Managers / Q3 2023 · view latest →
Certified Advisory Corp
CIK 0001731732 · 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714 · 4078699800
Reported Value
$544M
Q3 2023
Positions
343
Filings on Record
29
2019–present window
Filed
Nov 13, 2023
original filing
Summary
Certified Advisory Corp reported $544M in U.S.-listed holdings across 343 positions for Q3 2023.
Its largest position, VUG, represents 4.8% of the portfolio.
Compared with Q2 2023, the fund opened 38 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 318 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 317 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 315 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $962M | 303 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $883M | 295 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $921M | 297 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $903M | 297 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $797M | 288 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $717M | 266 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $659M | 264 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $544M | 343 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $544M | 310 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $563M | 333 | May 17, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2022 | $506.0B | 263 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $438M | 242 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $449M | 266 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $471M | 305 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $453M | 246 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $412M | 273 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $398M | 235 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $386M | 862 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $302M | 843 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $253M | 860 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $313M | 892 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $288M | 862 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $269M | 870 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $238M | 809 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $193M | 815 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- ZACKS INVESTMENT MANAGEMENT028-04587
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.