Certus Wealth Management, LLC — 13F holdings

Certus Wealth Management, LLC reported 58 holdings worth $167M in its 13F filing for Q3 2025, filed November 7, 2025.

Largest positions

  1. VOO VANGUARD INDEX FDS — $16.1M (9.6%)
  2. VUG VANGUARD INDEX FDS — $11.2M (6.7%)
  3. EFV ISHARES TR — $9.72M (5.8%)
  4. DYNF BLACKROCK ETF TRUST — $9.39M (5.6%)
  5. BND VANGUARD BD INDEX FDS — $8.75M (5.2%)
  6. IVV ISHARES TR — $8.18M (4.9%)
  7. ITOT ISHARES TR — $8.07M (4.8%)
  8. QUAL ISHARES TR — $7.71M (4.6%)
  9. CMF ISHARES TR — $7.26M (4.3%)
  10. OEF ISHARES TR — $6.77M (4.1%)