Cerity Partners LLC

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Large $50,988,961,408

Diversification

Diversified

Filing Date

Global Rank

#165 / 8,700 ▼ 40

Top Industry

Semiconductors 12.9%

Period ended 3 months ago

Filed Aug 14, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

2,460 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−10.2 pts

Top 5

22.5%

−9.4 pts

Top 10

33.7%

−8.6 pts

HHI

157

Diversified−210

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.8%	$15,200,788,394	354
Unclassified	13.4%	$6,810,075,008	86
Financial Services	11.0%	$5,611,321,466	444
Healthcare	9.3%	$4,723,008,610	350
Industrials	8.6%	$4,375,649,799	304
Consumer Cyclical	8.0%	$4,084,938,234	247
Communication Services	7.7%	$3,938,500,455	99
Consumer Defensive	5.3%	$2,727,701,887	106
Energy	2.6%	$1,309,135,829	124
Utilities	1.8%	$925,799,926	75
Basic Materials	1.3%	$651,573,311	115
Real Estate	1.2%	$630,468,489	156

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GTM	ZoomInfo Technologies Inc.	+3,120,796	3,934,850	$11,529,109
BAER	Bridger Aerospace Group Holdings, Inc.	+2,230,299	2,445,657	$4,695,660
CPB	CAMPBELL'S Co	+1,241,214	2,377,477	$52,946,412
TSLA	Tesla, Inc.	+1,221,190	1,849,367	$777,843,760
ADT	ADT Inc.	+1,020,141	1,730,839	$11,250,453
VEA	Vanguard FTSE Developed Markets ETF	+1,018,080	21,440,111	$1,527,607,906
KLAC	Kla Corp	+961,611	1,061,884	$320,381,020
SMRT	SmartRent, Inc.	+905,120	944,051	$1,123,420
TLSI	TriSalus Life Sciences, Inc.	+816,266	2,431,128	$7,958,169
GLDM	World Gold Trust	+736,302	2,003,763	$159,138,856
MBI	Mbia Inc	+655,209	1,087,425	$7,090,010
NVDA	Nvidia Corp	+572,669	13,662,663	$2,733,762,237
BOOM	DMC Global Inc.	+541,596	1,077,516	$6,260,366
GPK	Graphic Packaging Holding Co	+534,325	615,502	$6,505,855
EYE	National Vision Holdings, Inc.	+485,196	504,096	$9,582,864
WBD	Warner Bros. Discovery, Inc.	+457,499	1,132,301	$30,187,141
CPRT	Copart Inc	+455,230	786,739	$22,178,171
FIVN	Five9, Inc.	+441,739	474,428	$10,114,804
DBC	Invesco DB Commodity Index Tracking Fund	+420,269	428,210	$11,416,078
OPTU	Optimum Communications, Inc.	+409,236	433,898	$629,149
OPCH	Option Care Health, Inc.	+402,771	420,562	$8,819,184
VXUS	Vanguard Total International Stock ETF	+395,955	2,257,242	$192,971,617
GRAB	Grab Holdings Ltd	+347,731	437,039	$1,647,636
BNDX	Vanguard Total International Bond ETF	+340,328	1,710,245	$82,827,164
CAG	Conagra Brands Inc.	+333,314	459,904	$6,190,306
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−97,189,183	22,964	$2,740,294
FNDA	Schwab Fundamental U.S. Small Company ETF	−63,798,390	524,112	$19,947,701
DCOR	Dimensional US Core Equity 1 ETF	−26,144,692	70,633	$5,790,493
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−23,357,466	121,120	$2,625,881
VB	Vanguard Morningstar Small-Cap ETF	−11,340,600	930,912	$282,178,043
CWI	State Street SPDR MSCI ACWI ex-US ETF	−6,380,449	77,425	$3,148,874
—		−6,281,907	377,051	$34,552,952
VEU	Vanguard FTSE All-World Ex-US ETF	−5,864,545	3,923,687	$328,608,783
BIV	Vanguard Intermediate-Term Bond ETF	−4,465,293	1,276,358	$97,896,658
VCRM	Vanguard Core Tax-Exempt Bond ETF	−4,418,152	26,888	$2,054,243
BAI	iShares A.I. Innovation and Tech Active ETF	−4,316,929	708,465	$37,350,274
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−3,037,198	2,508	$251,201
IVZ	Invesco Ltd.	−3,036,034	453,937	$11,979,396
BAPR	Innovator U.S. Equity Buffer ETF - April	−1,364,145	519,837	$27,686,517
OGN	Organon & Co.	−1,299,197	1,009,842	$13,673,259
ANGI	Angi Inc.	−1,127,511	20,052	$119,309
