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CERTUITY, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1800752

$2.03B

disclosed book value

672

positions

15.3%

largest position share

Positions, as of 2026-06-30

top 100 of 672 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MUMICRON TECHNOLOGY INC COM269,762$311.4M15.3%
2CCITIGROUP INC COM NEW846,920$118.5M5.8%
3AAPLAPPLE INC299,721$86.6M4.3%
4VOOVANGUARD S&P 500 ETF113,125$77.7M3.8%
5GEGENERAL ELECTRIC CO COM186,037$69.5M3.4%
6OMFONEMAIN HLDGS INC COM931,578$56.8M2.8%
7IVVISHARES CORE S&P 500 ETF74,626$55.5M2.7%
8NVDANVIDIA CORP COM272,565$54.4M2.7%
9INTCINTEL CORP COM328,834$45.9M2.3%
10MSMORGAN STANLEY COM NEW205,123$42.9M2.1%
11SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF1.0M$35.1M1.7%
12FLGNEW YORK CMNTY BANCORP INC COM2.1M$31.7M1.6%
13BACBK OF AMERICA CORP COM505,847$28.8M1.4%
14GOOGLALPHABET INC CAP STK CL A79,475$28.2M1.4%
15WFCWELLS FARGO CO NEW COM312,648$25.8M1.3%
16QQQINVESCO QQQ TRUST34,499$25.3M1.2%
17PNCPNC FINL SVCS GROUP INC COM102,285$25.2M1.2%
18AMZNAMAZON.COM INC COM93,810$22.3M1.1%
19MSFTMICROSOFT CORP COM58,655$21.9M1.1%
20IJRISHARES S&P SMALL-CAP FUND141,083$20.9M1%
21FFORD MTR CO DEL COM1.4M$18.8M0.9%
22SPYSPDR S&P 500 ETF23,492$17.5M0.9%
23NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND271,415$17.4M0.9%
24FCXFREEPORT-MCMORAN INC CL B255,187$16.0M0.8%
25VEAVANGUARD FTSE DEVELOPED MARKETS ETF216,406$15.4M0.8%
26EXXON MOBIL CORP COM105,578$14.4M0.7%
27VZVERIZON COMMUNICATIONS INC COM322,081$13.6M0.7%
28IWDISHARES RUSSELL 1000 VALUE ETF56,216$13.6M0.7%
29GOOGALPHABET INC CAP STK CL C38,161$13.5M0.7%
30WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST123,471$12.6M0.6%
31METAMETA PLATFORMS INC CL A22,303$12.5M0.6%
32VTIVANGUARD TOTAL STOCK MARKET INDEX FUND33,466$12.4M0.6%
33IYWISHARES U.S. TECHNOLOGY ETF46,029$11.6M0.6%
34VWOVANGUARD FTSE EMERGING MARKETS ETF191,106$11.4M0.6%
35PANWPALO ALTO NETWORKS INC COM30,085$10.3M0.5%
36DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND105,076$10.0M0.5%
37BABOEING CO COM44,320$9.6M0.5%
38LRCXLAM RESEARCH CORP COM21,107$9.1M0.5%
39BILSPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF99,596$9.1M0.4%
40SCHVSCHWAB U.S. LARGE-CAP VALUE ETF259,028$9.0M0.4%
41IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN204,390$8.9M0.4%
42EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND170,353$7.4M0.4%
43BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW14,790$7.4M0.4%
44AVGOBROADCOM INC COM18,879$7.1M0.4%
45IWFISHARES RUSSELL 1000 GROWTH ETF57,048$7.1M0.3%
46AMDADVANCED MICRO DEVICES INC COM12,140$6.9M0.3%
47BMYBRISTOL-MYERS SQUIBB CO COM116,698$6.7M0.3%
48TSLATESLA INC COM15,640$6.5M0.3%
49OBDCOWL ROCK CAPITAL CORPORATION COM562,235$6.1M0.3%
50TAT&T INC COM293,459$6.1M0.3%
51PHYSSPROTT PHYSICAL GOLD TRUST UNIT196,585$5.9M0.3%
52CSCOCISCO SYS INC COM48,102$5.7M0.3%
53ANETARISTA NETWORKS INC COM32,896$5.5M0.3%
54VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND45,315$5.4M0.3%
55JPMJPMORGAN CHASE & CO COM16,514$5.4M0.3%
56XLVHEALTH CARE SELECT SECTOR SPDR FUND33,453$5.3M0.3%
57VVISA INC15,123$5.2M0.3%
58CATCATERPILLAR INC DEL COM4,773$5.1M0.3%
59IWMISHARES RUSSELL 2000 ETF16,382$4.9M0.2%
60VIOOVANGUARD S&P SMALL-CAP 600 ETF34,787$4.8M0.2%
61SPYMSPDR PORTFOLIO S&P 500 ETF53,927$4.7M0.2%
62UBERUBER TECHNOLOGIES INC COM64,719$4.7M0.2%
63ACWXISHARES MSCI ACWI EX US INDEX FUND55,225$4.2M0.2%
64IEFAISHARES CORE MSCI EAFE ETF43,193$4.2M0.2%
65MAMASTERCARD INC CL A8,110$4.2M0.2%
66DOWDOW INC COM151,814$4.2M0.2%
67IWVISHARES RUSSELL 3000 ETF9,720$4.1M0.2%
68PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR250,127$4.0M0.2%
69JNJJOHNSON & JOHNSON COM14,890$3.8M0.2%
70GLDSPDR GOLD SHARES10,208$3.8M0.2%
71VRTXVERTEX PHARMACEUTICALS INC COM7,449$3.7M0.2%
72CVXCHEVRON CORP NEW COM22,058$3.7M0.2%
73WMTWALMART INC COM32,260$3.7M0.2%
74TORTOISE ENERGY INFRA CORP COM85,000$3.6M0.2%
75RIVNRIVIAN AUTOMOTIVE INC COM CL A209,077$3.6M0.2%
76PFEPFIZER INC150,075$3.6M0.2%
77ABBVABBVIE INC498,050$3.5M0.2%
78IWBISHARES RUSSELL 1000 ETF7,959$3.3M0.2%
79ABRARBOR REALTY TRUST INC COM600,537$3.3M0.2%
80RFREGIONS FINANCIAL CORP NEW COM106,246$3.2M0.2%
81XLKTECHNOLOGY SELECT SECTOR SPDR FUND16,114$3.1M0.2%
82TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS6,345$3.0M0.1%
83LLYLILLY ELI & CO COM2,505$3.0M0.1%
84SCHFSCHWAB INTERNATIONAL EQUITY ETF107,138$3.0M0.1%
85INCYINCYTE CORP COM25,994$2.9M0.1%
86CRWDCROWDSTRIKE HLDGS INC CL A3,749$2.8M0.1%
87RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF34,362$2.8M0.1%
88SHOPSHOPIFY INC CL A23,975$2.8M0.1%
89MRVLMARVELL TECHNOLOGY GROUP LTD ORD9,182$2.7M0.1%
90SYFSYNCHRONY FINANCIAL COM35,315$2.7M0.1%
91SGSWEETGREEN INC COM CL A300,000$2.6M0.1%
92CARTMAPLEBEAR INC COM55,753$2.6M0.1%
93SBUXSTARBUCKS CORP COM25,503$2.6M0.1%
94X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF22,513$2.6M0.1%
95MPWRMONOLITHIC PWR SYS INC COM1,848$2.6M0.1%
96QQQMINVESCO NASDAQ 100 ETF8,420$2.6M0.1%
97CPRTCOPART INC COM88,674$2.5M0.1%
98MMACYS INC COM104,955$2.5M0.1%
99BMNRBITMINE IMMERSION TECHS INC COM NEW181,655$2.4M0.1%
100MRKMERCK & CO. INC COM18,642$2.4M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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