CERTUITY, LLC
All 13F Filings
- Location
- North Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,029,341
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 674 | 2,029,341 | 13F-HR | CERTUITY, LLC |
| Q1 2026 | 5/11/2026 | 659 | 1,524,743 | 13F-HR | CERTUITY, LLC |
| Q4 2025 | 1/30/2026 | 587 | 1,588,896 | 13F-HR | CERTUITY, LLC |
| Q3 2025 | 11/13/2025 | 559 | 1,456,758 | 13F-HR | CERTUITY, LLC |
| Q2 2025 | 8/14/2025 | 426 | 1,063,151 | 13F-HR | CERTUITY, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.869 K
(0.1% of total reported value)
· QoQ Δ:
+1.716 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.52 M | 75.0% | 427.2 K | 0 | 427.2 K |
| ETFs | 507.4 K | 25.0% | 75.62 K | 0 | 75.62 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,029,341
Holdings
674
QoQ value change ($000)
504,598
(33.1%)
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.