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Cerity Partners Retirement Plan Advisors

Latest statistics and disclosures from Cerity Partners Retirement Plan Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VTI, BND, VWO, IEMG, and represent 78.26% of Cerity Partners Retirement Plan Advisors's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$22M), VWO (+$13M), GOVT (+$7.1M), AGG, SPYG, IVV, IDEV, QUAL, SPAB, MTUM.
Started 18 new stock positions in QUAL, AGG, SPAB, DFAE, SPYG, IDEV, USVM, GOVT, BIL, AVEM. RODM, DFSV, AVLV, IQLT, MTUM, ANGL, IEMG, IVV.
Reduced shares in these 10 stocks: BND (-$8.0M), VTI, IJH, IJR, BSV, , VNQ, VB, VO, BNDX.
Sold out of its positions in IJH, IJR, SPYM, BLV, BIV, BSV, VYM, BNDX, VT, VOE. VNQ, VBK, VBR, VO, VB.
Cerity Partners Retirement Plan Advisors was a net buyer of stock by $24M.
Cerity Partners Retirement Plan Advisors has $239M in assets under management (AUM), dropping by 22.33%.
Central Index Key (CIK): 0002128338

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Portfolio Holdings for Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Advisors holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	27.4	$66M		89k	740.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	20.4	$49M	-9%	133k	367.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	11.1	$27M	-23%	360k	73.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	10.1	$24M	+107%	408k	59.16	View chart
Ishares Core Msci Emkt (IEMG)	9.2	$22M	NEW	266k	82.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.6	$13M	-3%	189k	70.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.0	$7.1M	NEW	310k	22.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$4.5M		6.6k	680.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$3.5M	NEW	35k	98.98	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.4	$3.4M	NEW	28k	118.99	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	1.4	$3.4M	+17%	83k	40.49	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.9	$2.1M		54k	39.72	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.7	$1.7M	+13%	18k	97.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.7M	NEW	2.3k	749.00	View chart
Ishares Tr Core Msci Intl (IDEV)	0.7	$1.6M	NEW	18k	89.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$950k	+9%	8.1k	117.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$884k	NEW	4.0k	219.44	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$823k	NEW	32k	25.52	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.3	$816k		19k	42.44	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$722k	+19%	6.2k	117.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$602k	NEW	1.8k	342.82	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$587k	+13%	8.5k	69.31	View chart
Tidal Trust I Adasina Social (JSTC)	0.2	$554k		24k	22.88	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$497k	NEW	5.4k	91.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$446k	NEW	15k	29.24	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$419k	NEW	4.6k	91.21	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$401k	NEW	8.1k	49.55	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.2	$393k	NEW	9.7k	40.41	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$390k	+19%	4.9k	80.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$288k	+23%	2.6k	109.64	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$285k	NEW	2.6k	109.82	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$277k	NEW	7.1k	38.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$217k	NEW	2.2k	96.49	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$212k	NEW	5.3k	40.21	View chart

Past Filings by Cerity Partners Retirement Plan Advisors

SEC 13F filings are viewable for Cerity Partners Retirement Plan Advisors going back to 2026

Cerity Partners Retirement Plan Advisors 2026 Q2 filed Aug. 14, 2026
Cerity Partners Retirement Plan Advisors 2026 Q1 filed May 15, 2026

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