Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,407 positions
VANGUARD INDEX FDS | 5.3M | $3.6B | 4.4% | $480.74 | +45.79% | 31 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 9.6M | $2.8B | 3.4% | $206.68 | +52.58% | 13 qtrssince 2023-Q2 | Increased 60 |
NVIDIA CORPORATION | 13.6M | $2.7B | 3.3% | $130.21 | +71.77% | 31 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 2.8M | $2.1B | 2.5% | $502.87 | +52.96% | 31 qtrssince 2018-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 2.3M | $1.7B | 2.0% | $576.69 | +32.20% | 8 qtrssince 2024-Q3 | Increased 58 |
MICROSOFT CORP | 4.1M | $1.5B | 1.9% | $358.75 | +37.05% | 31 qtrssince 2018-Q4 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 21.4M | $1.5B | 1.8% | $48.13 | +51.29% | 31 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC | 3.6M | $1.3B | 1.6% | $143.69 | +130.12% | 14 qtrssince 2023-Q1 | Increased 51 |
ALPHABET INC | 3.5M | $1.2B | 1.5% | $148.45 | +121.20% | 31 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 5.1M | $1.2B | 1.5% | $190.17 | +35.13% | 10 qtrssince 2024-Q1 | Increased 52 |
BROADCOM INC | 3.1M | $1.2B | 1.4% | $174.62 | +108.67% | 31 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 11.6M | $1.1B | 1.4% | $68.05 | +47.66% | 31 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 9.9M | $982.1M | 1.2% | $93.01 | +3.95% | 23 qtrssince 2020-Q4 | Increased 56 |
PROCTER & GAMBLE CO | 6.2M | $907.6M | 1.1% | $136.61 | +4.42% | 31 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 747,548 | $896.6M | 1.1% | $587.57 | +91.33% | 31 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 3.9M | $845.8M | 1.0% | $153.25 | +43.27% | 22 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.4M | $828M | 1.0% | $282.76 | +32.82% | 31 qtrssince 2018-Q4 | Increased 60 |
META PLATFORMS INC | 1.3M | $709M | 0.9% | $525.66 | +16.71% | 31 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 2.1M | $697.5M | 0.8% | $177.07 | +99.64% | 31 qtrssince 2018-Q4 | Increased 45 |
INVESCO QQQ TR | 834,551 | $614.5M | 0.7% | $421.30 | +70.02% | 14 qtrssince 2023-Q1 | Increased 47 |
Cerity Partners LLC manages $82.7B across 3407 positions as of Q2 2026. Top holdings: VOO (4.4%), AAPL (3.4%), NVDA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 346 new positions, 153 exits, 1674 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $82.7B across 3407 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR