HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, NVDA, IVV, SPY, and represent 15.73% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$514M), IWF (+$425M), VUG (+$393M), VO (+$359M), KLAC (+$290M), MGK (+$215M), VGT (+$210M), VTI (+$160M), NVDA (+$115M), VOO (+$109M).
- Started 346 new stock positions in TIPT, TCAF, CLSE, AVIR, XOVR, NEXN, RCAT, SPT, CNK, RNAC.
- Reduced shares in these 10 stocks: Honeywell International (-$141M), QQQ (-$93M), AVEM (-$78M), MMM (-$53M), POCT (-$49M), STIP (-$46M), SNDK (-$44M), CRM (-$35M), QUAL (-$32M), MTUM (-$29M).
- Sold out of its positions in ASLE, Air Lease Corp, AMSC, FOLD, AVX, BDC, HIMU, BCX, Blue Foundry Bancorp, BCO.
- Cerity Partners was a net buyer of stock by $6.0B.
- Cerity Partners has $84B in assets under management (AUM), dropping by 17.97%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 3288 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Cerity Partners has 3288 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.4 | $3.6B | +3% | 5.3M | 686.81 |
|
| Apple (AAPL) | 3.4 | $2.8B | +2% | 9.7M | 289.39 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $2.7B | +4% | 14M | 200.09 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $2.1B | +5% | 2.8M | 748.93 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $1.9B | +4% | 2.5M | 746.77 |
|
| Microsoft Corporation (MSFT) | 1.9 | $1.6B | 4.2M | 373.06 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $1.5B | +4% | 21M | 71.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.3B | 3.6M | 357.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.2B | 3.5M | 353.35 |
|
|
| Amazon (AMZN) | 1.5 | $1.2B | +2% | 5.1M | 238.34 |
|
| Broadcom (AVGO) | 1.4 | $1.2B | 3.1M | 377.75 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $1.1B | +2% | 12M | 96.58 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $982M | +11% | 9.9M | 98.98 |
|
| Procter & Gamble Company (PG) | 1.1 | $909M | 6.2M | 146.66 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $902M | +2% | 752k | 1199.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $894M | +21% | 2.4M | 370.02 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $846M | -3% | 3.9M | 219.43 |
|
| Tesla Motors (TSLA) | 0.9 | $778M | +194% | 1.8M | 420.60 |
|
| Meta Platforms Cl A (META) | 0.9 | $711M | +4% | 1.3M | 563.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $698M | 2.1M | 327.33 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $615M | -13% | 835k | 736.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $597M | +17% | 2.8M | 212.77 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $582M | +11% | 7.0M | 82.84 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.7 | $568M | +16% | 6.4M | 89.01 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $566M | +300% | 4.6M | 124.17 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $545M | -3% | 19M | 29.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $532M | 3.6M | 148.32 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $476M | 1.9M | 253.92 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $466M | +334% | 5.8M | 80.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $463M | +6% | 6.0M | 77.11 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.5 | $458M | +27% | 4.5M | 100.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $453M | +655% | 5.3M | 86.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $429M | +21% | 2.0M | 217.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $421M | +4% | 842k | 500.39 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $411M | 439k | 935.51 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $406M | +4% | 699k | 580.91 |
|
| Visa Com Cl A (V) | 0.5 | $403M | +2% | 1.2M | 343.09 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $377M | -7% | 1.1M | 342.83 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.4 | $368M | +13% | 14M | 25.52 |
|
| Wal-Mart Stores (WMT) | 0.4 | $349M | 3.1M | 113.28 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $345M | -2% | 1.0M | 341.10 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $334M | 816k | 409.39 |
|
|
| Micron Technology (MU) | 0.4 | $333M | +10% | 289k | 1154.28 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $329M | +9% | 3.9M | 83.75 |
|
| Abbvie (ABBV) | 0.4 | $323M | +4% | 1.3M | 251.64 |
|
| Kla Corp Com New (KLAC) | 0.4 | $320M | +958% | 1.1M | 301.71 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $310M | +19% | 6.3M | 49.55 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $307M | +48% | 3.5M | 87.88 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $305M | 639k | 477.12 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $305M | +7% | 5.2M | 58.98 |
|
| Home Depot (HD) | 0.4 | $302M | +10% | 857k | 352.74 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $302M | 1.8M | 164.32 |
|
|
| Cisco Systems (CSCO) | 0.4 | $301M | 2.6M | 117.46 |
|
|
