Cerity Partners LLC 13F Holdings · Q2 2026
Cerity Partners LLC reported 3,276 securities worth $82.73B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (4.39%), AAPL (3.39%), NVDA (3.30%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $3.63B | 4.39% | 5.3M | Added |
| 2 | AAPL | APPLE INC | $2.80B | 3.39% | 9.7M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $2.73B | 3.30% | 13.7M | Added |
| 4 | IVV | ISHARES TR | $2.10B | 2.54% | 2.8M | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $1.85B | 2.23% | 2.5M | Added |
| 6 | MSFT | MICROSOFT CORP | $1.55B | 1.87% | 4.2M | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $1.53B | 1.85% | 21.4M | Added |
| 8 | GOOGL | ALPHABET INC | $1.28B | 1.55% | 3.6M | Added |
| 9 | GOOG | ALPHABET INC | $1.22B | 1.48% | 3.5M | Added |
| 10 | AMZN | AMAZON COM INC | $1.22B | 1.47% | 5.1M | Added |
| 11 | AVGO | BROADCOM INC | $1.16B | 1.40% | 3.1M | Added |
| 12 | IEFA | ISHARES TR | $1.12B | 1.35% | 11.6M | Added |
| 13 | AGG | ISHARES TR | $982.1M | 1.19% | 9.9M | Added |
| 14 | PG | PROCTER & GAMBLE CO | $908.6M | 1.10% | 6.2M | Trimmed |
| 15 | LLY | ELI LILLY & CO | $901.4M | 1.09% | 751,548 | Added |
| 16 | QUAL | ISHARES TR | $845.8M | 1.02% | 3.9M | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $828.0M | 1.00% | 2.4M | Added |
| 18 | META | META PLATFORMS INC | $711.3M | 0.86% | 1.3M | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $698.0M | 0.84% | 2.1M | Added |
| 20 | QQQ | INVESCO QQQ TR | $614.5M | 0.74% | 834,551 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $596.6M | 0.72% | 2.8M | Added |
| 22 | IEMG | ISHARES INC | $582.2M | 0.70% | 7.0M | Added |
| 23 | IDEV | ISHARES TR | $567.5M | 0.69% | 6.4M | Added |
| 24 | IWF | ISHARES TR | $566.3M | 0.68% | 4.6M | Added |
| 25 | SCHX | SCHWAB STRATEGIC TR | $544.6M | 0.66% | 18.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR