Cerity Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$82.73B
Q ending 2026-06-30
Prior quarter
$70.83B
Q ending 2026-03-31
Change
+16.8% QoQ · +47.5% YoY
Positions
3,407
reported holdings
Largest positions
Top 100 of 3,407 reported positions by value, Q ending 2026-06-30. 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 | $3.63B | 5.3M |
| Apple Inc | AAPL | Shares | $2.78B | 9.6M |
| Nvidia Corporation | NVDA | Shares | $2.72B | 13.6M |
| Ishares Tr | IVV | Shares | $2.10B | 2.8M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.66B | 2.3M |
| Microsoft Corp | MSFT | Shares | $1.55B | 4.1M |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.53B | 21.4M |
| Alphabet Inc | GOOGL | Shares | $1.28B | 3.6M |
| Alphabet Inc | GOOG | Shares | $1.22B | 3.5M |
| Amazon Com Inc | AMZN | Shares | $1.21B | 5.1M |
| Broadcom Inc | AVGO | Shares | $1.15B | 3.1M |
| Ishares Tr | IEFA | Shares | $1.12B | 11.6M |
| Ishares Tr | AGG | Shares | $982.1M | 9.9M |
| Procter & Gamble Co | PG | Shares | $907.6M | 6.2M |
| Eli Lilly & Co | LLY | Shares | $896.6M | 748K |
| Ishares Tr | QUAL | Shares | $845.8M | 3.9M |
| Vanguard Index Fds | VTI | Shares | $828.0M | 2.4M |
| Meta Platforms Inc | META | Shares | $709.0M | 1.3M |
| Jpmorgan Chase & Co | JPM | Shares | $697.5M | 2.1M |
| Invesco Qqq Tr | QQQ | Shares | $614.5M | 835K |
| Invesco Exchange Traded Fd T | RSP | Shares | $596.6M | 2.8M |
| Ishares Inc | IEMG | Shares | $582.2M | 7.0M |
| Ishares Tr | IDEV | Shares | $567.5M | 6.4M |
| Ishares Tr | IWF | Shares | $566.3M | 4.6M |
| Schwab Strategic Tr | SCHX | Shares | $544.6M | 18.5M |
| Ishares Tr | IJR | Shares | $532.1M | 3.6M |
| Johnson & Johnson | JNJ | Shares | $475.4M | 1.9M |
| Vanguard Index Fds | VO | Shares | $466.4M | 5.8M |
| Ishares Tr | IJH | Shares | $463.4M | 6.0M |
| Ishares Tr | SGOV | Shares | $457.6M | 4.5M |
| Vanguard Index Fds | VUG | Shares | $453.3M | 5.3M |
| Vanguard Index Fds | VTV | Shares | $429.5M | 2.0M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $421.4M | 842K |
| Costco Wholesale Corporation | COST | Shares | $410.6M | 439K |
| Advanced Micro Devices Inc | AMD | Shares | $405.9M | 699K |
| Visa Inc | V | Shares | $402.6M | 1.2M |
| Ishares Tr | MTUM | Shares | $377.0M | 1.1M |
| Spdr Series Trust | SPAB | Shares | $367.6M | 14.4M |
| Walmart Inc | WMT | Shares | $348.4M | 3.1M |
| Palo Alto Networks Inc | PANW | Shares | $345.1M | 1.0M |
| Ishares Tr | IWB | Shares | $334.0M | 816K |
| Micron Technology Inc | MU | Shares | $332.9M | 288K |
| Vanguard Intl Equity Index F | VEU | Shares | $328.6M | 3.9M |
| Abbvie Inc | ABBV | Shares | $320.9M | 1.3M |
| Kla Corp | KLAC | Shares | $320.4M | 1.1M |
| Ishares Tr | IQLT | Shares | $309.8M | 6.3M |
| Spdr Series Trust | SPYM | Shares | $306.9M | 3.5M |
| Taiwan Semiconductor Manufac | TSM | Shares | $305.0M | 639K |
