CERTIOR FINANCIAL GROUP, LLC

All 13F Filings

Location
King Of Prussia, PA
Most recent 13F
Q2 2026
Holdings value ($000)
182,533
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/20/2026 146 182,533 13F-HR CERTIOR FINANCIAL GROUP, LLC
Q1 2026 4/27/2026 130 156,997 13F-HR CERTIOR FINANCIAL GROUP, LLC
Q4 2025 2/4/2026 132 148,039 13F-HR CERTIOR FINANCIAL GROUP, LLC
Q3 2025 10/31/2025 137 150,552 13F-HR CERTIOR FINANCIAL GROUP, LLC
Q2 2025 8/13/2025 118 134,105 13F-HR CERTIOR FINANCIAL GROUP, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 63.93 K 35.0% 18.84 K 0 18.84 K
ETFs 116 K 63.6% 6.546 K 0 6.546 K
Debt 2.578 K 1.4% 151 0 151
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
182,533
Holdings
146
QoQ value change ($000)
25,536 (16.3%)
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.