Certus Wealth Management, LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 2, 2024
Value $: $132M
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 52 stock holdings with total value $132M as of Q2 2024. Top holdings included VOO, ITOT, VUG, BND, and CMF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	52	$132M	+$19.8M	-$19.1M	+$693K	VOO, ITOT, VUG, BND, CMF	13F-HR	8/2/2024, 03:09 PM
Q1 2024	50	$126M	+$14M	-$10.5M	+$3.54M	VOO, ITOT, BND, EFV, CMF	13F-HR	5/6/2024, 10:53 AM
Q4 2023	54	$118M	+$11.3M	-$7.17M	+$4.12M	VOO, ITOT, BND, EFV, IVV	Restatement	2/13/2024, 12:03 PM
Q3 2023	54	$105M	+$21.8M	-$13.9M	+$7.91M	VOO, BND, ITOT, EFV, EFG	13F-HR	11/2/2023, 11:39 AM
Q2 2023	60	$101M	$0	$0		VOO, BND, ITOT, AAPL, IEFA	13F-HR	8/10/2023, 10:05 AM