Fund HoldingsCERTUITY, LLC

Total Portfolio Value
$1.52B
Total Bought
$1.52B
Total Sold
$1.59B
Net Transaction
-$64.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CITIGROUP INC COM NEW(C)0846,687+846,687096,0236.30%+96,023
MICRON TECHNOLOGY INC COM(MU)0270,668+270,668091,4436.00%+91,443
VANGUARD S&P 500 ETF0112,485+112,485067,2154.41%+67,215
APPLE INC(AAPL)0215,143+215,143054,5303.58%+54,530
GENERAL ELECTRIC CO COM(GE)0185,524+185,524052,6463.45%+52,646
ONEMAIN HLDGS INC COM(OMF)0931,688+931,688049,8363.27%+49,836
NVIDIA CORP COM(NVDA)0276,506+276,506048,1393.16%+48,139
ISHARES CORE S&P 500 ETF070,753+70,753045,9203.01%+45,920
MORGAN STANLEY COM NEW(MS)0205,082+205,082033,7502.21%+33,750
NEW YORK CMNTY BANCORP INC COM(FLG)02,124,280+2,124,280027,9771.84%+27,977
SCHWAB U.S. LARGE-CAP GROWTH ETF0950,742+950,742027,6951.82%+27,695
WELLS FARGO CO NEW COM(WFC)0312,794+312,794024,8981.63%+24,898
BK OF AMERICA CORP COM0504,776+504,776024,6071.61%+24,607
ALPHABET INC CAP STK CL A(GOOG)080,414+80,414022,9931.51%+22,993
PNC FINL SVCS GROUP INC COM(PNC)0102,322+102,322021,2921.40%+21,292
MICROSOFT CORP COM(MSFT)056,088+56,088020,6941.36%+20,694
INVESCO QQQ TRUST034,725+34,725019,9991.31%+19,999
AMAZON.COM INC COM(AMZN)092,150+92,150019,1171.25%+19,117
EXXON MOBIL CORP COM0104,616+104,616017,7511.16%+17,751
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
STOXX GLOBR INF
0271,415+271,415017,3571.14%+17,357
VERIZON COMMUNICATIONS INC COM(VZ)0321,875+321,875016,1581.06%+16,158
FORD MTR CO DEL COM(F)01,354,896+1,354,896015,6351.03%+15,635
ISHARES S&P SMALL-CAP FUND0123,799+123,799015,3891.01%+15,389
SPDR S&P 500 ETF(SPY)023,130+23,130015,0430.99%+15,043
FREEPORT-MCMORAN INC CL B(FCX)0254,546+254,546014,9620.98%+14,962
INTEL CORP COM(INTC)0326,158+326,158014,3930.94%+14,393
META PLATFORMS INC CL A(META)021,609+21,609012,2650.80%+12,265
ISHARES RUSSELL 1000 VALUE ETF056,139+56,139011,9950.79%+11,995
VANGUARD FTSE DEVELOPED MARKETS ETF0184,068+184,068011,7950.77%+11,795
ALPHABET INC CAP STK CL C(GOOG)039,030+39,030011,1960.73%+11,196
VANGUARD TOTAL STOCK MARKET INDEX FUND034,618+34,618011,1060.73%+11,106
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)0204,390+204,39009,8390.65%+9,839
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND(WT)0104,243+104,24309,1570.60%+9,157
BOEING CO COM(BA)044,408+44,40808,8300.58%+8,830
WISDOMTREE US VALUE FUND OF BENEF INTEREST(WT)092,290+92,29008,7430.57%+8,743
AT&T INC COM(T)0294,329+294,32908,5330.56%+8,533
ISHARES U.S. TECHNOLOGY ETF046,016+46,01608,3480.55%+8,348
VANGUARD FTSE EMERGING MARKETS ETF0149,308+149,30808,0700.53%+8,070
BRISTOL-MYERS SQUIBB CO COM(BMY)0117,082+117,08207,1010.47%+7,101
SPROTT PHYSICAL GOLD TRUST UNIT(PHYS)0196,585+196,58506,9670.46%+6,967
BERKSHIRE HATHAWAY INC DEL CL B NEW014,455+14,45506,9100.45%+6,910
SCHWAB U.S. LARGE-CAP VALUE ETF0221,640+221,64006,7600.44%+6,760
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
073,715+73,71506,7550.44%+6,755
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
NO AMER ENERGY
0149,839+149,83906,5420.43%+6,542
OWL ROCK CAPITAL CORPORATION COM(OBDC)0580,785+580,78506,4230.42%+6,423
TESLA INC COM(TSLA)017,213+17,21306,3840.42%+6,384
DOW INC COM(DOW)0151,829+151,82906,3240.41%+6,324
ISHARES RUSSELL 1000 GROWTH ETF014,385+14,38506,1340.40%+6,134
BROADCOM INC COM(AVGO)018,937+18,93705,8530.38%+5,853
