Certus Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$144M
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 51 stock holdings with total value $144M as of Q3 2024. Top holdings included VOO, BND, VUG, EFV, and CMF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 51 $144M +$23M -$17.9M +$5.08M VOO, BND, VUG, EFV, CMF 13F-HR 11/12/2024, 01:46 PM
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