| Caterpillar (CAT) | 0.4 | $298M | 280k | 1064.69 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $288M | +14% | 4.8M | 59.69 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $288M | -6% | 4.9M | 58.29 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $283M | -5% | 2.1M | 136.72 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $282M | +7% | 931k | 303.16 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $280M | +7% | 11M | 26.50 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $276M | +5% | 5.4M | 50.57 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $274M | +3% | 3.5M | 77.92 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $268M | +7% | 1.5M | 176.32 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $268M | +18% | 884k | 302.97 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $262M | +451% | 3.0M | 87.91 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $262M | +12% | 1.1M | 246.21 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $249M | -3% | 2.7M | 91.21 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $247M | -24% | 2.6M | 96.49 |
|
| TJX Companies (TJX) | 0.3 | $243M | 1.6M | 151.60 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $240M | 4.2M | 56.98 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $240M | +702% | 2.0M | 119.52 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $236M | +2% | 1.2M | 189.73 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $234M | +5% | 988k | 236.60 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $230M | 2.0M | 117.45 |
|
|
| Chevron Corporation (CVX) | 0.3 | $228M | +9% | 1.4M | 165.76 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $223M | 4.4M | 50.58 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $223M | 293k | 763.13 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.3 | $223M | 3.7M | 60.79 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $222M | -7% | 2.9M | 75.51 |
|
| Ge Aerospace Com New (GE) | 0.3 | $216M | +6% | 578k | 373.74 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $211M | +3% | 5.7M | 36.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $211M | +19% | 2.0M | 103.86 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $210M | 486k | 432.94 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.2 | $209M | +26% | 5.2M | 40.41 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $206M | +3% | 848k | 242.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $205M | +7% | 7.4M | 27.70 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $204M | 398k | 513.60 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $204M | 2.5M | 82.11 |
|
|
| Merck & Co (MRK) | 0.2 | $202M | -4% | 1.6M | 128.50 |
|
| Illinois Tool Works (ITW) | 0.2 | $198M | -3% | 733k | 270.47 |
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.2 | $197M | 4.4M | 44.36 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $196M | +13% | 3.6M | 54.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $193M | +21% | 2.3M | 85.49 |
|
| International Business Machines (IBM) | 0.2 | $192M | +48% | 684k | 281.18 |
|
| Applied Materials (AMAT) | 0.2 | $188M | +10% | 260k | 722.99 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $188M | 95k | 1989.54 |
|
|
| Goldman Sachs (GS) | 0.2 | $187M | 185k | 1011.34 |
|
|
| Intel Corporation (INTC) | 0.2 | $185M | -13% | 1.3M | 139.63 |
|
| Oracle Corporation (ORCL) | 0.2 | $179M | +4% | 1.2M | 146.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $178M | +10% | 592k | 300.46 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.2 | $176M | 5.1M | 34.62 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $175M | +3% | 3.4M | 51.78 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.2 | $173M | +3% | 4.5M | 38.79 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $168M | +14% | 1.6M | 103.07 |
|
| Abbott Laboratories (ABT) | 0.2 | $164M | +13% | 1.8M | 90.74 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $164M | +15% | 2.1M | 79.03 |
|
| Blackrock (BLK) | 0.2 | $163M | 170k | 961.60 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $162M | -3% | 851k | 190.52 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $162M | +27% | 1.3M | 127.81 |
|
| Amgen (AMGN) | 0.2 | $161M | +2% | 445k | 362.12 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $159M | +58% | 2.0M | 79.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $156M | 424k | 368.40 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $154M | 944k | 163.58 |
|
|
| Citigroup Com New (C) | 0.2 | $154M | 1.1M | 139.96 |
|
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.2 | $150M | -4% | 1.4M | 109.82 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $148M | +4% | 1.1M | 137.54 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $146M | +4% | 2.6M | 55.01 |
|
| Chubb (CB) | 0.2 | $145M | 426k | 340.74 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $145M | +4% | 4.0M | 36.13 |
|
| United Rentals (URI) | 0.2 | $143M | 126k | 1132.90 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $143M | +9% | 1.5M | 92.27 |
|
| Ge Vernova (GEV) | 0.2 | $139M | +5% | 119k | 1174.84 |
|
| UnitedHealth (UNH) | 0.2 | $139M | +6% | 335k | 415.63 |
