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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2626 檔
11.1%
During the Q2 2025 filing period, Cerity Partners LLC (CIK: 0001566475) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $82.7B across 2626 reported positions.
In Q2 2025, Cerity Partners LLC displayed an active expansion posture, initiating 5 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2626 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.05% | +9.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.28% | +2.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.22% | — | +3.53% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | +0.08% | +0.96% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | +0.09% | +9.50% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | +0.03% | -1.92% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.86% | -0.17% | +0.50% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | — | +5.11% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.74% | -0.10% | +18.80% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | — | +2.12% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.08% | +0.78% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.22% | -0.06% | +39.63% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | -0.06% | +7.33% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.11% | -22.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.11% | +4.50% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.03% | -0.06% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.10% | +3.47% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.10% | +2.47% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.14% | +1.18% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | -0.03% | +0.26% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.01% | +50.84% | |
| 22 | CACC | Credit Acceptance CORP | Stock-Other | 0.72% | — | -0.11% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.04% | +4.63% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | +1.52% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.11% | +1.74% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.04% | +6.57% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | -0.01% | -4.94% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.07% | +24.05% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.13% | -1.35% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | +4.02% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.06% | +2.23% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.49% | -0.01% | -3.35% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.02% | -1.92% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.06% | +4.82% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.48% | -0.02% | +5.76% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.08% | +8.80% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.04% | +5.65% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.02% | +16.27% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | — | +1.57% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | +0.04% | +110.43% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.42% | -0.04% | +1.85% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.41% | -0.03% | +51.40% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.02% | +2.01% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.03% | +9.28% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.19% | +0.69% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.39% | -0.09% | +0.30% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.05% | -22.76% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | +15.64% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.04% | +2.06% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.37% | -0.04% | +1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +0.96% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +2.05% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +0.78% | Add |
| 4 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +39.63% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +9.83% | Add |
| 6 | AVLV | Avantis US Large Cap Value | +0.3% | +12655.12% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +18.80% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +50.84% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +110.43% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.50% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +5194.31% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +2.01% | Add |
| 13 | VGIT | Vanguard Intermediate-term T | +0.1% | +51.40% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | +20.34% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | +0.1% | +225.26% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | +9.14% | Add |
| 17 | COF | Capital One Financial CORP | +0.1% | +201.06% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.11% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +24.05% | Add |
| 20 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +160.57% | Add |
| 21 | SCHR | Schwab Intermediate-term US | +0.1% | +9015.72% | Add |
| 22 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | NEW | New buy |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +1688.47% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.12% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.63% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.92% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.40% | Add |
| 28 | HOOD | Robinhood Markets Inc - A | +0.1% | -4.71% | Trim |
| 29 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +504.86% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.50% | Add |
| 31 | IQLT | Ishares Msci International Q | +0.1% | +19.08% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +13.43% | Add |
| 33 | PAUG | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 34 | PDEC | Innovator U.s. Equity Power | +0.1% | +2060.92% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -0.06% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +16.27% | Add |
| 37 | MTUM | Ishares Msci USA Momentum Fa | 0% | +4.82% | Add |
| 38 | AVEM | Avantis Emerging Markets Eq | 0% | +13.94% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | +8.57% | Add |
| 40 | INTU | Intuit Inc | 0% | +3.16% | Add |
| 41 | UBER | Uber Technologies Inc | 0% | +21.49% | Add |
| 42 | DIS | Walt Disney Co/the | 0% | +2.69% | Add |
| 43 | USRT | Ishares Core US Reit ETF | 0% | +152.04% | Add |
| 44 | MBB | Ishares Mbs ETF | 0% | +601.16% | Add |
| 45 | DFAT | Dimensional US Target Value | 0% | +59.42% | Add |
| 46 | LOAR | Loar Holdings Inc | 0% | NEW | New buy |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | +8.80% | Add |
| 48 | MGK | Vanguard Mega Cap Growth ETF | 0% | +7.65% | Add |
| 49 | EFA | Ishares Msci Eafe ETF | 0% | +14.41% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.88% | Trim |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2626 disclosed positions in Q2 2025.
During Q2 2025, Cerity Partners LLC's top holdings by market value included VOO (4.3%)、MSFT (3.3%)、AAPL (3.2%). The largest single position, VOO, represented 4.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AAPL) accounted for 11.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
RWL
市值: $39.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $33.9M
In Q2 2025, Cerity Partners LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 143 positions, trimming 49 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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