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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 3 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN Financial Services 204,390.0 $8.9M 0.44% $43.71 +15.0%
42 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 170,353.0 $7.4M 0.36% +119K +232.6% $43.50 +2.1%
43 BERKSHIRE HATHAWAY INC DEL CL B NEW 14,790.0 $7.4M 0.36% +3K +20.4% $499.48
44 AVGO BROADCOM INC COM Technology 18,879.0 $7.1M 0.35% -825.0 -4.2% $376.91 -6.2%
45 IWF ISHARES RUSSELL 1000 GROWTH ETF 57,048.0 $7.1M 0.35% +39K +214.2% $124.17 -2.0%
46 AMD ADVANCED MICRO DEVICES INC COM Technology 12,140.0 $6.9M 0.34% +1K +9.2% $571.61 -15.8%
47 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 116,698.0 $6.7M 0.33% -4K -3.0% $57.62 +17.2%
48 TSLA TESLA INC COM Consumer Cyclical 15,640.0 $6.5M 0.32% -1K -7.3% $416.75 -17.3%
49 OWL ROCK CAPITAL CORPORATION COM 562,235.0 $6.1M 0.30% -78K -12.2% $10.87
50 T AT&T INC COM Communication Services 293,459.0 $6.1M 0.30% $20.70 +25.0%
51 PHYS SPROTT PHYSICAL GOLD TRUST UNIT Financial Services 196,585.0 $5.9M 0.29% $30.17 +15.7%
52 CSCO CISCO SYS INC COM Technology 48,102.0 $5.7M 0.28% -9K -15.9% $117.46 -4.5%
53 ANET ARISTA NETWORKS INC COM Technology 32,896.0 $5.5M 0.27% -3K -8.2% $167.67 +20.0%
54 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 45,315.0 $5.4M 0.27% +39K +659.2% $119.52 -1.4%
55 JPM JPMORGAN CHASE & CO COM Financial Services 16,514.0 $5.4M 0.27% -2K -11.7% $327.33 +9.1%
56 XLV HEALTH CARE SELECT SECTOR SPDR FUND 33,453.0 $5.3M 0.26% +7K +26.0% $158.66 +9.5%
57 V VISA INC Financial Services 15,123.0 $5.2M 0.26% +3K +22.4% $343.10 +11.9%
58 CAT CATERPILLAR INC DEL COM Industrials 4,773.0 $5.1M 0.25% -374.0 -7.3% $1064.80 -22.8%
59 IWM ISHARES RUSSELL 2000 ETF 16,382.0 $4.9M 0.24% -7K -30.9% $300.44 -0.5%
60 VIOO VANGUARD S&P SMALL-CAP 600 ETF 34,787.0 $4.8M 0.24% $137.54 -1.1%
Page 3 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%