13F Filings History of Certus Wealth Management, LLC

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$167,094,898
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
San Carlos, 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 58 stock holdings with total value $167,094,898 as of Q3 2025. Top holdings included VOO, VUG, EFV, DYNF, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 58 $167,094,898 +$12,393,152 -$11,946,437 +$446,715 VOO, VUG, EFV, DYNF, BND 13F-HR 07 Nov 2025, 15:08
Q2 2025 56 $155,311,025 +$17,309,987 -$16,226,764 +$1,083,223 VOO, VUG, EFV, BND, QUAL 13F-HR 24 Jul 2025, 13:41
Q1 2025 53 $147,305,601 +$9,482,618 -$9,422,912 +$59,706 VOO, VUG, BND, CMF, QUAL 13F-HR 13 May 2025, 13:36
Q4 2024 57 $149,402,505 +$7,152,203 -$2,991,632 +$4,160,571 VOO, VUG, BND, EFV, EFG 13F-HR 11 Feb 2025, 09:38
Q3 2024 51 $143,681,746 +$22,964,420 -$17,885,964 +$5,078,456 VOO, BND, VUG, EFV, CMF 13F-HR 12 Nov 2024, 13:46
Q2 2024 52 $131,667,792 +$19,815,538 -$19,123,033 +$692,505 VOO, ITOT, VUG, BND, CMF 13F-HR 02 Aug 2024, 15:09
Q1 2024 50 $125,633,111 +$14,031,924 -$10,494,067 +$3,537,857 VOO, ITOT, BND, EFV, CMF 13F-HR 06 May 2024, 10:53
Q4 2023 54 $117,885,069 +$11,292,036 -$7,171,862 +$4,120,174 VOO, ITOT, BND, EFV, IVV Restatement 13 Feb 2024, 12:03
Q3 2023 54 $104,580,029 +$21,789,565 -$13,882,142 +$7,907,423 VOO, BND, ITOT, EFV, EFG 13F-HR 02 Nov 2023, 11:39
Q2 2023 60 $100,647,328 $0 $0 $0 VOO, BND, ITOT, AAPL, IEFA 13F-HR 10 Aug 2023, 10:05