Certus Wealth Management, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Certus Wealth Management, LLC opened 4 positions, added to 15, reduced 27, sold out of 1 and left 3 unchanged. The largest increase in value was OEF (+$2,719,961); the largest decrease was EFG (-$2,719,864).
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2025-06-30 2,266; Shares 2025-09-30 2,266.
- SPY: Country of operation —; Class TR UNIT; Shares 2025-06-30 1,124; Shares 2025-09-30 1,124.
- IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2025-06-30 739; Shares 2025-09-30 739.
Two Form 13F-HR filings compared (SEC CIK 1989526): 2025-06-30 (filed 2025-07-24) and 2025-09-30 (filed 2025-11-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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