|
| Quanta Services (PWR) | 0.2 | $136M | +3% | 189k | 720.01 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $136M | +17% | 2.8M | 48.54 |
|
| Analog Devices (ADI) | 0.2 | $135M | +3% | 340k | 397.17 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $133M | +3% | 1.4M | 96.46 |
|
| McDonald's Corporation (MCD) | 0.2 | $132M | -5% | 489k | 270.40 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $132M | +22% | 3.9M | 33.84 |
|
| Nextera Energy (NEE) | 0.2 | $131M | 1.5M | 87.77 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $128M | +5% | 429k | 298.23 |
|
| Pepsi (PEP) | 0.2 | $128M | -8% | 945k | 135.41 |
|
| Qualcomm (QCOM) | 0.2 | $127M | +32% | 690k | 184.79 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $127M | -13% | 256k | 496.73 |
|
| Waste Management (WM) | 0.2 | $127M | -2% | 568k | 222.88 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $126M | +3% | 799k | 158.09 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $126M | +9% | 1.7M | 76.11 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $119M | +2% | 1.1M | 107.65 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $116M | +13% | 4.0M | 29.24 |
|
| Walt Disney Company (DIS) | 0.1 | $116M | 1.2M | 96.23 |
|
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.1 | $114M | +32% | 2.9M | 39.54 |
|
| Danaher Corporation (DHR) | 0.1 | $113M | +49% | 592k | 190.48 |
|
| Netflix (NFLX) | 0.1 | $113M | 1.6M | 71.40 |
|
|
| Emerson Electric (EMR) | 0.1 | $111M | 775k | 143.15 |
|
|
| Corning Incorporated (GLW) | 0.1 | $109M | +2% | 428k | 255.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $109M | +7% | 930k | 116.67 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $108M | -7% | 477k | 227.05 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $108M | +42% | 1.5M | 73.41 |
|
| Deere & Company (DE) | 0.1 | $108M | 170k | 634.57 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $107M | +7% | 969k | 110.24 |
|
| Cummins (CMI) | 0.1 | $105M | 148k | 713.22 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $105M | 385k | 272.00 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $103M | +10% | 2.6M | 40.21 |
|
| Wells Fargo & Company (WFC) | 0.1 | $101M | +16% | 1.2M | 82.65 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $100M | +7% | 1.1M | 94.57 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $100M | 200k | 501.49 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $99M | -5% | 2.0M | 50.39 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $99M | +2% | 630k | 156.84 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $98M | 140k | 703.35 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $98M | +5% | 1.3M | 76.70 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $97M | 288k | 338.72 |
|
|
| Stryker Corporation (SYK) | 0.1 | $97M | -2% | 307k | 314.84 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $95M | +7% | 3.4M | 28.17 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $93M | +18% | 1.3M | 69.90 |
|
| Coca-Cola Company (KO) | 0.1 | $93M | 1.1M | 81.27 |
|
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.1 | $93M | +2% | 3.2M | 29.01 |
|
| Western Digital (WDC) | 0.1 | $92M | -16% | 144k | 638.72 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $91M | 1.3M | 68.01 |
|
|
| Teradyne (TER) | 0.1 | $90M | -8% | 187k | 483.84 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $89M | +51% | 2.0M | 45.70 |
|
| S&p Global (SPGI) | 0.1 | $89M | -3% | 219k | 407.25 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $88M | +146% | 1.7M | 50.23 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $87M | -2% | 498k | 173.84 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $86M | 168k | 509.53 |
|
|
| Uber Technologies (UBER) | 0.1 | $85M | 1.2M | 72.16 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $83M | +24% | 1.7M | 48.43 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $82M | -11% | 484k | 169.88 |
|
| Eaton Corp SHS (ETN) | 0.1 | $82M | +2% | 192k | 426.06 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $82M | +12% | 2.2M | 36.95 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $81M | +53% | 2.0M | 41.26 |
|
| Comfort Systems USA (FIX) | 0.1 | $80M | -10% | 41k | 1981.92 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $80M | 2.5M | 31.70 |
|
|
| SJW (HTO) | 0.1 | $79M | 1.3M | 60.77 |
|
|
| Philip Morris International (PM) | 0.1 | $78M | +7% | 429k | 180.94 |
|
| Linde SHS (LIN) | 0.1 | $77M | 149k | 518.93 |
|
|
| Capital One Financial (COF) | 0.1 | $77M | +11% | 382k | 200.62 |
|
| Anthem (ELV) | 0.1 | $76M | +103% | 198k | 386.71 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $76M | 847k | 89.20 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $75M | -37% | 33k | 2273.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $74M | +23% | 771k | 96.47 |
|
| American Express Company (AXP) | 0.1 | $74M | 219k | 338.25 |
|
|
| Marvell Technology (MRVL) | 0.1 | $74M | +144% | 248k | 297.89 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $74M | -8% | 1.3M | 57.62 |
