How many stocks does Cerity Partners LLC own?

As of Q4 2025, Cerity Partners LLC holds 2,851 positions in their 13F portfolio.

What is Cerity Partners LLC's largest holding?

VOO at 4.3% of portfolio, worth $2.9B.

What is Cerity Partners LLC's total portfolio value?

$68.6B as of Q4 2025, tracked across 2,851 holdings.

Is Cerity Partners LLC a hedge fund?

Cerity Partners LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Cerity Partners LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Cerity Partners LLC's portfolio changed in Q4 2025?

View Cerity Partners LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Cerity Partners LLC's investment strategy?

Cerity Partners LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Cerity Partners LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Cerity Partners LLC

Institutional investor · Portfolio as of Q4 2025

Solid(3.0 / 5.0)

$68.6B

AUM

2,851

Positions

298

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Cerity Partners LLC manages $68.6B across 2851 positions as of Q4 2025. Top holdings: VOO (4.3%), AAPL (3.6%), NVDA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.

Q4 2025 Summary

Active quarter - 298 new positions, 185 exits, 1487 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $68.6B across 2851 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO4.28%

AAPL3.61%

NVDA3.42%

MSFT2.68%

IVV2.54%

SPY2.05%

VEA1.76%

GOOGL1.60%

AMZN1.59%

GOOG1.54%

Other1.50%

Similar Funds

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+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ERAS4Q held

Erasca, Inc.

Avg $1.48 · $776,441 est. P&L

Est. P&L

+851.22%

SNDK3Q held

Sandisk Corporation

Avg $66.24 · $33.7M est. P&L

Est. P&L

+753.58%

PRAX3Q held

Praxis Precision Medicines, Inc

Avg $43.00 · $1.1M est. P&L

Est. P&L

+640.05%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 2871

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOOETF Vanguard S&P 500 ETF	4.7M	$2.9B	4.3%	—	$459.62	+36.14%	29 qtrssince 2018-Q4	Increased 62
AAPL Apple Inc.	9.1M	$2.5B	3.6%	—	$201.05	+31.19%	11 qtrssince 2023-Q2	Increased 61
NVDA NVIDIA Corporation	12.6M	$2.3B	3.4%	—	$125.24	+43.77%	29 qtrssince 2018-Q4	Increased 63
MSFT Microsoft Corporation	3.8M	$1.8B	2.7%	—	$360.26	+12.12%	29 qtrssince 2018-Q4	Increased 57
IVVETF iShares Core S&P 500 ETF	2.5M	$1.7B	2.5%	—	$481.08	+42.05%	29 qtrssince 2018-Q4	Increased 60
SPYUnit State Street SPDR S&P 500 ETF T	2.1M	$1.4B	2.0%	—	$562.72	+20.90%	6 qtrssince 2024-Q3	Decreased 0
VEAETF Vanguard FTSE Developed Markets	19.3M	$1.2B	1.8%	—	$45.89	+45.16%	29 qtrssince 2018-Q4	Increased 52
GOOGL Alphabet Inc.	3.5M	$1.1B	1.6%	—	$138.53	+119.14%	12 qtrssince 2023-Q1	Increased 52
AMZN Amazon.com, Inc.	4.7M	$1.1B	1.6%	—	$187.92	+11.07%	8 qtrssince 2024-Q1	Increased 53
GOOG Alphabet Inc.	3.4M	$1.1B	1.5%	—	$143.25	+111.90%	29 qtrssince 2018-Q4	Increased 52
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