Q2 2026 13F · SEC CIK 1566475

Cerity Partners LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $82.4B
Reported positions: 3,267
Top holdings a year, 3 yrs: +20.5%
Assets under management: $161.7B

Cerity Partners LLC is a wealth manager that reported 3,267 positions worth $82.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard S&p 500 ETF (VOO, 4.4%), Apple Inc (AAPL, 3.4%), Nvidia Corporation Com (NVDA, 3.3%). A portfolio copying its top holdings returned 20.5% a year over the last 3 years, against 20.4% for the S&P 500.

Cerity Partners LLC holdings largest 50 of 3,267 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cerity Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	4.4%	4.4%	5,299,979	+3.1%	$3.6B
AAPLApple Inc	3.4%	3.4%	9,612,893	+2.6%	$2.8B
NVDANvidia Corporation Com	3.3%	3.2%	13,610,763	+4.5%	$2.7B
IVVIshares Core S&p 500 ETF	2.5%	2.5%	2,803,692	+5.3%	$2.1B
SPYSpdr S&p 500 ETF Tr	2.0%	2.0%	2,266,287	+5.4%	$1.7B
MSFTMicrosoft Corp	1.9%	2.2%	4,142,310	+1.0%	$1.5B
VEAVanguard Tax-Managed Fds	1.9%	1.9%	21,440,111	+5.0%	$1.5B
GOOGLAlphabet Inc	1.6%	1.4%	3,589,269	+1.5%	$1.3B
GOOGAlphabet Inc	1.5%	1.4%	3,461,072	+1.9%	$1.2B
AMZNAmazon Com Inc Com	1.5%	1.5%	5,095,736	+2.8%	$1.2B
AVGOBroadcom Inc	1.4%	1.3%	3,055,390	+1.3%	$1.2B
IEFAIshares Core Msci Eafe ETF	1.4%	1.5%	11,603,700	+2.2%	$1.1B
AGGIshares Tr	1.2%	1.3%	9,922,031	+11.4%	$982.1M
PGProcter & Gamble Co Com	1.1%	1.3%	6,189,386	-0.2%	$907.6M
LLYLilly Eli & Co	1.1%	1.0%	747,548	+2.0%	$896.6M
QUALIshares Msci USA Quality Factor ETF	1.0%	1.1%	3,854,424	-3.7%	$845.8M
VTIVanguard Index Fds	1.0%	0.9%	2,416,651	+21.8%	$828.0M
METAMeta Platforms Inc Class A	0.9%	1.0%	1,258,578	+4.7%	$709.0M
JPMJpmorgan Chase & Co	0.8%	0.9%	2,130,829	+1.7%	$697.5M
QQQInvesco Qqq Tr	0.7%	0.6%	834,551	+5.2%	$614.5M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	0.6%	2,804,149	+17.8%	$596.6M
IEMGIshares	0.7%	0.6%	7,028,267	+11.9%	$582.2M
IDEVIshares Tr	0.7%	0.6%	6,375,948	+16.8%	$567.5M
IWFIshares Russell 1000 Growth ETF	0.7%	0.7%	4,560,693	+300.3%	$566.3M
SCHXSchwab Stratgc Tr	0.7%	0.7%	18,504,081	-3.5%	$544.6M
IJRIshares Core S&p Small Cap ETF	0.6%	0.6%	3,587,574	+0.3%	$532.1M
JNJJohnson & Johnson	0.6%	0.6%	1,872,006	+1.4%	$475.4M
VOVanguard Index Fds	0.6%	0.5%	5,787,723	+334.5%	$466.4M
IJHIshares Tr	0.6%	0.5%	6,009,259	+6.0%	$463.4M
SGOViShares 0-3 Month Treasury Bon	0.6%	0.5%	4,545,424	+27.5%	$457.6M
VUGVanguard Indx Fd	0.6%	0.4%	5,261,607	+655.7%	$453.3M
VTVVanguard Value ETF	0.5%	0.5%	1,970,185	+21.4%	$429.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	842,055	+4.1%	$421.4M
COSTCostco Whsl Corp New	0.5%	0.6%	438,863	+1.2%	$410.6M
AMDAdvanced Micro Devices Inc	0.5%	—	698,817	—	$405.9M
VVisa Inc Com Cl A	0.5%	0.5%	1,173,343	+2.3%	$402.6M
MTUMIshares Msci USA Momentum Factor ETF	0.5%	0.4%	1,099,673	-7.0%	$377.0M
SPABSpdr Series Trust	0.4%	0.5%	14,403,756	+13.4%	$367.6M
WMTWalmart Inc	0.4%	0.6%	3,076,049	-1.9%	$348.4M
PANWPalo Alto Networks Inc	0.4%	—	1,012,015	—	$345.1M
IWBIshares Russell 1000 ETF	0.4%	0.4%	815,660	+1.9%	$334.0M
MUMicron Technology Inc	0.4%	—	288,481	—	$332.9M
VEUVanguard FTSE All	0.4%	0.4%	3,923,687	+9.5%	$328.6M
ABBVAbbvie Inc	0.4%	0.4%	1,275,203	+4.9%	$320.9M
KLACKla Corp	0.4%	—	1,061,884	—	$320.4M
IQLTIshares Tr	0.4%	—	6,252,224	—	$309.8M
SPLGSpdr Series Trust	0.4%	—	3,492,375	—	$306.9M
TSMTaiwan Semiconductor Manufac	0.4%	—	638,639	—	$305.0M
VGITVanguard Intermediate Treasury ETF	0.4%	0.4%	5,162,594	+7.9%	$304.5M
ITOTIshares Total US Stock Market ETF	0.4%	0.4%	1,838,405	-1.4%	$302.0M

