Avi Kantor

Certior Financial Group, Llc

Assets Managed

$156.997M

Holdings

130

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

6.06%(2Q avg: 2.2%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Certior Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Certior Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 156.997M in assets, with a quarterly growth rate of 6.06% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by Avi Kantor, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Increased 329.7%	10.88%	$17.072M 186,296 shares@ $91.64 avg price	Increased 329.7%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 7.15%	6.89%	$10.816M 371,318 shares@ $29.13 avg price	Increased 7.15%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 7.32%	6.64%	$10.418M 339,570 shares@ $30.68 avg price	Increased 7.32%
TCAF T Rowe Prc Cap Appreciation Recent Activity Increased 6.32%	5.45%	$8.547M 240,151 shares@ $35.59 avg price	Increased 6.32%
SCHA Schwab Us Small-cap Etf Recent Activity Increased 5.77%	3.22%	$5.053M 173,748 shares@ $29.09 avg price	Increased 5.77%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Increased 112.59%	3.14%	$4.929M 98,805 shares@ $49.9 avg price	Increased 112.59%
VGT Vanguard Info Tech Etf Recent Activity Increased 5.72%	2.55%	$3.99M 5,719 shares@ $697.67 avg price	Increased 5.72%
CGDV Cap Group Dividend Value Recent Activity Increased 11.58%	2.33%	$3.655M 85,915 shares@ $42.55 avg price	Increased 11.58%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.33%	2.19%	$3.432M 5,254 shares@ $653.21 avg price	Increased 3.33%
AAPL Apple Inc Recent Activity Increased 0.88%	1.97%	$3.091M 12,180 shares@ $253.81 avg price	Increased 0.88%

1-10 of 130