Cerity Partners Retirement Plan Advisors LLC

CIK

2128338

Location

NEW YORK, NY

Portfolio Value

Small $240,505,778

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,923 / 8,827 ▲ 218

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

2 quarters · since Mar 2026

Regulatory profile

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

Holder type

Unknown

Portfolio style

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

Style

Concentrated

The top 10 positions are 98.6% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 91.8%; sector active share 87.1% against the combined 13F book's sector weights.

Over time 2 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

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

Top Position

27.5%

−1.9 pts

Top 5

87.7%

−2.0 pts

Top 10

98.6%

+0.6 pts

HHI

1,799

Moderately concentrated−342

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$240,505,778	34

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+210,825	407,830	$24,343,372
CWI	Spdr Index Shares Funds	+12,538	82,743	$3,365,157
—		+2,042	17,546	$1,712,489
—		+1,040	8,469	$588,595
IEI	iShares 3-7 Year Treasury Bond ETF	+1,015	6,150	$722,317
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+803	4,877	$390,013
IJK	iShares S&P Mid-Cap 400 Growth ETF	+703	8,083	$949,752
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+492	2,624	$286,199
VOO	VANGUARD 500 INDEX FUND	+21	6,595	$4,529,511
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−109,059	360,195	$26,441,914
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−13,497	133,330	$49,337,433
VEA	Vanguard FTSE Developed Markets ETF	−7,351	189,205	$13,480,856
SPY	Spdr S&P 500 ETF Trust	−390	88,678	$66,222,070
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
IEMG	iShares Trust	265,723	$22,012,493
GOVT	iShares U.S. Treasury Bond ETF	309,532	$7,051,138
AGG	iShares Core U.S. Aggregate Bond ETF	34,949	$3,459,252
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	28,172	$3,352,186
IVV	iShares Core S&P 500 ETF	2,271	$1,700,729
IDEV	iShares Core MSCI International Developed Markets ETF	17,698	$1,575,298
QUAL	iShares MSCI USA Quality Factor ETF	4,029	$884,083
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	32,245	$822,892
MTUM	iShares MSCI USA Momentum Factor ETF	1,755	$601,666
—		5,425	$497,147
ANGL	VanEck Fallen Angel High Yield Bond ETF	15,243	$445,705
AVLV	Avantis U.S. Large Cap Value ETF	4,593	$418,927
IQLT	iShares MSCI Intl Quality Factor ETF	8,100	$401,355
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	9,732	$393,270
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	2,594	$284,899
DFSV	Dimensional US Small Cap Value ETF	7,134	$276,727
AVEM	Avantis Emerging Markets Equity ETF	2,246	$216,716
DFAE	Dimensional Emerging Core Equity Market ETF	5,278	$212,228
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	40,542	$2,737,801
IJR	iShares Core S&P Small-Cap ETF	20,408	$2,536,918
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	31,768	$2,490,928
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	26,374	$2,018,665
VNQ	VANGUARD REAL ESTATE INDEX FUND	17,550	$1,556,685
VB	Vanguard Index Funds	5,466	$1,431,654
VO	VANGUARD MID-CAP INDEX FUND	4,649	$1,335,099
BNDX	Vanguard Total International Bond ETF	26,210	$1,259,390
BIV	Vanguard Bond Index Funds	15,836	$1,222,222
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	8,513	$1,177,518
BLV	VANGUARD LONG-TERM BOND INDEX FUND	15,727	$1,081,703
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	4,284	$634,460
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	1,992	$432,762
VOE	VANGUARD MID-CAP VALUE INDEX FUND	2,348	$432,689
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	764	$230,919
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $240,505,778 total · filing declares 34 positions · $239,369,762 · as of Jun 30, 2026

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	88,678	-390	$66,222,070	+14.3%	2	before history	27.53%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	133,330	-13,497	$49,337,433	+4.7%	2	before history	20.51%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	360,195	-109,059	$26,441,914	−23.5%	2	before history	10.99%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	407,830	+210,825	$24,343,372	+128.6%	2	before history	10.12%
IEMG	iShares Trust	NEW	265,723	NEW	$22,012,493	NEW	1	unpriced	9.15%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	189,205	-7,351	$13,480,856	+7.0%	2	before history	5.61%
GOVT	iShares U.S. Treasury Bond ETF	NEW	309,532	NEW	$7,051,138	NEW	1	unpriced	2.93%
VOO	VANGUARD 500 INDEX FUND	Added	6,595	+21	$4,529,511	+15.3%	2	before history	1.88%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	34,949	NEW	$3,459,252	NEW	1	unpriced	1.44%
CWI	Spdr Index Shares Funds	Added	82,743	+12,538	$3,365,157	+31.0%	2	before history	1.40%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	NEW	28,172	NEW	$3,352,186	NEW	1	$114.32	1.39%
NUDM	Nuveen ESG International Developed Markets Equity ETF	Held	53,941	0	$2,158,718	+10.8%	2	before history	0.90%
		Added	17,546	+2,042	$1,712,489	+24.8%	2	before history	0.71%
IVV	iShares Core S&P 500 ETF	NEW	2,271	NEW	$1,700,729	NEW	1	unpriced	0.71%
IDEV	iShares Core MSCI International Developed Markets ETF	NEW	17,698	NEW	$1,575,298	NEW	1	unpriced	0.65%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	8,083	+703	$949,752	+27.9%	2	before history	0.39%
QUAL	iShares MSCI USA Quality Factor ETF	NEW	4,029	NEW	$884,083	NEW	1	unpriced	0.37%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	NEW	32,245	NEW	$822,892	NEW	1	$25.51	0.34%
NUEM	Nuveen ESG Emerging Markets Equity ETF	Held	19,239	0	$816,426	+15.5%	2	before history	0.34%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	6,150	+1,015	$722,317	+18.6%	2	before history	0.30%
MTUM	iShares MSCI USA Momentum Factor ETF	NEW	1,755	NEW	$601,666	NEW	1	unpriced	0.25%
		Added	8,469	+1,040	$588,595	+23.1%	2	before history	0.24%
		Held	24,224	0	$554,245	+17.4%	2	before history	0.23%
		NEW	5,425	NEW	$497,147	NEW	1	$91.52	0.21%
ANGL	VanEck Fallen Angel High Yield Bond ETF	NEW	15,243	NEW	$445,705	NEW	1	$29.12	0.19%
AVLV	Avantis U.S. Large Cap Value ETF	NEW	4,593	NEW	$418,927	NEW	1	$87.83	0.17%
IQLT	iShares MSCI Intl Quality Factor ETF	NEW	8,100	NEW	$401,355	NEW	1	unpriced	0.17%
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	NEW	9,732	NEW	$393,270	NEW	1	$40.93	0.16%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	4,877	+803	$390,013	+20.3%	2	before history	0.16%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	2,624	+492	$286,199	+23.2%	2	before history	0.12%
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	NEW	2,594	NEW	$284,899	NEW	1	$103.33	0.12%
DFSV	Dimensional US Small Cap Value ETF	NEW	7,134	NEW	$276,727	NEW	1	$37.38	0.12%
AVEM	Avantis Emerging Markets Equity ETF	NEW	2,246	NEW	$216,716	NEW	1	$92.22	0.09%
DFAE	Dimensional Emerging Core Equity Market ETF	NEW	5,278	NEW	$212,228	NEW	1	$38.68	0.09%

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.