%	10	before history	0.68%
GOVT	iShares U.S. Treasury Bond ETF	Reduced	46,787	-7,455	$1,081,715	−13.2%	10	before history	0.65%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	10,806	-497	$1,028,082	−3.1%	10	before history	0.62%
IUSB	iShares Core Universal USD Bond ETF	Reduced	21,857	-3,879	$1,020,940	−14.2%	10	before history	0.61%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	20,389	-371	$1,020,877	+0.3%	9	$49.37	0.61%
IYW	iShares, Inc.	Reduced	4,883	-11,820	$956,384	−67.0%	10	before history	0.57%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	8,050	-2,688	$859,579	−24.7%	10	before history	0.52%
SPY	Spdr S&P 500 ETF Trust	Held	1,124	0	$748,786	+7.8%	10	before history	0.45%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	2,266	0	$743,633	+8.0%	10	before history	0.45%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Added	7,764	+674	$739,055	+12.5%	10	before history	0.44%
LMT	Lockheed Martin Corp Industrials	Held	1,468	0	$732,840	+7.8%	10	before history	0.44%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Reduced	23,633	-2,845	$682,993	−10.3%	10	before history	0.41%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	4,251	-191	$618,945	+3.0%	10	before history	0.37%
MUB	iShares National Muni Bond ETF	Reduced	4,743	-1,042	$505,082	−16.4%	10	before history	0.30%
HIMU		NEW	10,134	NEW	$498,491	NEW	1	$48.00	0.30%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	3,937	-521	$492,321	−2.5%	10	before history	0.30%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	12,276	+2,394	$486,252	+29.6%	6	unpriced	0.29%
MSFT	Microsoft Corp Technology	Added	859	+38	$444,919	+8.9%	7	$409.48	0.27%
IWF	iShares Russell 1000 Growth ETF	Held	739	0	$346,154	+10.3%	8	unpriced	0.21%
META	Meta Platforms, Inc. Communication Services	Held	445	0	$326,799	−0.5%	6	$487.23	0.20%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.