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Portfolio (Quarterly) Guide ↗

CERTUITY, LLC

· CIK 0001800752
13F Portfolio $2.0B AUM 674 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 152 New 250 Added 209 Reduced 65 Exited
Page 10 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 21,994.0 $976K 0.05% $44.36 +2.8%
182 TXN TEXAS INSTRS INC COM Technology 3,252.0 $969K 0.05% -591.0 -15.4% $298.11 -12.2%
183 SCHW SCHWAB CHARLES CORP COM Financial Services 10,461.0 $965K 0.05% -2K -16.4% $92.27 +18.6%
184 PSX PHILLIPS 66 COM Energy 5,706.0 $965K 0.05% +216.0 +3.9% $169.05 +43.3%
185 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,933.0 $949K 0.05% -3K -59.5% $491.05 -5.6%
186 PM PHILIP MORRIS INTL INC COM Consumer Defensive 5,245.0 $949K 0.05% +345.0 +7.0% $180.91 +7.3%
187 SPGI S&P GLOBAL INC COM Financial Services 2,285.0 $931K 0.05% +63.0 +2.8% $407.29 +7.2%
188 GILD GILEAD SCIENCES INC COM Healthcare 7,309.0 $923K 0.05% -722.0 -9.0% $126.34 +17.2%
189 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 2,765.0 $914K 0.04% +1K +70.2% $330.43 +0.6%
190 SMMD ISHARES RUSSELL 2500 ETF 9,945.0 $911K 0.04% -392.0 -3.8% $91.63 -0.1%
191 PWR QUANTA SVCS INC COM Industrials 1,240.0 $893K 0.04% -159.0 -11.4% $719.91 -14.3%
192 HACK ETFMG PRIME CYBER SECURITY ETF 8,739.0 $891K 0.04% $101.94 +7.5%
193 DELL DELL TECHNOLOGIES INC CL C Technology 2,049.0 $884K 0.04% +186.0 +10.0% $431.38 +7.6%
194 VB VANGUARD SMALL-CAP INDEX FUND 2,897.0 $878K 0.04% $303.13 +0.3%
195 IVW ISHARES S&P 500 GROWTH ETF 6,360.0 $875K 0.04% +233.0 +3.8% $137.53 +0.8%
196 AMGN AMGEN INC COM Healthcare 2,399.0 $869K 0.04% -380.0 -13.7% $362.06 +21.6%
197 SCHD SCHWAB US DIVIDEND EQUITY ETF 21,946.0 $867K 0.04% $39.52 -11.3%
198 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 2,408.0 $865K 0.04% +852.0 +54.8% $359.03 -2.5%
199 TOTAL SA ACT 11,110.0 $864K 0.04% -892.0 -7.4% $77.76
200 CRM SALESFORCE COM INC COM Technology 5,448.0 $857K 0.04% -1K -16.4% $157.26 +30.8%
Page 10 of 34  ·  674 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
Technology 42.0%
Financial Services 28.6%
Industrials 9.1%
Consumer Cyclical 5.9%
Communication Services 4.7%
Healthcare 3.6%
Basic Materials 1.9%
Consumer Defensive 1.3%
Real Estate 1.1%
Energy 1.1%