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Certus Wealth Management, LLC

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13F filer, CIK 1989526, SAN CARLOS, CA

Certus Wealth Management, LLC reported $147,305,601 across 53 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 61.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-25-000223

Period
2025-03-31
Reported value
$147M
Holdings
53
Top 10 weight
61.81%
New
0
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TLHadded+16,935$1.68M
OEFadded+5,918$1.68M
IVEadded+7,416$1.41M
HEFAadded+32,466$1.22M
QUALadded+5,482$967K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EFGreduced-20,493-$2.19M
EFVreduced-26,570-$1.64M
TLTexited-15,493-$1.38M
VOOreduced-1,687-$904K
IFRAexited-18,765-$897K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001765380-25-000223, largest first. % of portfolio is the value over $147,305,601, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,735 shares; 2024Q1: 46,564 shares; 2024Q2: 28,414 shares; 2024Q3: 39,863 shares; 2024Q4: 40,233 shares; 2025Q1: 38,546 shares 38,546$20.7M14.02%-1,687Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,045 shares; 2024Q1: 8,362 shares; 2024Q2: 25,464 shares; 2024Q3: 25,117 shares; 2024Q4: 24,985 shares; 2025Q1: 25,547 shares 25,547$10.3M7.01%+562Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 117,759 shares; 2024Q1: 133,379 shares; 2024Q2: 119,056 shares; 2024Q3: 165,105 shares; 2024Q4: 139,214 shares; 2025Q1: 129,247 shares 129,247$9.35M6.35%-9,967Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,234 shares; 2024Q1: 115,626 shares; 2024Q2: 125,853 shares; 2024Q3: 127,830 shares; 2024Q4: 140,006 shares; 2025Q1: 142,020 shares 142,020$7.9M5.36%+2,014Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,998 shares; 2024Q1: 23,838 shares; 2024Q2: 35,000 shares; 2024Q3: 36,625 shares; 2024Q4: 37,121 shares; 2025Q1: 42,603 shares 42,603$7.51M5.1%+5,482Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,404 shares; 2024Q1: 11,592 shares; 2024Q2: 10,378 shares; 2024Q3: 12,657 shares; 2024Q4: 12,627 shares; 2025Q1: 12,744 shares 12,744$7.46M5.07%+117Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120,812 shares; 2024Q1: 135,043 shares; 2024Q2: 85,894 shares; 2024Q3: 146,598 shares; 2024Q4: 147,051 shares; 2025Q1: 120,481 shares 120,481$7.44M5.05%-26,570Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 94,852 shares; 2024Q1: 94,703 shares; 2024Q2: 89,172 shares; 2024Q3: 57,034 shares; 2024Q4: 59,131 shares; 2025Q1: 57,746 shares 57,746$7.36M5%-1,385Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 44,400 shares; 2024Q2: 118,751 shares; 2024Q3: 124,794 shares; 2024Q4: 130,395 shares; 2025Q1: 134,058 shares 134,058$6.87M4.66%+3,663Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,560 shares; 2024Q1: 55,394 shares; 2024Q2: 68,127 shares; 2024Q3: 68,706 shares; 2024Q4: 78,311 shares; 2025Q1: 57,818 shares 57,818$6.18M4.2%-20,493Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,026 shares; 2024Q1: 26,091 shares; 2024Q2: 26,091 shares; 2024Q3: 25,606 shares; 2024Q4: 25,813 shares; 2025Q1: 25,813 shares 25,813$5.44M3.69%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,596 shares; 2024Q4: 13,727 shares; 2025Q1: 21,143 shares 21,143$4.02M2.73%+7,416Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,644 shares; 2024Q1: 34,707 shares; 2024Q2: 55,719 shares; 2024Q3: 64,165 shares; 2024Q4: 69,523 shares; 2025Q1: 59,861 shares 59,861$3.54M2.4%-9,662Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,354 shares; 2024Q1: 9,876 shares; 2024Q2: 9,149 