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Q2 2026 13F · SEC CIK 2128338

Cerity Partners Retirement Plan Advisors LLC

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

Reported 13F value
$239.4M
Reported positions
34
Holdings vs S&P 500, 3 yrs
—
Assets under management
$40.3B

Cerity Partners Retirement Plan Advisors LLC is an institutional asset manager that reported 34 positions worth $239.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 27.4%), Vanguard Index Fds (VTI, 20.4%), Vanguard Bd Index Fds (BND, 11.1%).

Cerity Partners Retirement Plan Advisors LLC holdings all 34 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 Retirement Plan Advisors LLC 13F holdings
Stock% of 13F valueShare changeReported value
SPYState Str Spdr S&p 500 ETF T27.4%-0.4%$65.7M
VTIVanguard Index Fds20.4%-9.2%$48.9M
BNDVanguard Bd Index Fds11.1%-23.2%$26.5M
VWOVanguard Intl Equity Index F10.1%+107.0%$24.1M
IEMGIshares Inc9.2%—$22.0M
VEAVanguard Ftse Developed Markets Index Fu5.6%-3.7%$13.4M
GOVTIshares Tr3.0%—$7.1M
VOOVanguard Index Fds1.9%+0.3%$4.5M
AGGIshares Tr1.4%—$3.5M
SPYGState Street Spdr Portfolio S&p 500 Grow1.4%—$3.4M
CWISpdr Index Shs Fds1.4%+17.9%$3.4M
NUDMNushares ETF Tr0.9%+0.0%$2.1M
AOAIshares Tr0.7%+13.2%$1.7M
IVVIshares Tr0.7%—$1.7M
IDEVIshares Tr0.7%—$1.6M
IJKIshares S&p Mid Cap 400 Growth0.4%+9.5%$950K
QUALIshares Tr0.4%—$884K
SPABSpdr Series Trust0.3%—$823K
NUEMNushares ETF Tr0.3%+0.0%$816K
IEIIshares Tr0.3%+19.8%$722K
MTUMIshares Tr0.3%—$602K
AORIshares Tr0.2%+14.0%$587K
JSTCTidal Trust I0.2%+0.0%$554K
BILSpdr Series Trust0.2%—$497K
ANGLVaneck ETF Trust0.2%—$446K
AVLVAmerican Centy ETF Tr0.2%—$419K
IQLTIshares Tr0.2%—$401K
RODMLattice Strategies Tr0.2%—$393K
HYGIshares Tr0.2%+19.7%$390K
LQDIshares Tr0.1%+23.1%$288K
USVMVictory Shares US Small Mid Cap ETF0.1%—$285K
DFSVDimensional US Small Cap0.1%—$277K
AVEMAmerican Centy ETF Tr0.1%—$217K
DFAEDimensional ETF Trust0.1%—$212K

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

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
—
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter13F valuePositions
Q2 2026$239.4M34
Q1 2026$195.7M31

Questions about Cerity Partners Retirement Plan Advisors LLC's portfolio

What stocks does Cerity Partners Retirement Plan Advisors LLC own?

Cerity Partners Retirement Plan Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 34 positions worth $239.4M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 27.4%, Vanguard Index Fds (VTI) at 20.4%, Vanguard Bd Index Fds (BND) at 11.1%, Vanguard Intl Equity Index F (VWO) at 10.1% and Ishares Inc (IEMG) at 9.2%.

What did Cerity Partners Retirement Plan Advisors LLC buy last quarter?

In Q2 2026, Cerity Partners Retirement Plan Advisors LLC added a new position in Ishares Inc (IEMG), a new position in Ishares Tr (GOVT), a new position in Ishares Tr (AGG), a new position in State Street Spdr Portfolio S&p 500 Grow (SPYG), a new position in Ishares Tr (IVV), Vanguard Intl Equity Index F (VWO) (+107.0% shares), Ishares Tr (LQD) (+23.1% shares) and Ishares Tr (IEI) (+19.8% shares), compared with its Q1 2026 filing.

What did Cerity Partners Retirement Plan Advisors LLC sell last quarter?

In Q2 2026, Cerity Partners Retirement Plan Advisors LLC sold all of Ishares Tr (IJH), sold all of Ishares Tr (IJR), sold all of Vanguard Bd Index Fds (BSV), sold all of Spdr Series Trust (SPLG), sold all of Vanguard Index Fds (VNQ), Vanguard Bd Index Fds (BND) (-23.2% shares) and Vanguard Index Fds (VTI) (-9.2% shares), compared with its Q1 2026 filing.

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

13F filings are due 45 days after each quarter ends. Cerity Partners Retirement Plan Advisors 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 Retirement Plan Advisors LLC manage?

Cerity Partners Retirement Plan Advisors LLC reported $40.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $239.4M.