Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,626 positions
Vanguard Index Funds S&P 500 ETF SHS | 4.3M | $2.4B | 4.3% | $440.43 | +27.14% | 27 qtrssince 2018-Q4 | Increased 64 |
Microsoft Corp. | 3.7M | $1.8B | 3.3% | $353.11 | +39.49% | 27 qtrssince 2018-Q4 | Increased 60 |
Apple Inc. | 8.9M | $1.8B | 3.2% | $200.74 | +1.71% | 9 qtrssince 2023-Q2 | Increased 61 |
NVIDIA Corp. | 10.9M | $1.7B | 3.1% | $64.67 | +143.71% | 27 qtrssince 2018-Q4 | Increased 59 |
iShares Trust CORE S&P500 ETF | 2.3M | $1.4B | 2.5% | $454.11 | +34.72% | 27 qtrssince 2018-Q4 | Increased 60 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.2M | $1.2B | 2.2% | $560.62 | +8.73% | 4 qtrssince 2024-Q3 | Decreased 0 |
The Procter & Gamble Co. | 6.5M | $1B | 1.9% | $136.53 | +12.59% | 27 qtrssince 2018-Q4 | Increased 50 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 17.5M | $996.7M | 1.8% | $44.00 | +25.63% | 27 qtrssince 2018-Q4 | Increased 53 |
ISHARES CORE MSCI EAFE ETF | 11.7M | $975.1M | 1.7% | $67.11 | +21.79% | 27 qtrssince 2018-Q4 | Increased 59 |
Amazon.com, Inc. | 4.3M | $946.8M | 1.7% | $183.33 | +19.67% | 6 qtrssince 2024-Q1 | Increased 51 |
Broadcom Inc | 2.9M | $793.7M | 1.4% | $115.03 | +137.46% | 27 qtrssince 2018-Q4 | Increased 50 |
ISHARES MSCI USA QUALITY FACTOR ETF | 3.8M | $686.9M | 1.2% | $146.97 | +22.96% | 18 qtrssince 2021-Q1 | Increased 66 |
ISHARES TR | 6.7M | $665.1M | 1.2% | $90.74 | +4.39% | 19 qtrssince 2020-Q4 | Increased 54 |
Meta Platforms Inc | 880,958 | $650.2M | 1.2% | $464.97 | +58.10% | 27 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 3.5M | $613M | 1.1% | $134.82 | +30.26% | 10 qtrssince 2023-Q1 | Increased 52 |
JPMorgan Chase & Co. | 2M | $579.2M | 1.0% | $164.11 | +72.51% | 27 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 3.3M | $570.2M | 1.0% | $136.52 | +29.48% | 27 qtrssince 2018-Q4 | Increased 51 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.7M | $508M | 0.9% | $248.15 | +20.76% | 27 qtrssince 2018-Q4 | Increased 45 |
Eli Lilly & Co. | 607,198 | $471.9M | 0.8% | $521.88 | +48.11% | 27 qtrssince 2018-Q4 | Increased 45 |
SCHWAB U.S. LARGE-CAP ETF | 18.7M | $457.8M | 0.8% | $18.45 | +30.97% | 19 qtrssince 2020-Q4 | Increased 44 |
Cerity Partners LLC manages $56.1B across 2626 positions as of Q2 2025. Top holdings: VOO (4.3%), MSFT (3.3%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 321 new positions, 163 exits, 1272 increased. Top move: QUAL (INCREASED, conviction 66). Portfolio: $56.1B across 2626 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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