CERTUITY, LLC

NORTH PALM BEACH, FL · CIK 1800752 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorth Palm Beach, FL

$2.0bn reported value +33.0% vs Q1 2026

672positions

45.3%in top 10

76 new 291 added 243 reduced 60 sold out vs Q1 2026

Options: 1 call positions ($248.6k notional), 1 put positions ($1.6m notional) – listed below, not included above.

Also in the report of:

BURNEY CO/ – $8.7m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	269,762	$311.4m15.36%	15.36%	Reduced -906	-906 -0.3%
2	CITIGROUP INC COM NEW C	C	846,920	$118.5m5.85%	5.85%	Added +233	+233 0.0%
3	APPLE INC COM AAPL	AAPL	299,721	$86.6m4.27%	4.27%	Added +84.6k	+84,578 39.3%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	113,125	$77.7m3.83%	3.83%	Added +640	+640 0.6%
5	GE AEROSPACE COM NEW GE	GE	186,037	$69.5m3.43%	3.43%	Added +513	+513 0.3%
6	ONEMAIN HLDGS INC COM OMF	OMF	931,578	$56.8m2.80%	2.80%	Reduced -110	-110 -0.0%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	74,626	$55.5m2.74%	2.74%	Added +3.9k	+3,873 5.5%
8	NVIDIA CORPORATION COM NVDA	NVDA	272,565	$54.4m2.69%	2.69%	Reduced -3.9k	-3,941 -1.4%
9	INTEL CORP COM INTC	INTC	328,834	$45.9m2.26%	2.26%	Added +2.7k	+2,676 0.8%
10	MORGAN STANLEY COM NEW MS	MS	205,123	$42.9m2.11%	2.11%	Added +41	+41 0.0%
11	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,038,460	$35.1m1.73%	1.73%	Added +87.7k	+87,718 9.2%
12	FLAGSTAR FINANCIAL INC COM NEW FLG	FLG	2,124,280	$31.7m1.57%	1.57%	Unchanged
13	BANK AMERICA CORP COM BAC	BAC	505,847	$28.8m1.42%	1.42%	Added +1.1k	+1,071 0.2%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	79,475	$28.2m1.39%	1.39%	Reduced -939	-939 -1.2%
15	WELLS FARGO CO NEW COM WFC	WFC	312,648	$25.8m1.27%	1.27%	Reduced -146	-146 -0.1%
16	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	34,499	$25.3m1.25%	1.25%	Reduced -226	-226 -0.7%
17	PNC FINL SVCS GROUP INC COM PNC	PNC	102,285	$25.2m1.24%	1.24%	Reduced -37	-37 -0.0%
18	AMAZON COM INC COM AMZN	AMZN	93,810	$22.3m1.10%	1.10%	Added +1.7k	+1,660 1.8%
19	MICROSOFT CORP COM MSFT	MSFT	58,655	$21.9m1.08%	1.08%	Added +2.6k	+2,567 4.6%
20	ISHARES TR CORE S&P SCP ETF IJR	IJR	141,083	$20.9m1.03%	1.03%	Added +17.3k	+17,284 14.0%
21	FORD MTR CO COM F	F	1,351,081	$18.8m0.93%	0.93%	Reduced -3.8k	-3,815 -0.3%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	23,492	$17.5m0.87%	0.87%	Added +362	+362 1.6%
23	FLEXSHARES TR STOXX GLOBR INF NFRA	NFRA	271,415	$17.4m0.86%	0.86%	Unchanged
24	FREEPORT-MCMORAN INC CL B FCX	FCX	255,187	$16.0m0.79%	0.79%	Added +641	+641 0.2%
25	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	216,406	$15.4m0.76%	0.76%	Added +32.3k	+32,338 17.6%
26	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	105,578	$14.4m0.71%	0.71%	New
