Cerity Partners LLC

Est. AUM

$23.63B

13F long equity, this entity only

Positions

3,206

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$1.68B	2572505	7.11%	SOLE
2	MICROSOFT CORP	COM	$1.16B	3134638	4.91%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$1.01B	11175622	4.28%	SOLE
4	AMAZON COM INC	COM	$811.1M	3893777	3.43%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$440.4M	2294443	1.86%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$428.3M	6141075	1.81%	SOLE
7	NVIDIA CORPORATION	COM	$364.2M	2088035	1.54%	OTR
8	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$306.4M	5234175	1.30%	SOLE
9	EXXON MOBIL CORP	COM	$298.5M	1760276	1.26%	SOLE
10	ISHARES TR	RUS 1000 ETF	$275.5M	772583	1.17%	SOLE
11	ISHARES GOLD TR	ISHARES NEW	$270.3M	3065750	1.14%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$263.1M	1847149	1.11%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$260.4M	4064386	1.10%	OTR
14	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$259.1M	5119100	1.10%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$245.8M	9594894	1.04%	OTR
16	VANGUARD BD INDEX FDS	SHORT TRM BOND	$239.3M	3052091	1.01%	SOLE
17	SCHWAB STRATEGIC TR	US TIPS ETF	$231.2M	8687060	0.98%	SOLE
18	PROCTER & GAMBLE CO	COM	$221.9M	1536512	0.94%	OTR
19	ISHARES TR	MSCI USA MMENTM	$218.1M	908926	0.92%	OTR
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$217.3M	4355794	0.92%	SOLE
21	ABBVIE INC	COM	$205.9M	946904	0.87%	SOLE
22	ISHARES TR	1 3 YR TREAS BD	$201.5M	2440188	0.85%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$196.1M	910818	0.83%	SOLE
24	SPDR GOLD TR	GOLD SHS	$181.8M	422586	0.77%	SOLE
25	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$177.5M	525101	0.75%	SOLE
26	ALPHABET INC	CAP STK CL A	$174.9M	608168	0.74%	OTR
27	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$173.2M	729019	0.73%	SOLE
28	CISCO SYS INC	COM	$159.4M	2054466	0.67%	SOLE
29	ISHARES TR	3 7 YR TREAS BD	$156.0M	1315466	0.66%	SOLE
30	ISHARES TR	MSCI EAFE ETF	$154.6M	1591905	0.65%	SOLE
31	BANK AMERICA CORP	COM	$153.8M	3153697	0.65%	SOLE
32	MASTERCARD INCORPORATED	CL A	$152.4M	305076	0.65%	SOLE
33	PALO ALTO NETWORKS INC	COM	$151.3M	943559	0.64%	SOLE
34	BLACKROCK INC	COM	$141.3M	146929	0.60%	SOLE
35	APPLE INC	COM	$129.5M	510202	0.55%	DFND
36	BROADCOM INC	COM	$123.4M	398708	0.52%	OTR
37	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$122.9M	1524961	0.52%	OTR
38	MERCK & CO INC	COM	$121.2M	1007181	0.51%	SOLE
39	VERTEX PHARMACEUTICALS INC	COM	$116.0M	259884	0.49%	SOLE
40	WORLD GOLD TR	SPDR GLD MINIS	$112.3M	1212108	0.48%	SOLE
41	ISHARES TR	EXPND TEC SC ETF	$111.1M	937628	0.47%	SOLE
42	SCHWAB CHARLES CORP	COM	$110.7M	1178130	0.47%	SOLE
43	VICTORY PORTFOLIOS II	USAA MSCI USA SM	$108.8M	1149392	0.46%	OTR
44	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$107.8M	165700	0.46%	OTR
45	NEXTERA ENERGY INC	COM	$107.5M	1157068	0.45%	SOLE
46	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$106.0M	966543	0.45%	SOLE
47	GE AEROSPACE	COM NEW	$96.5M	340185	0.41%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$94.0M	144506	0.40%	OTR
49	STRYKER CORPORATION	COM	$91.3M	277956	0.39%	SOLE
50	FLEXSHARES TR	CR SCD US BD	$90.1M	1853888	0.38%	OTR

1–50 of 3,206

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.