Certuity, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Certuity, Llc disclosed 657 stock positions valued at approximately $2.03B as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC COM, CITIGROUP INC COM NEW, and APPLE INC.

Report Period
June 30, 2026
No. of Stocks
657
Portfolio Value
$2.03B
Holdings by Sector
Certuity, Llc Portfolio Holdings in Q2 2026
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
Showing 30 of 657 holdings in the latest reporting period.
Certuity, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AAPLApple Inc.PUT5,600$1,620,416
Q2 2026NBISNebius GroupCALL900$248,553
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.