27	VERIZON COMMUNICATIONS INC COM VZ	VZ	322,081	$13.6m0.67%	0.67%	Added +206	+206 0.1%
28	ISHARES TR RUS 1000 VAL ETF IWD	IWD	56,216	$13.6m0.67%	0.67%	Added +77	+77 0.1%
29	ALPHABET INC CAP STK CL C GOOG	GOOG	38,161	$13.5m0.67%	0.67%	Reduced -869	-869 -2.2%
30	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	123,471	$12.6m0.62%	0.62%	Added +31.2k	+31,181 33.8%
31	META PLATFORMS INC CL A META	META	22,303	$12.5m0.62%	0.62%	Added +694	+694 3.2%
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	33,466	$12.4m0.61%	0.61%	Reduced -1.2k	-1,152 -3.3%
33	ISHARES TR U.S. TECH ETF IYW	IYW	46,029	$11.6m0.57%	0.57%	Added +13	+13 0.0%
34	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	191,106	$11.4m0.56%	0.56%	Added +41.8k	+41,798 28.0%
35	PALO ALTO NETWORKS INC COM PANW	PANW	30,085	$10.3m0.51%	0.51%	Reduced -190	-190 -0.6%
36	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	105,076	$10.0m0.50%	0.50%	Added +833	+833 0.8%
37	BOEING CO COM BA	BA	44,320	$9.6m0.47%	0.47%	Reduced -88	-88 -0.2%
38	LAM RESEARCH CORP COM NEW LRCX	LRCX	21,107	$9.1m0.45%	0.45%	Reduced -904	-904 -4.1%
39	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	99,596	$9.1m0.45%	0.45%	Added +25.9k	+25,881 35.1%
40	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	259,028	$9.0m0.44%	0.44%	Added +37.4k	+37,388 16.9%
41	BARCLAYS BANK PLC DJUBS CMDT ETN36 DJP	DJP	204,390	$8.9m0.44%	0.44%	Unchanged
42	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	170,353	$7.4m0.37%	0.37%	Added +20.5k	+20,514 13.7%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,790	$7.4m0.36%	0.36%	Added +335	+335 2.3%
44	BROADCOM INC COM AVGO	AVGO	18,879	$7.1m0.35%	0.35%	Reduced -58	-58 -0.3%
45	ISHARES TR RUS 1000 GRW ETF IWF	IWF	57,048	$7.1m0.35%	0.35%	Reduced -492	-492 -0.9%
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	12,140	$6.9m0.34%	0.34%	Added +178	+178 1.5%
47	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	116,698	$6.7m0.33%	0.33%	Reduced -384	-384 -0.3%
48	TESLA INC COM TSLA	TSLA	15,640	$6.5m0.32%	0.32%	Reduced -1.6k	-1,573 -9.1%
49	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	562,235	$6.1m0.30%	0.30%	Reduced -18.6k	-18,550 -3.2%
50	AT&T INC COM T	T	293,459	$6.1m0.30%	0.30%	Reduced -870	-870 -0.3%
51	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	196,585	$5.9m0.29%	0.29%	Unchanged
52	CISCO SYS INC COM CSCO	CSCO	48,102	$5.7m0.28%	0.28%	Reduced -1.5k	-1,503 -3.0%
53	ARISTA NETWORKS INC COM SHS ANET	ANET	32,896	$5.5m0.27%	0.27%	Reduced -146	-146 -0.4%
54	VANGUARD WORLD FD INF TECH ETF VGT	VGT	45,315	$5.4m0.27%	0.27%	Added +147	+147 0.3%
55	JPMORGAN CHASE & CO COM JPM	JPM	16,514	$5.4m0.27%	0.27%	Reduced -111	-111 -0.7%