shares; 2024Q3: 4,331 shares; 2024Q4: 4,752 shares; 2025Q1: 10,670 shares 10,670$3.02M2.05%+5,918Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40,613 shares; 2024Q1: 32,240 shares; 2024Q2: 31,769 shares; 2024Q3: 46,859 shares; 2024Q4: 46,577 shares; 2025Q1: 62,360 shares 62,360$2.95M2%+15,783Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,843 shares; 2024Q1: 6,059 shares; 2024Q2: 6,078 shares; 2024Q3: 16,396 shares; 2024Q4: 15,942 shares; 2025Q1: 17,805 shares 17,805$2.76M1.88%+1,863Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,537 shares; 2024Q1: 29,038 shares; 2024Q2: 25,760 shares; 2024Q3: 25,742 shares; 2024Q4: 25,682 shares; 2025Q1: 25,191 shares 25,191$2.36M1.6%-491Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,251 shares; 2024Q1: 27,604 shares; 2024Q2: 27,734 shares; 2024Q3: 26,975 shares; 2024Q4: 26,949 shares; 2025Q1: 26,543 shares 26,543$2.13M1.45%-406Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,637 shares; 2024Q1: 68,463 shares; 2024Q2: 51,972 shares; 2024Q3: 47,524 shares; 2024Q4: 48,094 shares; 2025Q1: 44,740 shares 44,740$2.04M1.38%-3,354Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,028 shares; 2025Q1: 18,963 shares 18,963$1.88M1.28%+16,935Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,161 shares; 2024Q1: 11,161 shares; 2024Q2: 11,161 shares; 2024Q3: 11,139 shares; 2024Q4: 11,142 shares; 2025Q1: 11,142 shares 11,142$1.75M1.19%0Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,168 shares; 2024Q2: 29,785 shares; 2024Q3: 32,721 shares; 2024Q4: 33,695 shares; 2025Q1: 33,211 shares 33,211$1.73M1.17%-484Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 33,507 shares; 2024Q3: 5,788 shares; 2024Q4: 8,342 shares; 2025Q1: 40,808 shares 40,808$1.53M1.04%+32,466Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,375 shares; 2025Q1: 9,425 shares 9,425$1.52M1.03%+1,050Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,699 shares; 2024Q1: 30,961 shares; 2024Q2: 30,648 shares; 2024Q3: 16,445 shares; 2024Q4: 16,623 shares; 2025Q1: 16,143 shares 16,143$1.35M0.91%-480Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,855 shares; 2024Q1: 22,880 shares; 2024Q2: 21,811 shares; 2024Q3: 7,131 shares; 2024Q4: 6,997 shares; 2025Q1: 7,272 shares 7,272$1.25M0.85%+275Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,812 shares; 2024Q4: 15,812 shares; 2025Q1: 16,828 shares 16,828$1.24M0.84%+1,016Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,792 shares; 2024Q1: 36,044 shares; 2024Q2: 42,093 shares; 2024Q3: 50,372 shares; 2024Q4: 53,121 shares; 2025Q1: 54,223 shares 54,223$1.23M0.83%+1,102Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,087 shares; 2024Q1: 23,087 shares; 2024Q2: 25,736 shares; 2024Q3: 25,736 shares; 2024Q4: 25,736 shares; 2025Q1: 25,736 shares 25,736$1.17M0.79%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,831 shares; 2025Q1: 18,684 shares 18,684$1.14M0.77%+6,853Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,296 shares; 2024Q1: 19,325 shares; 2024Q2: 13,152 shares; 2024Q3: 12,007 shares; 2024Q4: 10,723 shares; 2025Q1: 10,738 shares 10,738$1.13M0.77%+15Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,484 shares; 2024Q1: 5,492 shares; 2024Q2: 6,473 shares; 2024Q3: 6,688 shares; 2024Q4: 10,672 shares; 2025Q1: 9,765 shares 9,765$1.02M0.69%-907Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,440 shares; 2024Q1: 13,811 shares; 2024Q2: 11,045 shares; 2024Q3: 10,734 shares; 2024Q4: 10,534 shares; 2025Q1: 10,476 shares 10,476$973K0.66%-58Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,947 shares; 2024Q1: 