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Sheri M. Cuff

Certified Advisory Corp

Assets Managed
$1.24B
Holdings
327
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.22%(2Q avg: 6.41%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Certified Advisory Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 327 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.24B in assets, with a quarterly growth rate of 11.22% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by Sheri M. Cuff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 504.24%
4.04%
$49.997M
580,439 shares@ $86.14 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.04%
3.63%
$44.95M
61,040 shares@ $736.41 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 281.14%
2.63%
$32.557M
411,962 shares@ $79.04 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 11.06%
2.46%
$30.472M
979,820 shares@ $31.1 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -1.03%
2.25%
$27.859M
447,890 shares@ $62.2 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.02%
2.14%
$26.444M
121,337 shares@ $217.94 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 9.63%
1.93%
$23.852M
517,962 shares@ $46.05 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -7.54%
1.9%
$23.497M
31,376 shares@ $748.88 avg price
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 6.87%
1.89%
$23.4M
192,216 shares@ $121.75 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.41%
1.83%
$22.676M
181,759 shares@ $124.77 avg price

1-10 of 327