Certified Advisory Corp

SEC CIK: 0001731732
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial Corp in every 13F filed by Certified Advisory Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overview All 13F holders of TFC Full Q2 2026 holdings

Shares (Q2 2026): 23,577
Value: $1.17M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Certified Advisory Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,577	$1.17M	0.1%	−264−1.1%	Reduced	Holders
Q1 2026	23,841	$1.10M	0.1%	+575+2.5%	Added	Holders
Q4 2025	23,266	$1.14M	0.1%	−75−0.3%	Reduced	Holders
Q3 2025	23,341	$1.07M	0.1%	+46+0.2%	Added	Holders
Q2 2025	23,295	$1.00M	0.1%	−224−1.0%	Reduced	Holders
Q1 2025	23,519	$967.8K	0.1%	−227−1.0%	Reduced	Holders
Q4 2024	23,746	$1.03M	0.1%	+40.0%	Added	Holders
Q3 2024	23,742	$1.02M	0.1%	+1,487+6.7%	Added	Holders
Q2 2024	22,255	$864.6K	0.1%	+72+0.3%	Added	Holders
Q1 2024	22,183	$864.7K	0.1%	−352−1.6%	Reduced	Holders
Q4 2023	22,535	$832.0K	0.1%	−39−0.2%	Reduced	Holders
Q3 2023	22,574	$645.8K	0.1%	+261+1.2%	Added	Holders
Q2 2023	22,313	$677.2K	0.1%	−421−1.9%	Reduced	Holders
Q1 2023	22,734	$775.2K	0.1%	−490−2.1%	Reduced	Holders
Q4 2022	23,224	$999.3K	0.2%	+20+0.1%	Added	Holders
Q3 2022	23,204	$1.01M	0.2%	+19+0.1%	Added	Holders
Q2 2022	23,185	$1.10M	0.2%	−484−2.0%	Reduced	Holders
Q1 2022	23,669	$1.34M	0.3%	+14+0.1%	Added	Holders
Q4 2021	23,655	$1.39M	0.3%	+14,977+172.6%	Added	Holders
Q3 2021	8,678	$509.0K	0.1%	−129−1.5%	Reduced	Holders
Q2 2021	8,807	$489.0K	0.1%	−448−4.8%	Reduced	Holders
Q1 2021	9,255	$540.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.