Cerity Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$70.83B
Q ending 2026-03-31
Prior quarter
$68.62B
Q ending 2025-12-31
Change
+3.2% QoQ · +43.5% YoY
Positions
3,237
reported holdings
Largest positions
Top 100 of 3,237 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $3.07B | 5.1M |
| Apple Inc | AAPL | Shares | $2.38B | 9.4M |
| Nvidia Corporation | NVDA | Shares | $2.27B | 13.0M |
| Ishares Tr | IVV | Shares | $1.74B | 2.7M |
| Microsoft Corp | MSFT | Shares | $1.52B | 4.1M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.40B | 2.2M |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.31B | 20.4M |
| Amazon Com Inc | AMZN | Shares | $1.03B | 5.0M |
| Ishares Tr | IEFA | Shares | $1.03B | 11.4M |
| Alphabet Inc | GOOGL | Shares | $1.02B | 3.5M |
| Alphabet Inc | GOOG | Shares | $974.0M | 3.4M |
| Broadcom Inc | AVGO | Shares | $933.7M | 3.0M |
| Procter & Gamble Co | PG | Shares | $895.4M | 6.2M |
| Ishares Tr | AGG | Shares | $883.8M | 8.9M |
| Ishares Tr | QUAL | Shares | $767.3M | 4.0M |
| Meta Platforms Inc | META | Shares | $688.0M | 1.2M |
| Eli Lilly & Co | LLY | Shares | $673.8M | 733K |
| Vanguard Index Fds | VTI | Shares | $637.0M | 2.0M |
| Jpmorgan Chase & Co | JPM | Shares | $616.2M | 2.1M |
| Schwab Strategic Tr | SCHX | Shares | $491.9M | 19.2M |
| Ishares Tr | IWF | Shares | $485.8M | 1.1M |
| Invesco Qqq Tr | QQQ | Shares | $458.0M | 793K |
| Invesco Exchange Traded Fd T | RSP | Shares | $457.0M | 2.4M |
| Ishares Tr | IDEV | Shares | $456.2M | 5.5M |
| Johnson & Johnson | JNJ | Shares | $451.4M | 1.8M |
| Ishares Tr | IJR | Shares | $444.5M | 3.6M |
| Ishares Inc | IEMG | Shares | $438.0M | 6.3M |
| Costco Wholesale Corporation | COST | Shares | $432.1M | 434K |
| Walmart Inc | WMT | Shares | $389.7M | 3.1M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $387.5M | 809K |
| Vanguard Index Fds | VO | Shares | $383.5M | 1.3M |
| Ishares Tr | IJH | Shares | $382.8M | 5.7M |
| Exxon Mobil Corp | XOM | Shares | $371.7M | 2.2M |
| Ishares Tr | SGOV | Shares | $358.9M | 3.6M |
| Visa Inc | V | Shares | $346.6M | 1.1M |
| Spdr Series Trust | SPAB | Shares | $325.4M | 12.7M |
| Vanguard Index Fds | VTV | Shares | $318.9M | 1.6M |
| Vanguard Scottsdale Fds | VGSH | Shares | $308.3M | 5.3M |
| Vanguard Index Fds | VUG | Shares | $305.4M | 696K |
| Ishares Tr | IWB | Shares | $285.3M | 800K |
| Vanguard Scottsdale Fds | VGIT | Shares | $284.8M | 4.8M |
| Ishares Tr | MTUM | Shares | $283.9M | 1.2M |
| Ishares Gold Tr | IAU | Shares | $278.5M | 3.2M |
| American Centy Etf Tr | AVEM | Shares | $271.6M | 3.4M |
| Vanguard Intl Equity Index F | VEU | Shares | $269.2M | 3.6M |
| Vanguard Bd Index Fds | BSV | Shares | $266.7M | 3.4M |
| Ishares Tr | ITOT | Shares | $265.6M | 1.9M |
| Abbvie Inc | ABBV | Shares | $264.3M | 1.2M |
| J P Morgan Exchange Traded F | JPST | Shares | $262.5M | 5.2M |
