Cerity Partners LLC
Sector Allocation
- Other45.0%$37.1B
- Technology22.6%$18.6B
- Financials9.0%$7.4B
- Healthcare5.6%$4.7B
- Industrials4.9%$4.0B
- Consumer Discretionary4.1%$3.4B
- Consumer Staples3.3%$2.7B
- Energy1.6%$1.3B
- Utilities1.3%$1.0B
- Materials1.1%$875.2M
AUM History
13fpro.ai/research/fund/cerity-partners-llc-1566475
Conviction and streaks
Stable · top 10 = 23.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$3.6B
AAPL
$2.8BNVDA
$2.7B- ISHARES$2.1B
SPY
$1.7BMSFT
$1.5B- VANGUARD$1.5B
GOOGL
$1.3BGOOG
$1.2BAMZN
$1.2BAVGO
$1.2B- ISHARES$1.1B
- ISHARES$982.1M
PG
$907.6MLLY
$896.6M- ISHARES$845.8M
- VANGUARD$828.0M
META
$709.0MJPM
$697.5MQQQ
$614.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cerity-partners-llc-1566475
Cerity Partners LLC 13F holdings — Q2 2026
$82.7B portfolio (+16.8% QoQ) · 3,407 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
Includes $299.4M of put/call options ($71.5M puts, $227.9M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $82.4B. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$3.6B
4.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $2.8B
3.4% of stocks
+3%This quarter+12.4%Since filed10+ qtrsHeld$2.7B
3.3% of stocks
+4%This quarter-4.1%Since filed10+ qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$2.1B
2.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $1.7B
2.0% of stocks
+5%This quarter-1.4%Since filed8 qtrsHeld$1.5B
1.9% of stocks
+1.0%This quarter+7.5%Since filed10+ qtrsHeld- 7
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$1.5B
1.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $1.3B
1.6% of stocks
+1%This quarter-8.5%Since filed10+ qtrsHeld$1.2B
1.5% of stocks
+2%This quarter-8.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$1.2B
1.5% of stocks
+3%This quarter-5.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
All holdings — Cerity Partners LLC (Q2 2026)
3,407 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $1.2B | 1.4% | 3.06M | +1% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $1.1B | 1.4% | 11.60M | +2% | — | — | 13F |
| 13 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $982.1M | 1.2% | 9.92M | +11% | — | — | 13F |
| 14 | PROCTER & GAMBLE Co | Consumer Staples | $907.6M | 1.1% | 6.19M | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ELI LILLY & Co | Healthcare | $896.6M | 1.1% | 748K | +2% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $845.8M | 1.0% | 3.85M | -4% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $828.0M | 1.0% | 2.42M | +22% | — | — | 13F |
| 18 | Meta Platforms, Inc. | Technology | $709.0M | 0.9% | 1.26M | +5% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JPMORGAN CHASE & CO | Financials | $697.5M | 0.8% | 2.13M | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $614.5M | 0.8% | 835K | +5% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Invesco Ltd. | Financials | $596.6M | 0.7% | 2.80M | +18% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $582.2M | 0.7% | 7.03M | +12% | — | — | 13F |
| 23 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $567.5M | 0.7% | 6.38M | +17% | — | — | 13F |
| 24 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $566.3M | 0.7% | 4.56M | +300% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $544.6M | 0.7% | 18.50M | -4% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P SCP ETF | — | $532.1M | 0.7% | 3.59M | +0.3% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $475.4M | 0.6% | 1.87M | +1% | |||
| 28 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $466.4M | 0.6% | 5.79M | +335% | |||
| 29 | — | ISHARES TR - CORE S&P MCP ETF | — | $463.4M | 0.6% | 6.01M | +6% | |||
| 30 | — | ISHARES TR - 0-3 MTH TREASURY | — | $457.6M | 0.6% | 4.55M | +27% | |||
| 31 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $453.3M | 0.6% | 5.26M | +656% | |||
| 32 | — | VANGUARD INDEX FDS - VALUE ETF | — | $429.5M | 0.5% | 1.97M | +21% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $421.4M | 0.5% | 842K | +4% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $410.6M | 0.5% | 439K | +1% | |||