|
| Us Bancorp Com New (USB) | 0.1 | $74M | -2% | 1.2M | 60.40 |
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $74M | 2.2M | 33.36 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $73M | 211k | 343.82 |
|
|
| PNC Financial Services (PNC) | 0.1 | $72M | +15% | 291k | 246.24 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $71M | 607k | 117.67 |
|
|
| Ecolab (ECL) | 0.1 | $70M | +3% | 250k | 278.61 |
|
| Boeing Company (BA) | 0.1 | $69M | +21% | 321k | 216.56 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $69M | +8% | 797k | 86.95 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $69M | +4% | 480k | 143.10 |
|
| Verizon Communications (VZ) | 0.1 | $69M | +11% | 1.6M | 42.34 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $69M | +17% | 71k | 965.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $68M | -14% | 171k | 397.68 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $67M | 734k | 90.67 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $65M | +2% | 2.7M | 23.68 |
|
| Honeywell International (HON) | 0.1 | $64M | NEW | 286k | 223.88 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $64M | +12% | 1.6M | 40.13 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $64M | +2% | 721k | 88.52 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $63M | 537k | 117.49 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $63M | -5% | 624k | 100.28 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $63M | +2% | 940k | 66.45 |
|
| Honeywell Aerospace (HONA) | 0.1 | $62M | NEW | 282k | 221.07 |
|
| Medtronic SHS (MDT) | 0.1 | $62M | +4% | 789k | 78.23 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $62M | +27% | 1.5M | 42.13 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $61M | 82.00 | 748850.00 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $61M | 443k | 137.54 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $61M | +58% | 1.7M | 34.81 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $60M | -6% | 249k | 242.90 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $60M | 165k | 365.86 |
|
|
| Astrazeneca Ord (AZN) | 0.1 | $60M | +5% | 319k | 189.33 |
|
| Edison International (EIX) | 0.1 | $60M | -5% | 810k | 74.45 |
|
| Servicenow (NOW) | 0.1 | $60M | 606k | 99.28 |
|
|
| salesforce (CRM) | 0.1 | $60M | -36% | 380k | 156.67 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $59M | +4% | 719k | 81.94 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $59M | +514% | 712k | 82.63 |
|
| Synopsys (SNPS) | 0.1 | $59M | +7% | 132k | 446.08 |
|
| Fortinet (FTNT) | 0.1 | $59M | -11% | 382k | 153.62 |
|
| Morgan Stanley Com New (MS) | 0.1 | $58M | +7% | 279k | 209.04 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $58M | +23% | 705k | 82.34 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $58M | +9% | 59k | 978.11 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $58M | +5% | 815k | 70.53 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $57M | 533k | 107.39 |
|
|
| Norfolk Southern (NSC) | 0.1 | $57M | 181k | 314.60 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $56M | +31% | 344k | 163.45 |
|
| Cigna Corp (CI) | 0.1 | $56M | +55% | 204k | 275.67 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $56M | -29% | 732k | 76.55 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $56M | +8% | 606k | 91.68 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $55M | 243k | 226.97 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $55M | +6% | 246k | 223.96 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $55M | 434k | 126.58 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $55M | -2% | 164k | 334.82 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $55M | +2% | 128k | 426.45 |
|
| Lowe's Companies (LOW) | 0.1 | $55M | -5% | 247k | 220.43 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $54M | 1.0M | 53.11 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $54M | 1.0M | 53.61 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $54M | +9% | 301k | 178.60 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $53M | 1.3M | 42.68 |
|
|
| Campbell Soup Company (CPB) | 0.1 | $53M | +109% | 2.4M | 22.27 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $52M | -4% | 493k | 106.47 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- Cerity Partners 2026 Q2 filed Aug. 14, 2026
- Cerity Partners 2026 Q1 filed May 15, 2026
- Cerity Partners 2025 Q4 filed Feb. 11, 2026
- Cerity Partners 2025 Q3 filed Oct. 22, 2025
- Cerity Partners 2025 Q2 filed Aug. 13, 2025
- Cerity Partners 2025 Q1 filed April 30, 2025
- Cerity Partners 2024 Q4 filed Feb. 13, 2025
- Cerity Partners 2024 Q3 filed Nov. 12, 2024
- Cerity Partners 2024 Q2 filed Aug. 13, 2024
- Cerity Partners 2024 Q1 filed May 14, 2024
- Cerity Partners 2023 Q4 filed Jan. 26, 2024
- Cerity Partners 2023 Q3 filed Nov. 14, 2023
- Cerity Partners 2023 Q2 filed Aug. 14, 2023
- Cerity Partners 2023 Q1 filed May 11, 2023
- Cerity Partners 2022 Q4 filed Feb. 15, 2023
- Cerity Partners 2022 Q3 filed Nov. 14, 2022