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Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
2,739
+114 vs. Q2 2025
Portfolio value
$61.7B
+$5.62B (+10.0%) vs. Q2 2025
Filed
Oct 22, 2025
SEC
Holdings of Cerity Partners LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF4,401,078$2.69B4.4%+119,519+2.8%Added–
AAPLApple Inc.Stock8,800,700$2.22B3.6%−49,987−0.6%ReducedHistory
NVDANVIDIA CorpStock11,717,139$2.18B3.5%+806,933+7.4%AddedHistory
MSFTMicrosoft CorpStock3,663,123$1.90B3.1%−28,131−0.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF2,309,968$1.55B2.5%+45,343+2.0%Added–
SPYSPDR S&P 500 ETF TrustETF2,186,767$1.32B2.1%−18,369−0.8%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF18,676,897$1.12B1.8%+1,194,218+6.8%Added–
iShares Core MSCI Eafe ETF46432F842ETF11,600,724$1.01B1.6%−79,970−0.7%Reduced–
AMZNAmazon Com IncStock4,498,676$985.6M1.6%+183,237+4.2%AddedHistory
AVGOBroadcom Inc.Stock2,872,494$947.7M1.5%−6,945−0.2%ReducedHistory
PGProcter & Gamble CoStock6,144,729$944.1M1.5%−388,971−6.0%ReducedHistory
GOOGLAlphabet Inc.Stock3,418,726$831.1M1.3%−59,193−1.7%ReducedHistory
GOOGAlphabet Inc.Stock3,245,951$790.6M1.3%−37,717−1.1%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF3,709,017$721.2M1.2%−46,863−1.2%Reduced–
METAMeta Platforms, Inc.Stock970,695$710.2M1.2%+89,737+10.2%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF7,021,638$703.9M1.1%+317,285+4.7%Added–
JPMJPMorgan Chase & CoStock1,965,883$620.1M1.0%−31,999−1.6%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,710,873$561.4M0.9%+39,671+2.4%Added–
LLYEli Lilly & CoStock690,583$525.5M0.9%+83,385+13.7%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF18,864,225$496.9M0.8%+133,206+0.7%Added–
iShares Core S&P Small Cap ETF464287804ETF4,049,483$481.2M0.8%+294,549+7.8%Added–
Invesco QQQ Trust Series I46090E103ETF730,613$438.6M0.7%−944−0.1%Reduced–
BRK.BBerkshire Hathaway IncStock767,928$386.1M0.6%−7,067−0.9%ReducedHistory
VVisa Inc.Stock1,110,186$379.0M0.6%−2,297−0.2%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF798,380$374.0M0.6%−86,480−9.8%Reduced–
COSTCostco Wholesale CorpStock403,482$373.5M0.6%+9,775+2.5%AddedHistory
CACCCredit Acceptance CorpCOM796,563$371.9M0.6%−910.0%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,756,382$333.2M0.5%+54,925+3.2%Added–
JNJJohnson & JohnsonStock1,782,644$330.6M0.5%−28,920−1.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF4,992,224$325.8M0.5%+585,414+13.3%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,735,848$312.2M0.5%+291,212+6.6%Added–
WMTWalmart Inc.Stock3,011,208$310.3M0.5%+60,760+2.1%AddedHistory
HDHome Depot, Inc.Stock762,518$308.9M0.5%+6,968+0.9%AddedHistory
ORCLOracle CorpStock1,065,726$299.7M0.5%+23,756+2.3%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,151,952$295.4M0.5%+29,230+2.6%Added–
iShares Tr464287150CORE S&P TTL STK2,016,646$293.7M0.5%−13,635−0.7%Reduced–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,074,917$286.3M0.5%+541,686+5.1%Added–
iShares Tr464287622RUS 1000 ETF757,510$276.9M0.4%+8,149+1.1%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF943,047$276.8M0.4%+21,575+2.3%Added–
Vanguard Morningstar Growth ETF922908736ETF572,552$274.6M0.4%+177,971+45.1%Added–
ABBVAbbVie Inc.Stock1,137,257$263.3M0.4%+5,121+0.5%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF5,092,944$258.4M0.4%−138,190−2.6%Reduced–
ITWIllinois Tool Works IncStock922,437$240.5M0.4%−24,787−2.6%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,961,733$233.1M0.4%+283,748+7.7%Added–
Vanguard Short-Term Bond ETF921937827ETF2,906,337$229.3M0.4%+302,134+11.6%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,815,434$229.0M0.4%−10,429−0.3%Reduced–
IAUiShares Gold TrustETF3,129,037$227.7M0.4%+69,183+2.3%AddedHistory
XOMExxonMobil Holdings CorpCOM1,999,860$225.5M0.4%−14,586−0.7%ReducedHistory
Schwab US Tips ETF808524870ETF8,355,667$225.2M0.4%+587,890+7.6%Added–
MAMastercard IncStock392,203$223.1M0.4%−3,433−0.9%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD1,846,448$220.7M0.4%+46,932+2.6%Added–
TSLATesla, Inc.Stock501,356$220.4M0.4%+44,222+9.7%AddedHistory
iShares Tr4642874571 3 YR TREAS BD2,617,150$217.1M0.4%+106,083+4.2%Added–
TJXTJX Companies IncStock1,469,597$212.4M0.3%+38,622+2.7%AddedHistory
BACBank of America CorpStock4,098,167$211.4M0.3%+107,003+2.7%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,214,984$211.0M0.3%+62,340+1.5%Added–
ABTAbbott LaboratoriesStock1,530,328$205.0M0.3%−8,052−0.5%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY4,601,128$203.6M0.3%−17,863−0.4%Reduced–
American Centy ETF Tr025072604AVANTIS EMGMKT2,687,213$202.1M0.3%+72,106+2.8%Added–
CVXChevron CorpStock1,285,825$199.7M0.3%+62,400+5.1%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,782,956$198.6M0.3%+211,132+8.2%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,472,564$192.1M0.3%+16,921+0.5%Added–
Vanguard Information Technology ETF92204A702ETF256,353$191.4M0.3%−1,510−0.6%Reduced–
Vanguard Morningstar Value ETF922908744ETF1,016,839$189.6M0.3%+124,233+13.9%Added–
RTXRTX CorpStock1,127,670$188.7M0.3%−6,928−0.6%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY1,861,672$187.5M0.3%−612,316−24.8%Reduced–
APHAmphenol CorpCL A1,483,153$183.5M0.3%+1,982+0.1%AddedHistory
PANWPalo Alto Networks IncStock900,934$183.4M0.3%+27,808+3.2%AddedHistory
Schwab US Dividend Equity ETF808524797ETF6,599,938$180.2M0.3%+1,005,469+18.0%Added–
Vanguard World FD921910816MEGA GRWTH IND444,933$179.1M0.3%−5,005−1.1%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF3,258,896$176.6M0.3%+291,999+9.8%Added–
CSCOCisco Systems, Inc.Stock2,515,793$172.1M0.3%+27,257+1.1%AddedHistory
NFLXNetflix IncStock144,157$168.1M0.3%+11,566+8.7%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF650,785$165.5M0.3%+22,223+3.5%Added–
American Centy ETF Tr025072349US LARGE CAP VLU2,271,804$164.2M0.3%+64,531+2.9%Added–
BLKBlackRock, Inc.Stock139,072$162.1M0.3%+1,465+1.1%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF5,436,349$161.1M0.3%−567,574−9.5%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR560,077$156.4M0.3%+19,145+3.5%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,038,467$155.8M0.3%−56,133−1.4%Reduced–
Schwab International Equity ETF808524805ETF6,686,521$155.7M0.3%+30,540+0.5%Added–
GLDSPDR Gold TrustETF428,548$152.4M0.2%+1,798+0.4%AddedHistory
CRMSalesforce, Inc.Stock643,039$152.4M0.2%−10,976−1.7%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF712,413$149.1M0.2%−35,641−4.8%Reduced–
iShares MSCI Eafe ETF464287465ETF1,607,941$148.9M0.2%−10,218−0.6%Reduced–
MCDMcDonalds CorpStock482,692$146.7M0.2%−1,057−0.2%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF668,963$144.4M0.2%+17,510+2.7%Added–
PLTRPalantir Technologies Inc.Stock789,096$143.9M0.2%+14,589+1.9%AddedHistory
GSGoldman Sachs Group IncStock180,301$143.6M0.2%+4,692+2.7%AddedHistory
MRKMerck & Co., Inc.Stock1,709,626$143.5M0.2%−277,099−13.9%ReducedHistory
iShares Tr46435G326CORE MSCI INTL1,770,943$142.0M0.2%+1,278,836+259.9%Added–
INTUIntuit Inc.Stock207,045$141.4M0.2%+15,979+8.4%AddedHistory
Lattice Strategies Tr518416102HARTFORD MLT ETF3,959,969$140.7M0.2%+62,804+1.6%Added–
PEPPepsiCo IncStock990,905$139.2M0.2%+52,746+5.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock282,207$138.4M0.2%−4,098−1.4%ReducedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL2,953,818$136.2M0.2%+187,126+6.8%Added–
DISWalt Disney CoStock1,153,875$132.1M0.2%+1,069+0.1%AddedHistory
GEGeneral Electric CoStock430,337$129.5M0.2%+17,890+4.3%AddedHistory
iShares Russell 2000 ETF464287655ETF525,001$127.0M0.2%−12,356−2.3%Reduced–
Victory Portfolios II92647N568USAA MSCI USA SM1,393,859$126.2M0.2%+29,245+2.1%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,688,945$125.9M0.2%+18,041+0.7%Added–

Sold out since Q2 2025 (159)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 159 by value last quarter.

