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Sheri M. Cuff

Certified Advisory Corp

Assets Managed
$1.115B
Holdings
318
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.6%(2Q avg: 2.92%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Certified Advisory Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 318 positions.

Assets under management

The assets under management (AUM) of Certified Advisory Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.115B in assets, with a quarterly growth rate of 1.6% and a 2-quarter average growth rate of 2.92%. The portfolio is managed by Sheri M. Cuff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.06%
3.77%
$41.954M
96,062 shares@ $436.75 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.7%
3.2%
$35.605M
61,687 shares@ $577.19 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -7.03%
2.54%
$28.312M
452,564 shares@ $62.56 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 5.47%
2.21%
$24.571M
882,278 shares@ $27.85 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -9.77%
2.12%
$23.566M
120,122 shares@ $196.19 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 10.27%
2.08%
$23.159M
507,657 shares@ $45.62 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.52%
1.99%
$22.168M
33,936 shares@ $653.22 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 8.71%
1.96%
$21.767M
472,470 shares@ $46.08 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 11.03%
1.92%
$21.378M
276,995 shares@ $77.18 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 32.76%
1.8%
$19.998M
181,025 shares@ $110.47 avg price

1-10 of 318