CIK: 0002128338
Total reported value
$195.7M
Reporting period: 2026-03-31 · Number of holdings: 31
Cerity Partners Retirement Plan Advisors LLC disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $195.7M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "C"
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
Performance for Q3 2026
-1.1%
Performance Last 4 Quarters
-1.1%
Based on 2 months of available history
Based on 72% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001706915
Total reported value
$195.7M
80 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002045307
Total reported value
$195.6M
139 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002033031
Total reported value
$195.8M
13 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0002064821
Total reported value
$153.2M
8 stks
2025-12-31
Stale — no recent filing
5 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us
CIK 0000077657
Total reported value
$133.2M
19 stks
2019-06-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0000315080
Total reported value
$1.9B
277 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Ftse Developed ETF