# Cerity Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1566475. Source: https://holderbook.com/funds/1566475-cerity-partners-llc/

- Reported value: $82.7B
- Positions: 3,288
- Weight of the ten largest: 24.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.6B | 5,299,979 | 4.4% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.8B | 9,612,893 | 3.4% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.7B | 13,610,763 | 3.3% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.1B | 2,803,692 | 2.5% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.8B | 2,266,287 | 2.2% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6B | 4,142,310 | 1.9% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.5B | 21,440,111 | 1.8% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.3B | 3,589,269 | 1.6% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.2B | 3,461,072 | 1.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.2B | 5,095,736 | 1.5% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.2B | 3,055,390 | 1.4% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.1B | 11,603,700 | 1.4% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $982.1M | 9,922,031 | 1.2% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $908.6M | 6,189,386 | 1.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $901.4M | 747,548 | 1.1% | 31 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $845.8M | 3,854,424 | 1.0% | 22 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $828.0M | 2,416,651 | 1.0% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $711.3M | 1,258,578 | 0.9% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $698.0M | 2,130,829 | 0.8% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $614.5M | 834,551 | 0.7% | 14 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $596.6M | 2,804,149 | 0.7% | 22 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $582.2M | 7,028,267 | 0.7% | 31 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $567.5M | 6,375,948 | 0.7% | 15 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $566.3M | 4,560,693 | 0.7% | 31 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $544.6M | 18,504,081 | 0.7% | 23 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $532.1M | 3,587,574 | 0.6% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $476.1M | 1,872,006 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $466.4M | 5,787,723 | 0.6% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $463.4M | 6,009,259 | 0.6% | 31 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $457.6M | 4,545,424 | 0.6% | 14 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $453.3M | 5,261,607 | 0.5% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $429.5M | 1,970,185 | 0.5% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $421.4M | 842,055 | 0.5% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $410.7M | 438,863 | 0.5% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $406.1M | 698,817 | 0.5% | 24 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $403.1M | 1,173,343 | 0.5% | 31 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $377.0M | 1,099,673 | 0.5% | 15 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $367.6M | 14,403,756 | 0.4% | 15 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $349.2M | 3,076,049 | 0.4% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $345.2M | 1,012,015 | 0.4% | 24 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $334.0M | 815,660 | 0.4% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $332.9M | 288,481 | 0.4% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $328.6M | 3,923,687 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $323.0M | 1,275,203 | 0.4% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $320.4M | 1,061,884 | 0.4% | 17 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $309.8M | 6,252,224 | 0.4% | 17 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $306.9M | 3,492,375 | 0.4% | 13 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $305.3M | 638,639 | 0.4% | 24 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $304.5M | 5,162,594 | 0.4% | 23 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $302.0M | 1,838,405 | 0.4% | 25 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $301.4M | 2,566,195 | 0.4% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $298.4M | 279,238 | 0.4% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $287.7M | 856,897 | 0.3% | 31 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $287.4M | 4,938,833 | 0.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $286.0M | 1,831,467 | 0.3% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $282.6M | 2,066,962 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $282.1M | 930,912 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $280.4M | 10,579,829 | 0.3% | 23 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $275.5M | 5,448,316 | 0.3% | 17 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $273.6M | 3,512,006 | 0.3% | 23 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $273.0M | 4,827,719 | 0.3% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $268.3M | 1,520,578 | 0.3% | 23 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $267.7M | 883,746 | 0.3% | 16 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $262.4M | 2,984,072 | 0.3% | 11 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $261.5M | 1,062,300 | 0.3% | 19 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $248.7M | 2,726,265 | 0.3% | 7 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $246.8M | 2,558,075 | 0.3% | 12 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $242.9M | 1,603,385 | 0.3% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $240.2M | 4,215,750 | 0.3% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $239.7M | 2,005,312 | 0.3% | 21 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $235.9M | 1,237,321 | 0.3% | 14 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $233.9M | 988,361 | 0.3% | 31 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $230.2M | 1,959,885 | 0.3% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $227.5M | 1,372,649 | 0.3% | 31 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $223.3M | 4,415,366 | 0.3% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $223.0M | 292,657 | 0.3% | 26 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $222.7M | 3,664,076 | 0.3% | 17 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $221.5M | 2,933,050 | 0.3% | 21 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $216.1M | 571,112 | 0.3% | 16 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $210.4M | 485,639 | 0.3% | 7 |
| LATTICE STRATEGIES TR | [RODM](https://holderbook.com/stocks/RODM/) | $208.7M | 5,164,485 | 0.3% | 13 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $205.6M | 848,030 | 0.2% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $204.4M | 397,899 | 0.2% | 31 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $203.6M | 2,479,279 | 0.2% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $201.5M | 1,567,712 | 0.2% | 31 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $198.5M | 5,729,822 | 0.2% | 15 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $198.1M | 732,515 | 0.2% | 31 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $196.5M | 4,429,007 | 0.2% | 21 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $196.2M | 3,631,961 | 0.2% | 16 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $191.2M | 7,384,337 | 0.2% | 29 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $188.2M | 260,363 | 0.2% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $188.1M | 94,239 | 0.2% | 23 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $187.0M | 184,881 | 0.2% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $185.3M | 1,326,665 | 0.2% | 31 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $180.7M | 2,257,242 | 0.2% | 21 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $179.2M | 1,223,064 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $178.0M | 592,421 | 0.2% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $177.4M | 2,008,850 | 0.2% | 31 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $176.1M | 5,087,343 | 0.2% | 11 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $174.8M | 3,376,307 | 0.2% | 13 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.7% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.8% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +8.5% | +10.5% | -2.0% | 100% |
| Q1 2025 | -2.5% | -4.6% | +2.0% | 100% |
| Q4 2024 | +0.1% | +2.1% | -2.1% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $82.7B | 3,288 |
| Q1 2026 | $70.8B | 3,095 |
| Q4 2025 | $68.6B | 2,852 |
| Q3 2025 | $61.7B | 2,739 |
| Q2 2025 | $56.1B | 2,626 |
| Q1 2025 | $49.4B | 2,474 |
| Q4 2024 | $46.1B | 2,415 |
| Q3 2024 | $45.2B | 2,526 |
| Q2 2024 | $38.0B | 2,221 |
| Q1 2024 | $37.9B | 2,284 |
| Q4 2023 | $30.4B | 1,853 |
| Q3 2023 | $20.6B | 1,389 |