Certified Advisory Corp
CIK 1731732
13F filing for Q2 2026・No. 2,231
- Holdings
- US$1.24B
- Quarter change
- +US$125.08M
- Entries
- 327
- Net bought (estimate)
- +US$11.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 13
- Cut 133
- Added 150
- Corporate actions 0
- Unchanged 22
Largest holdings
327 stocks worth US$1.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 580,439 | US$50M | 4.03% |
| QQQInvesco QQQUNIT SER 1 | Cut | 61,040 | US$44.95M | 3.62% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 411,962 | US$32.56M | 2.63% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Added | 979,820 | US$30.47M | 2.46% |
| PACER FDS TRUS CASH COWS 100 | Cut | 447,890 | US$27.86M | 2.25% |
| VANGUARD INDEX FDSVALUE ETF | Added | 121,337 | US$26.44M | 2.13% |
| J P MORGAN EXCHANGE TRADED FINCOME ETF | Added | 517,962 | US$23.85M | 1.92% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 31,376 | US$23.5M | 1.89% |
| ISHARES TRCONV BD ETF | Added | 192,216 | US$23.4M | 1.89% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 181,759 | US$22.68M | 1.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.