| Vanguard Scottsdale Fds | VGIT | Shares | $304.5M | 5.2M |
| Ishares Tr | ITOT | Shares | $302.0M | 1.8M |
| Cisco Sys Inc | CSCO | Shares | $301.4M | 2.6M |
| Caterpillar Inc | CAT | Shares | $297.3M | 279K |
| Home Depot Inc | HD | Shares | $287.7M | 857K |
| Vanguard Scottsdale Fds | VGSH | Shares | $287.4M | 4.9M |
| Exxon Mobil Corp | XOM | Shares | $282.6M | 2.1M |
| Vanguard Index Fds | VB | Shares | $282.1M | 931K |
| Schwab Strategic Tr | SCHP | Shares | $280.4M | 10.6M |
| Tesla Inc | TSLA | Shares | $278.5M | 1.8M |
| J P Morgan Exchange Traded F | JPST | Shares | $275.5M | 5.4M |
| Vanguard Bd Index Fds | BSV | Shares | $273.6M | 3.5M |
| Vanguard Intl Equity Index F | VWO | Shares | $273.0M | 4.8M |
| Amphenol Corp | APH | Shares | $268.1M | 1.5M |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $267.7M | 884K |
| Vanguard World Fd | MGK | Shares | $262.4M | 3.0M |
| Vanguard Index Fds | VXF | Shares | $261.5M | 1.1M |
| American Centy Etf Tr | AVLV | Shares | $248.7M | 2.7M |
| American Centy Etf Tr | AVEM | Shares | $246.8M | 2.6M |
| Tjx Cos Inc New | TJX | Shares | $242.9M | 1.6M |
| Bank Of Amer Corp | BAC | Shares | $240.2M | 4.2M |
| Vanguard World Fd | VGT | Shares | $239.7M | 2.0M |
| Rtx Corporation | RTX | Shares | $234.8M | 1.2M |
| Vanguard Specialized Funds | VIG | Shares | $233.9M | 988K |
| Ishares Tr | IEI | Shares | $230.2M | 2.0M |
| Chevron Corporation | CVX | Shares | $227.5M | 1.4M |
| Vanguard Mun Bd Fds | VTEB | Shares | $223.3M | 4.4M |
| Crowdstrike Hldgs Inc | CRWD | Shares | $223.0M | 293K |
| Spdr Series Trust | SPYV | Shares | $222.7M | 3.7M |
| Ishares Gold Tr | IAU | Shares | $221.5M | 2.9M |
| Ge Aerospace | GE | Shares | $213.4M | 571K |
| Lam Research Corp | LRCX | Shares | $210.4M | 486K |
| Lattice Strategies Tr | RODM | Shares | $208.7M | 5.2M |
| Ishares Tr | IWD | Shares | $205.6M | 848K |
| Mastercard Incorporated | MA | Shares | $204.4M | 398K |
| Ishares Tr | SHY | Shares | $203.6M | 2.5M |
| Merck & Co Inc | MRK | Shares | $201.5M | 1.6M |
| Schwab Strategic Tr | SCHM | Shares | $198.5M | 5.7M |
| Illinois Tool Wks Inc | ITW | Shares | $198.1M | 733K |
| Dimensional Etf Trust | DFAC | Shares | $196.5M | 4.4M |
| Dimensional Etf Trust | DFIV | Shares | $196.2M | 3.6M |
| Schwab Strategic Tr | SCHF | Shares | $191.2M | 7.4M |
| Applied Matls Inc | AMAT | Shares | $188.2M | 260K |
| Asml Hldg Nv | Shares | $187.5M | 94K | |
| Goldman Sachs Group Inc | GS | Shares | $187.0M | 185K |
| Intel Corp | INTC | Shares | $185.2M | 1.3M |
| State Str Spdr S&P 500 Etf T | SPY | Call | $182.8M | 245K |
| Vanguard Star Fds | VXUS | Shares | $180.7M | 2.3M |
| Oracle Corp | ORCL | Shares | $179.2M | 1.2M |
| Ishares Tr | IWM | Shares | $178.0M | 592K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $176.1M | 5.1M |
| Ishares Tr | EFA | Shares | $175.6M | 2.0M |
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.