EdgeMarket › What Cerity Partners Llc reported owning
What Cerity Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
70.8BPositions
3,237Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 3.1B | 4.3% | 5.1M | 703.71 | +20.0% |
| AAPL Apple Inc. | 2.4B | 3.4% | 9.4M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 2.3B | 3.2% | 13.0M | 214.72 | +22.4% |
| IVV iShares Core S&P 500 ETF | 1.7B | 2.5% | 2.7M | 769.31 | +20.0% |
| MSFT MICROSOFT CORP | 1.5B | 2.1% | 4.1M | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 1.4B | 2.0% | 2.2M | 765.72 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 1.3B | 1.8% | 20.4M | 73.42 | +24.7% |
| AMZN AMAZON COM INC | 1.0B | 1.5% | 5.0M | 258.63 | +15.6% |
| IEFA iShares Core MSCI EAFE ETF | 1.0B | 1.5% | 11.4M | 100.85 | +16.8% |
| GOOGL Alphabet Inc. | 1.0B | 1.4% | 3.5M | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 974.0M | 1.4% | 3.4M | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 933.7M | 1.3% | 3.0M | 368.45 | +26.5% |
| PG PROCTER & GAMBLE Co | 895.4M | 1.3% | 6.2M | 144.68 | -9.3% |
| AGG iShares Core U.S. Aggregate Bond ETF | 883.8M | 1.2% | 8.9M | 97.35 | -1.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 767.3M | 1.1% | 4.0M | 223.22 | +19.3% |
| META Meta Platforms, Inc. | 688.0M | 1.0% | 1.2M | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 673.8M | 1.0% | 732.5K | 1,255.40 | +78.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 637.0M | 0.9% | 2.0M | 378.24 | +20.5% |
| JPM JPMORGAN CHASE & CO | 616.2M | 0.9% | 2.1M | 351.58 | +20.3% |
| SCHX Schwab U.S. Large-Cap ETF | 491.9M | 0.7% | 19.2M | 30.21 | +19.6% |
| IWF iShares Russell 1000 Growth Fund | 485.8M | 0.7% | 1.1M | 122.39 | +11.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 458.0M | 0.6% | 793.4K | 713.44 | +26.1% |
| RSP Invesco S&P 500 Equal Weight ETF | 457.0M | 0.6% | 2.4M | 221.67 | +18.8% |
| IDEV iShares Core MSCI International Developed Mark | 456.2M | 0.6% | 5.5M | 93.31 | +18.6% |
| JNJ JOHNSON & JOHNSON | 451.4M | 0.6% | 1.8M | 270.24 | +51.1% |
| IJR iShares Core S&P Small-Cap ETF | 444.5M | 0.6% | 3.6M | 147.31 | +29.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 438.0M | 0.6% | 6.3M | 81.57 | +31.9% |
| COST COSTCO WHOLESALE CORP /NEW | 432.1M | 0.6% | 433.6K | 947.74 | -4.7% |
| WMT Walmart Inc. | 389.7M | 0.6% | 3.1M | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 387.5M | 0.5% | 808.6K | — | — |
| VO Vanguard Morningstar Mid-Cap ETF | 383.5M | 0.5% | 1.3M | 82.97 | +15.9% |
| IJH iShares Core S&P Mid-Cap ETF | 382.8M | 0.5% | 5.7M | 76.77 | +20.8% |
| XOM ExxonMobil Holdings Corp | 371.7M | 0.5% | 2.2M | 165.11 | +52.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 358.9M | 0.5% | 3.6M | 100.63 | +0.0% |
| V VISA INC. | 346.6M | 0.5% | 1.1M | 371.04 | +7.9% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 325.4M | 0.5% | 12.7M | 25.09 | -1.8% |
| VTV Vanguard Morningstar Value ETF | 318.9M | 0.5% | 1.6M | 226.40 | +24.6% |
| VGSH Vanguard Short-Term Treasury ETF | 308.3M | 0.4% | 5.3M | 58.13 | -0.9% |
| VUG Vanguard Morningstar Growth ETF | 305.4M | 0.4% | 696.3K | 87.50 | +15.9% |
| IWB iShares Russell 1000 ETF | 285.3M | 0.4% | 800.1K | 419.69 | +19.8% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 284.8M | 0.4% | 4.8M | 58.31 | -2.3% |
| MTUM iShares MSCI USA Momentum Factor ETF | 283.9M | 0.4% | 1.2M | 305.17 | +25.7% |
| IAU ISHARES GOLD TRUST | 278.5M | 0.4% | 3.2M | 86.79 | +37.5% |
| AVEM Avantis Emerging Markets Equity ETF | 271.6M | 0.4% | 3.4M | 94.24 | +33.1% |
| VEU Vanguard FTSE All World Ex US ETF | 269.2M | 0.4% | 3.6M | 85.69 | +23.3% |
| BSV Vanguard Short-Term Bond ETF | 266.7M | 0.4% | 3.4M | 77.57 | -1.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 265.6M | 0.4% | 1.9M | 167.97 | +20.5% |
| ABBV AbbVie Inc. | 264.3M | 0.4% | 1.2M | 264.96 | +26.7% |
| JPST JPMorgan Ultra-Short Income ETF | 262.5M | 0.4% | 5.2M | 50.53 | -0.3% |
| SCHP Schwab U.S. TIPS ETF | 260.7M | 0.4% | 9.8M | 25.96 | -2.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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