Certuity, Llc Portfolio Stock Holdings

Certuity, Llc disclosed 672 stock positions valued at approximately $2.0 billion in its latest SEC 13F filing. The largest holdings include MICRON TECHNOLOGY INC COM, CITIGROUP INC COM NEW, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.

Report Period
June 30, 2026
No. of Stocks
672
Portfolio Value
$2.0B
Holdings by Sector
Certuity, Llc Portfolio Holdings in Q2 2026

652 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INC COMMUTechnology15.36%269,762-906-0.33%$311,382,655
CITIGROUP INC COM NEWCFinancial Services5.85%846,920+233+0.03%$118,534,990
APPLE INCAAPLTechnology4.27%299,721+84,578+39.31%$86,647,291
VANGUARD S&P 500 ETFVOOOther3.83%113,125+640+0.57%$77,695,308
GENERAL ELECTRIC CO COMGEIndustrials3.43%186,037+513+0.28%$69,527,480
ONEMAIN HLDGS INC COMOMFFinancial Services2.80%931,578-110-0.01%$56,798,311
ISHARES CORE S&P 500 ETFIVVOther2.74%74,626+3,873+5.47%$55,543,877
NVIDIA CORP COMNVDATechnology2.69%272,565-3,941-1.43%$54,441,532
INTEL CORP COMINTCTechnology2.26%328,834+2,676+0.82%$45,915,043
MORGAN STANLEY COM NEWMSFinancial Services2.11%205,123+41+0.02%$42,878,939
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGOther1.73%1,038,460+87,718+9.23%$35,141,492
NEW YORK CMNTY BANCORP INC COMNYCBOther1.57%2,124,280--$31,736,743
BK OF AMERICA CORP COMBACFinancial Services1.42%505,847+1,071+0.21%$28,823,343
ALPHABET INC CAP STK CL AGOOGLCommunication Services1.39%79,475-939-1.17%$28,204,489
WELLS FARGO CO NEW COMWFCFinancial Services1.27%312,648-146-0.05%$25,838,975
INVESCO QQQ TRUSTQQQOther1.25%34,499-226-0.65%$25,314,892
PNC FINL SVCS GROUP INC COMPNCFinancial Services1.24%102,285-37-0.04%$25,184,701
AMAZON.COM INC COMAMZNConsumer Cyclical1.10%93,810+1,660+1.80%$22,311,111
MICROSOFT CORP COMMSFTTechnology1.08%58,655+2,567+4.58%$21,879,146
ISHARES S&P SMALL-CAP FUNDIJROther1.03%141,083+17,284+13.96%$20,923,960
FORD MTR CO DEL COMFConsumer Cyclical0.93%1,351,081-3,815-0.28%$18,780,020
SPDR S&P 500 ETFSPYOther0.87%23,492+362+1.57%$17,543,021
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRAOther0.86%271,415--$17,403,224
FREEPORT-MCMORAN INC CL BFCXBasic Materials0.79%255,187+641+0.25%$16,048,710
VANGUARD FTSE DEVELOPED MARKETS ETFVEAOther0.76%216,406+32,338+17.57%$15,418,959
VERIZON COMMUNICATIONS INC COMVZCommunication Services0.67%322,081+206+0.06%$13,636,910
ISHARES RUSSELL 1000 VALUE ETFIWDOther0.67%56,216+77+0.14%$13,628,454
ALPHABET INC CAP STK CL CGOOGCommunication Services0.67%38,161-869-2.23%$13,483,428
WISDOMTREE US VALUE FUND OF BENEF INTERESTWTVOther0.62%123,471+31,181+33.79%$12,559,505
META PLATFORMS INC CL AMETACommunication Services0.62%22,303+694+3.21%$12,535,462
VANGUARD TOTAL STOCK MARKET INDEX FUNDVTIOther0.61%33,466-1,152-3.33%$12,383,795
ISHARES U.S. TECHNOLOGY ETFIYWOther0.57%46,029+13+0.03%$11,609,879
VANGUARD FTSE EMERGING MARKETS ETFVWOOther0.56%191,106+41,798+27.99%$11,407,131
PALO ALTO NETWORKS INC COMPANWTechnology0.51%30,085-190-0.63%$10,259,500
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDDGRWOther0.50%105,076+833+0.80%$10,047,335
BOEING CO COMBAIndustrials0.47%44,320-88-0.20%$9,594,803
LAM RESEARCH CORP COMLRCXOther0.45%21,107-904-4.11%$9,146,395
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFBILOther0.45%99,596+25,881+35.11%$9,126,936
SCHWAB U.S. LARGE-CAP VALUE ETFSCHVOther0.44%259,028+37,388+16.87%$9,016,776
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJPOther0.44%204,390--$8,933,887
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLPOther0.37%170,353+20,514+13.69%$7,410,353
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.36%14,790+335+2.32%$7,387,278
BROADCOM INC COMAVGOTechnology0.35%18,879-58-0.31%$7,115,598
ISHARES RUSSELL 1000 GROWTH ETFIWFOther0.35%57,048+42,663+296.58%$7,083,625
ADVANCED MICRO DEVICES INC COMAMDTechnology0.34%12,140+178+1.49%$6,939,321
BRISTOL-MYERS SQUIBB CO COMBMYHealthcare0.33%116,698-384-0.33%$6,724,132
TESLA INC COMTSLAConsumer Cyclical0.32%15,640-1,573-9.14%$6,517,927
