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Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
2,851
+112 vs. Q3 2025
Portfolio value
$68.6B
+$6.92B (+11.2%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of Cerity Partners LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF4,684,615$2.94B4.3%+283,537+6.4%Added–
AAPLApple Inc.Stock9,120,631$2.48B3.6%+319,931+3.6%AddedHistory
NVDANVIDIA CorpStock12,589,530$2.35B3.4%+872,391+7.4%AddedHistory
MSFTMicrosoft CorpStock3,803,858$1.84B2.7%+140,735+3.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF2,547,714$1.75B2.5%+237,746+10.3%Added–
SPYSPDR S&P 500 ETF TrustETF2,062,749$1.41B2.1%−124,018−5.7%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF19,343,762$1.21B1.8%+666,865+3.6%Added–
GOOGLAlphabet Inc.Stock3,504,667$1.10B1.6%+85,941+2.5%AddedHistory
AMZNAmazon Com IncStock4,741,160$1.09B1.6%+242,484+5.4%AddedHistory
GOOGAlphabet Inc.Stock3,360,889$1.05B1.5%+114,938+3.5%AddedHistory
AVGOBroadcom Inc.Stock2,968,332$1.03B1.5%+95,838+3.3%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF11,216,043$1.00B1.5%−384,681−3.3%Reduced–
PGProcter & Gamble CoStock6,117,187$876.7M1.3%−27,542−0.4%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF7,991,803$798.2M1.2%+970,165+13.8%Added–
LLYEli Lilly & CoStock708,180$761.1M1.1%+17,597+2.5%AddedHistory
METAMeta Platforms, Inc.Stock1,092,345$721.0M1.1%+121,650+12.5%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF3,527,690$700.9M1.0%−181,327−4.9%Reduced–
JPMJPMorgan Chase & CoStock2,050,821$660.8M1.0%+84,938+4.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,876,008$629.0M0.9%+165,135+9.7%Added–
Schwab U.S. Large-Cap ETF808524201ETF18,990,659$511.0M0.7%+126,434+0.7%Added–
TSLATesla, Inc.Stock1,081,545$486.4M0.7%+580,189+115.7%AddedHistory
TJXTJX Companies IncStock3,013,077$462.8M0.7%+1,543,480+105.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF751,154$461.4M0.7%+20,541+2.8%Added–
iShares Russell 1000 Growth ETF464287614ETF964,215$456.4M0.7%+165,835+20.8%Added–
iShares Core S&P Small Cap ETF464287804ETF3,658,671$439.7M0.6%−390,812−9.7%Reduced–
VVisa Inc.Stock1,133,134$397.4M0.6%+22,948+2.1%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY3,943,067$395.8M0.6%+2,081,395+111.8%Added–
BRK.BBerkshire Hathaway IncStock782,056$393.1M0.6%+14,128+1.8%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,963,478$376.1M0.5%+207,096+11.8%Added–
JNJJohnson & JohnsonStock1,806,885$374.0M0.5%+24,241+1.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF5,286,074$355.4M0.5%+550,226+11.6%Added–
WMTWalmart Inc.Stock3,171,875$353.4M0.5%+160,667+5.3%AddedHistory
COSTCostco Wholesale CorpStock405,773$349.9M0.5%+2,291+0.6%AddedHistory
CACCCredit Acceptance CorpCOM786,833$348.9M0.5%−9,730−1.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF5,102,306$336.8M0.5%+110,082+2.2%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,117,113$324.7M0.5%+174,066+18.5%Added–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11,679,296$300.7M0.4%+604,379+5.5%Added–
iShares Tr464287150CORE S&P TTL STK1,962,466$291.8M0.4%−54,180−2.7%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,156,354$289.4M0.4%+4,402+0.4%Added–
iShares Tr46435G326CORE MSCI INTL3,476,958$286.8M0.4%+1,706,015+96.3%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS4,830,914$283.7M0.4%+869,181+21.9%Added–
iShares Tr464287622RUS 1000 ETF745,035$278.2M0.4%−12,475−1.6%Reduced–
ABBVAbbVie Inc.Stock1,199,683$274.1M0.4%+62,426+5.5%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF556,035$271.3M0.4%−16,517−2.9%Reduced–
