Certified Advisory Corp has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing details a portfolio of 327 distinct securities held by the firm.
The report lists Sheri M. Cuff, President and Chief Compliance Officer of Certified Advisory Corp, as the authorized signatory. The filing was submitted on October 29, 2026.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs) and index funds, with several positions representing significant dollar values. The top holdings include:
- Apple Inc. (24,238,551 shares)
- ISHARES TR CORE S&P500 ETF (22,389,465 shares)
- ISHARES TR CORE MSCI TOTAL (302,068 shares)
- ISHARES TR CORE MSCI EAFE (15,623,469 shares)
- ISHARES TR GLOBAL 100 ETF (15,160,712 shares)
Other notable individual stock positions include Alphabet Inc. Class A and Class C, Amazon.com Inc., American Century ETF Trust funds, and various other large-cap technology, healthcare, and financial services companies.