Positions of Cerity Partners LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM23,127$8.12M<0.1%History
EPACEnerpac Tool Group CorpCL A COM196,817$7.98M<0.1%History
HESHess CorpStock29,435$4.08M<0.1%History
BRKRBruker CorpCOM85,729$3.53M<0.1%History
AAONAaon, Inc.COM PAR $0.00442,529$3.14M<0.1%History
CHXChampionX CorpCOM94,032$2.34M<0.1%History
BlackRock ETF Trust II iShares Larg Cap Added092528801ETF73,774$2.29M<0.1%–
CECelanese CorpStock35,642$1.97M<0.1%History
WBAWalgreens Boots Alliance, Inc.COM164,857$1.89M<0.1%History
EEFTEuronet Worldwide, Inc.COM18,204$1.85M<0.1%History
SKXSkechers USA IncCL A25,276$1.59M<0.1%History
Ea Series Trust02072Q655BUSHIDO CAP SMID331,926$1.12M<0.1%–
BRKLBrookline Bancorp IncCOM99,287$1.05M<0.1%History
RDWRedwire CorpStock53,636$874.3K<0.1%History
MLNKMeridianLink, Inc.COMMON STOCK49,609$805.2K<0.1%History
LNTHLantheus Holdings, Inc.Stock9,432$772.1K<0.1%History
AVOMission Produce, Inc.COM63,180$740.5K<0.1%History
iShares Inc464286806MSCI GERMANY ETF17,448$738.2K<0.1%–
AMEDAmedisys IncCOM7,426$730.6K<0.1%History
Innovator ETFs Trust45782C318US EQTY PWR BUF18,500$699.1K<0.1%–
PLAYDave & Buster's Entertainment, Inc.COM22,654$681.4K<0.1%History
BPMCBlueprint Medicines CorpCOM5,035$645.4K<0.1%History
VCYTVeracyte, Inc.COM23,424$633.2K<0.1%History
RHPRyman Hospitality Properties, Inc.COM6,211$612.8K<0.1%History
AZEKAZEK Co Inc.CL A10,703$581.7K<0.1%History
ESGREnstar Group LTDSHS1,674$563.1K<0.1%History
TTITetra Technologies IncCOM166,571$559.7K<0.1%History
JNPRJuniper Networks IncCOM13,478$538.2K<0.1%History
SAGESage Therapeutics, Inc.COM53,300$486.1K<0.1%History
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF43,407$449.3K<0.1%History
SPSCSPS Commerce IncCOM3,146$428.1K<0.1%History
MIDDMIDDLEBY CorpCOM2,929$421.8K<0.1%History
PLYMPlymouth Industrial REIT, Inc.COM25,929$416.4K<0.1%History
SPDR Series Trust78468R721STATE STREET SPD9,211$411.4K<0.1%–
SEZLSezzle Inc.COM2,289$410.3K<0.1%History
BOOTBoot Barn Holdings, Inc.COM2,615$397.5K<0.1%History
UNITUniti Group Inc.COM90,951$392.9K<0.1%History
iShares Tr46435G219INVT GRAD SY ETF8,614$391.4K<0.1%–
DTDynatrace, Inc.Stock7,018$387.5K<0.1%History
QFINQfin Holdings, Inc.AMERICAN DEP8,925$387.0K<0.1%History
AFGAmerican Financial Group IncCOM2,941$371.3K<0.1%History
PPBIPacific Premier Bancorp IncCOM17,578$370.7K<0.1%History
BNTXBioNTech SESPONSORED ADS3,407$362.8K<0.1%History
VanEck ETF Trust92189F387SHRT HGH YLD MUN15,894$359.0K<0.1%–
RDFNRedfin CorpCOM31,501$352.5K<0.1%History
ENOVEnovis CORPCOM10,866$340.8K<0.1%History
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A19,106$339.1K<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK15,706$337.8K<0.1%History
RDUSRadius Recycling, Inc.CL A11,212$332.9K<0.1%History
