Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,626 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 4.3M | $2.4B | 4.3% | $444.07 | +26.56% | 27 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 3.7M | $1.8B | 3.3% | $355.38 | +39.06% | 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% | $116.07 | +35.89% | 27 qtrssince 2018-Q4 | Increased 59 |
ISHARES CORE S&P 500 ETF | 2.3M | $1.4B | 2.5% | $455.49 | +34.67% | 27 qtrssince 2018-Q4 | Increased 60 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $1.2B | 2.2% | $562.72 | +8.65% | 4 qtrssince 2024-Q3 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.5M | $1B | 1.9% | $136.53 | +12.59% | 27 qtrssince 2018-Q4 | Increased 50 |
VANGUARD FTSE DEVELOPED ETF | 17.5M | $996.7M | 1.8% | $44.36 | +25.37% | 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% | $183.96 | +21.39% | 6 qtrssince 2024-Q1 | Increased 51 |
BROADCOM INC | 2.9M | $793.7M | 1.4% | $163.94 | +66.92% | 27 qtrssince 2018-Q4 | Increased 50 |
ISHARES MSCI USA QUALITY FAC | 3.8M | $686.9M | 1.2% | $146.68 | +23.12% | 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-CLASS A | 880,958 | $650.2M | 1.2% | $465.62 | +57.33% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.5M | $613M | 1.1% | $134.13 | +32.90% | 10 qtrssince 2023-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 2M | $579.2M | 1.0% | $165.33 | +71.22% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.3M | $570.2M | 1.0% | $137.19 | +29.74% | 27 qtrssince 2018-Q4 | Increased 51 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.7M | $508M | 0.9% | $250.27 | +20.15% | 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 US LARGE-CAP ETF | 18.7M | $457.8M | 0.8% | $21.49 | +12.55% | 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 Rating: 3.5/5.0.
Active quarter - 320 new positions, 162 exits, 1271 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
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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