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Certified Advisory Corp - Portfolio Stock Holdings

Certified Advisory Corp disclosed 340 stock positions in a recent SEC 13F filing. $1,239,845,398 of stock holdings were filed, with the largest holdings including VUG, QQQ, and VCSH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,044,536,415 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

340

Est. Stock Holding Value:

$1,239,845,398

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Certified Advisory Corp

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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