§ 13F · FUND PROFILE
Cerity Partners LLC.
Wealth platform, advisory services
AUM · $61.7B (13F)Positions · 2739Turnover · 40% · Q1Filed · May 15, 2026
CONCENTRATION
20%
Top 10 holdings
NEW BUYS
+428
+$622M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-1pp · +-0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 4.64M | $2.8B | 3.9% | +10% |
| 2 | AAPL | APPLE INC | 7.41M | $1.9B | 2.7% | +3% |
| 3 | NVDA | NVIDIA CORPORATION | 10.21M | $1.8B | 2.5% | +3% |
| 4 | IVV | ISHARES TR | 2.57M | $1.7B | 2.4% | +4% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 2.00M | $1.3B | 1.8% | +4% |
| 6 | MSFT | MICROSOFT CORP | 3.13M | $1.2B | 1.6% | +8% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 16.35M | $1.0B | 1.5% | +6% |
| 8 | IEFA | ISHARES TR | 11.18M | $1.0B | 1.4% | +1% |
| 9 | AGG | ISHARES TR | 8.32M | $826M | 1.2% | +11% |
| 10 | AMZN | AMAZON COM INC | 3.89M | $811M | 1.1% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other25.1% (±0)
Technology8.2% (−1pp)
Semiconductors6.5% (±0)
Media4.5% (±0)
Retail4.2% (±0)
Financial Services3.2% (−1pp)
§ 03 · THE CERITY SIGNAL
AC read
Cerity Partners LLC is a Other fund managing $61.7 billion in assets. The fund runs a massive portfolio of 2,739 positions, broad diversification across holdings. The fund is an active trader with 40% quarterly turnover, with 428 new positions and 0 exits last quarter. Top sector allocations: Other (25%), Technology (8%), Semiconductors (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+428 buys · −0 exits · 2578 changed
Q4 2025
Busy quarter
+300 buys · −0 exits · 2450 changed
Q3 2025
Busy quarter
+2739 buys · −0 exits · 0 changed
Q1 2025
Busy quarter
+2474 buys · −0 exits · 0 changed