Cerity Partners LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,739 positions
VANGUARD S&P 500 ETF | 4.4M | $2.7B | 4.4% | $444.91 | +36.07% | 28 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 8.8M | $2.2B | 3.6% | $200.74 | +26.38% | 10 qtrssince 2023-Q2 | Decreased 0 |
NVIDIA CORP | 11.7M | $2.2B | 3.5% | $73.03 | +154.86% | 28 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 3.7M | $1.9B | 3.1% | $353.11 | +45.48% | 28 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.3M | $1.5B | 2.5% | $458.18 | +44.37% | 28 qtrssince 2018-Q4 | Increased 56 |
SPDR S&P 500 ETF TRUST | 2.2M | $1.3B | 2.1% | $560.62 | +17.56% | 5 qtrssince 2024-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 18.7M | $1.1B | 1.8% | $44.91 | +29.96% | 28 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 11.6M | $1B | 1.6% | $67.11 | +27.05% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.5M | $985.6M | 1.6% | $184.80 | +18.81% | 7 qtrssince 2024-Q1 | Increased 52 |
BROADCOM INC | 2.9M | $947.7M | 1.5% | $115.03 | +184.69% | 28 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.1M | $944.1M | 1.5% | $136.53 | +9.32% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.4M | $831.1M | 1.3% | $134.82 | +79.85% | 11 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.2M | $790.6M | 1.3% | $136.52 | +77.94% | 28 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 3.7M | $721.2M | 1.2% | $146.97 | +31.13% | 19 qtrssince 2021-Q1 | Decreased 0 |
FACEBOOK INC-CLASS A | 970,695 | $710.2M | 1.2% | $489.64 | +49.48% | 28 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE U.S. AGGREGATE | 7M | $703.9M | 1.1% | $91.01 | +6.22% | 20 qtrssince 2020-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 2M | $620.1M | 1.0% | $164.11 | +88.60% | 28 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MKT ETF | 1.7M | $561.4M | 0.9% | $249.92 | +29.83% | 28 qtrssince 2018-Q4 | Increased 45 |
ELI LILLY & CO | 690,583 | $525.5M | 0.9% | $550.41 | +37.75% | 28 qtrssince 2018-Q4 | Increased 50 |
SCHWAB US LARGE-CAP ETF | 18.9M | $496.9M | 0.8% | $18.51 | +41.13% | 20 qtrssince 2020-Q4 | Increased 44 |
Cerity Partners LLC manages $61.7B across 2739 positions as of Q3 2025. Top holdings: VOO (4.4%), AAPL (3.6%), NVDA (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 276 new positions, 162 exits, 1367 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $61.7B across 2739 positions.
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Portfolio allocation by GICS sector
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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