Certus Wealth Management, LLC Top Holdings and 13F Report (2025) About Certus Wealth Management, LLCInvestment ActivityCertus Wealth Management, LLC has $149.40 million in total holdings as of December 31, 2024.Certus Wealth Management, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Certus Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Certus Wealth Management, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $22,375,583Vanguard Growth ETF $10,561,909Vanguard Total Bond Market ETF $10,073,525iShares MSCI EAFE Value ETF $8,218,680iShares MSCI EAFE Growth ETF $8,016,697 Largest New Holdings this Quarter Vanguard U.S. Momentum Factor ETF $1,472,325 HoldingiShares Gold Trust $649,285 HoldingAmazon.com $234,073 HoldingNetflix $218,879 HoldingiShares 10-20 Year Treasury Bond ETF $205,315 Holding Largest Purchases this Quarter Vanguard U.S. Momentum Factor ETF 8,375 shares (about $1.47M)iShares MSCI EAFE Growth ETF 9,605 shares (about $983.26K)iShares California Muni Bond ETF 12,176 shares (about $693.79K)iShares Gold Trust 11,831 shares (about $649.29K)iShares National Muni Bond ETF 3,984 shares (about $425.17K) Largest Sales this Quarter Vanguard Total Bond Market ETF 25,891 shares (about $1.87M)Vanguard Tax-Exempt Bond ETF 6,892 shares (about $346.25K)iShares Short-Term National Muni Bond ETF 1,284 shares (about $135.95K)iShares Investment Grade Bond Factor ETF 2,814 shares (about $125.46K)iShares U.S. Technology ETF 454 shares (about $73.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCertus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$22,375,583$205,776 ▲0.9%40,23315.0%ETFVUGVanguard Growth ETF$10,561,909$55,800 ▼-0.5%24,9857.1%ETFBNDVanguard Total Bond Market ETF$10,073,525$1,873,473 ▼-15.7%139,2146.7%ETFEFViShares MSCI EAFE Value ETF$8,218,680$25,318 ▲0.3%147,0515.5%ETFEFGiShares MSCI EAFE Growth ETF$8,016,697$983,264 ▲14.0%78,3115.4%ETFCMFiShares California Muni Bond ETF$7,977,542$693,788 ▲9.5%140,0065.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,867,380$279,006 ▲3.7%59,1315.3%ETFIVViShares Core S&P 500 ETF$7,674,059$18,232 ▼-0.2%12,6275.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,930,494$297,693 ▲4.5%130,3954.6%ETFQUALiShares MSCI USA Quality Factor ETF$6,839,359$91,386 ▲1.4%37,1214.6%ETFAAPLApple$5,876,305$47,123 ▲0.8%25,8133.9%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$3,962,811$305,406 ▲8.4%69,5232.7%ManufacturingIVEiShares S&P 500 Value ETF$2,680,883$25,584 ▲1.0%13,7271.8%ETFIYWiShares U.S. Technology ETF$2,593,126$73,848 ▼-2.8%15,9421.7%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$2,391,508$5,587 ▼-0.2%25,6821.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,190,682$25,964 ▲1.2%48,0941.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,111,335$12,783 ▼-0.6%46,5771.4%ETFIEFAiShares Core MSCI EAFE ETF$2,006,757$1,936 ▼-0.1%26,9491.3%ETFORCLOracle$1,993,527$537 ▲0.0%11,1421.3%Computer and TechnologyBINCiShares Flexible Income Active ETF$1,766,629$51,067 ▲3.0%33,6951.2%ETFVFMOVanguard U.S. Momentum Factor ETF$1,472,325$1,472,325 ▲New Holding8,3751.0%ETFIXNiShares Global Tech ETF$1,427,417$15,285 ▲1.1%16,6231.0%ETFOEFiShares S&P 100 ETF$1,403,313$124,325 ▲9.7%4,7520.9%ETFTLTiShares 20+ Year Treasury Bond ETF$1,378,877$120,951 ▲9.6%15,4930.9%ETFVTVVanguard Value ETF$1,237,419$23,698 ▼-1.9%6,9970.8%ETFGOVTiShares U.S. Treasury Bond ETF$1,199,738$62,086 ▲5.5%53,1210.8%ETFIUSBiShares Core Total USD Bond Market ETF$1,169,9590.0%25,7360.8%ManufacturingMUBiShares National Muni Bond ETF$1,138,916$425,173 ▲59.6%10,6720.8%ETFSUBiShares Short-Term National Muni Bond ETF$1,135,351$135,950 ▼-10.7%10,7230.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,097,9850.0%15,8120.7%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$980,715$18,620 ▼-1.9%10,5340.7%ETFIFRAiShares U.S. Infrastructure ETF$897,155$36,862 ▼-3.9%18,7650.6%ETFTSLATesla$779,322$23,499 ▼-2.9%2,2220.5%Auto/Tires/TrucksSPTISPDR Portfolio Intermediate Term Treasury ETF$766,108$49,224 ▲6.9%27,3610.5%ETFSPYSPDR S&P 500 ETF Trust$679,8510.0%1,1240.5%FinanceVTIVanguard Total Stock Market ETF$676,699$45,893 ▼-6.4%2,2560.5%ETFLMTLockheed Martin$657,987$73,060 ▼-10.0%1,4680.4%AerospaceIAUiShares Gold Trust$649,285$649,285 ▲New Holding11,8310.4%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$636,635$24,838 ▼-3.8%7,0230.4%ETFVTEBVanguard Tax-Exempt Bond ETF$617,450$346,254 ▼-35.9%12,2900.4%ETFESGUiShares ESG Aware MSCI USA ETF$595,5040.0%4,4920.4%ManufacturingVLUEiShares MSCI USA Value Factor ETF$489,8000.0%4,4580.3%ETFIXCiShares Global Energy ETF$416,369$72,750 ▲21.2%10,3420.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$385,125$46,575 ▼-10.8%7,1030.3%ETFMBBiShares MBS ETF$380,233$28,766 ▲8.2%4,1240.3%ETFMSFTMicrosoft$338,604$13,610 ▼-3.9%8210.2%Computer and TechnologyMETAMeta Platforms$319,243$3,587 ▲1.1%4450.2%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$306,235$93,757 ▲44.1%8,3420.2%ETFIWFiShares Russell 1000 Growth ETF$304,6600.0%7390.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$279,987$139,994 ▲100.0%12,2640.2%ETFAMZNAmazon.com$234,073$234,073 ▲New Holding1,0040.2%Retail/WholesaleIGEBiShares Investment Grade Bond Factor ETF$226,403$125,462 ▼-35.7%5,0780.2%ETFNFLXNetflix$218,879$218,879 ▲New Holding2130.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$205,507$35,651 ▼-14.8%9050.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$205,315$205,315 ▲New Holding2,0280.1%ETFVBVanguard Small-Cap ETF$204,517$204,517 ▲New Holding8240.1%ETFFFord Motor$180,7530.0%19,5620.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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