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Livermore
Livermore
ZHEN

Certus Wealth Management, LLC

SEC CIK
0001989526
Latest filing
Nov 7, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Certus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2025 holdings

Shares (Q3 2025)
1,124
Value
$748.8K
% of portfolio
0.4%
Quarters held
10
Since Q2 2023
Holdings of SPY by Certus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,124$748.8K0.4%00.0%UnchangedHolders
Q2 20251,124$694.5K0.4%00.0%UnchangedHolders
Q1 20251,124$655.3K0.4%00.0%UnchangedHolders
Q4 20241,124$679.9K0.5%00.0%UnchangedHolders
Q3 20241,124$644.9K0.4%00.0%UnchangedHolders
Q2 20241,124$611.7K0.5%00.0%UnchangedHolders
Q1 20241,124$574.7K0.5%00.0%UnchangedHolders
Q4 20231,124$534.2K0.5%00.0%UnchangedHolders
Q3 20231,124$480.5K0.5%+396+54.4%AddedHolders
Q2 2023728$322.7K0.3%–No prior filingHolders