56	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	33,453	$5.3m0.26%	0.26%	Reduced -51	-51 -0.1%
57	VISA INC COM CL A V	V	15,123	$5.2m0.26%	0.26%	Added +741	+741 5.2%
58	CATERPILLAR INC COM CAT	CAT	4,773	$5.1m0.25%	0.25%	Reduced -141	-141 -2.9%
59	ISHARES TR RUSSELL 2000 ETF IWM	IWM	16,382	$4.9m0.24%	0.24%	Unchanged
60	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	34,787	$4.8m0.24%	0.24%	Reduced -20	-20 -0.1%
61	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	53,927	$4.7m0.23%	0.23%	Added +139	+139 0.3%
62	UBER TECHNOLOGIES INC COM UBER	UBER	64,719	$4.7m0.23%	0.23%	Added +336	+336 0.5%
63	ISHARES TR MSCI ACWI EX US ACWX	ACWX	55,225	$4.2m0.21%	0.21%	Added +587	+587 1.1%
64	ISHARES TR CORE MSCI EAFE IEFA	IEFA	43,193	$4.2m0.21%	0.21%	Added +2.2k	+2,196 5.4%
65	MASTERCARD INCORPORATED CL A MA	MA	8,110	$4.2m0.21%	0.21%	Added +756	+756 10.3%
66	DOW INC COM DOW	DOW	151,814	$4.2m0.20%	0.20%	Reduced -15	-15 -0.0%
67	ISHARES TR RUSSELL 3000 ETF IWV	IWV	9,720	$4.1m0.20%	0.20%	Reduced -559	-559 -5.4%
68	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	250,127	$4.0m0.20%	0.20%	Added +127	+127 0.1%
69	JOHNSON & JOHNSON COM JNJ	JNJ	14,890	$3.8m0.19%	0.19%	Added +2	+2 0.0%
70	SPDR GOLD TR GOLD SHS GLD	GLD	10,208	$3.8m0.19%	0.19%	Added +233	+233 2.3%
71	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	7,449	$3.7m0.18%	0.18%	Added +1.5k	+1,520 25.6%
72	CHEVRON CORP NEW COM CVX	CVX	22,058	$3.7m0.18%	0.18%	Reduced -691	-691 -3.0%
73	WALMART INC COM WMT	WMT	32,260	$3.7m0.18%	0.18%	Added +976	+976 3.1%
74	TORTOISE ENERGY INFRA CORP COM TYG	TYG	85,000	$3.6m0.18%	0.18%	Unchanged
75	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	209,077	$3.6m0.18%	0.18%	Reduced -5.0k	-5,046 -2.4%
76	PFIZER INC COM PFE	PFE	150,075	$3.6m0.18%	0.18%	Added +2.0k	+2,030 1.4%
77	ABBVIE INC COM ABBV	ABBV	498,050	$3.5m0.17%	0.17%	Added +485.3k	+485,301 3806.6%
78	ISHARES TR RUS 1000 ETF IWB	IWB	7,959	$3.3m0.16%	0.16%	Added +1	+1 0.0%
79	ARBOR REALTY TRUST INC COM ABR	ABR	600,537	$3.3m0.16%	0.16%	Added +537	+537 0.1%
80	REGIONS FINANCIAL CORP NEW COM RF	RF	106,246	$3.2m0.16%	0.16%	Added +1.2k	+1,154 1.1%
81	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	16,114	$3.1m0.15%	0.15%	Reduced -98	-98 -0.6%
82	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,345	$3.0m0.15%	0.15%	Reduced -225	-225 -3.4%
83	ELI LILLY & CO COM LLY	LLY	2,505	$3.0m0.15%	0.15%	Reduced -32	-32 -1.3%
84	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	107,138	$3.0m0.15%	0.15%	Added +644	+644 0.6%
85	INCYTE CORP COM INCY	INCY	25,994	$2.9m0.15%	0.15%	Added +2.6k	+2,556 10.9%
86	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,749	$2.8m0.14%	0.14%	Reduced -103	-103 -2.7%
