Certus Wealth Management, LLC

CIK

1989526

Location

REDWOOD CITY, CA

Portfolio Value

Micro $352,335

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	64.3%	$10,149,731	3
Unclassified	20.4%	$3,213,287	2
Consumer Cyclical	8.5%	$1,336,014	2
Industrials	4.6%	$732,840	1
Communication Services	2.2%	$352,335	2

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+12,776	33,867	$2,464,501
MSFT	Microsoft Corp	+38	859	$444,919
No positions match the current search.

Trimmed

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 quarter

No 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.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $352,335 total · Communication Services only · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
META	Meta Platforms, Inc. Communication Services	Held	445	0	$326,799	−0.5%	92.75%
NFLX	Netflix Inc Communication Services	Held	213	0	$25,536	−10.5%	7.25%