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 Index Fds (VOO, 4.4%), Apple Inc (AAPL, 3.4%), Nvidia Corporation (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 Index Fds	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	3.3%	3.2%	13,610,763	+4.5%	$2.7B
IVVIshares Tr	2.5%	2.5%	2,803,692	+5.3%	$2.1B
SPYState Str Spdr S&p 500 ETF T	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 Ftse Developed Markets Index Fu	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	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 Tr	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	1.1%	1.3%	6,189,386	-0.2%	$907.6M
LLYEli Lilly & Co	1.1%	1.0%	747,548	+2.0%	$896.6M
QUALIshares Tr	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	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 Exchange Traded Fd T	0.7%	0.6%	2,804,149	+17.8%	$596.6M
IEMGIshares Inc	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 Tr	0.7%	0.7%	4,560,693	+300.3%	$566.3M
SCHXSchwab Strategic Tr	0.7%	0.7%	18,504,081	-3.5%	$544.6M
IJRIshares Tr	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 Tr	0.6%	0.5%	4,545,424	+27.5%	$457.6M
VUGVanguard Index Fds	0.6%	0.4%	5,261,607	+655.7%	$453.3M
VTVVanguard Index Fds	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 Wholesale Corporation	0.5%	0.6%	438,863	+1.2%	$410.6M
AMDAdvanced Micro Devices Inc	0.5%	—	698,817	—	$405.9M
VVisa Inc	0.5%	0.5%	1,173,343	+2.3%	$402.6M
MTUMIshares Tr	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 Tr	0.4%	0.4%	815,660	+1.9%	$334.0M
MUMicron Technology Inc	0.4%	—	288,481	—	$332.9M
VEUVanguard Intl Equity Index F	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 Scottsdale Fds	0.4%	0.4%	5,162,594	+7.9%	$304.5M
ITOTIshares Tr	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, 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
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 Index Fds (VOO) at 4.4%, Apple Inc (AAPL) at 3.4%, Nvidia Corporation (NVDA) at 3.3%, Ishares Tr (IVV) at 2.5% and State Str Spdr S&p 500 ETF T (SPY) at 2.0%.

What did Cerity Partners LLC buy last quarter?

In Q2 2026, Cerity Partners LLC added Vanguard Index Fds (VUG) (+655.7% shares), Vanguard Index Fds (VO) (+334.5% shares) and Ishares Tr (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 Scottsdale Fds (VGSH), cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 American Centy ETF Tr (AVEM), cut from its top 50 Vanguard Bd Index Fds (BSV) and Ishares Tr (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.