Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,871 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 4.7M | $2.9B | 4.3% | $459.62 | +37.44% | 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 CORP | 12.6M | $2.3B | 3.4% | $125.24 | +49.75% | 29 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 3.8M | $1.8B | 2.7% | $360.26 | +35.31% | 29 qtrssince 2018-Q4 | Increased 57 |
ISHARES CORE S&P 500 ETF | 2.5M | $1.7B | 2.5% | $481.08 | +43.41% | 29 qtrssince 2018-Q4 | Increased 60 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $1.4B | 2.0% | $562.72 | +22.09% | 6 qtrssince 2024-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 19.3M | $1.2B | 1.8% | $45.89 | +36.84% | 29 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 3.5M | $1.1B | 1.6% | $138.53 | +126.55% | 12 qtrssince 2023-Q1 | Increased 52 |
AMAZON.COM INC | 4.7M | $1.1B | 1.6% | $187.92 | +23.74% | 8 qtrssince 2024-Q1 | Increased 53 |
ALPHABET INC-CL C | 3.4M | $1.1B | 1.5% | $143.25 | +119.58% | 29 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 3M | $1B | 1.5% | $171.12 | +104.45% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 11.2M | $1B | 1.5% | $67.11 | +33.92% | 29 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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-CLASS A | 1.1M | $721M | 1.1% | $510.70 | +30.40% | 29 qtrssince 2018-Q4 | Increased 56 |
ISHARES MSCI USA QUALITY FAC | 3.5M | $700.9M | 1.0% | $146.68 | +36.42% | 20 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $660.8M | 1.0% | $171.82 | +87.39% | 29 qtrssince 2018-Q4 | Increased 46 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.9M | $629M | 0.9% | $259.59 | +30.15% | 29 qtrssince 2018-Q4 | Increased 49 |
SCHWAB US LARGE-CAP ETF | 19M | $511M | 0.7% | $21.56 | +25.77% | 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 Rating: 4.5/5.0.
Active quarter - 298 new positions, 185 exits, 1487 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
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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