Quick Takeaways
- CERTUITY, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $1,465,659,328.
- Info
- Portfolio
13F Filings History of CERTUITY, LLC
- Latest 13F report
- Q4 2025 - 30 Jan 2026
- Value $
- $1,465,659,328
- Signature - Title
- Leonidas Carter Mecham - Chief Financial Officer & Chief Compliance Officer
- Location
- North Palm Beach, FL
- Summary
- This page shows a list of all the recent 13F filings made by CERTUITY, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CERTUITY, LLC reported 584 stock holdings with total value $1,465,659,328 as of Q4 2025. Top holdings included OMF, C, MU, VOO, and GE.
Follow Filing Activity
Follow CERTUITY, LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 30 Jan 2026, 09:11.
- Reported value moved from $1,341,841,386 to $1,465,659,328.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
List of Other Managers Reporting for CERTUITY, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| BURNEY CO/ | $3,207,505,595 | Reston, VA | 028-04852 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 584 | $1,465,659,328 | +$81,178,201 | -$43,265,317 | +$37,912,884 | OMF, C, MU, VOO, GE | 13F-HR | 30 Jan 2026, 09:11 |
| Q3 2025 | 554 | $1,341,841,386 | +$283,474,493 | -$9,495,545 | +$273,978,948 | OMF, C, VOO, GE, MU | 13F-HR | 13 Nov 2025, 16:32 |
| Q2 2025 | 424 | $1,063,007,427 | +$52,739,795 | -$58,292,149 | -$5,552,354 | C, OMF, GE, NVDA, IVV | 13F-HR | 14 Aug 2025, 07:47 |
| Q1 2025 | 405 | $952,878,150 | +$105,689,657 | -$52,984,529 | +$52,705,128 | C, GE, OMF, IVV, AAPL | 13F-HR | 13 May 2025, 10:30 |
| Q4 2024 | 383 | $918,164,966 | +$113,523,679 | -$122,771,197 | -$9,247,518 | C, GE, AAPL, IVV, NVDA | 13F-HR | 29 Jan 2025, 15:09 |
| Q3 2024 | 359 | $925,383,456 | +$103,500,237 | -$472,161,585 | -$368,661,348 | GE, C, AAPL, NVDA, MU | 13F-HR | 12 Nov 2024, 16:37 |
| Q2 2024 | 356 | $1,250,616,526 | +$178,335,129 | -$56,764,853 | +$121,570,276 | USFR, SPY, QQQ, GE, IVV | 13F-HR | 06 Aug 2024, 16:26 |
| Q1 2024 | 328 | $1,125,975,108 | +$145,463,204 | -$51,315,788 | +$94,147,416 | USFR, SPY, GE, QQQ, XOM | 13F-HR | 15 May 2024, 09:00 |
| Q4 2023 | 345 | $976,889,180 | +$152,888,901 | -$89,575,696 | +$63,313,205 | SPY, USFR, AAPL, XOM, GE | 13F-HR | 05 Feb 2024, 14:23 |
| Q3 2023 | 263 | $842,949,555 | +$60,578,806 | -$72,347,099 | -$11,768,293 | USFR, SPY, XOM, OMF, NYCB | 13F-HR | 03 Nov 2023, 16:45 |
| Q2 2023 | 265 | $879,302,879 | +$167,389,440 | -$11,173,357 | +$156,216,083 | USFR, SPY, OMF, NYCB, XOM | 13F-HR | 09 Aug 2023, 09:38 |
| Q1 2023 | 223 | $676,465,675 | +$48,234,857 | -$37,146,549 | +$11,088,308 | USFR, SPY, XOM, GE, NYCB | 13F-HR | 11 May 2023, 10:06 |
| Q4 2022 | 215 | $626,102,681 | +$239,704,013 | -$64,761,456 | +$174,942,557 | USFR, SPY, XOM, GE, NYCB | 13F-HR | 13 Feb 2023, 15:58 |
| Q3 2022 | 199 | $429,293,000 | +$95,294,880 | -$26,611,692 | +$68,683,188 | USFR, SPY, XOM, AAPL, CVX | 13F-HR | 08 Nov 2022, 16:50 |
| Q2 2022 | 218 | $383,276,000 | +$99,965,333 | -$99,314,451 | +$650,882 | SPY, USFR, XOM, AAPL, CVX | 13F-HR | 03 Aug 2022, 12:10 |
| Q1 2022 | 299 | $462,912,000 | +$45,257,985 | -$20,600,562 | +$24,657,423 | SPY, AAPL, QQQ, IJH, IWF | 13F-HR | 06 May 2022, 13:55 |
| Q4 2021 | 293 | $466,046,000 | +$37,256,531 | -$109,859,897 | -$72,603,366 | SPY, QQQ, AAPL, IJH, MDY | Restatement | 28 Feb 2022, 10:15 |
| Q3 2021 | 394 | $494,199,000 | +$74,547,193 | -$5,455,039 | +$69,092,154 | SPY, AAPL, QQQ, IJH, MDY | 13F-HR | 03 Nov 2021, 14:49 |
| Q2 2021 | 345 | $425,549,000 | +$52,849,809 | -$14,612,780 | +$38,237,029 | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 16 Aug 2021, 12:58 |
| Q1 2021 | 303 | $369,167,000 | +$58,017,927 | -$8,071,241 | +$49,946,686 | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 10 May 2021, 14:11 |
| Q4 2020 | 240 | $307,545,000 | +$43,331,511 | -$9,548,274 | +$33,783,237 | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 03 Feb 2021, 21:38 |
| Q3 2020 | 180 | $243,216,000 | +$50,686,394 | -$12,169,432 | +$38,516,962 | SPY, AAPL, QQQ, MDY, IJH | 13F-HR | 30 Oct 2020, 08:55 |
| Q2 2020 | 163 | $206,450,000 | +$29,116,289 | -$22,509,182 | +$6,607,107 | SPY, AAPL, MDY, IJH, QQQ | 13F-HR | 11 Aug 2020, 11:41 |
| Q1 2020 | 149 | $166,344,000 | +$18,668,387 | -$22,405,996 | -$3,737,609 | SPY, AAPL, MDY, IJH, IJR | 13F-HR | 13 Apr 2020, 11:46 |
| Q4 2019 | 179 | $168,912,000 | $0 | $0 | $0 | AAPL, MDY, IJH, IJR, IWD | 13F-HR | 10 Feb 2020, 12:02 |