STT	State Street Corp	−1,022,232	97,733	$16,575,515
VIGI	Vanguard International Dividend Appreciation ETF	−995,659	102,162	$9,539,886
JBLU	Jetblue Airways Corp	−761,539	449,892	$2,577,880
ALIT	Alight, Inc. / Delaware	−676,957	340,887	$190,896
VIG	Vanguard Dividend Appreciation ETF	−571,265	988,361	$233,865,977
FBCG	Fidelity Blue Chip Growth ETF	−538,085	13,130	$815,504
ONON	On Holding AG	−431,199	246,634	$8,735,776
AVX	Avax One Technology Ltd.	−388,418	35,310	$183,258
F	Ford Motor Co	−371,105	825,680	$11,476,950
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CGXU	Capital Group International Focus Equity ETF	5,087,343	$176,123,813
HONA	Honeywell Aerospace Inc.	282,206	$62,390,100
FDXF	FedEx Freight Holding Company, Inc.	77,216	$11,659,616
RVLV	Revolve Group, Inc.	387,297	$8,865,227
DUOL	Duolingo, Inc.	61,559	$7,080,515
CLOV	Clover Health Investments, Corp. /De	1,232,886	$6,460,321
SPCX	Space Exploration Technologies Corp	35,512	$6,067,578
INFQ	Infleqtion, Inc.	251,313	$3,347,488
WLTH	Wealthfront Corp	317,227	$2,836,009
DFTX	Definium Therapeutics, Inc.	53,883	$2,534,655
WKC	World Kinect Corp	63,564	$2,093,797
WH	Wyndham Hotels & Resorts, Inc.	24,446	$2,058,596
CPA	Copa Holdings, S.A.	11,646	$1,811,767
SCSC	Scansource, Inc.	32,015	$1,667,660
ALAB	Astera Labs, Inc.	3,390	$1,637,436
KRC	Kilroy Realty Corp	43,279	$1,621,663
TRS	Trimas Corp	33,293	$1,499,182
OLN	OLIN Corp	73,430	$1,455,381
EZPW	Ezcorp Inc	41,389	$1,430,817
HIW	Highwoods Properties, Inc.	47,339	$1,427,743
MXL	Maxlinear, Inc	10,693	$1,369,024
GSL	Global Ship Lease, Inc.	34,207	$1,286,181
NKLR	Terra Innovatum Global N.V.	261,207	$1,285,138
VSH	Vishay Intertechnology Inc	23,619	$1,270,228
EEFT	Euronet Worldwide, Inc.	16,226	$1,187,580
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	13,694,554	$927,847,659
ACSG	American Century Small Cap Growth Insights ETF	8,854,676	$745,998,426
ABI	VictoryShares Pioneer Asset-Based Income ETF	4,495,615	$639,530,669
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	8,013,430	$420,894,455
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	3,557,156	$339,809,419
EDV	Vanguard World Funds Extended Duration ETF	2,076,850	$242,114,620
AFK	VanEck Africa Index ETF	4,938,570	$176,133,182
HDUS	Hartford Disciplined US Equity ETF	4,073,067	$160,560,299
BNDC	FlexShares Core Select Bond Fund	2,453,095	$119,827,933
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	2,496,783	$106,162,839
AIEQ	Amplify AI Powered Equity ETF	3,779,155	$105,070,361
OAKG	Oakmark Global Large Cap ETF	3,118,620	$85,964,760
BKF	iShares MSCI BIC ETF	1,087,084	$81,179,861
AGNG	Global X Funds Global X Aging Population ETF	1,717,916	$80,686,301
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	664,277	$73,863,254
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	1,435,428	$55,331,052
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	756,177	$52,661,702
BILZ	PIMCO Ultra Short Government Active ETF	838,309	$46,620,950
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	799,194	$42,482,747
—		378,148	$39,830,684
CGCB	Capital Group Core Bond ETF	1,084,774	$27,388,252
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	550,216	$25,344,467
CAAA	First Trust AAA CMBS ETF	450,939	$22,500,695
—		363,500	$20,311,961
CVY	Invesco Zacks Multi-Asset Income ETF	302,907	$19,891,906
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,460 tracked positions · $50,988,961,408 total · filing declares 8,447 positions · $82,729,443,290 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,460 positions by value · page 1 of 50

