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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2739 檔
12.7%
At the close of Q3 2025, Cerity Partners LLC disclosed equity holdings valued at approximately $82.7B, spread across 2739 reported holdings.
In Q3 2025, Cerity Partners LLC displayed an active expansion posture, initiating 4 new positions and adding to 150 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 12.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 2739 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | +0.05% | +2.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.61% | — | -0.56% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.53% | +0.08% | +7.40% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.28% | -0.76% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | +0.09% | +2.00% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | +0.03% | -0.83% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | — | +6.83% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | -0.10% | -0.68% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | — | +4.25% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.08% | -0.24% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.53% | -0.17% | -5.95% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.11% | -1.70% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.10% | -1.15% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.17% | -0.06% | -1.25% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.11% | +10.19% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.06% | +4.73% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.03% | -1.60% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.10% | +2.37% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.14% | +13.73% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.81% | -0.03% | +0.71% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.01% | +7.84% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.04% | -0.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | -0.91% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | -0.21% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.01% | -9.77% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.11% | +2.48% | |
| 27 | CACC | Credit Acceptance CORP | Stock-Other | 0.60% | — | -0.01% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | +0.07% | +3.23% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.06% | -1.60% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.02% | +13.28% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.08% | +6.55% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.13% | +2.06% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +0.92% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.02% | +2.28% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.06% | +2.60% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | -0.01% | -0.67% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.46% | -0.02% | +5.14% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | — | +1.09% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | +0.02% | +2.34% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.12% | +45.10% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | +0.45% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | -0.04% | -2.64% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.39% | -0.04% | -2.62% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.38% | -0.09% | +7.71% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.05% | +11.60% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | -0.03% | -0.27% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | -0.12% | +2.26% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.19% | -0.72% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.37% | -0.03% | +7.57% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.03% | -0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +7.40% | Add |
| 2 | AVGO | Broadcom Inc | +0.6% | -0.24% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | -0.76% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +2.79% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.70% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -1.15% | Add |
| 7 | AVLV | Avantis US Large Cap Value | +0.3% | +2.92% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.3% | +7.84% | Add |
| 9 | QUAL | Ishares Msci USA Quality Fac | +0.2% | -1.25% | Add |
| 10 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +259.87% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +2.28% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.2% | +45.10% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.00% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | +9.67% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.68% | Add |
| 16 | DFSV | Dimensional US Small Cap Val | +0.1% | +13.93% | Add |
| 17 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +51.39% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +0.13% | Add |
| 19 | SCHR | Schwab Intermediate-term US | +0.1% | +74.59% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.88% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.56% | Trim |
| 22 | SCHO | Schwab Short-term US Treas | +0.1% | -15.31% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.83% | Add |
| 24 | VONG | Vanguard Russell 1000 Growth | +0.1% | +84.91% | Add |
| 25 | POCT | Innovator U.s. Equity Power | +0.1% | +2617.41% | Add |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +2.23% | Add |
| 27 | VGIT | Vanguard Intermediate-term T | +0.1% | -0.27% | Add |
| 28 | COF | Capital One Financial CORP | +0.1% | +5.26% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +3.23% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | +0.1% | +6.55% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | -24.75% | Add |
| 32 | NFLX | Netflix Inc | +0.1% | +8.72% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.54% | Trim |
| 34 | VT | Vanguard Tot World Stk ETF | +0.1% | +70.45% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.13% | Add |
| 36 | AVEM | Avantis Emerging Markets Eq | +0.1% | +2.76% | Add |
| 37 | VTV | Vanguard Value ETF | +0.1% | +13.92% | Add |
| 38 | GE | General Electric | +0.1% | +4.34% | Add |
| 39 | URI | United Rentals Inc | +0.1% | +1.39% | Add |
| 40 | LRCX | Lam Research CORP | +0.1% | +16.18% | Add |
| 41 | RBLX | Roblox CORP -class A | +0.1% | +22.88% | Add |
| 42 | MU | Micron Technology Inc | +0.1% | +101.29% | Add |
| 43 | MTUM | Ishares Msci USA Momentum Fa | 0% | +2.60% | Add |
| 44 | UBER | Uber Technologies Inc | 0% | +1.65% | Add |
| 45 | C | Citigroup Inc | 0% | +3.43% | Add |
| 46 | KLAC | Kla CORP | 0% | -0.62% | Add |
| 47 | ASML | ASML Holding N.V. | 0% | +9.96% | Add |
| 48 | USRT | Ishares Core US Reit ETF | 0% | +3.73% | Add |
| 49 | GEV | GE Vernova Inc | 0% | +13.70% | Add |
| 50 | INTC | Intel CORP | 0% | +27.37% | Add |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2739 disclosed positions in Q3 2025.
During Q3 2025, Cerity Partners LLC's top holdings by market value included VOO (4.4%)、AAPL (3.6%)、NVDA (3.5%). The largest single position, VOO, represented 4.4% 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.
Top New Position Initiated
RWL
市值: $42.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $33.9M
In Q3 2025, Cerity Partners LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 150 positions, trimming 45 holdings, and fully liquidating 1 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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