Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,871 positions
VANGUARD INDEX FDS | 4.7M | $2.9B | 4.3% | $455.61 | +36.46% | 29 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 9.1M | $2.5B | 3.6% | $203.21 | +33.42% | 11 qtrssince 2023-Q2 | Increased 61 |
NVIDIA CORPORATION | 12.6M | $2.3B | 3.4% | $80.87 | +130.09% | 29 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 3.8M | $1.8B | 2.7% | $357.83 | +34.30% | 29 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 2.5M | $1.7B | 2.5% | $478.82 | +41.88% | 29 qtrssince 2018-Q4 | Increased 60 |
SPDR S&P 500 ETF TR | 2.1M | $1.4B | 2.0% | $560.62 | +20.69% | 6 qtrssince 2024-Q3 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 19.3M | $1.2B | 1.8% | $45.50 | +36.01% | 29 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 3.5M | $1.1B | 1.6% | $139.17 | +124.46% | 12 qtrssince 2023-Q1 | Increased 52 |
AMAZON COM INC | 4.7M | $1.1B | 1.6% | $187.16 | +23.33% | 8 qtrssince 2024-Q1 | Increased 53 |
ALPHABET INC | 3.4M | $1.1B | 1.5% | $142.56 | +119.69% | 29 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 3M | $1B | 1.5% | $122.43 | +181.15% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 11.2M | $1B | 1.5% | $67.11 | +33.92% | 29 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 6.1M | $876.7M | 1.3% | $136.53 | +2.68% | 29 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 8M | $798.2M | 1.2% | $91.81 | +6.29% | 21 qtrssince 2020-Q4 | Increased 57 |
ELI LILLY & CO | 708,180 | $761.1M | 1.1% | $563.31 | +89.86% | 29 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC | 1.1M | $721M | 1.1% | $508.44 | +29.49% | 29 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 3.5M | $700.9M | 1.0% | $146.97 | +34.32% | 20 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $660.8M | 1.0% | $170.47 | +86.38% | 29 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.9M | $629M | 0.9% | $257.18 | +29.26% | 29 qtrssince 2018-Q4 | Increased 49 |
SCHWAB STRATEGIC TR | 19M | $511M | 0.7% | $18.56 | +44.19% | 21 qtrssince 2020-Q4 | Increased 44 |
Cerity Partners LLC manages $68.6B across 2871 positions as of Q4 2025. Top holdings: VOO (4.3%), AAPL (3.6%), NVDA (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 299 new positions, 187 exits, 1488 increased. Top move: NVDA (INCREASED, conviction 63). Portfolio: $68.6B across 2871 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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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