CERTUITY, LLC
CIK 0001800752 · NORTH PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.03B
2026 Q2
Positions
674
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MU
MICRON TECHNOLOGY INC COM
15.3%
C
CITIGROUP INC COM NEW
5.8%
AAPL
APPLE INC
4.3%
VOO
VANGUARD S&P 500 ETF
3.8%
GE
GENERAL ELECTRIC CO COM
3.4%
OMF
ONEMAIN HLDGS INC COM
2.8%
IVV
ISHARES CORE S&P 500 ETF
2.7%
NVDA
NVIDIA CORP COM
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.