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CIK: 0001519611
Total reported value
$2.0B
$2.0B
26 檔
64.5%
According to the latest 13F quarterly dataset, Cerity Partners OCIO LLC managed an equity portfolio of $2.0B at the end of Q2 2025, spanning 26 distinct U.S. exchange-listed positions.
During Q2 2025, Cerity Partners OCIO LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.60% | -8.48% | -15.68% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.69% | -2.12% | -10.29% | |
| 3 | BWX | State Street Spdr Bloomberg | ETF-Other | 10.40% | -0.76% | +58.59% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.14% | -1.48% | -3.71% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 7.77% | -0.01% | -12.66% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.17% | -0.20% | -5.33% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 5.10% | -2.02% | -8.81% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.31% | -0.80% | — | |
| 9 | EMLP | First Trust North American E | ETF-Other | 3.94% | -1.22% | — | |
| 10 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 3.41% | -0.87% | — | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.67% | — | — | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.06% | — | +4.87% | |
| 13 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.70% | -0.22% | -70.17% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.65% | -0.18% | +0.08% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.15% | +48.12% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -0.19% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.36% | — | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.42% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | — | -25.08% | |
| 20 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.30% | +0.10% | -50.66% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.30% | +0.42% | -68.98% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | — | — | |
| 23 | IGOV | Ishares International Treasu | ETF-Other | 0.15% | -0.07% | +17.51% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.04% | — | -76.62% | |
| 25 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.02% | -0.13% | -89.02% | |
| 26 | BSM | Black Stone Minerals LP | Stock-Other | 0.02% | — | -3.09% |
According to official SEC Form 13F filings, Cerity Partners OCIO LLC reported a total U.S. public equity portfolio value of $2.0B across 26 disclosed positions in Q2 2025.
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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, IEF, BWX) accounted for 64.5% of total reported equity market value during Q2 2025.
During Q2 2025, Cerity Partners OCIO LLC's top holdings by market value included VOO (30.6%)、IEF (13.7%)、BWX (10.4%). The largest single position, VOO, represented 30.6% of total portfolio value.
In Q2 2025, Cerity Partners OCIO LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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