| 35 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $405.9M | 0.5% | 699K | +5% | |||
| 36 | $V | VISA INC. | Financials | $402.6M | 0.5% | 1.17M | +2% | |||
| 37 | — | ISHARES TR - MSCI USA MMENTM | — | $377.0M | 0.5% | 1.10M | -7% | |||
| 38 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $367.6M | 0.5% | 14.40M | +13% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $348.4M | 0.4% | 3.08M | -2% | |||
| 40 | $PANW | Palo Alto Networks Inc | Technology | $345.1M | 0.4% | 1.01M | -2% | |||
| 41 | — | ISHARES TR - RUS 1000 ETF | — | $334.0M | 0.4% | 816K | +2% | |||
| 42 | $MU | MICRON TECHNOLOGY INC | Technology | $332.9M | 0.4% | 288K | +11% | |||
| 43 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $328.6M | 0.4% | 3.92M | +9% | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $320.9M | 0.4% | 1.28M | +5% | |||
| 45 | $KLAC | KLA CORP | Technology | $320.4M | 0.4% | 1.06M | +959% | |||
| 46 | — | ISHARES TR - MSCI INTL QUALTY | — | $309.8M | 0.4% | 6.25M | +20% | |||
| 47 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $306.9M | 0.4% | 3.49M | +49% | |||
| 48 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $305.0M | 0.4% | 639K | +2% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $304.5M | 0.4% | 5.16M | +8% | |||
| 50 | — | ISHARES TR - CORE S&P TTL STK | — | $302.0M | 0.4% | 1.84M | -1% | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $301.4M | 0.4% | 2.57M | -1% | |||
| 52 | $CAT | CATERPILLAR INC | Industrials | $297.3M | 0.4% | 279K | +1% | |||
| 53 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $287.7M | 0.3% | 857K | +10% | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $287.4M | 0.3% | 4.94M | -6% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $282.6M | 0.3% | 2.07M | -6% | |||
| 56 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $282.1M | 0.3% | 931K | +8% | |||
| 57 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $280.4M | 0.3% | 10.58M | +8% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $278.5M | 0.3% | 1.83M | +199% | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $275.5M | 0.3% | 5.45M | +5% | |||
| 60 | $META | Meta Platforms, Inc. | Technology | $273.6M | 0.3% | 3.51M | +3% | |||
| 61 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $273.0M | 0.3% | 4.83M | +15% | |||
| 62 | $APH | AMPHENOL CORP /DE/ | Technology | $268.1M | 0.3% | 1.52M | +8% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $267.7M | 0.3% | 884K | +18% | |||
| 64 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $262.4M | 0.3% | 2.98M | +451% | |||
| 65 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $261.5M | 0.3% | 1.06M | +12% | |||
| 66 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $248.7M | 0.3% | 2.73M | -4% | |||
| 67 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $246.8M | 0.3% | 2.56M | -24% | |||
| 68 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $242.9M | 0.3% | 1.60M | +1% | |||
| 69 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $240.2M | 0.3% | 4.22M | +2% | |||
| 70 | — | VANGUARD WORLD FD - INF TECH ETF | — | $239.7M | 0.3% | 2.01M | +703% | |||
| 71 | $RTX | RTX Corp | Industrials | $234.8M | 0.3% | 1.24M | +2% | |||
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $233.9M | 0.3% | 988K | +6% | |||
| 73 | — | ISHARES TR - 3 7 YR TREAS BD | — | $230.2M | 0.3% | 1.96M | -0.5% | |||
| 74 | $CVX | CHEVRON CORP | Energy | $227.5M | 0.3% | 1.37M | +10% | |||
| 75 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $223.3M | 0.3% | 4.42M | +0.3% | |||
| 76 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $223.0M | 0.3% | 293K | +0.4% | |||
| 77 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $222.7M | 0.3% | 3.66M | +2% | |||
| 78 | $IAU | ISHARES GOLD TRUST | Financials | $221.5M | 0.3% | 2.93M | -7% | |||
| 79 | $GE | GENERAL ELECTRIC CO | Industrials | $213.4M | 0.3% | 571K | +6% | |||
| 80 | $LRCX | LAM RESEARCH CORP | Technology | $210.4M | 0.3% | 486K | -1% | |||
| 81 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | — | $208.7M | 0.3% | 5.16M | +27% | |||
| 82 | — | ISHARES TR - RUS 1000 VAL ETF | — | $205.6M | 0.3% | 848K | +4% | |||
