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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2852 檔
13.7%
In Q4 2025, Cerity Partners LLC's U.S. equity holdings reached a combined market value of $82.7B, distributed across 2852 disclosed stock positions.
In Q4 2025, Cerity Partners LLC displayed an active expansion posture, initiating 3 new positions and adding to 163 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2852 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.28% | +0.05% | +6.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.61% | — | +4.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.08% | +8.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.28% | +3.84% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.09% | +10.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | +0.03% | +5.57% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | — | +3.57% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.11% | +2.51% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | — | +5.84% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.10% | +3.54% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.08% | +3.34% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.46% | -0.10% | -3.32% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.17% | -0.45% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.06% | +13.82% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.14% | +2.55% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.11% | +12.92% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.06% | -4.89% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.03% | +4.32% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.10% | +9.65% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.74% | -0.03% | +0.67% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.02% | +124.62% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.07% | +105.03% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.04% | +2.81% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | -0.01% | +20.77% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.01% | -9.65% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | — | +2.07% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.58% | +0.04% | +111.80% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.04% | +1.84% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.07% | +11.79% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.06% | +1.36% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.08% | +11.62% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.13% | +5.34% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.11% | +0.57% | |
| 34 | CACC | Credit Acceptance CORP | Stock-Other | 0.51% | — | -1.22% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.02% | +2.21% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | +0.02% | +18.46% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | -0.02% | +5.46% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | -0.01% | -2.69% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.42% | +0.06% | +0.38% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.42% | +0.05% | +96.33% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.41% | -0.09% | +21.94% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | -1.65% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.01% | +5.49% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.12% | -2.88% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.12% | +4.90% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | -0.10% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.05% | +13.31% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.07% | +31.09% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | -0.03% | +10.66% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.19% | +4.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.4% | +124.62% | Add |
| 2 | TJX | Tjx Companies Inc | +0.3% | +105.03% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +111.80% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +3.54% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +2.55% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.51% | Add |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +96.33% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.2% | +96.59% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.1% | +369.99% | Add |
| 10 | TXN | Texas Instruments Inc | +0.1% | +103.91% | Add |
| 11 | PM | Philip Morris International | +0.1% | +106.38% | Add |
| 12 | PCG | P G & E CORP | +0.1% | +165.85% | Add |
| 13 | IWD | Ishares Russell 1000 Value E | +0.1% | +110.60% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +31.09% | Add |
| 15 | PNC | Pnc Financial Services Group | +0.1% | +87.77% | Add |
| 16 | CPB | THE Campbell's Company | +0.1% | +190.27% | Add |
| 17 | ZM | Zoom Communications Inc | +0.1% | +204.19% | Add |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | +373.25% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | +20.77% | Add |
| 20 | TER | Teradyne Inc | +0.1% | +31.57% | Add |
| 21 | CI | THE Cigna Group | +0.1% | +157.59% | Add |
| 22 | XLF | Ss Financial Select Sector | +0.1% | +199.49% | Add |
| 23 | PFE | Pfizer Inc | +0.1% | +83.33% | Add |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +252.71% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | +28.21% | Add |
| 26 | AMD | Advanced Micro Devices | 0% | +6.59% | Add |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +50.42% | Add |
| 28 | PSX | Phillips 66 | 0% | +207.58% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +114.41% | Add |
| 30 | VV | Vanguard Large-cap ETF | 0% | +79.80% | Add |
| 31 | TEAM | Atlassian Corp-cl A | 0% | +378.89% | Add |
| 32 | STE | STERIS plc | 0% | +116.74% | Add |
| 33 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +7735.85% | Add |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +1451.54% | Add |
| 35 | MAGS | Roundhill Magnificent Seven | 0% | +4174.29% | Add |
| 36 | CNC | Centene CORP | 0% | +136.91% | Add |
| 37 | XYZ | Block Inc | 0% | +1507.71% | Add |
| 38 | TXT | Textron Inc | 0% | +283.52% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +10.29% | Add |
| 40 | VGSH | Vanguard Short-term Treasury | 0% | +21.94% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +0.57% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +5.03% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | +35.99% | Add |
| 44 | CB | Chubb Limited | 0% | +18.40% | Add |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | +80.32% | Add |
| 46 | MU | Micron Technology Inc | 0% | +5.48% | Add |
| 47 | TDW | Tidewater Inc | 0% | +104.34% | Add |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | +165.91% | Add |
| 49 | XLY | Ss Consumer Disc Select Sect | 0% | +1056.98% | Add |
| 50 | SBUX | Starbucks CORP | 0% | +101.66% | Add |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2852 disclosed positions in Q4 2025.
During Q4 2025, Cerity Partners LLC's top holdings by market value included VOO (4.3%)、AAPL (3.6%)、NVDA (3.4%). 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, AAPL, NVDA) accounted for 13.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $40.9M
Top Position Liquidated / Trimmed
UL
前期市值: $40.2M
In Q4 2025, Cerity Partners LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 163 positions, trimming 33 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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