IAUiShares Gold TrustETF3,282,216$266.4M0.4%+153,179+4.9%AddedHistory
HDHome Depot, Inc.Stock761,790$262.2M0.4%−728−0.1%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF3,293,170$259.5M0.4%+386,833+13.3%Added–
Vanguard Morningstar Value ETF922908744ETF1,333,021$254.6M0.4%+316,182+31.1%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS4,222,061$253.0M0.4%+406,627+10.7%Added–
XOMExxonMobil Holdings CorpCOM2,094,143$252.0M0.4%+94,283+4.7%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF4,882,933$247.0M0.4%−210,011−4.1%Reduced–
Schwab US Tips ETF808524870ETF9,291,730$246.1M0.4%+936,063+11.2%Added–
TMOThermo Fisher Scientific Inc.Stock411,042$238.2M0.3%+201,956+96.6%AddedHistory
BACBank of America CorpStock4,269,266$234.8M0.3%+171,099+4.2%AddedHistory
iShares Tr4642886613 7 YR TREAS BD1,954,658$233.3M0.3%+108,210+5.9%Added–
ORCLOracle CorpStock1,183,991$230.8M0.3%+118,265+11.1%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,124,733$229.9M0.3%+341,777+12.3%Added–
MAMastercard IncStock402,032$229.5M0.3%+9,829+2.5%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT2,886,258$223.3M0.3%+199,045+7.4%Added–
RTXRTX CorpStock1,207,620$221.5M0.3%+79,950+7.1%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY4,835,530$220.6M0.3%+234,402+5.1%Added–
iShares Tr4642874571 3 YR TREAS BD2,657,363$220.1M0.3%+40,213+1.5%Added–
ITWIllinois Tool Works IncStock841,877$207.4M0.3%−80,560−8.7%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,039,189$203.1M0.3%−175,795−4.2%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,569,519$202.8M0.3%+96,955+2.8%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF770,780$198.8M0.3%+119,995+18.4%Added–
ABTAbbott LaboratoriesStock1,579,648$197.9M0.3%+49,320+3.2%AddedHistory
CSCOCisco Systems, Inc.Stock2,566,130$197.7M0.3%+50,337+2.0%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF3,599,061$193.5M0.3%+340,165+10.4%Added–
American Centy ETF Tr025072349US LARGE CAP VLU2,511,491$190.3M0.3%+239,687+10.6%Added–
Vanguard Information Technology ETF92204A702ETF251,932$189.9M0.3%−4,421−1.7%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF857,698$188.5M0.3%+188,735+28.2%Added–
Vanguard World FD921910816MEGA GRWTH IND450,601$186.0M0.3%+5,668+1.3%Added–
CVXChevron CorpStock1,204,393$183.6M0.3%−81,432−6.3%ReducedHistory
APHAmphenol CorpCL A1,352,810$182.8M0.3%−130,343−8.8%ReducedHistory
MRKMerck & Co., Inc.Stock1,719,450$181.0M0.3%+9,824+0.6%AddedHistory
PANWPalo Alto Networks IncStock949,186$174.8M0.3%+48,252+5.4%AddedHistory
GLDSPDR Gold TrustETF438,250$173.8M0.3%+9,702+2.3%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF811,830$169.8M0.2%+99,417+14.0%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR552,566$167.9M0.2%−7,511−1.3%ReducedHistory
GSGoldman Sachs Group IncStock186,287$163.8M0.2%+5,986+3.3%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF5,437,844$163.5M0.2%+1,4950.0%Added–
Schwab International Equity ETF808524805ETF6,703,358$161.1M0.2%+16,837+0.3%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF3,995,456$158.2M0.2%−43,011−1.1%Reduced–
BLKBlackRock, Inc.Stock147,415$157.8M0.2%+8,343+6.0%AddedHistory
CATCaterpillar IncStock270,926$155.3M0.2%+12,972+5.0%AddedHistory
iShares MSCI Eafe ETF464287465ETF1,612,846$154.9M0.2%+4,905+0.3%Added–
MCDMcDonalds CorpStock504,941$154.3M0.2%+22,249+4.6%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL3,077,484$153.6M0.2%+123,666+4.2%Added–
Lattice Strategies Tr518416102HARTFORD MLT ETF4,037,300$149.3M0.2%+77,331+2.0%Added–