| 83 | $MA | Mastercard Inc | Financials | $204.4M | 0.3% | 398K | +0.6% | |||
| 84 | — | ISHARES TR - 1 3 YR TREAS BD | — | $203.6M | 0.3% | 2.48M | -1.0% | |||
| 85 | $MRK | Merck & Co., Inc. | Healthcare | $201.5M | 0.2% | 1.57M | -4% | |||
| 86 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $198.5M | 0.2% | 5.73M | +4% | |||
| 87 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $198.1M | 0.2% | 733K | -4% | |||
| 88 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $196.5M | 0.2% | 4.43M | -0.7% | |||
| 89 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $196.2M | 0.2% | 3.63M | +13% | |||
| 90 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $191.2M | 0.2% | 7.38M | +7% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $188.2M | 0.2% | 260K | +10% | |||
| 92 | $ASML | ASML HOLDING NV | Technology | $187.5M | 0.2% | 94K | +2% | |||
| 93 | $GS | GOLDMAN SACHS GROUP INC | Financials | $187.0M | 0.2% | 185K | +0.8% | |||
| 94 | $INTC | INTEL CORP | Technology | $185.2M | 0.2% | 1.33M | -13% | |||
| 95 | $SPY CALL | SPDR S&P 500 ETF TRUST | — | $182.8M | — | 245K | -0.2% | |||
| 96 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $180.7M | 0.2% | 2.26M | +21% | |||
| 97 | $ORCL | ORACLE CORP | Technology | $179.2M | 0.2% | 1.22M | +4% | |||
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | — | $178.0M | 0.2% | 592K | +11% | |||
| 99 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $176.1M | 0.2% | 5.09M | +1% | |||
| 100 | — | ISHARES TR - MSCI EAFE ETF | — | $175.6M | 0.2% | 2.01M | +19% | |||
| 101 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $174.8M | 0.2% | 3.38M | +4% | |||
| 102 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $173.4M | 0.2% | 4.47M | +4% | |||
| 103 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $168.2M | 0.2% | 1.63M | +15% | |||
| 104 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $163.9M | 0.2% | 2.08M | +16% | |||
| 105 | $BLK | BlackRock, Inc. | Financials | $163.2M | 0.2% | 170K | +2% | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $162.0M | 0.2% | 850K | -3% | |||
| 107 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $161.9M | 0.2% | 1.27M | +28% | |||
| 108 | $AMGN | AMGEN INC | Healthcare | $161.1M | 0.2% | 445K | +3% | |||
| 109 | $GLDM | World Gold Trust | Financials | $159.1M | 0.2% | 2.00M | +58% | |||
| 110 | $GLD | SPDR GOLD TRUST | Financials | $156.1M | 0.2% | 424K | -1% | |||
| 111 | $ABT | ABBOTT LABORATORIES | Healthcare | $155.6M | 0.2% | 1.80M | +13% | |||
| 112 | — | ISHARES TR - EXPND TEC SC ETF | — | $154.4M | 0.2% | 944K | -0.9% | |||
| 113 | $C | CITIGROUP INC | Financials | $153.8M | 0.2% | 1.10M | -0.4% | |||
| 114 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | — | $149.8M | 0.2% | 1.36M | -5% | |||
| 115 | — | ISHARES TR - S&P 500 GRWT ETF | — | $147.8M | 0.2% | 1.07M | +4% | |||
| 116 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $145.5M | 0.2% | 2.64M | +4% | |||
| 117 | $CB | Chubb Ltd | Financials | $145.1M | 0.2% | 426K | +0.5% | |||
| 118 | $URI | UNITED RENTALS, INC. | Industrials | $143.1M | 0.2% | 126K | -0.7% | |||
| 119 | $SCHW | SCHWAB CHARLES CORP | Financials | $142.5M | 0.2% | 1.54M | +9% | |||
| 120 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $138.5M | 0.2% | 333K | +6% | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $137.9M | 0.2% | 117K | +4% | |||
| 122 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $136.2M | 0.2% | 4.00M | +4% | |||
| 123 | $PWR | QUANTA SERVICES, INC. | Industrials | $136.0M | 0.2% | 189K | +4% | |||
| 124 | — | FLEXSHARES TR - CR SCD US BD | — | $135.7M | 0.2% | 2.80M | +18% | |||
| 125 | $ADI | ANALOG DEVICES INC | Technology | $135.2M | 0.2% | 340K | +4% | |||
| 126 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $134.5M | 0.2% | 646K | +40% | |||
| 127 | — | ISHARES TR - MSCI USA MIN ETF | — | $132.5M | 0.2% | 1.37M | +4% | |||
| 128 | $MCD | MCDONALDS CORP | Consumer Discretionary | $132.2M | 0.2% | 489K | -5% | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $131.1M | 0.2% | 1.49M | +0.9% | |||
