Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cerity Partners Retirement Plan Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Cerity Partners Retirement Plan Advisors LLC (CIK 2128338) reported $239.4M across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($65.7M, 27.45%), VTI ($48.9M, 20.45%), BND ($26.5M, 11.09%), VWO ($24.1M, 10.08%), IEMG ($22.0M, 9.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$65.7M27.45%88,678Trimmed
2VTIVANGUARD INDEX FDS$48.9M20.45%133,330Trimmed
3BNDVANGUARD BD INDEX FDS$26.5M11.09%360,195Trimmed
4VWOVANGUARD INTL EQUITY INDEX F$24.1M10.08%407,830Added
5IEMGISHARES INC$22.0M9.20%265,723New
6VEAVANGUARD TAX-MANAGED FDS$13.4M5.61%189,205Trimmed
7GOVTISHARES TR$7.1M2.96%309,532New
8VOOVANGUARD INDEX FDS$4.5M1.88%6,595Added
9AGGISHARES TR$3.5M1.45%34,949New
10CWISPDR INDEX SHS FDS$3.4M1.40%82,743Added
11SPYGSPDR SERIES TRUST$3.4M1.40%28,172New
12NUDMNUSHARES ETF TR$2.1M0.90%53,941Hold
13AOAISHARES TR$1.7M0.71%17,546Added
14IVVISHARES TR$1.7M0.71%2,271New
15IDEVISHARES TR$1.6M0.66%17,698New
16IJKISHARES TR$949,7210.40%8,083Added
17QUALISHARES TR$884,1250.37%4,029New
18NUEMNUSHARES ETF TR$816,4280.34%19,239Hold
19SPABSPDR SERIES TRUST$822,8830.34%32,245New
20IEIISHARES TR$722,2700.30%6,150Added
21MTUMISHARES TR$601,6440.25%1,755New
22AORISHARES TR$586,9780.25%8,469Added
23JSTCTIDAL TRUST I$554,2430.23%24,224Hold
24BILSPDR SERIES TRUST$497,0930.21%5,425New
25ANGLVANECK ETF TRUST$445,7110.19%15,243New

Source: SEC Form 13F filings · as of 2026-06-30