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR(PBR)0250,000+250,00005,1880.34%+5,188
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
033,504+33,50404,9120.32%+4,912
JPMORGAN CHASE & CO COM(JPM)016,625+16,62504,8900.32%+4,890
PALO ALTO NETWORKS INC COM(PANW)030,275+30,27504,8540.32%+4,854
CHEVRON CORP NEW COM(CVX)022,749+22,74904,7070.31%+4,707
LAM RESEARCH CORP COM(LRCX)022,011+22,01104,7030.31%+4,703
UBER TECHNOLOGIES INC COM(UBER)064,383+64,38304,6310.30%+4,631
ARBOR REALTY TRUST INC COM0600,000+600,00004,6260.30%+4,626
VISA INC(V)014,382+14,38204,3470.29%+4,347
SPDR GOLD SHARES(GLD)09,975+9,97504,2800.28%+4,280
TORTOISE ENERGY INFRA CORP COM(TYG)085,000+85,00004,2370.28%+4,237
PFIZER INC(PFE)0148,045+148,04504,1570.27%+4,157
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
053,788+53,78804,1170.27%+4,117
ISHARES RUSSELL 2000 ETF016,382+16,38204,0630.27%+4,063
ARISTA NETWORKS INC COM(ANET)033,042+33,04204,0470.27%+4,047
VANGUARD S&P SMALL-CAP 600 ETF034,807+34,80703,9970.26%+3,997
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
INF TECH ETF
05,646+5,64603,9390.26%+3,939
WALMART INC COM(WMT)031,284+31,28403,8880.26%+3,888
CISCO SYS INC COM(CSCO)049,605+49,60503,8490.25%+3,849
ISHARES RUSSELL 3000 ETF010,279+10,27903,8100.25%+3,810
ISHARES MSCI ACWI EX US INDEX FUND054,638+54,63803,7410.25%+3,741
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
040,997+40,99703,7110.24%+3,711
MASTERCARD INC CL A(MA)07,354+7,35403,6700.24%+3,670
JOHNSON & JOHNSON COM(JNJ)014,888+14,88803,6390.24%+3,639
BITMINE IMMERSION TECHS INC COM NEW(BMNP)0180,707+180,70703,5740.23%+3,574
CATERPILLAR INC DEL COM(CAT)04,914+4,91403,4820.23%+3,482
NETFLIX INC COM(NFLX)034,952+34,95203,3850.22%+3,385
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)0214,123+214,12303,2230.21%+3,223
MERCK & CO. INC COM(MRK)025,914+25,91403,1170.20%+3,117
SHOPIFY INC CL A(SHOP)024,295+24,29502,8460.19%+2,846
ISHARES RUSSELL 1000 ETF07,958+7,95802,8380.19%+2,838
ABBVIE INC(ABBV)012,749+12,74902,7730.18%+2,773
REGIONS FINANCIAL CORP NEW COM(RF)0105,092+105,09202,7450.18%+2,745
VERTEX PHARMACEUTICALS INC COM(VRTX)05,929+5,92902,6480.17%+2,648
SCHWAB INTERNATIONAL EQUITY ETF0106,494+106,49402,6360.17%+2,636
PALANTIR TECHNOLOGIES INC CL A(PLTR)017,892+17,89202,6080.17%+2,608
TEXAS PACIFIC LAND CORPORATION COM(TPL)05,474+5,47402,5980.17%+2,598
ADVANCED MICRO DEVICES INC COM(AMD)011,962+11,96202,4310.16%+2,431
VANGUARD FTSE EUROPE ETF029,000+29,00002,3900.16%+2,390
X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF023,485+23,48502,3720.16%+2,372
SYNCHRONY FINANCIAL COM(SYF)034,869+34,86902,3720.16%+2,372
COCA COLA CO COM(KO)030,744+30,74402,3380.15%+2,338
LILLY ELI & CO COM(LLY)02,537+2,53702,3220.15%+2,322
MONOLITHIC PWR SYS INC COM(MPWR)02,102+2,10202,2980.15%+2,298
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
033,498+33,49802,2870.15%+2,287
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)06,570+6,57002,2200.15%+2,220
INCYTE CORP COM(INCY)023,438+23,43802,2060.14%+2,206
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
016,212+16,21202,1550.14%+2,155
COPART INC COM(CPRT)064,123+64,12302,1290.14%+2,129
MAPLEBEAR INC COM(CART)056,492+56,49202,1160.14%+2,116
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
08,634+8,63402,0520.13%+2,052
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