| 130 | $PEP | PEPSICO INC | Consumer Staples | $127.9M | 0.2% | 945K | -9% | |||
| 131 | $TXN | TEXAS INSTRUMENTS INC | Technology | $127.9M | 0.2% | 429K | +6% | |||
| 132 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $127.1M | 0.1% | 256K | -14% | |||
| 133 | $WM | WASTE MANAGEMENT INC | Utilities | $126.3M | 0.1% | 567K | -2% | |||
| 134 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $126.2M | 0.1% | 799K | +3% | |||
| 135 | — | ISHARES TR - MSCI ACWI EX US | — | $126.2M | 0.1% | 1.66M | +9% | |||
| 136 | — | ISHARES TR - NATIONAL MUN ETF | — | $118.5M | 0.1% | 1.10M | +3% | |||
| 137 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $116.1M | 0.1% | 3.97M | +14% | |||
| 138 | $DIS | Walt Disney Co | Communication Services | $116.0M | 0.1% | 1.21M | -0.6% | |||
| 139 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $113.8M | 0.1% | 2.88M | +33% | |||
| 140 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $113.1M | 0.1% | 3.90M | +22% | |||
| 141 | $DHR | DANAHER CORP /DE/ | Healthcare | $112.7M | 0.1% | 592K | +49% | |||
| 142 | $EMR | EMERSON ELECTRIC CO | Industrials | $110.9M | 0.1% | 775K | -2% | |||
| 143 | $NFLX | NETFLIX INC | Communication Services | $109.6M | 0.1% | 1.53M | +2% | |||
| 144 | — | ISHARES TR - S&P 500 VAL ETF | — | $108.4M | 0.1% | 477K | -8% | |||
| 145 | $GLW | CORNING INC /NY | Materials | $107.6M | 0.1% | 423K | +2% | |||
| 146 | $DE | DEERE & CO | Industrials | $107.5M | 0.1% | 169K | -0.8% | |||
| 147 | — | ISHARES TR - RUS MID CAP ETF | — | $106.9M | 0.1% | 969K | +8% | |||
| 148 | $PLTR | Palantir Technologies Inc. | Technology | $106.1M | 0.1% | 910K | +5% | |||
| 149 | $CMI | CUMMINS INC | Industrials | $105.2M | 0.1% | 148K | -0.8% | |||
| 150 | $UNP | UNION PACIFIC CORP | Industrials | $104.8M | 0.1% | 385K | +0.7% |
What changed in Q2 2026
Against the previous quarter's 13F: 353 new, 1,688 added to, 1,183 trimmed, 194 sold out. Share-count changes; largest moves by dollar size first.
New positions (353)
$HONAHoneywell Aerospace Inc.$62.4M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$12.2M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$11.7M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$9.6M
first bought this quarter
$RVLVRevolve Group, Inc.$8.9M
first bought this quarter
- DIMENSIONAL ETF TRUST - INTL VEC EQU ETF$7.3M
first bought this quarter
+347 more in the Excel export
Added to (1,688)
- ISHARES TR - RUS 1000 GRW ETF+300%
now $566.3M
- VANGUARD INDEX FDS - GROWTH ETF+656%
now $453.3M
- VANGUARD INDEX FDS - MID CAP ETF+335%
now $466.4M
$KLACKLA CORP+959%
now $320.4M · held 10+ qtrs
- VANGUARD WORLD FD - MEGA GRWTH IND+451%
now $262.4M
- VANGUARD WORLD FD - INF TECH ETF+703%
now $239.7M
+1,682 more in the Excel export
Trimmed (1,183)
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-24%
now $246.8M
$HONHONEYWELL INTERNATIONAL INC-54%
now $64.1M · held 10+ qtrs
$MMM3M CO-57%
now $39.6M
- INNOVATOR ETFS TRUST - US EQTY PWR BUF-68%
now $22.6M
- ISHARES TR - MSCI USA QLT FCT-4%
now $845.8M
- ISHARES TR - MSCI USA MMENTM-7%
now $377.0M
+1,177 more in the Excel export
Holdings by quarter
Every 13F Cerity Partners LLC has filed, 38 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cerity Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 11% over the last 4
Top 10 weight
24%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cerity Partners LLC disclosed 3,407 positions worth $82.7B in its Form 13F-HR for Q2 2026 — $82.4B in common stock plus $299.4M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 353 new positions and exited 194 — including a new stake in $HONA and a full exit from $QQQ. The portfolio is most concentrated in Other (45.0% of disclosed assets). All figures are sourced directly from Cerity Partners LLC’s Form 13F-HR filing with the SEC under CIK 1566475.
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AI-Powered Hedge Fund Analysis: Cerity Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cerity Partners LLC (SEC CIK: 1566475), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cerity Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.