Certior Financial Group, LLC holds a diversified book of 146 stocks worth $182.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Schwab US Large-Cap Growth at 7% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055620/holdings"
Use Arkolith to show CERTIOR FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Certior Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $13.5M | 400.2K | 7.4% | ▲+7.8% Added · +29K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $11.6M | 364.3K | 6.3% | ▲+7.3% Added · +25K sh | |
| 3 | T Rowe Price Exchange-Traded CAP APPRECIATION | $10.5M | 256.0K | 5.8% | ▲+6.6% Added · +16K sh | |
| 4 | SPDR Series Trust ST STR BLO 1 ETF | $10.5M | 114.6K | 5.8% | ▼−39% Reduced · −72K sh | |
| 5 | Schwab Strategic TR US SML CAP ETF | $6.5M | 181.1K | 3.6% | ▲+4.2% Added · +7K sh | |
| 6 | Vanguard World FD INF TECH ETF | $5.6M | 46.9K | 3.1% | ▲+719% Added · +41K sh | |
| 7 | Vanguard Mun BD FDS TAX EXEMPT BD | $5.3M | 104.0K | 2.9% | ▲+5.3% Added · +5K sh | |
| 8 | Capital Group Dividend Value SHS CREAT UNIT | $4.3M | 87.4K | 2.4% | ▲+1.7% Added · +1K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $4.1M | 5.5K | 2.2% | ▲+4.2% Added · +223 sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $3.7M | 42.4K | 2.0% | ▲New New position | |
| 11 | Apple Inc COM | $3.5M | 12.1K | 1.9% | ▼−0.5% Reduced · −61 sh | |
| 12 | Microsoft Corp COM | $3.3M | 8.9K | 1.8% | ▲+356% Added · +7K sh | |
| 13 | Vaneck ETF Trust HIGH YLD MUNIETF | $3.1M | 60.5K | 1.7% | ▲+4.8% Added · +3K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.0M | 42.7K | 1.7% | ▲+13% Added · +5K sh | |
| 15 | Franklin Templeton ETF TR FTSE JAPAN ETF | $3.0M | 74.6K | 1.6% | ▲New New position | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.0M | 49.5K | 1.6% | ▲+15% Added · +6K sh | |
| 17 | Harbor ETF Trust COMM ALL WEA ETF | $2.9M | 100.5K | 1.6% | ▲+43% Added · +30K sh | |
| 18 | Ishares TR 7-10 YR TRSY BD | $2.9M | 30.5K | 1.6% | ▲+3.7% Added · +1K sh | |
| 19 | Pimco ETF TR INTER MUN BD ACT | $2.7M | 52.0K | 1.5% | ▲+9.4% Added · +4K sh | |
| 20 | Ishares TR SHRT NAT MUN ETF | $2.7M | 25.4K | 1.5% | ▲+5.9% Added · +1K sh | |
| 21 | Vanguard BD Index FDS SHORT TRM BOND | $2.4M | 30.2K | 1.3% | ▲+7.5% Added · +2K sh | |
| 22 | World Gold TR SPDR GLD MINIS | $2.0M | 25.4K | 1.1% | ▲New New position | |
| 23 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.9M | 12.3K | 1.1% | ▲+8.1% Added · +921 sh | |
| 24 | Vanguard Star FDS VG TL INTL STK F | $1.9M | 22.5K | 1.1% | ▲+2.7% Added · +598 sh | |
| 25 | GMO ETF Trust US QUALITY ETF | $1.9M | 45.4K | 1.0% | ▲+0.2% Added · +89 sh | |
| 26 | Ares Capital Corp COM | $1.9M | 100.8K | 1.0% | ▲+39% Added · +29K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $1.8M | 2.4K | 1.0% | ▲+394% Added · +2K sh | |
| 28 | Schwab Strategic TR 5 10YR CORP BD | $1.8M | 78.8K | 1.0% | ▲+7.3% Added · +5K sh | |
| 29 | FS Credit Opportunities Corp COMMON STOCK | $1.7M | 349.9K | 1.0% | ▼−3.5% Reduced · −13K sh | |
| 30 | Horizon FDS LANDMARK ETF | $1.6M | 31.0K | 0.9% | ▼−6.3% Reduced · −2K sh | |
| 31 | Ishares TR 0-5 YR TIPS ETF | $1.3M | 12.3K | 0.7% | ▲+2.6% Added · +318 sh | |
| 32 | Capital Group Core Balanced SHS | $1.2M | 32.8K | 0.7% | ▲+2.4% Added · +770 sh | |
| 33 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $1.2M | 27.0K | 0.7% | ▼−37% Reduced · −16K sh | |
| 34 | FS Specialty Lending FD COM SH BEN INT | $1.2M | 107.2K | 0.7% | ▼−15% Reduced · −18K sh | |
| 35 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.1M | 19.2K | 0.6% | ▲+63% Added · +7K sh | |
| 36 | NEOS ETF Trust NEOS S&P 500 HI | $1.1M | 20.4K | 0.6% | ▲+182% Added · +13K sh | |
| 37 | Capital Group International SHS | $1.1M | 29.8K | 0.6% | ▲+1.9% Added · +569 sh | |
| 38 | Amplify ETF TR CWP ENHANCED DIV | $1.1M | 23.2K | 0.6% | ▲+193% Added · +15K sh | |
| 39 | Exxon Mobil Corp COM | $1.1M | 7.7K | 0.6% | ▼−0.9% Reduced · −67 sh | |
| 40 | Capital Group Core Equity Et SHS CREAT UNIT | $1.0M | 23.5K | 0.6% | ▲+0.1% Added · +27 sh | |
| 41 | Ishares TR US TREAS BD ETF | $990K | 43.5K | 0.5% | —Held | |
| 42 | Ark 21SHARES Bitcoin ETF SHS BEN INT | $980K | 50.4K | 0.5% | ▲+187% Added · +33K sh | |
| 43 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $962K | 22.7K | 0.5% | —Held | |
| 44 | FS KKR Cap Corp COM | $957K | 91.2K | 0.5% | ▼−23% Reduced · −27K sh | |
| 45 | Investment Managers Ser TR I FPA GBL EQTY ETF | $940K | 23.4K | 0.5% | ▲+0.7% Added · +165 sh | |
| 46 | Strategy Inc CL A NEW | $911K | 10.5K | 0.5% | —Held | |
| 47 | Phillips Edison & Co Inc COMMON STOCK | $903K | 21.7K | 0.5% | ▼−9.1% Reduced · −2K sh | |
| 48 | Lockheed Martin Corp COM | $895K | 1.8K | 0.5% | ▲+0.1% Added · +2 sh | |
| 49 | American Centy ETF TR US SML CP VALU | $885K | 7.1K | 0.5% | ▲+2.1% Added · +145 sh | |
| 50 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $827K | 37.1K | 0.5% | ▲+0.9% Added · +317 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 146 | $182.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 130 | $157.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 133 | $148.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 139 | $150.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 120 | $134.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 117 | $123.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 122 | $115.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.