Cerity Partners LLC

Registered adviser

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Large $83,605,386,566

Diversification

Diversified

Filing Date

Global Rank

#119 / 8,819 ▲ 6

Top Industry

Semiconductors 12.8%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 151559

Roster of Oct 1, 2026

Regulatory AUM

$161,675,524,141

Main clients

Individuals and high net worth (71% of AUM)

Private funds

10 funds · Other private funds

Focus by fund count, roster of Oct 1, 2026

$113,271,042 gross assets

LEI

25490007AJJYQTP9MK04

Private funds on Schedule D 7.B.(1)

As filed Sep 17, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$41,521,990 gross assets in 10 funds Other private funds $41,521,990 (9) Private equity funds $0 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$161,675,524,141	Individuals and high net worth (71%)
Apr 2025 to Mar 2026	$122,848,693,051	Individuals and high net worth (68%)
Apr 2024 to Mar 2025	$80,573,112,032	Individuals and high net worth (77%)
May 2023 to Mar 2024	$53,330,936,591	Individuals and high net worth (69%)
Apr 2023	$53,330,936,591	Individuals and high net worth (69%)
Apr 2022 to Mar 2023	$44,670,528,622	Individuals and high net worth (61%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.8%, 26.4 effective positions, active share 39.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

11.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.3 quarters (12+), a floor since 48.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 39.2%; sector active share 34.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

3,262 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.6%

+0.2 pts

Top 5

32.9%

+0.5 pts

Top 10

42.9%

+0.2 pts

HHI

378

Diversified+9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.9%	$39,224,280,943	851
Technology	17.9%	$14,932,503,761	355
Financial Services	7.3%	$6,078,668,622	466
Healthcare	5.7%	$4,733,251,699	351
Industrials	5.2%	$4,375,312,975	306
Consumer Cyclical	4.9%	$4,087,957,222	248
Communication Services	4.7%	$3,938,897,905	105
Consumer Defensive	3.2%	$2,710,857,062	108
Energy	1.6%	$1,309,156,396	125
Utilities	1.1%	$930,092,605	75
Basic Materials	0.8%	$651,573,312	115
Real Estate	0.8%	$632,834,064	157

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
VUG	VANGUARD GROWTH INDEX FUND	+4,565,333	5,261,607	$453,234,824
VO	VANGUARD MID-CAP INDEX FUND	+4,455,714	5,787,723	$466,316,839
IWF	iShares Russell 1000 Growth ETF	+3,421,505	4,560,693	$566,301,247
GTM	ZoomInfo Technologies Inc.	+3,120,796	3,934,850	$11,529,109
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+2,442,884	2,984,072	$262,329,768
BAER	Bridger Aerospace Group Holdings, Inc.	+2,230,299	2,445,657	$4,695,660
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+1,755,500	2,005,312	$239,674,889
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+1,702,878	14,403,756	$367,583,853
CPB	CAMPBELL'S Co	+1,241,214	2,377,477	$52,946,412
TSLA	Tesla, Inc.	+1,218,490	1,831,467	$770,315,020
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+1,145,842	3,492,375	$306,909,914
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	+1,091,418	5,164,485	$208,696,837
IQLT	iShares MSCI Intl Quality Factor ETF	+1,035,765	6,252,224	$309,797,698
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+1,035,517	1,741,550	$87,478,055
ADT	ADT Inc.	+1,020,141	1,730,839	$11,250,453
AGG	iShares Core U.S. Aggregate Bond ETF	+1,019,260	9,922,031	$982,082,626
VEA	Vanguard FTSE Developed Markets ETF	+1,018,080	21,440,111	$1,527,607,906
SGOV	iShares 0-3 Month Treasury Bond ETF	+980,014	4,545,424	$457,587,833
KLAC	Kla Corp	+961,611	1,061,884	$320,381,020
IDEV	iShares Core MSCI International Developed Markets ETF	+917,124	6,375,948	$567,523,130
SMRT	SmartRent, Inc.	+905,120	944,051	$1,123,420
TLSI	TriSalus Life Sciences, Inc.	+816,266	1,603,538	$7,296,097
SCHP	Schwab U.S. TIPS ETF	+783,607	10,579,829	$280,365,468
IEMG	iShares Trust	+749,226	7,028,267	$582,221,638
GLDM	World Gold Trust	+736,302	2,003,763	$159,138,856
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OGN	Organon & Co.	−1,299,197	1,009,842	$13,673,259
ANGI	Angi Inc.	−1,127,511	20,052	$119,309
POCT		−1,059,832	487,450	$22,622,553
AVEM	Avantis Emerging Markets Equity ETF	−812,381	2,558,075	$246,828,655
JBLU	Jetblue Airways Corp	−761,539	449,892	$2,577,880
SCHX	Schwab U.S. Large-Cap ETF	−680,811	18,504,081	$544,575,102
ALIT	Alight, Inc. / Delaware	−676,957	340,887	$190,896
STIP	iShares 0-5 Year TIPS Bond ETF	−453,398	175,966	$17,976,684
ONON	On Holding AG	−431,199	245,934	$8,710,982
AVX	Avax One Technology Ltd.	−388,418	35,310	$183,258
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−378,333	1,550,382	$38,232,419
F	Ford Motor Co	−371,105	825,680	$11,476,950
HON	Honeywell International Inc	−339,654	286,044	$64,045,249
MMM	3M Co	−329,778	244,818	$39,638,481
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−327,132	4,938,833	$287,440,080
EFV	iShares MSCI EAFE Value ETF	−310,360	732,006	$56,035,059
APA	APA Corp	−289,986	219,075	$7,135,271
THRO		−261,049	499,935	$21,552,197
IVZ	Invesco Ltd.	−248,197	453,937	$11,979,396
NMIH	NMI Holdings, Inc.	−240,567	55,584	$2,283,946
IAU	Ishares Gold Trust	−225,559	2,933,050	$221,474,602
CRM	Salesforce, Inc.	−221,055	380,070	$59,541,765
OMC	Omnicom Group Inc.	−218,309	108,762	$7,921,136
CMG	Chipotle Mexican Grill Inc	−213,617	376,917	$12,815,178
BBWI	Bath & Body Works, Inc.	−205,050	129,725	$3,000,538
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	282,206	$62,390,100
IALT		434,013	$12,174,064
FDXF	FedEx Freight Holding Company, Inc.	77,216	$11,659,616
GGOV		189,954	$9,552,786
RVLV	Revolve Group, Inc.	387,297	$8,865,227
DXIV	Dimensional International Vector Equity ETF	104,494	$7,314,684
DUOL	Duolingo, Inc.	61,459	$7,069,013
CLOV	Clover Health Investments, Corp.	1,232,886	$6,460,321
SPCX	Space Exploration Technologies Corp	33,412	$5,708,772
INFQ	Infleqtion, Inc.	251,313	$3,347,488
UMAY		83,648	$3,178,791
WLTH	Wealthfront Corp	317,227	$2,836,009
DFTX	Definium Therapeutics, Inc.	53,883	$2,534,655
DFSU	Dimensional US Sustainability Core 1 ETF	45,034	$2,099,935
PMAY		50,777	$2,097,090
WKC	World Kinect Corp	63,564	$2,093,797
WH	Wyndham Hotels & Resorts, Inc.	24,446	$2,058,596
CLSE	Convergence Long/Short Equity ETF	57,117	$1,949,688
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		331,462	$11,647,591
VITL	Vital Farms, Inc.	577,387	$8,152,703
—		38,820	$6,904,952
—		81,590	$5,298,448
FCN	Fti Consulting, Inc	13,211	$2,335,307
LEGH	Legacy Housing Corp	111,398	$2,275,860
—		172,684	$2,155,101
—		43,117	$2,014,858
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	74,788	$1,812,861
—		21,809	$1,648,533
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	59,975	$1,453,794
CZR	Caesars Entertainment, Inc.	52,606	$1,390,375
UVV	Universal Corp	25,970	$1,368,618
AGZ	iShares Agency Bond ETF	11,553	$1,267,479
FBP	First Bancorp	57,982	$1,238,494
—		22,683	$1,143,223
CXW	CoreCivic, Inc.	60,041	$1,135,375
AVO	Mission Produce, Inc.	80,891	$1,113,058
HE	Hawaiian Electric Industries Inc	73,754	$1,094,509
SNPE	Xtrackers S&P 500 Scored & Screened ETF	16,450	$979,596
TPSC	Timothy Plan US Small Cap Core ETF	21,838	$926,913
—		130,495	$909,550
FJET	Starfighters Space, Inc.	145,000	$858,400
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	49,448	$856,437
—		58,090	$839,981
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,262 tracked positions · $83,605,386,566 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 3,262 positions by value · page 1 of 66

