Cerity Partners Retirement Plan Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$195.7M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
31
reported holdings
Largest positions
All 31 reported positions, 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 |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $57.9M | 89K |
| Vanguard Index Fds | VTI | Shares | $47.1M | 147K |
| Vanguard Bd Index Fds | BND | Shares | $34.5M | 469K |
| Vanguard Tax-Managed Fds | VEA | Shares | $12.2M | 197K |
| Vanguard Intl Equity Index F | VWO | Shares | $10.3M | 197K |
| Vanguard Index Fds | VOO | Shares | $3.9M | 7K |
| Ishares Tr | IJH | Shares | $2.7M | 41K |
| Ishares Tr | IJR | Shares | $2.5M | 20K |
| Spdr Index Shs Fds | CWI | Shares | $2.5M | 70K |
| Vanguard Bd Index Fds | BSV | Shares | $2.5M | 32K |
| Spdr Series Trust | SPYM | Shares | $2.0M | 26K |
| Nushares Etf Tr | NUDM | Shares | $1.9M | 54K |
| Vanguard Index Fds | VNQ | Shares | $1.5M | 18K |
| Vanguard Index Fds | VB | Shares | $1.4M | 5K |
| Ishares Tr | AOA | Shares | $1.3M | 16K |
| Vanguard Index Fds | VO | Shares | $1.3M | 5K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.3M | 26K |
| Vanguard Bd Index Fds | BIV | Shares | $1.2M | 16K |
| Vanguard Intl Equity Index F | VT | Shares | $1.2M | 9K |
| Vanguard Bd Index Fds | BLV | Shares | $1.1M | 16K |
| Ishares Tr | IJK | Shares | $733K | 7K |
| Nushares Etf Tr | NUEM | Shares | $678K | 19K |
| Vanguard Whitehall Fds | VYM | Shares | $634K | 4K |
| Ishares Tr | IEI | Shares | $609K | 5K |
| Ishares Tr | AOR | Shares | $469K | 7K |
| Tidal Trust I | JSTC | Shares | $460K | 24K |
| Vanguard Index Fds | VBR | Shares | $433K | 2K |
| Vanguard Index Fds | VOE | Shares | $428K | 2K |
| Ishares Tr | HYG | Shares | $322K | 4K |
| Ishares Tr | LQD | Shares | $231K | 2K |
| Vanguard Index Fds | VBK | Shares | $231K | 764 |
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.