Question 1

What stocks does Cerity Partners Retirement Plan Advisors LLC own?

Accepted Answer

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 Spdr S&p 500 ETF Tr (SPY) at 27.4%, Vanguard Index Fds (VTI) at 20.4%, Vanguard Total Bond Market ETF (BND) at 11.1%, Vanguard Intl Equity Index F (VWO) at 10.1% and Ishares (IEMG) at 9.2%.

Question 2

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

Accepted Answer

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

Question 3

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

Accepted Answer

In Q2 2026, Cerity Partners Retirement Plan Advisors LLC sold all of Ishares Tr (IJH), sold all of Ishares Core S&p Small Cap ETF (IJR), sold all of Vanguard Bd Index Fds Vanguard Short Ter (BSV), sold all of Spdr Series Trust (SPLG), sold all of Vanguard Real Estate ETF (VNQ), Vanguard Total Bond Market ETF (BND) (-23.2% shares) and Vanguard Index Fds (VTI) (-9.2% shares), compared with its Q1 2026 filing.

Question 4

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

Accepted Answer

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.

Question 5

How much money does Cerity Partners Retirement Plan Advisors LLC manage?

Accepted Answer

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.

Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	27.4%	29.6%	88,678	-0.4%	$65.7M
VTIVanguard Index Fds	20.4%	24.1%	133,330	-9.2%	$48.9M
BNDVanguard Total Bond Market ETF	11.1%	17.6%	360,195	-23.2%	$26.5M
VWOVanguard Intl Equity Index F	10.1%	5.3%	407,830	+107.0%	$24.1M
IEMGIshares	9.2%	New	265,723	—	$22.0M
VEAVanguard Tax-Managed Fds	5.6%	6.2%	189,205	-3.7%	$13.4M
GOVTIshares Tr	3.0%	New	309,532	—	$7.1M
VOOVanguard S&p 500 ETF	1.9%	2.0%	6,595	+0.3%	$4.5M
AGGIshares Tr	1.4%	New	34,949	—	$3.5M
SPYGSpdr Series Trust	1.4%	New	28,172	—	$3.4M
CWISpdr Index Shs Fds	1.4%	1.3%	82,743	+17.9%	$3.4M
NUDMNushares ETF Tr	0.9%	1.0%	53,941	+0.0%	$2.1M
AOAiShares Core Aggressive Allocation ETF	0.7%	0.7%	17,546	+13.2%	$1.7M
IVVIshares Core S&p 500 ETF	0.7%	New	2,271	—	$1.7M
IDEVIshares Tr	0.7%	New	17,698	—	$1.6M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.4%	0.4%	8,083	+9.5%	$950K
QUALIshares Msci USA Quality Factor ETF	0.4%	New	4,029	—	$884K
SPABSpdr Series Trust	0.3%	New	32,245	—	$823K
NUEMNushares ETF Tr	0.3%	0.3%	19,239	+0.0%	$816K
IEIIshares	0.3%	0.3%	6,150	+19.8%	$722K
MTUMIshares Msci USA Momentum Factor ETF	0.3%	New	1,755	—	$602K
AORIshares Tr	0.2%	0.2%	8,469	+14.0%	$587K
JSTCTikal Trust I	0.2%	0.2%	24,224	+0.0%	$554K
BILSPDR Brcy1-3 Ser	0.2%	New	5,425	—	$497K
ANGLVaneck ETF Trust	0.2%	New	15,243	—	$446K
AVLVAmerican Centy Tr ETF Avantis U S Large	0.2%	New	4,593	—	$419K
IQLTIshares Tr	0.2%	New	8,100	—	$401K
RODMLattice Strategies Tr	0.2%	New	9,732	—	$393K
HYGIshares Trust	0.2%	0.2%	4,877	+19.7%	$390K
LQDIshares Tr	0.1%	0.1%	2,624	+23.1%	$288K
USVMVictory Portfolios II	0.1%	New	2,594	—	$285K
DFSVDfa U.s. Small Cap Value ETF	0.1%	New	7,134	—	$277K
AVEMAmerican Centy ETF Tr	0.1%	New	2,246	—	$217K
DFAEDimensional ETF Trust	0.1%	New	5,278	—	$212K

Quarter	13F value	Positions
Q2 2026	$239.4M	34
Q1 2026	$195.7M	31

Cerity Partners Retirement Plan Advisors LLC