PEPPepsiCo IncStock1,038,712$149.1M0.2%+47,807+4.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF5,432,741$149.0M0.2%−1,167,197−17.7%Reduced–
GEGeneral Electric CoStock481,946$148.5M0.2%+51,609+12.0%AddedHistory
PLTRPalantir Technologies Inc.Stock824,134$146.5M0.2%+35,038+4.4%AddedHistory
AMDAdvanced Micro Devices IncStock676,784$145.0M0.2%+41,846+6.6%AddedHistory
CRMSalesforce, Inc.Stock533,938$141.4M0.2%−109,101−17.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,742,393$138.9M0.2%+186,055+12.0%Added–
INTUIntuit Inc.Stock208,473$138.1M0.2%+1,428+0.7%AddedHistory
DISWalt Disney CoStock1,186,769$135.0M0.2%+32,894+2.9%AddedHistory
AMGNAmgen IncStock411,873$134.8M0.2%−4,309−1.0%ReducedHistory

Options (19)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Cerity Partners LLC in Q4 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$28.0M
TSLATesla, Inc.Stock–$1.74M
NVDANVIDIA CorpStock$939.6K$260.9K
NFLXNetflix IncStock$771.0K–
ANETArista Networks, Inc.Stock–$428.7K
AAPLApple Inc.Stock$338.5K–
NVONovo Nordisk A SADR$322.2K–
iShares MSCI Eafe ETF464287465ETF–$294.7K
METAMeta Platforms, Inc.Stock$285.0K–
ETNEaton Corp plcStock$223.3K–
AMZNAmazon Com IncStock–$188.3K
CRCLCircle Internet Group, Inc.COM CL A–$88.0K
MSTRStrategy IncStock–$47.9K
State Street Utilities Select Sector SPDR ETF81369Y886ETF–$29.4K
iShares Inc464286871MSCI HONG KG ETF–$18.5K
PYPLPayPal Holdings, Inc.Stock–$12.2K
FUBOFuboTV Inc.COM–$12.0K
ASSTStrive, Inc.CL A COM–$5.46K
NVTSNavitas Semiconductor CorpCOM–$1.54K

Sold out since Q3 2025 (182)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 182 by value last quarter.

Positions of Cerity Partners LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW678,771$40.2M0.1%History
GDYNGrid Dynamics Holdings, Inc.CL A1,143,624$8.82M<0.1%History
IPGInterpublic Group of Companies, Inc.COM306,927$8.57M<0.1%History
KKellanovaStock64,380$5.28M<0.1%History
PBPBPotbelly CorpCOM186,166$3.17M<0.1%History
POSTPost Holdings, Inc.COM26,797$2.88M<0.1%History
WINGWingstop Inc.COM10,602$2.67M<0.1%History
PINCPremier, Inc.CL A95,877$2.67M<0.1%History
SNSharkNinja, Inc.COM SHS22,277$2.30M<0.1%History
CVLTCommvault Systems IncCOM10,005$1.89M<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD126,771$1.70M<0.1%–
PRIPrimerica, Inc.Stock5,625$1.56M<0.1%History
CCCCCC Intelligent Solutions Holdings Inc.COM170,170$1.55M<0.1%History
CFCF Industries Holdings, Inc.COM14,204$1.27M<0.1%History
LNWOLight & Wonder, Inc.COM14,663$1.23M<0.1%History
DJPBarclays Bank PLCDJUBS CMDT ETN3630,385$1.08M<0.1%History
ALEAllete IncCOM NEW15,896$1.06M<0.1%History
EGOEldorado Gold CorpCOM36,161$1.04M<0.1%History
XPROExpro LtdCOM87,487$1.04M<0.1%History
NGLNGL Energy Partners LPCOM UNIT REPST160,349$962.1K<0.1%History
ROCKGibraltar Industries, Inc.COM15,012$942.8K<0.1%History
SCSSteelcase IncCL A54,747$941.6K<0.1%History
ALEXAlexander & Baldwin, Inc.COM50,890$925.7K<0.1%History
VTSVitesse Energy, Inc.COMMON STOCK38,937$904.5K<0.1%History
CTSCTS CorpCOM22,592$902.3K<0.1%History
AFYAAfya LtdCL A COM53,181$829.6K<0.1%History
LTHLife Time Group Holdings, Inc.COMMON STOCK29,771$821.7K<0.1%History
FMCFMC CorpCOM NEW23,280$782.9K<0.1%History
ITRIItron, Inc.COM6,249$778.4K<0.1%History
Goldman Sachs ETF Tr381430529ACCES TREASURY7,717$773.5K<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW54,802$745.3K<0.1%History
Fidelity Covington Trust316092352BLUE CHIP GRWTH13,654$732.7K<0.1%–
ENREnergizer Holdings, Inc.COM28,297$704.3K<0.1%History
VBTXVeritex Holdings, Inc.COM20,384$683.5K<0.1%History
ETHGrayscale Ethereum Staking Mini ETFSHS NEW17,116$670.6K<0.1%History