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT CALL + SHARES Technology	Added	9,688,393	+233,418	$2,803,433,397	+16.8%	5.50%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	13,662,663	+572,669	$2,733,762,237	+19.7%	5.36%
GOOGL	Alphabet Inc. PUT CALL + SHARES Communication Services	Added	7,056,541	+115,381	$2,507,813,325	+25.8%	4.92%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	2,511,887	+114,517	$1,875,801,853	+20.3%	3.68%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	4,155,910	+44,163	$1,550,237,545	+1.9%	3.04%
VEA	Vanguard FTSE Developed Markets ETF	Added	21,440,111	+1,018,080	$1,527,607,906	+16.7%	3.00%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	5,100,736	+117,177	$1,215,709,417	+17.1%	2.38%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	3,061,390	+37,886	$1,156,440,072	+23.6%	2.27%
PG	PROCTER & GAMBLE Co PUT + SHARES Consumer Defensive	Reduced	6,196,186	-9,760	$908,608,714	+1.4%	1.78%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	Added	751,548	+18,699	$901,429,291	+33.7%	1.77%
TSLA	Tesla, Inc. PUT CALL + SHARES Consumer Cyclical	Added	1,849,367	+1,221,190	$777,843,760	+233.1%	1.53%
META	Meta Platforms, Inc. PUT CALL + SHARES Communication Services	Added	1,262,578	+56,297	$711,197,560	+3.0%	1.39%
JPM	Jpmorgan Chase & Co PUT + SHARES Financial Services	Added	2,132,329	+34,054	$697,975,250	+13.1%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	834,551	-126,000	$614,563,355	+10.8%	1.21%
APH	Amphenol Corp /De/ CALL + SHARES Technology	Added	1,521,578	+109,903	$536,569,265	+50.4%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	842,137	+33,477	$482,761,600	+8.2%	0.95%
JNJ	Johnson & Johnson PUT CALL + SHARES Healthcare	Added	1,874,506	+26,482	$476,068,287	+5.4%	0.93%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	439,063	+5,418	$410,730,263	−4.9%	0.81%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	699,117	+31,613	$406,124,055	+199.1%	0.80%
V	Visa Inc. PUT + SHARES Financial Services	Added	1,174,843	+26,566	$403,076,883	+16.1%	0.79%
WMT	Walmart Inc. PUT + SHARES Consumer Defensive	Reduced	3,083,549	-59,428	$349,242,758	−10.6%	0.68%
PANW	Palo Alto Networks Inc CALL + SHARES Technology	Reduced	1,012,315	-22,989	$345,219,657	+108.0%	0.68%
MU	Micron Technology Inc Technology	Added	288,481	+27,893	$332,990,731	+278.2%	0.65%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	3,923,687	-5,864,545	$328,608,783	−54.0%	0.64%
ABBV	AbbVie Inc. PUT + SHARES Healthcare	Added	1,283,403	+59,781	$322,955,529	+21.4%	0.63%
KLAC	Kla Corp Technology	Added	1,061,884	+961,611	$320,381,020	+117.0%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd PUT + SHARES Technology	Added	639,239	+10,869	$305,281,366	+43.8%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Added	856,897	+79,410	$302,210,431	+18.2%	0.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,566,195	-38,012	$301,425,263	+49.2%	0.59%
CAT	Caterpillar Inc PUT + SHARES Industrials	Added	280,238	+3,824	$298,425,445	+52.4%	0.59%
XOM	ExxonMobil Holdings Corp PUT CALL + SHARES Energy	Reduced	2,070,062	-124,657	$283,018,875	−24.0%	0.56%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	930,912	-11,340,600	$282,178,043	−93.8%	0.55%
		Added	1,062,300	+114,608	$261,548,882	+34.1%	0.51%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,603,385	+22,668	$242,912,827	−3.8%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,215,750	+81,782	$240,213,433	+19.2%	0.47%
RTX	RTX Corp PUT + SHARES Industrials	Added	1,243,321	+27,836	$235,895,292	+0.6%	0.46%
VIG	Vanguard Dividend Appreciation ETF	Reduced	988,361	-571,265	$233,865,977	−8.8%	0.46%
CVX	Chevron Corp Energy	Added	1,372,649	+121,470	$227,530,297	−12.1%	0.45%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	292,657	+768	$223,338,262	+96.0%	0.44%
IAU	Ishares Gold Trust	Reduced	2,933,050	-225,559	$221,474,602	−20.5%	0.43%
GE	General Electric Co PUT + SHARES Industrials	Added	578,212	+33,607	$216,095,169	+39.8%	0.42%
LRCX	Lam Research Corp Technology	Reduced	485,639	-8,547	$210,441,944	+99.3%	0.41%
MA	Mastercard Inc Financial Services	Added	397,899	+2,196	$204,360,925	+3.4%	0.40%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,567,712	-71,798	$201,450,991	+2.1%	0.40%
ITW	Illinois Tool Works Inc Industrials	Reduced	732,515	-27,774	$198,123,331	+0.1%	0.39%
VXUS	Vanguard Total International Stock ETF	Added	2,257,242	+395,955	$192,971,617	+34.5%	0.38%
IBM	International Business Machines Corp CALL + SHARES Technology	Added	683,794	+222,979	$192,289,708	+72.2%	0.38%
AMAT	Applied Materials Inc /De Technology	Added	260,363	+23,703	$188,242,449	+132.7%	0.37%
ASML	Asml Holding NV PUT + SHARES Technology	Added	94,539	+1,788	$188,079,656	+53.5%	0.37%
GS	Goldman Sachs Group Inc Financial Services	Added	184,881	+624	$186,983,095	+20.0%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.