Institutional Manager · CIK 0001566475
Cerity Partners LLC
New York, NY · File #028-17754
Latest AUM
$68.62B
Positions
6,772
Top-10 Concentration
48.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20256,772 pos · $68.62B
- 13F HOLDINGS REPORTQ/E Sep 20252,739 pos · $61.67B
- 13F HOLDINGS REPORTQ/E Jun 20252,626 pos · $56.08B
- 13F HOLDINGS REPORTQ/E Mar 20252,474 pos · $49.37B
- 13F HOLDINGS REPORTQ/E Dec 20242,415 pos · $46.10B
- 13F HOLDINGS REPORTQ/E Sep 20242,526 pos · $45.17B
- 13F HOLDINGS REPORTQ/E Jun 20242,221 pos · $37.98B
- 13F HOLDINGS REPORTQ/E Mar 20242,286 pos · $37.86B
- 13F HOLDINGS REPORTQ/E Dec 20231,389 pos · $20.56B
- 13F HOLDINGS REPORTQ/E Sep 20231,629 pos · $25.68B
- 13F HOLDINGS REPORTQ/E Jun 20231,846 pos · $42.41B
- 13F HOLDINGS REPORTQ/E Mar 20231,484 pos · $15.61B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 4,529,760 | $2.84B | 9.05% |
| 2 | APPLE INC | AAPL | 7,421,431 | $2.02B | 6.43% |
| 3 | NVIDIA CORPORATION | NVDA | 10,109,751 | $1.89B | 6.01% |
| 4 | ISHARES TR | 464287200 | 2,510,002 | $1.72B | 5.48% |
| 5 | MICROSOFT CORP | MSFT | 2,974,898 | $1.44B | 4.58% |
| 6 | SPDR S&P 500 ETF TR | SPY | 1,921,954 | $1.31B | 4.18% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 18,359,795 | $1.15B | 3.65% |
| 8 | ISHARES TR | 46432F842 | 11,044,412 | $988.0M | 3.15% |
| 9 | AMAZON COM INC | AMZN | 3,770,864 | $870.4M | 2.77% |
| 10 | ALPHABET INC | GOOG | 2,771,700 | $867.6M | 2.76% |
| 11 | ALPHABET INC | GOOG | 2,729,330 | $856.5M | 2.73% |
| 12 | BROADCOM INC | AVGO | 2,465,748 | $853.4M | 2.72% |
| 13 | ISHARES TR | 464287226 | 7,540,456 | $753.1M | 2.40% |
| 14 | ISHARES TR | 46432F339 | 3,519,210 | $699.2M | 2.23% |
| 15 | ELI LILLY & CO | LLY | 620,668 | $667.0M | 2.12% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 4,596,545 | $658.7M | 2.10% |
| 17 | VANGUARD INDEX FDS | 922908769 | 1,806,228 | $605.6M | 1.93% |
| 18 | META PLATFORMS INC | META | 889,075 | $586.9M | 1.87% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 1,670,165 | $538.2M | 1.71% |
| 20 | SCHWAB STRATEGIC TR | 808524201 | 17,702,713 | $476.4M | 1.52% |