Cerity Partners LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001566475 · New York, NY

As of Sep 30, 2025, Cerity Partners LLC reported 2,739 positions worth $48.7B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	4,401,078	$2.7B	5.54%
APPLE INC	AAPL	Technology	8,800,700	$2.2B	4.57%
NVIDIA CORP	NVDA	Technology	11,717,139	$2.2B	4.47%
MICROSOFT CORP	MSFT	Technology	3,663,123	.9B	3.90%
ISHARES CORE S&P 500 ETF	IVV	—	2,309,968	.5B	3.18%
SPDR S&P 500 ETF TRUST	SPY	—	2,186,767	.3B	2.72%
VANGUARD TAX-MANAGED FUNDS	VEA	—	18,676,897	.1B	2.30%
ISHARES CORE MSCI EAFE ETF	IEFA	—	11,600,724	.0B	2.08%
AMAZON.COM INC	AMZN	Equity	4,498,676	$985.6M	2.02%
BROADCOM INC	AVGO	Technology	2,872,494	$947.7M	1.95%
PROCTER & GAMBLE CO	PG	Consumer Defensive	6,144,729	$944.1M	1.94%
ALPHABET INC	GOOGL	Equity	3,418,726	$831.1M	1.71%
ALPHABET INC	GOOG	Equity	3,245,951	$790.6M	1.62%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	3,709,017	$721.2M	1.48%
META PLATFORMS INC	META	Communication Services	970,695	$710.2M	1.46%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	7,021,638	$703.9M	1.45%
JPMORGAN CHASE & CO	JPM	Financial Services	1,965,883	$620.1M	1.27%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	1,710,873	$561.4M	1.15%
ELI LILLY & CO	LLY	Healthcare	690,583	$525.5M	1.08%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	18,864,225	$496.9M	1.02%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	4,049,483	$481.2M	0.99%
INVESCO QQQ TRUST SERIES 1	QQQ	—	730,613	$438.6M	0.90%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	767,928	$386.1M	0.79%
VISA INC-CLASS A SHARES	V	Financial Services	1,110,186	$379.0M	0.78%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	798,380	$374.0M	0.77%