Certus Wealth Management, LLC

Est. AUM

$167.1M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.1M	26212	9.61%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$11.2M	23268	6.68%	SOLE
3	ISHARES TR	EAFE VALUE ETF	$9.7M	143330	5.82%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.4M	158695	5.62%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.7M	117640	5.24%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$8.2M	12217	4.89%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$8.1M	55420	4.83%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$7.7M	39619	4.61%	SOLE
9	ISHARES TR	CALIF MUN BD ETF	$7.3M	127232	4.34%	SOLE
10	ISHARES TR	S&P 100 ETF	$6.8M	20350	4.05%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$6.7M	36071	4.03%	SOLE
12	APPLE INC	COM	$6.6M	25807	3.93%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.6M	102798	3.33%	SOLE
14	ISHARES TR	EAFE GRWTH ETF	$3.6M	31902	2.17%	SOLE
15	ISHARES TR	10-20 YR TRS ETF	$3.2M	31268	1.93%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$3.2M	84708	1.92%	SOLE
17	ORACLE CORP	COM	$3.1M	11142	1.88%	SOLE
18	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.9M	85374	1.75%	SOLE
19	ISHARES GOLD TR	ISHARES NEW	$2.5M	33867	1.48%	SOLE
20	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.5M	52333	1.47%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$2.2M	24852	1.30%	SOLE
22	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.1M	39389	1.25%	SOLE
23	ISHARES INC	MSCI EMRG CHN	$2.0M	29489	1.19%	SOLE
24	VANGUARD WELLINGTON FD	US MOMENTUM	$1.7M	9080	1.04%	SOLE
25	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.7M	34428	1.02%	SOLE
26	ISHARES TR	7-10 YR TRSY BD	$1.7M	17308	1.00%	SOLE
27	GLOBAL X FDS	DEFENSE TECH ETF	$1.6M	23007	0.97%	SOLE
28	ISHARES TR	GLOBAL TECH ETF	$1.6M	15149	0.94%	SOLE
29	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$1.6M	65204	0.93%	SOLE
30	ISHARES TR	CORE MSCI TOTAL	$1.4M	17114	0.85%	SOLE
31	TESLA INC	COM	$1.1M	2555	0.68%	SOLE
32	ISHARES TR	US TREAS BD ETF	$1.1M	46787	0.65%	SOLE
33	ISHARES TR	MSCI USA MIN VOL	$1.0M	10806	0.62%	SOLE
34	ISHARES TR	CORE TOTAL USD	$1.0M	21857	0.61%	SOLE
35	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	20389	0.61%	SOLE
36	ISHARES TR	U.S. TECH ETF	$956K	4883	0.57%	SOLE
37	ISHARES TR	SHRT NAT MUN ETF	$860K	8050	0.51%	SOLE
38	SPDR S&P 500 ETF TR	TR UNIT	$749K	1124	0.45%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$744K	2266	0.45%	SOLE
40	ISHARES TR	JPMORGAN USD EMG	$739K	7764	0.44%	SOLE
41	LOCKHEED MARTIN CORP	COM	$733K	1468	0.44%	SOLE
42	SPDR SERIES TRUST	PORTFLI INTRMDIT	$683K	23633	0.41%	SOLE
43	ISHARES TR	ESG AWR MSCI USA	$619K	4251	0.37%	SOLE
44	ISHARES TR	NATIONAL MUN ETF	$505K	4743	0.30%	SOLE
45	BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$498K	10134	0.30%	SOLE
46	ISHARES TR	MSCI USA VALUE	$492K	3937	0.29%	SOLE
47	ISHARES TR	HDG MSCI EAFE	$486K	12276	0.29%	SOLE
48	ISHARES INC	CORE MSCI EMKT	$462K	7010	0.28%	SOLE
49	MICROSOFT CORP	COM	$445K	859	0.27%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$346K	739	0.21%	SOLE

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