GPKGraphic Packaging Holding CoCOM15,392$324.3K<0.1%History
SHP ETF Trust78433H105FIS KNIGHTS10,335$322.8K<0.1%–
CUZCousins Properties IncCOM NEW10,535$316.4K<0.1%History
BEPCBrookfield Renewable CorpCL A EX SUB VTG9,468$310.4K<0.1%History
COLDAmericold Realty TrustCOM18,195$302.6K<0.1%History
ASTSAST SpaceMobile, Inc.COM CL A6,215$291.2K<0.1%History
INSPInspire Medical Systems, Inc.COM2,243$291.1K<0.1%History
Innovator ETFs Trust45782C508US EQTY PWR BUF6,605$290.9K<0.1%–
EPRTEssential Properties Realty Trust, Inc.COM8,980$286.6K<0.1%History
STAGSTAG Industrial, Inc.COM7,870$285.5K<0.1%History
BCCBoise Cascade CoCOM3,274$284.2K<0.1%History
DBOInvesco DB Oil FundOIL FD21,116$279.2K<0.1%History
JOEST JOE CoCOM5,749$274.2K<0.1%History
Pgim ETF Tr69344A107PGIM ULTRA SH BD5,491$273.2K<0.1%–
KRCKilroy Realty CorpCOM7,930$272.2K<0.1%History
STRSitio Royalties Corp.CLASS A COM14,421$265.1K<0.1%History
PPLIPeople IncCOM NEW7,035$262.7K<0.1%History
VERVVerve Therapeutics, Inc.COM23,291$261.6K<0.1%History
ENVAEnova International, Inc.COM2,326$259.4K<0.1%History
VTLEVital Energy, Inc.COM15,751$253.4K<0.1%History
OLOOlo Inc.CL A27,912$248.4K<0.1%History
QXOQXO, Inc.COM NEW11,346$244.4K<0.1%History
SCLStepan CoCOM4,419$241.2K<0.1%History
SBCFSeacoast Banking Corp of FloridaCOM NEW8,663$239.3K<0.1%History
WULFTerawulf Inc.COM53,627$237.9K<0.1%History
CNXCNX Resources CorpCOM7,019$236.4K<0.1%History
POWIPower Integrations IncCOM4,182$233.8K<0.1%History
NSITInsight Enterprises IncCOM1,643$226.9K<0.1%History
XRXXerox Holdings CorpCOM NEW42,263$222.7K<0.1%History
CWANClearwater Analytics Holdings, Inc.CL A10,137$222.3K<0.1%History
UPSTUpstart Holdings, Inc.COM3,391$219.3K<0.1%History
iShares U.S. Regional Banks ETF464288778ETF4,373$216.7K<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF5,361$213.4K<0.1%–
Fidelity Covington Trust31609A107ENHANCED LARGE6,708$213.1K<0.1%–
OPCHOption Care Health, Inc.COM NEW6,550$212.7K<0.1%History
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X18,000$212.6K<0.1%–
NMMNavios Maritime Partners L.P.COM UNIT LPI5,633$212.3K<0.1%History
FBPFirst BancorpCOM NEW10,149$211.4K<0.1%History
BlackRock ETF Trust09290C806ISHA US THEM ETF5,921$210.7K<0.1%–
GMSGMS Inc.COM1,932$210.1K<0.1%History
LBRDALiberty Broadband CorpCOM SER A2,103$205.7K<0.1%History
iShares Tr46435G243ESG AWRE 1 5 YR8,013$201.7K<0.1%–
AZTAAzenta, Inc.COM6,505$200.2K<0.1%History
Global X FDS37954Y657US PFD ETF10,203$193.1K<0.1%–
TCPCBlackRock TCP Capital Corp.COM24,643$189.8K<0.1%History
PFSProvident Financial Services IncCOM10,093$176.9K<0.1%History
MACMacerich CoCOM10,022$162.2K<0.1%History
INMDInMode Ltd.SHS10,688$154.3K<0.1%History
Paramount Global92556H206CL B11,389$146.9K<0.1%–
AVTRAvantor, Inc.COM10,211$137.4K<0.1%History
CLBCore Laboratories Inc.COM10,127$116.7K<0.1%History