Cerity Partners LLC — 13F Holdings & Portfolio
CIK 1566475 · latest 13F-HR filed 2026-05-15
Cerity Partners LLC manages $70.83B in 13F-reported U.S. long-equity assets across 7,531 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (3.91%), AAPL (2.65%), NVDA (2.51%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 428 new positions, exited 184, added to 1,301, and trimmed 900.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$70.83B
Long-equity book
7,531
Distinct positions
2026-03-31
Filed 2026-05-15
+428 / −184 / ↑1301 / ↓900
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$169.4M +59.1%
- SPDR SERIES TRUST$150.4M +515.2%
- EXXON MOBIL CORP$119.7M +47.5%
- VANGUARD TAX-MANAGED FDS$101.2M +8.4%
- ISHARES TR$85.6M +10.7%
Top Trims
- CREDIT ACCEP CORP MICH-$347.8M -99.7%
- MICROSOFT CORP-$320.5M -17.4%
- TESLA INC-$258.4M -53.1%
- TJX COS INC NEW-$210.4M -45.5%
- THERMO FISHER SCIENTIFIC INC-$139.6M -58.6%
New Positions
- ASTRAZENECA PLC$59.2M
- BLACKROCK ETF TRUST$40.9M
- BLACKROCK ETF TRUST$29.3M
- BLACKROCK ETF TRUST$27.6M
- BONDBLOXX ETF TRUST$24.1M
Exited Positions
- ASTRAZENECA PLC$52.7M
- CYBERARK SOFTWARE LTD$17.8M
- EXACT SCIENCES CORP$12.7M
- DUOLINGO INC$9.5M
- FIRST TR EXCHNG TRADED FD VI$9.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $2.77B | 3.91% | 4,638,084 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $1.88B | 2.65% | 7,406,920 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.78B | 2.51% | 10,212,476 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $1.68B | 2.37% | 2,572,505 | SH |
| 5 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.30B | 1.83% | 1,995,532 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $1.16B | 1.64% | 3,134,638 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.05B | 1.48% | 16,350,525 | SH |
| 8 | ISHARES TR | IEFA | 46432F842 | $1.01B | 1.43% | 11,175,622 | SH |
| 9 | ISHARES TR | AGG | 464287226 | $825.7M | 1.17% | 8,317,847 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $811.1M | 1.15% | 3,893,777 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $784.5M | 1.11% | 2,728,182 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $760.4M | 1.07% | 2,650,581 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $754.4M | 1.07% | 2,437,319 | SH |
| 14 | PROCTER & GAMBLE CO | PG | 742718109 | $661.0M | 0.93% | 4,576,020 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $578.3M | 0.82% | 628,732 | SH |
| 16 | META PLATFORMS INC | META | 30303M102 | $553.3M | 0.78% | 966,810 | SH |
| 17 | JPMORGAN CHASE & CO | JPM | 46625H100 | $488.3M | 0.69% | 1,660,025 | SH |
| 18 | VANGUARD INDEX FDS | VTI | 922908769 | $484.4M | 0.68% | 1,508,533 | SH |
| 19 | ISHARES TR | IWF | 464287614 | $480.0M | 0.68% | 1,125,537 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $457.6M | 0.65% | 17,847,227 | SH |
| 21 | ISHARES TR | IDEV | 46435G326 | $447.9M | 0.63% | 5,359,584 | SH |
| 22 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $440.3M | 0.62% | 2,294,443 | SH |
| 23 | ISHARES TR | IJR | 464287804 | $429.5M | 0.61% | 3,454,770 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $429.0M | 0.61% | 742,964 | SH |
| 25 | ISHARES INC | IEMG | 46434G103 | $428.3M | 0.60% | 6,141,075 | SH |
| 26 | ISHARES TR | QUAL | 46432F339 | $413.5M | 0.58% | 2,155,982 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $369.3M | 0.52% | 1,455,153 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $364.2M | 0.51% | 2,088,035 | SH |
| 29 | JOHNSON & JOHNSON | JNJ | 478160104 | $355.5M | 0.50% | 1,454,241 | SH |
| 30 | VANGUARD INDEX FDS | VO | 922908629 | $353.0M | 0.50% | 1,225,782 | SH |
| 31 | ISHARES TR | QUAL | 46432F339 | $352.4M | 0.50% | 1,837,444 | SH |
| 32 | ISHARES TR | SGOV | 46436E718 | $349.4M | 0.49% | 3,471,483 | SH |
| 33 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $340.6M | 0.48% | 341,791 | SH |
| 34 | ISHARES TR | IJH | 464287507 | $335.7M | 0.47% | 4,971,388 | SH |
| 35 | WALMART INC | WMT | 931142103 | $318.2M | 0.45% | 2,560,047 | SH |
| 36 | VANGUARD INDEX FDS | VTV | 922908744 | $315.0M | 0.44% | 1,603,043 | SH |
| 37 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $306.4M | 0.43% | 5,234,175 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $298.5M | 0.42% | 1,760,276 | SH |
| 39 | VANGUARD INDEX FDS | VOO | 922908363 | $294.5M | 0.42% | 492,779 | SH |
| 40 | VANGUARD INDEX FDS | VUG | 922908736 | $294.4M | 0.42% | 671,065 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $293.0M | 0.41% | 611,514 | SH |
| 42 | ISHARES TR | IWB | 464287622 | $275.5M | 0.39% | 772,583 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $270.5M | 0.38% | 730,693 | SH |
| 44 | ISHARES GOLD TR | IAU | 464285204 | $270.3M | 0.38% | 3,065,750 | SH |
| 45 | VISA INC | V | 92826C839 | $264.1M | 0.37% | 873,793 | SH |
| 46 | ISHARES TR | ITOT | 464287150 | $263.1M | 0.37% | 1,847,149 | SH |
| 47 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $260.4M | 0.37% | 4,064,386 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $259.8M | 0.37% | 3,458,907 | SH |
| 49 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $259.1M | 0.37% | 5,119,100 | SH |
| 50 | SPDR SERIES TRUST | SPAB | 78464A649 | $245.8M | 0.35% | 9,594,894 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $70.83B | 7,531 | 0001172661-26-002233 |
| 2025-12-31 | 2026-02-11 | $68.62B | 6,772 | 0001172661-26-000617 |
| 2025-09-30 | 2025-10-22 | $61.67B | 2,739 | 0001566475-25-000018 |