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	5,299,979	+159,230	$3,640,078,575	+18.5%	26+	before history	4.35%
AAPL	Apple Inc. PUT CALL + SHARES Technology	Added	9,688,393	+233,418	$2,803,433,397	+16.8%	11	$203.20	3.35%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	13,662,663	+572,669	$2,733,762,237	+19.7%	26+	before history	3.27%
IVV	iShares Core S&P 500 ETF	Added	2,803,692	+142,064	$2,099,656,900	+20.8%	26+	before history	2.51%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Added	2,511,887	+114,517	$1,875,801,853	+20.3%	8	$567.23	2.24%
MSFT	Microsoft Corp PUT CALL + SHARES Technology	Added	4,155,910	+44,163	$1,550,237,545	+1.9%	26+	before history	1.85%
VEA	Vanguard FTSE Developed Markets ETF	Added	21,440,111	+1,018,080	$1,527,607,906	+16.7%	26+	before history	1.83%
GOOGL	Alphabet Inc. PUT CALL + SHARES Communication Services	Added	3,595,469	+50,042	$1,284,912,756	+26.0%	14	$143.14	1.54%
GOOG	Alphabet Inc. Communication Services	Added	3,461,072	+65,339	$1,222,900,569	+25.5%	26+	before history	1.46%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	5,100,736	+117,177	$1,215,709,417	+17.1%	10	$184.74	1.45%
AVGO	Broadcom Inc. PUT + SHARES Technology	Added	3,061,390	+37,886	$1,156,440,072	+23.6%	26+	before history	1.38%
IEFA	iShares Core MSCI EAFE ETF	Added	11,603,700	+244,807	$1,120,685,345	+9.0%	26+	before history	1.34%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	9,922,031	+1,019,260	$982,082,626	+11.1%	23	unpriced	1.17%
PG	PROCTER & GAMBLE Co PUT + SHARES Consumer Defensive	Reduced	6,196,186	-9,760	$908,608,714	+1.4%	26+	before history	1.09%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	Added	751,548	+18,699	$901,429,291	+33.7%	26+	before history	1.08%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,416,651	+432,445	$894,257,534	+40.5%	26+	before history	1.07%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	3,854,424	-146,068	$845,776,258	+10.2%	22	unpriced	1.01%
TSLA	Tesla, Inc. PUT CALL + SHARES Consumer Cyclical	Added	1,849,367	+1,221,190	$777,843,760	+233.1%	26+	before history	0.93%
META	Meta Platforms, Inc. PUT CALL + SHARES Communication Services	Added	1,262,578	+56,297	$711,197,560	+3.0%	26+	before history	0.85%
JPM	Jpmorgan Chase & Co PUT + SHARES Financial Services	Added	2,132,329	+34,054	$697,975,250	+13.1%	26+	before history	0.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	834,551	-126,000	$614,563,355	+10.8%	14	$405.53	0.74%
RSP	Victory Portfolios II	Added	2,804,149	+422,714	$596,638,781	+30.5%	22	$179.61	0.71%
IEMG	iShares Trust	Added	7,028,267	+749,226	$582,221,638	—	26+	before history	0.70%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	6,375,948	+917,124	$567,523,130	+24.4%	15	unpriced	0.68%
IWF	iShares Russell 1000 Growth ETF	Added	4,560,693	+3,421,505	$566,301,247	+16.6%	26+	before history	0.68%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	18,504,081	-680,811	$544,575,102	+10.7%	23	unpriced	0.65%
IJR	iShares Core S&P Small-Cap ETF	Added	3,587,574	+11,666	$532,073,098	+19.7%	26+	before history	0.64%
JNJ	Johnson & Johnson PUT CALL + SHARES Healthcare	Added	1,874,506	+26,482	$476,068,287	+5.4%	26+	before history	0.57%
VO	VANGUARD MID-CAP INDEX FUND	Added	5,787,723	+4,455,714	$466,316,839	+21.9%	26+	before history	0.56%
IJH	iShares Core S&P Mid-Cap ETF	Added	6,009,259	+340,995	$463,373,959	+21.1%	26+	before history	0.55%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	4,545,424	+980,014	$457,587,833	+27.5%	14	unpriced	0.55%
VUG	VANGUARD GROWTH INDEX FUND	Added	5,261,607	+4,565,333	$453,234,824	+49.0%	26+	before history	0.54%
VTV	VANGUARD VALUE INDEX FUND	Added	1,970,185	+346,979	$429,362,414	+34.8%	26+	before history	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	842,055	+33,477	$421,355,900	+8.7%	26+	before history	0.50%
COST	Costco Wholesale Corp PUT + SHARES Consumer Defensive	Added	439,063	+5,418	$410,730,263	−4.9%	26+	before history	0.49%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	699,117	+31,613	$406,124,055	+199.1%	24	$127.94	0.49%
V	Visa Inc. PUT + SHARES Financial Services	Added	1,174,843	+26,566	$403,076,883	+16.1%	26+	before history	0.48%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	1,099,673	-83,405	$377,000,894	+32.8%	15	unpriced	0.45%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	14,403,756	+1,702,878	$367,583,853	+13.0%	15	unpriced	0.44%
WMT	Walmart Inc. PUT + SHARES Consumer Defensive	Reduced	3,083,549	-59,428	$349,242,758	−10.6%	10	unpriced	0.42%
PANW	Palo Alto Networks Inc CALL + SHARES Technology	Reduced	1,012,315	-22,989	$345,219,657	+108.0%	24	unpriced	0.41%
IWB	iShares Russell 1000 ETF	Added	815,660	+15,535	$334,012,769	+17.1%	26+	before history	0.40%
MU	Micron Technology Inc Technology	Added	288,481	+27,893	$332,990,731	+278.2%	26+	before history	0.40%
VEU	Vanguard International Equity Index Funds	Added	3,923,687	+339,481	$328,608,783	+22.1%	26+	before history	0.39%
ABBV	AbbVie Inc. PUT + SHARES Healthcare	Added	1,283,403	+59,781	$322,955,529	+21.4%	26+	before history	0.39%
KLAC	Kla Corp Technology	Added	1,061,884	+961,611	$320,381,020	+117.0%	17	unpriced	0.38%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	6,252,224	+1,035,765	$309,797,698	+28.5%	17	unpriced	0.37%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	3,492,375	+1,145,842	$306,909,914	+70.9%	13	$80.27	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd PUT + SHARES Technology	Added	639,239	+10,869	$305,281,366	+43.8%	24	$146.88	0.37%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	5,162,594	+379,357	$304,489,792	+6.9%	23	unpriced	0.36%

Showing the top 50 of 3,262 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.