Certified Advisory Corp

Est. AUM

$1.12B

13F long equity, this entity only

Positions

318

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$42.0M	96062	3.76%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$35.6M	61687	3.19%	SOLE
3	PACER FDS TR	US CASH COWS 100	$28.3M	452564	2.54%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$24.6M	882278	2.20%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$23.6M	120122	2.11%	SOLE
6	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$23.2M	507657	2.08%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$22.2M	33936	1.99%	SOLE
8	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$21.8M	472470	1.95%	SOLE
9	VANGUARD BD INDEX FDS	INTERMED TERM	$21.4M	276995	1.92%	SOLE
10	AMERICAN CENTY ETF TR	US SML CP VALU	$20.0M	181025	1.79%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$18.7M	756706	1.68%	SOLE
12	APPLE INC	COM	$18.5M	72987	1.66%	SOLE
13	ISHARES TR	CONV BD ETF	$18.3M	179873	1.64%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$17.4M	117763	1.56%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.9M	28263	1.51%	SOLE
16	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$16.8M	351573	1.51%	SOLE
17	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$16.4M	336079	1.47%	SOLE
18	ISHARES TR	RUS TP200 GR ETF	$16.3M	65409	1.46%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$15.6M	172183	1.40%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$14.1M	491720	1.26%	SOLE
21	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$14.1M	174342	1.26%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$13.9M	196639	1.25%	SOLE
23	SPDR INDEX SHS FDS	STATE STREET SPD	$13.6M	298256	1.22%	SOLE
24	VANGUARD WORLD FD	INF TECH ETF	$12.6M	18120	1.13%	SOLE
25	ISHARES TR	GLOBAL 100 ETF	$12.3M	101685	1.10%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$12.2M	404924	1.09%	SOLE
27	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$11.7M	231971	1.05%	SOLE
28	FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.3M	303627	1.01%	SOLE
29	FIDELITY COVINGTON TRUST	CONSMR STAPLES	$11.3M	215780	1.01%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$10.6M	157276	0.95%	SOLE
31	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.6M	131317	0.95%	SOLE
32	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.2M	351700	0.92%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.1M	21170	0.91%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$9.7M	129170	0.87%	SOLE
35	MASTERCARD INCORPORATED	CL A	$9.3M	18702	0.84%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$9.3M	415543	0.83%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$8.7M	347098	0.78%	SOLE
38	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.6M	108089	0.77%	SOLE
39	NVIDIA CORPORATION	COM	$8.5M	48959	0.77%	SOLE
40	ISHARES TR	MSCI USA QUALITY	$8.5M	133439	0.77%	SOLE
41	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$8.5M	215374	0.76%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.5M	13041	0.76%	SOLE
43	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.1M	153383	0.73%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$7.8M	312915	0.70%	SOLE
45	ISHARES TR	MRGSTR MD CP GRW	$7.7M	97866	0.69%	SOLE
46	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$7.7M	130677	0.69%	SOLE
47	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$7.6M	111055	0.68%	SOLE
48	ISHARES TR	CORE S&P US VLU	$7.0M	68742	0.63%	SOLE
49	ISHARES TR	U.S. MED DVC ETF	$7.0M	131669	0.63%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$6.9M	6901	0.62%	SOLE

1–50 of 318

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.