What Cerity Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +20.5% /yr; S&P 500 +20.4%
5 years: +12.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$82.4B	3,267
Q1 2026	$70.5B	3,080
Q4 2025	$68.6B	2,839
Q3 2025	$61.7B	2,739
Q2 2025	$56.1B	2,625
Q1 2025	$48.7B	2,467
Q4 2024	$46.1B	2,415
Q3 2024	$45.2B	2,526
Q2 2024	$36.9B	2,219
Q1 2024	$37.9B	2,284
Q4 2023	$29.9B	1,848
Q3 2023	$19.8B	1,386

Questions about Cerity Partners LLC's portfolio

What stocks does Cerity Partners LLC own?

Cerity Partners LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 3,267 positions worth $82.4B. The largest are Vanguard S&p 500 ETF (VOO) at 4.4%, Apple Inc (AAPL) at 3.4%, Nvidia Corporation Com (NVDA) at 3.3%, Ishares Core S&p 500 ETF (IVV) at 2.5% and Spdr S&p 500 ETF Tr (SPY) at 2.0%.

What did Cerity Partners LLC buy last quarter?

In Q2 2026, Cerity Partners LLC added Vanguard Indx Fd (VUG) (+655.7% shares), Vanguard Index Fds (VO) (+334.5% shares) and Ishares Russell 1000 Growth ETF (IWF) (+300.3% shares), compared with its Q1 2026 filing.

What did Cerity Partners LLC sell last quarter?

In Q2 2026, Cerity Partners LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Short-Term Treasury ETF Total (VGSH), cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 American Centy ETF Tr (AVEM), cut from its top 50 Vanguard Bd Index Fds Vanguard Short Ter (BSV) and Ishares Msci USA Momentum Factor ETF (MTUM) (-7.0% shares), compared with its Q1 2026 filing.

How has Cerity Partners LLC's portfolio performed?

A portfolio copying Cerity Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +12.2% a year against +11.6%.

When is Cerity Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cerity Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cerity Partners LLC manage?

Cerity Partners LLC reported $161.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $82.4B.