OWL ROCK CAPITAL CORPORATION COMOBDCFinancial Services0.30%562,235-18,550-3.19%$6,111,492
AT&T INC COMTCommunication Services0.30%293,459-870-0.30%$6,074,593
SPROTT PHYSICAL GOLD TRUST UNITPHYSOther0.29%196,585--$5,930,969
CISCO SYS INC COMCSCOTechnology0.28%48,102-1,503-3.03%$5,650,016
ARISTA NETWORKS INC COMANETOther0.27%32,896-146-0.44%$5,515,795
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGTOther0.27%45,315+39,669+702.60%$5,416,075
JPMORGAN CHASE & CO COMJPMFinancial Services0.27%16,514-111-0.67%$5,405,548
HEALTH CARE SELECT SECTOR SPDR FUNDXLVOther0.26%33,453-51-0.15%$5,307,674
VISA INCVFinancial Services0.26%15,123+741+5.15%$5,188,697
CATERPILLAR INC DEL COMCATIndustrials0.25%4,773-141-2.87%$5,082,272
ISHARES RUSSELL 2000 ETFIWMOther0.24%16,382--$4,921,869
VANGUARD S&P SMALL-CAP 600 ETFVIOOOther0.24%34,787-20-0.06%$4,784,605
SPDR PORTFOLIO S&P 500 ETFSPLGOther0.23%53,927+139+0.26%$4,739,138
UBER TECHNOLOGIES INC COMUBERTechnology0.23%64,719+336+0.52%$4,670,140
ISHARES MSCI ACWI EX US INDEX FUNDACWXOther0.21%55,225+587+1.07%$4,203,153
ISHARES CORE MSCI EAFE ETFIEFAOther0.21%43,193+2,196+5.36%$4,171,558
MASTERCARD INC CL AMAFinancial Services0.21%8,110+756+10.28%$4,160,900
DOW INC COMDOWBasic Materials0.20%151,814-15-0.01%$4,153,631
ISHARES RUSSELL 3000 ETFIWVOther0.20%9,720-559-5.44%$4,144,608
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRPBREnergy0.20%250,127+127+0.05%$4,042,052
JOHNSON & JOHNSON COMJNJHealthcare0.19%14,890+2+0.01%$3,781,710
SPDR GOLD SHARESGLDOther0.19%10,208+233+2.34%$3,764,235
VERTEX PHARMACEUTICALS INC COMVRTXHealthcare0.18%7,449+1,520+25.64%$3,700,118
CHEVRON CORP NEW COMCVXEnergy0.18%22,058-691-3.04%$3,656,417
WALMART INC COMWMTConsumer Defensive0.18%32,260+976+3.12%$3,653,796
TORTOISE ENERGY INFRA CORP COMTYGFinancial Services0.18%85,000--$3,643,950
RIVIAN AUTOMOTIVE INC COM CL ARIVNConsumer Cyclical0.18%209,077-5,046-2.36%$3,627,486
PFIZER INCPFEHealthcare0.18%150,075+2,030+1.37%$3,613,806
ABBVIE INCABBVHealthcare0.17%498,050+485,301+3806.58%$3,527,562
ISHARES RUSSELL 1000 ETFIWBOther0.16%7,959+1+0.01%$3,259,201
ARBOR REALTY TRUST INC COMABRReal Estate0.16%600,537+537+0.09%$3,254,911
REGIONS FINANCIAL CORP NEW COMRFFinancial Services0.16%106,246+1,154+1.10%$3,208,629
TECHNOLOGY SELECT SECTOR SPDR FUNDXLKOther0.15%16,114-98-0.60%$3,070,062
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSTSMTechnology0.15%6,345-225-3.42%$3,028,049
LILLY ELI & CO COMLLYHealthcare0.15%2,505-32-1.26%$3,005,043
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.15%107,138+644+0.60%$2,967,713
INCYTE CORP COMINCYHealthcare0.15%25,994+2,556+10.91%$2,946,680
CROWDSTRIKE HLDGS INC CL ACRWDTechnology0.14%3,749-103-2.67%$2,794,960
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVYOther0.14%34,362+864+2.58%$2,785,373
SHOPIFY INC CL ASHOPTechnology0.14%23,975-320-1.32%$2,751,564
MARVELL TECHNOLOGY GROUP LTD ORDMRVLTechnology0.13%9,182+903+10.91%$2,706,066
SYNCHRONY FINANCIAL COMSYFFinancial Services0.13%35,315+446+1.28%$2,685,706
SWEETGREEN INC COM CL ASGConsumer Cyclical0.13%300,000-2,500-0.83%$2,643,000
MAPLEBEAR INC COMCARTConsumer Cyclical0.13%55,753-739-1.31%$2,639,905
STARBUCKS CORP COMSBUXConsumer Cyclical0.13%25,503+3,258+14.65%$2,608,722
X-TRACKERS MSCI JAPAN HEDGED EQUITY ETFDBJPOther0.13%22,513-972-4.14%$2,584,267
MONOLITHIC PWR SYS INC COMMPWRTechnology0.13%1,848-254-12.08%$2,554,586
INVESCO NASDAQ 100 ETFQQQMOther0.13%8,420-214-2.48%$2,550,868
COPART INC COMCPRTIndustrials0.12%88,674+24,551+38.29%$2,499,723
MACYS INC COMMConsumer Cyclical0.12%104,955-581-0.55%$2,471,684
MERCK & CO. INC COMMRKHealthcare0.12%18,642-7,272-28.06%$2,395,555
CINTAS CORP COMCTASIndustrials0.12%13,853+2,174+18.61%$2,356,084
TEXAS PACIFIC LAND CORPORATION COMTPLEnergy0.11%5,240-234-4.27%$2,293,242
Certuity, Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AAPLApple Inc.PUT5,600$1,620,416
Q2 2026NBISNebius GroupCALL900$248,553

Notional value represents the total exposure of the options position.