TEAFTortoise Sustainable & Social Impact Term FundClosed-End Fund54,731$643.6K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF5,476$638.9K<0.1%–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50012,346$608.8K<0.1%–
DFTXDefinium Therapeutics, Inc.Stock49,650$585.4K<0.1%History
ZLABZai Lab LtdADR14,283$484.1K<0.1%History
PROPROS Holdings, Inc.COM20,999$481.1K<0.1%History
iShares Tr46436E866IBONDS 25 TRM TS20,488$478.7K<0.1%–
RBB FD Inc74933W213FM ULTRASHORT TR9,512$476.1K<0.1%–
SSTKShutterstock, Inc.COM22,668$472.6K<0.1%History
PVHPVH Corp.COM5,469$458.2K<0.1%History
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF8,973$454.9K<0.1%–
Putnam ETF Trust746729300FOCUSED LAR CAP10,294$439.8K<0.1%–
ZETAZeta Global Holdings Corp.CL A21,405$425.3K<0.1%History
HGVHilton Grand Vacations Inc.COM10,093$422.0K<0.1%History
QNSTQuinstreet, IncCOM26,356$407.7K<0.1%History
FFINFirst Financial Bankshares IncCOM11,917$401.0K<0.1%History
CNMDCONMED CorpCOM8,493$399.4K<0.1%History
AAPAdvance Auto Parts IncCOM6,437$395.2K<0.1%History
MLPBUBS AGETRACS ALER MLP15,808$395.0K<0.1%History
PDPagerDuty, Inc.COM23,781$392.9K<0.1%History
SYNASYNAPTICS IncStock5,444$372.0K<0.1%History
TLNTalen Energy CorpCOM873$371.4K<0.1%History
YELPYelp IncCL A11,537$360.0K<0.1%History
FOURShift4 Payments, Inc.CL A4,623$357.8K<0.1%History
AGCOAGCO CorpCOM3,271$350.2K<0.1%History
NOGNorthern Oil & Gas, Inc.COM14,051$348.5K<0.1%History
WWWWolverine World Wide IncCOM12,636$346.7K<0.1%History
HNIHni CorpStock7,314$342.7K<0.1%History
WKCWorld Kinect CorpCOM13,060$338.9K<0.1%History
CUBECubeSmartREIT8,250$335.4K<0.1%History
JBIJanus International Group, Inc.COMMON STOCK33,934$334.9K<0.1%History
FSVFirstService CorpCOM1,758$334.9K<0.1%History
iShares Tr46435U861CORE DIVID ETF6,397$334.2K<0.1%–
OXMOxford Industries IncCOM8,179$331.6K<0.1%History
TRMKTrustmark CorpCOM8,064$319.3K<0.1%History
PIMCO ETF Tr72201R7830-5 HIGH YIELD3,327$318.3K<0.1%–
BLSHBullishORD SHS5,000$318.1K<0.1%History
SLGSL Green Realty CorpCOM5,305$317.3K<0.1%History
HOGHarley-Davidson, Inc.COM11,283$314.8K<0.1%History
VRNTVerint Systems IncCOM15,276$309.3K<0.1%History
BlackRock ETF Trust II092528884SHORT TERM CALIF6,081$308.1K<0.1%–
SVVSavers Value Village, Inc.COM23,075$305.7K<0.1%History
SUPNSupernus Pharmaceuticals, Inc.COM6,355$303.7K<0.1%History
VVVValvoline IncCOM8,390$301.3K<0.1%History
VSATViasat IncCOM10,255$300.5K<0.1%History
HELEHelen of Troy LtdStock11,416$287.7K<0.1%History
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID9,753$280.4K<0.1%–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD10,105$278.0K<0.1%History
UGLProShares Trust IIULTRA GOLD6,019$277.2K<0.1%History
CLPRClipper Realty Inc.COM71,706$272.5K<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT4,188$271.4K<0.1%History
CENXCentury Aluminum CoCOM9,226$270.9K<0.1%History
Global X FDS37954Y475S&P 500 COVERED6,893$270.6K<0.1%–
ACHCAcadia Healthcare Company, Inc.COM10,887$269.6K<0.1%History
SPHRSphere Entertainment Co.CL A4,329$268.9K<0.1%History
MTNVail Resorts IncCOM1,776$265.6K<0.1%History
SHAKShake Shack Inc.CL A2,806$262.7K<0.1%History
WIXWix.com Ltd.SHS1,473$261.5K<0.1%History
CNXNPC Connection IncCOM4,200$260.4K<0.1%History
AGIOAgios Pharmaceuticals, Inc.COM6,439$258.5K<0.1%History
ETDEthan Allen Interiors IncCOM8,614$255.7K<0.1%History
XPXP Inc.CL A13,482$253.3K<0.1%History
DEIDouglas Emmett IncCOM15,969$248.6K<0.1%History
ARLOArlo Technologies, Inc.COM14,579$247.1K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K111,250$242.3K<0.1%–