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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 4 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPYM SPDR PORTFOLIO S&P 500 ETF 53,927.0 $4.7M 0.23% +6K +11.9% $87.88 +2.5%
62 UBER UBER TECHNOLOGIES INC COM Technology 64,719.0 $4.7M 0.23% -3K -4.7% $72.16 +10.3%
63 ACWX ISHARES MSCI ACWI EX US INDEX FUND 55,225.0 $4.2M 0.21% +587.0 +1.1% $76.11 +2.4%
64 IEFA ISHARES CORE MSCI EAFE ETF 43,193.0 $4.2M 0.21% -799.0 -1.8% $96.58 +4.5%
65 MA MASTERCARD INC CL A Financial Services 8,110.0 $4.2M 0.20% +1K +17.6% $513.06 +16.7%
66 DOW DOW INC COM Basic Materials 151,814.0 $4.2M 0.20% $27.36 +10.6%
67 IWV ISHARES RUSSELL 3000 ETF 9,720.0 $4.1M 0.20% -543.0 -5.3% $426.40 +2.3%
68 PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR Energy 250,127.0 $4.0M 0.20% $16.16 +10.8%
69 JNJ JOHNSON & JOHNSON COM Healthcare 14,890.0 $3.8M 0.19% -216.0 -1.4% $253.98 +6.3%
70 GLD SPDR GOLD SHARES Financial Services 10,208.0 $3.8M 0.18% +302.0 +3.0% $368.75 +14.4%
71 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 7,449.0 $3.7M 0.18% +1K +15.7% $496.73 +10.7%
72 CVX CHEVRON CORP NEW COM Energy 22,058.0 $3.7M 0.18% $165.76 +21.0%
73 WMT WALMART INC COM Consumer Defensive 32,260.0 $3.7M 0.18% +563.0 +1.8% $113.26 -7.8%
74 TYG TORTOISE ENERGY INFRA CORP COM Financial Services 85,000.0 $3.6M 0.18% $42.87 +1.3%
75 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 209,077.0 $3.6M 0.18% +1K +0.6% $17.35 -6.5%
76 PFE PFIZER INC Healthcare 150,075.0 $3.6M 0.18% $24.08 +17.7%
77 ABBV ABBVIE INC Healthcare 498,050.0 $3.5M 0.17% +486K +4012.0% $7.08 +3591.2%
78 IWB ISHARES RUSSELL 1000 ETF 7,959.0 $3.3M 0.16% $409.50 +2.4%
79 ABR ARBOR REALTY TRUST INC COM Real Estate 600,537.0 $3.3M 0.16% $5.42 -6.2%
80 RF REGIONS FINANCIAL CORP NEW COM Financial Services 106,246.0 $3.2M 0.16% +3K +3.1% $30.20 +2.0%
Page 4 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%