2,400 shares; 2024Q2: 2,289 shares; 2024Q3: 2,289 shares; 2024Q4: 2,222 shares; 2025Q1: 2,555 shares 2,555$813K0.55%+333Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,332 shares; 2024Q1: 27,310 shares; 2024Q2: 27,446 shares; 2024Q3: 25,603 shares; 2024Q4: 27,361 shares; 2025Q1: 26,478 shares 26,478$749K0.51%-883Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,643 shares; 2024Q1: 1,631 shares; 2024Q2: 1,631 shares; 2024Q3: 1,631 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares 1,468$695K0.47%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,124 shares; 2024Q1: 1,124 shares; 2024Q2: 1,124 shares; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares 1,124$655K0.44%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,083 shares; 2024Q1: 3,137 shares; 2024Q2: 3,084 shares; 2024Q3: 2,409 shares; 2024Q4: 2,256 shares; 2025Q1: 2,257 shares 2,257$648K0.44%+1Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,282 shares; 2024Q1: 5,710 shares; 2024Q2: 6,662 shares; 2024Q3: 7,297 shares; 2024Q4: 7,023 shares; 2025Q1: 7,008 shares 7,008$632K0.43%-15Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,919 shares; 2024Q1: 11,919 shares; 2024Q2: 19,182 shares; 2024Q3: 19,182 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares 12,290$602K0.41%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,326 shares; 2024Q1: 31,733 shares; 2024Q2: 27,352 shares; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares 4,492$573K0.39%0Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,061 shares; 2024Q1: 4,458 shares; 2024Q2: 4,458 shares; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares 4,458$482K0.33%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,471 shares; 2024Q1: 16,732 shares; 2024Q2: 15,837 shares; 2024Q3: 7,962 shares; 2024Q4: 7,103 shares; 2025Q1: 7,292 shares 7,292$414K0.28%+189Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,100 shares; 2024Q1: 18,422 shares; 2024Q2: 7,777 shares; 2024Q3: 8,535 shares; 2024Q4: 10,342 shares; 2025Q1: 10,092 shares 10,092$390K0.26%-250Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: 854 shares; 2024Q3: 854 shares; 2024Q4: 821 shares; 2025Q1: 821 shares 821$369K0.25%0Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,812 shares; 2024Q4: 4,124 shares; 2025Q1: 3,366 shares 3,366$310K0.21%-758Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 739 shares; 2024Q1: 739 shares; 2024Q2: 739 shares; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares 739$289K0.2%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 445 shares; 2025Q1: 445 shares 445$285K0.19%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,599 shares; 2024Q1: 6,459 shares; 2024Q2: 6,132 shares; 2024Q3: 6,132 shares; 2024Q4: 12,264 shares; 2025Q1: 12,264 shares 12,264$280K0.19%0Timeline
IGEBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,892 shares; 2024Q4: 5,078 shares; 2025Q1: 6,011 shares 6,011$267K0.18%+933Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 213 shares 213$236K0.16%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares 1,004$209K0.14%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,902 shares; 2024Q1: 19,562 shares; 2024Q2: 19,562 shares; 2024Q3: 19,562 shares; 2024Q4: 19,562 shares; 2025Q1: 16,702 shares 16,702$176K0.12%-2,860Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TLTISHARES TR15,493$1.38Mshares
IFRAISHARES TR18,765$897Kshares
MTUMISHARES TR905$206Kshares
VBVANGUARD INDEX FDS824$205Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765380-25-000223 base2025-05-13acceptance time not in the bulk data set