Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,237 positions
Vanguard Index Funds S&P 500 ETF SHS | 5.1M | $3.1B | 4.3% | $467.91 | +27.01% | 30 qtrssince 2018-Q4 | Increased 64 |
Apple Inc. | 9.4M | $2.4B | 3.4% | $204.56 | +23.85% | 12 qtrssince 2023-Q2 | Increased 60 |
NVIDIA Corp. | 13M | $2.3B | 3.2% | $83.98 | +107.20% | 30 qtrssince 2018-Q4 | Increased 61 |
iShares Trust CORE S&P500 ETF | 2.7M | $1.7B | 2.5% | $486.13 | +33.62% | 30 qtrssince 2018-Q4 | Increased 57 |
Microsoft Corp. | 4.1M | $1.5B | 2.1% | $358.62 | +2.80% | 30 qtrssince 2018-Q4 | Increased 59 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.2M | $1.4B | 2.0% | $564.13 | +14.70% | 7 qtrssince 2024-Q3 | Increased 52 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 20.4M | $1.3B | 1.8% | $46.45 | +36.88% | 30 qtrssince 2018-Q4 | Increased 53 |
Amazon.com, Inc. | 5M | $1B | 1.5% | $188.08 | +10.74% | 9 qtrssince 2024-Q1 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 11.4M | $1B | 1.5% | $67.44 | +38.62% | 30 qtrssince 2018-Q4 | Increased 51 |
Alphabet Inc. | 3.5M | $1B | 1.4% | $140.52 | +104.39% | 13 qtrssince 2023-Q1 | Increased 51 |
Alphabet Inc. | 3.4M | $974M | 1.4% | $144.02 | +98.93% | 30 qtrssince 2018-Q4 | Increased 51 |
Broadcom Inc | 3M | $933.7M | 1.3% | $125.40 | +145.98% | 30 qtrssince 2018-Q4 | Increased 51 |
The Procter & Gamble Co. | 6.2M | $895.4M | 1.3% | $136.61 | +4.17% | 30 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 8.9M | $883.8M | 1.2% | $92.40 | +5.64% | 22 qtrssince 2020-Q4 | Increased 56 |
ISHARES MSCI USA QUALITY FACTOR ETF | 4M | $767.3M | 1.1% | $152.18 | +25.54% | 21 qtrssince 2021-Q1 | Increased 57 |
Meta Platforms Inc | 1.2M | $688M | 1.0% | $514.17 | +11.08% | 30 qtrssince 2018-Q4 | Increased 49 |
Eli Lilly & Co. | 732,549 | $673.8M | 1.0% | $575.07 | +59.44% | 30 qtrssince 2018-Q4 | Increased 46 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2M | $637M | 0.9% | $260.56 | +22.46% | 30 qtrssince 2018-Q4 | Increased 47 |
JPMorgan Chase & Co. | 2.1M | $616.2M | 0.9% | $173.00 | +68.41% | 30 qtrssince 2018-Q4 | Increased 45 |
SCHWAB U.S. LARGE-CAP ETF | 19.2M | $491.9M | 0.7% | $18.63 | +37.25% | 22 qtrssince 2020-Q4 | Increased 44 |
Cerity Partners LLC manages $70.8B across 3237 positions as of Q1 2026. Top holdings: VOO (4.3%), AAPL (3.4%), NVDA (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 428 new positions, 184 exits, 1612 increased. Top move: VOO (INCREASED, conviction 64). Portfolio: $70.8B across 3237 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR