§ 13F · FUND PROFILE
Cerity Partners LLC.
Wealth platform, advisory services
AUM · $61667.0T (13F)Positions · 2739Turnover · 99% · Q4Filed · Feb 11, 2026
CONCENTRATION
22%
Top 10 holdings
NEW BUYS
+549
+$343.7T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-1pp · +0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 4.53M | $2841.1T | 4.1% | +3% |
| 2 | AAPL | APPLE INC | 7.42M | $2017.5T | 2.9% | −16% |
| 3 | NVDA | NVIDIA CORPORATION | 10.11M | $1885.4T | 2.7% | −14% |
| 4 | IVV | ISHARES TR | 2.51M | $1719.2T | 2.5% | +9% |
| 5 | MSFT | MICROSOFT CORP | 2.97M | $1438.5T | 2.1% | −19% |
| 6 | SPY | SPDR S&P 500 ETF TR | 1.92M | $1310.6T | 1.9% | −12% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 18.36M | $1146.9T | 1.7% | −2% |
| 8 | IEFA | ISHARES TR | 11.04M | $988.0T | 1.4% | −5% |
| 9 | AMZN | AMAZON COM INC | 3.77M | $870.4T | 1.3% | −16% |
| 10 | GOOGL | ALPHABET INC | 2.77M | $867.6T | 1.3% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other25.5% (±0)
Technology9.6% (−1pp)
Semiconductors6.8% (±0)
Media4.9% (±0)
Retail4.5% (±0)
Financial Services3.9% (±0)
§ 03 · THE CERITY SIGNAL
AC read
Cerity Partners LLC is a Other fund managing $61667036.3 trillion in assets. The fund runs a massive portfolio of 2,739 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 549 new positions and 0 exits last quarter. Top sector allocations: Other (26%), Technology (10%), Semiconductors (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+549 buys · −0 exits · 6136 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed