Certified Advisory Corp has disclosed its latest 13F-HR filing, revealing that it manages approximately $1.2 billion in assets as of September 30, 2026. This significant figure underscores the firm’s growing presence in the investment management industry, reflecting its strategic investments across various sectors.

The filing, dated October 29, 2026, indicates that Certified Advisory Corp has diversified its portfolio, with notable holdings in major corporations such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification strategy may position the firm favorably as it navigates the competitive landscape of asset management.

Background

Certified Advisory Corp, incorporated in Florida, operates in the investment management sector. The firm is identified by its Central Index Key (CIK) number 0001731732. Recent filings include a 13F-HR on October 29, 2026, and previous filings throughout the year, indicating a consistent reporting pattern.

What the Filing Says

The recent filing shows a total of 327 entries in its investment portfolio, with a total value of $1,202,130,656. This substantial amount reflects the firm’s strategic asset allocation and investment choices. The filing is signed by Sheri M. Cuff, the President and Chief Compliance Officer, indicating the firm’s commitment to transparency and regulatory compliance.

Impact

This filing may impact various stakeholders, including investors and competitors within the asset management industry. Investors may view Certified Advisory Corp’s growing asset base as a positive indicator of its investment strategies and market positioning. Competitors may need to reassess their strategies in light of Certified Advisory Corp's expanding influence and portfolio diversity.

What's Next

The filing does not specify what actions will follow this report. However, it sets the stage for potential future growth and strategic initiatives from Certified Advisory Corp as it continues to manage its assets and navigate the investment landscape.