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Portfolio (Quarterly) Guide ↗

CERTUITY, LLC

· CIK 0001800752
13F Portfolio $1.6B AUM 587 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 80 New 220 Added 177 Reduced 52 Exited
Page 10 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VBR VANGUARD INDEX FDS 4,112.0 $871K 0.06% $211.79 +6.7%
182 DFAC DIMENSIONAL ETF TRUST 21,994.0 $871K 0.06% $39.59 +7.8%
183 XBI SPDR SERIES TRUST 7,112.0 $867K 0.06% -3K -31.4% $121.94 +4.0%
184 EMR EMERSON ELEC CO Industrials 6,366.0 $845K 0.05% -412.0 -6.1% $132.74 -0.4%
185 AMAT APPLIED MATLS INC Technology 3,276.0 $842K 0.05% +24.0 +0.7% $256.99 +58.3%
186 EOG EOG RES INC Energy 7,501.0 $788K 0.05% -2K -20.6% $105.01 +36.2%
187 SCHD SCHWAB STRATEGIC TR 21,945.0 $787K 0.05% -506.0 -2.2% $35.87 -10.5%
188 PM PHILIP MORRIS INTL INC Consumer Defensive 4,900.0 $786K 0.05% +98.0 +2.0% $160.41 +19.4%
189 TOTALENERGIES SE 12,002.0 $785K 0.05% NEW $65.42
190 VOOV VANGUARD ADMIRAL FDS INC 3,823.0 $783K 0.05% $204.85 +5.8%
191 SMMD ISHARES TR 10,337.0 $775K 0.05% $74.94 +11.7%
192 DE DEERE & CO Industrials 1,659.0 $773K 0.05% +215.0 +14.9% $465.85 +21.2%
193 NEE NEXTERA ENERGY INC Utilities 9,871.0 $772K 0.05% +722.0 +7.9% $78.18 +19.4%
194 CMI CUMMINS INC Industrials 1,505.0 $768K 0.05% $510.55 +29.2%
195 NTAP NETAPP INC Technology 7,148.0 $765K 0.05% +567.0 +8.6% $107.09 +12.6%
196 PEP PEPSICO INC Consumer Defensive 5,315.0 $763K 0.05% -254.0 -4.6% $143.53 +3.9%
197 IVW ISHARES TR 6,127.0 $755K 0.05% $123.27 +9.1%
198 VB VANGUARD INDEX FDS 2,897.0 $747K 0.05% $257.95 +8.2%
199 ZTS ZOETIS INC Healthcare 5,824.0 $733K 0.05% -2K -23.9% $125.82 -38.2%
200 G GENPACT LIMITED Technology 15,383.0 $720K 0.04% +2K +13.1% $46.78 -33.0%
Page 10 of 30  ·  587 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.6%
Technology 25.5%
Industrials 9.9%
Communication Services 7.0%
Consumer Cyclical 7.0%
Healthcare 4.0%
Energy 2.1%
Basic Materials 1.9%
Consumer Defensive 1.6%
Real Estate 1.0%