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CIK: 0001519611
Total reported value
$2.0B
$2.0B
25 檔
70.9%
During the Q3 2025 filing period, Cerity Partners OCIO LLC (CIK: 0001519611) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 25 reported positions.
In Q3 2025, Cerity Partners OCIO LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.47% | -8.48% | +0.41% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.65% | -2.12% | +7.68% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.70% | -0.01% | +39.52% | |
| 4 | BWX | State Street Spdr Bloomberg | ETF-Other | 9.02% | -0.76% | -3.73% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.56% | -1.48% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.35% | -2.02% | -2.26% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.29% | -0.20% | +1.52% | |
| 8 | EMLP | First Trust North American E | ETF-Other | 3.62% | -1.22% | -2.07% | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 3.42% | -0.80% | -14.89% | |
| 10 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 3.15% | -0.87% | -1.57% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.82% | — | +16.69% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.14% | — | +15.50% | |
| 13 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.82% | -0.22% | +17.75% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | -0.36% | +95.73% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.63% | -0.18% | +4.35% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.19% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.15% | +2.37% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.37% | +0.42% | +37.68% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.33% | — | — | |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.30% | — | -25.19% | |
| 21 | IGOV | Ishares International Treasu | ETF-Other | 0.18% | -0.07% | +38.24% | |
| 22 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.13% | -0.13% | +479.63% | |
| 23 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.13% | +0.10% | -54.99% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.04% | — | — | |
| 25 | BSM | Black Stone Minerals LP | Stock-Other | 0.02% | — | -1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BWX | State Street Spdr Bloomberg | +2.8% | -3.73% | Add |
| 2 | VT | Vanguard Tot World Stk ETF | +2.5% | +39.52% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +95.73% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.52% | Trim |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +2.37% | Add |
| 6 | MBB | Ishares Mbs ETF | +0.1% | +16.69% | Add |
| 7 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +15.50% | Add |
| 8 | IGOV | Ishares International Treasu | +0.1% | +38.24% | Add |
| 9 | BSM | Black Stone Minerals LP | — | -1.91% | Trim |
| 10 | GLD | Spdr Gold Shares | 0% | -2.26% | Trim |
| 11 | GOVT | Ishares US Treasury Bond ETF | 0% | +4.35% | Add |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | -25.19% | Trim |
| 13 | NUDM | Nuveen Esg Intl Devel Mrk Eq | -0.1% | +479.63% | Trim |
| 14 | XLE | Ss Energy Select Sector | -0.1% | — | Unchanged |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | — | Trim |
| 16 | VNQ | Vanguard Real Estate ETF | -0.2% | — | Trim |
| 17 | EIPX | Ft Energy Inc Partners Strat | -0.4% | -1.57% | Trim |
| 18 | EMLP | First Trust North American E | -0.4% | -2.07% | Trim |
| 19 | NUEM | Nuveen Esg Emerging Markets | -0.4% | -54.99% | Trim |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | -0.6% | +37.68% | Trim |
| 21 | SCHP | Schwab U.s. Tips ETF | -1.1% | — | Trim |
| 22 | PABU | Ishr Par-alnd Clim Opt Mue-u | -1.3% | +17.75% | Trim |
| 23 | IEF | Ishares 7-10 Year Treasury B | -1.9% | +7.68% | Trim |
| 24 | VOO | Vanguard S&p 500 ETF | -3.1% | +0.41% | Trim |
| 25 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
According to official SEC Form 13F filings, Cerity Partners OCIO LLC reported a total U.S. public equity portfolio value of $2.0B across 25 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IEF, VT) accounted for 70.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
TLH
市值: $67.0M
Top Position Liquidated / Trimmed
VOO
前期市值: $592.3M
During Q3 2025, Cerity Partners OCIO LLC's top holdings by market value included VOO (30.5%)、IEF (13.7%)、VT (10.7%). The largest single position, VOO, represented 30.5% of total portfolio value.
In Q3 2025, Cerity Partners OCIO LLC made 24 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 15 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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