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CIK: 0001566475
Total reported value
$82.7B
$82.7B
3095 檔
13.4%
The Q1 2026 SEC filing reveals that Cerity Partners LLC held a total portfolio value of $82.7B, covering 3095 public equity positions.
In Q1 2026, Cerity Partners LLC displayed an active expansion posture, initiating 12 new positions and adding to 132 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, NVDA) accounted for 13.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 3095 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% | +9.74% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.39% | — | +2.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.08% | +3.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | +0.09% | +4.47% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.03% | +3.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.28% | +8.09% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | — | +5.57% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | — | +4.67% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.10% | +1.27% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.11% | +1.16% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.10% | +1.04% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.08% | +1.86% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.17% | +1.45% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | -0.06% | +11.40% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.06% | +13.40% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.11% | +10.05% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.14% | +3.48% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.10% | +5.77% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.03% | +2.31% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.04% | +27.88% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | -0.03% | +1.02% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.01% | +18.15% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | +0.07% | +21.29% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.64% | +0.05% | +57.00% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.06% | +2.28% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.01% | -2.26% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.08% | +18.78% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.11% | +6.87% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.13% | -0.91% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.04% | +3.39% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | +0.02% | +19.24% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.02% | +11.09% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +4.80% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.51% | +0.04% | -9.58% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +1.34% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.46% | -0.02% | +8.75% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.07% | +21.77% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | -0.09% | +9.01% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.12% | +25.22% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | — | +7.39% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.40% | -0.03% | +13.29% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.40% | +0.06% | +2.31% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.12% | -3.77% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.38% | -0.08% | +16.78% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | +0.02% | +14.70% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | -0.05% | +3.28% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | +2.00% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.37% | -0.01% | -4.99% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.37% | -0.04% | +6.22% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.37% | -0.03% | +5.43% |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 3095 disclosed positions in Q1 2026.
During Q1 2026, Cerity Partners LLC's top holdings by market value included VOO (4.3%)、AAPL (3.4%)、NVDA (3.2%). The largest single position, VOO, represented 4.3% of total portfolio value.
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Top New Position Initiated
AZN
市值: $59.2M
Top Position Liquidated / Trimmed
AZNN
前期市值: $52.7M
In Q1 2026, Cerity Partners LLC made 200 total portfolio adjustments, initiating 12 new buys, adding to 132 positions, trimming 54 holdings, and fully liquidating 2 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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