Certified Advisory Corp
All 13F Filings
- Location
- Altamonte Springs, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,115,012
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 318 | 1,115,012 | 13F-HR | Certified Advisory Corp |
| Q4 2025 | 1/12/2026 | 317 | 1,097,541 | 13F-HR | Certified Advisory Corp |
| Q3 2025 | 11/13/2025 | 315 | 1,052,965 | 13F-HR | Certified Advisory Corp |
| Q2 2025 | 8/14/2025 | 303 | 962,060 | 13F-HR | Certified Advisory Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 279.8 K | 25.2% | 0 | 434 K | -434 K |
| ETFs | 831 K | 74.7% | 451.3 K | 0 | 451.3 K |
| Debt | 1.246 K | 0.1% | 541 | 0 | 541 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
1,115,012
Holdings
318
QoQ value change ($000)
17,471
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.