87	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	34,362	$2.8m0.14%	0.14%	Added +864	+864 2.6%
88	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	23,975	$2.8m0.14%	0.14%	Reduced -320	-320 -1.3%
89	MARVELL TECHNOLOGY INC COM MRVL	MRVL	9,182	$2.7m0.13%	0.13%	Added +903	+903 10.9%
90	SYNCHRONY FINANCIAL COM SYF	SYF	35,315	$2.7m0.13%	0.13%	Added +446	+446 1.3%
91	SWEETGREEN INC COM CL A SG	SG	300,000	$2.6m0.13%	0.13%	Reduced -2.5k	-2,500 -0.8%
92	MAPLEBEAR INC COM CART	CART	55,753	$2.6m0.13%	0.13%	Reduced -739	-739 -1.3%
93	STARBUCKS CORP COM SBUX	SBUX	25,503	$2.6m0.13%	0.13%	Added +3.3k	+3,258 14.7%
94	DBX ETF TR XTRACK MSCI JAPN DBJP	DBJP	22,513	$2.6m0.13%	0.13%	Reduced -972	-972 -4.1%
95	MONOLITHIC PWR SYS INC COM MPWR	MPWR	1,848	$2.6m0.13%	0.13%	Reduced -254	-254 -12.1%
96	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	8,420	$2.6m0.13%	0.13%	Reduced -214	-214 -2.5%
97	COPART INC COM CPRT	CPRT	88,674	$2.5m0.12%	0.12%	Added +24.6k	+24,551 38.3%
98	MACYS INC COM M	M	104,955	$2.5m0.12%	0.12%	Reduced -581	-581 -0.6%
99	BITMINE IMMERSION TECNOLOGIE COM NEW BMNR	BMNR	181,655	$2.4m0.12%	0.12%	Added +948	+948 0.5%
100	MERCK & CO INC COM MRK	MRK	18,642	$2.4m0.12%	0.12%	Reduced -7.3k	-7,272 -28.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	104,616	$17.8m104.6k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	20,539	$1.2m20.5k shares
VANGUARD SCOTTSDALE FDS VGIT	VGIT	13,554	$807.1k13.6k shares
DIREXION SHARES ETF TRUST MUU	MUU	5,000	$601.9k5.0k shares
INGREDION INC INGR	INGR	5,133	$578.2k5.1k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,583	$492.3k3.6k shares
PTC INC PTC	PTC	3,370	$480.2k3.4k shares
THE TRADE DESK INC TTD	TTD	19,851	$447.4k19.9k shares
BOSTON BEER INC SAM	SAM	1,917	$441.7k1.9k shares
VANGUARD MUN BD FDS VTEB	VTEB	8,462	$422.2k8.5k shares
DOMINOS PIZZA INC DPZ	DPZ	1,122	$402.6k1.1k shares
DIREXION SHS ETF TR SOXL	SOXL	8,000	$383.3k8.0k shares
GRAND CANYON ED INC LOPE	LOPE	2,099	$356.9k2.1k shares
CAMECO CORP CCJ	CCJ	3,149	$342.0k3.1k shares
GAP INC GAP	GAP	13,457	$325.7k13.5k shares
OKTA INC OKTA	OKTA	4,073	$320.6k4.1k shares
FTI CONSULTING INC FCN	FCN	1,792	$316.8k1.8k shares
VERISK ANALYTICS INC VRSK	VRSK	1,646	$312.3k1.6k shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	2,003	$299.6k2.0k shares
HONEYWELL INTL INC		641	$289.7k641 shares
TETRA TECH INC NEW TTEK	TTEK	9,119	$274.7k9.1k shares
ASCENDIS PHARMA A/S		1,170	$267.6k1.2k shares
NIKE INC NKE	NKE	5,074	$265.7k5.1k shares
GRAYSCALE BITCOIN TRUST ETF GBTC	GBTC	4,695	$247.7k4.7k shares
GATES INDL CORP PLC 9666678D	9666678D	10,865	$245.7k10.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	5,600	$1.6m5.6k shares	New
NEBIUS GROUP N.V. NBIS · Call	NBIS	Call	900	$248.6k900 shares	Unchanged