Certus Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$149M
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Redwood City, CA
Summary
This page shows a list of all the recent 13F filings made by Certus Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Certus Wealth Management, LLC reported 57 stock holdings with total value $149M as of Q4 2024. Top holdings included VOO, VUG, BND, EFV, and EFG.
Holdings Value