Managers / Q2 2025 · view latest →
Certified Advisory Corp
CIK 0001731732 · 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714 · 4078699800
Reported Value
$962M
Q2 2025
Positions
303
Filings on Record
29
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Certified Advisory Corp reported $962M in U.S.-listed holdings across 303 positions for Q2 2025.
Its largest position, VUG, represents 4.4% of the portfolio.
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 — Q2 2025
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 ↗ |
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 ↗.