| Schwab Strategic Tr | SCHP | Shares | $260.7M | 9.8M |
| Chevron Corporation | CVX | Shares | $258.9M | 1.3M |
| Home Depot Inc | HD | Shares | $255.7M | 777K |
| Tjx Cos Inc New | TJX | Shares | $252.4M | 1.6M |
| Ishares Tr | IQLT | Shares | $241.2M | 5.2M |
| Ishares Tr | IEI | Shares | $233.5M | 2.0M |
| Rtx Corporation | RTX | Shares | $233.3M | 1.2M |
| American Centy Etf Tr | AVLV | Shares | $228.1M | 2.8M |
| Tesla Inc | TSLA | Shares | $228.0M | 613K |
| Vanguard Intl Equity Index F | VWO | Shares | $227.5M | 4.2M |
| Vanguard Index Fds | VB | Shares | $227.1M | 864K |
| Vanguard Mun Bd Fds | VTEB | Shares | $219.6M | 4.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $211.0M | 624K |
| Ishares Tr | SHY | Shares | $206.7M | 2.5M |
| Spdr Series Trust | SPYV | Shares | $203.8M | 3.6M |
| Cisco Sys Inc | CSCO | Shares | $202.1M | 2.6M |
| Bank America Corp | BAC | Shares | $201.4M | 4.1M |
| Vanguard Specialized Funds | VIG | Shares | $201.0M | 934K |
| Vanguard World Fd | MGK | Shares | $200.7M | 541K |
| Illinois Tool Wks Inc | ITW | Shares | $197.9M | 760K |
| Mastercard Incorporated | MA | Shares | $197.7M | 396K |
| Merck & Co Inc | MRK | Shares | $197.2M | 1.6M |
| Caterpillar Inc | CAT | Shares | $195.2M | 275K |
| Vanguard Index Fds | VXF | Shares | $195.0M | 948K |
| Spdr Gold Tr | GLD | Shares | $185.1M | 430K |
| Spdr Series Trust | SPYM | Shares | $179.6M | 2.3M |
| Amphenol Corp | APH | Shares | $178.2M | 1.4M |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $177.4M | 746K |
| Vanguard World Fd | VGT | Shares | $174.3M | 250K |
| Ishares Tr | IWD | Shares | $174.3M | 816K |
| Dimensional Etf Trust | DFAC | Shares | $173.4M | 4.5M |
| Oracle Corp | ORCL | Shares | $172.4M | 1.2M |
| Schwab Strategic Tr | SCHM | Shares | $170.9M | 5.5M |
| Schwab Strategic Tr | SCHF | Shares | $170.7M | 6.9M |
| Dimensional Etf Trust | DFIV | Shares | $169.6M | 3.2M |
| Palo Alto Networks Inc | PANW | Shares | $165.9M | 1.0M |
| Ishares Tr | EFA | Shares | $163.5M | 1.7M |
| Abbott Laboratories | ABT | Shares | $163.0M | 1.6M |
| Pepsico Inc | PEP | Shares | $160.7M | 1.0M |
| Lattice Strategies Tr | RODM | Shares | $160.6M | 4.1M |
| Blackrock Inc | BLK | Shares | $160.3M | 167K |
| Mcdonalds Corp | MCD | Shares | $160.1M | 515K |
| State Str Spdr S&P 500 Etf T | SPY | Call | $159.5M | 245K |
| Goldman Sachs Group Inc | GS | Shares | $155.1M | 183K |
| Spdr Index Shs Fds | SPEM | Shares | $152.9M | 3.3M |
| Amgen Inc | AMGN | Shares | $152.5M | 434K |
| Ge Aerospace | GE | Shares | $152.5M | 538K |
| Dimensional Etf Trust | DFSV | Shares | $150.9M | 4.3M |
| Capital Group Intl Focus Eqt | CGXU | Shares | $148.5M | 5.0M |
| Kla Corp | KLAC | Shares | $147.6M | 100K |
| Netflix Inc. | NFLX | Shares | $144.6M | 1.5M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.