§ 13F · FUND PROFILE
Cerity Partners LLC.
Wealth platform, advisory services
AUM · $82.7B (13F)Positions · 8447Turnover · 38% · Q2Filed · Aug 14, 2026
CONCENTRATION
20%
Top 10 holdings
NEW BUYS
+346
+$280M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-1pp · +2pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 4.72M | $3.2B | 3.9% | +3% |
| 2 | AAPL | APPLE INC | 7.55M | $2.2B | 2.6% | +2% |
| 3 | NVDA | NVIDIA CORPORATION | 10.66M | $2.1B | 2.6% | +4% |
| 4 | IVV | ISHARES TR | 2.67M | $2.0B | 2.4% | +5% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 2.10M | $1.5B | 1.9% | +5% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 17.40M | $1.2B | 1.5% | +5% |
| 7 | MSFT | MICROSOFT CORP | 3.14M | $1.2B | 1.4% | +1% |
| 8 | IEFA | ISHARES TR | 11.41M | $1.1B | 1.3% | +2% |
| 9 | GOOGL | ALPHABET INC | 2.77M | $989M | 1.2% | +1% |
| 10 | GOOG | ALPHABET INC | 2.71M | $956M | 1.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other24.0% (−1pp)
Technology8.2% (±0)
Semiconductors8.1% (+2pp)
Media4.5% (±0)
Retail3.8% (±0)
Financial Services2.9% (±0)
§ 03 · THE CERITY SIGNAL
AC read
Cerity Partners LLC is a Other fund managing $82.7 billion in assets. The fund runs a massive portfolio of 8,447 positions, broad diversification across holdings. The fund is an active trader with 38% quarterly turnover, with 346 new positions and 0 exits last quarter. Top sector allocations: Other (24%), Technology (8%), Semiconductors (8%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+346 buys · −0 exits · 2835 changed
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