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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 15.59% of Cerity Partners's stock portfolio.
Added to shares of these 10 stocks: VOO (+$273M), IDEV (+$166M), SPYM (+$152M), QQQ (+$121M), MSFT (+$114M), QUAL (+$91M), AGG (+$90M), RSP (+$80M), IWD (+$78M), NVDA (+$75M).
Started 428 new stock positions in PRMB, SENEA, DFGR, SPHY, BCRX, INMB, KMAR, PD, ARAY, JBLU.
Reduced shares in these 10 stocks: CACC (-$332M), TJX (-$229M), TSLA (-$185M), TMO (-$104M), SCHD (-$90M), TER (-$76M), TXN (-$69M), AstraZeneca (-$53M), PM (-$52M), TDW (-$50M).
Sold out of its positions in MITT, OUSA, AMN, ARKF, ABVE, Agilon Health, AKTX, OSG, AMRX, APLS.
Cerity Partners was a net buyer of stock by $4.0B.
Cerity Partners has $71B in assets under management (AUM), dropping by 2.97%.
Central Index Key (CIK): 0001566475

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Positions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 3095 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cerity Partners has 3095 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cerity Partners March 31, 2026 positions
Download the Cerity Partners March 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)	4.3	$3.1B	+9%	5.1M	597.55	View chart
Apple (AAPL)	3.4	$2.4B	+2%	9.5M	253.80	View chart
NVIDIA Corporation (NVDA)	3.2	$2.3B	+3%	13M	174.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$1.7B	+4%	2.7M	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$1.6B	+3%	2.4M	650.40	View chart
Microsoft Corporation (MSFT)	2.1	$1.5B	+8%	4.1M	370.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$1.3B	+5%	20M	64.14	View chart
Amazon (AMZN)	1.5	$1.0B	+4%	5.0M	208.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$1.0B		11M	90.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.0B		3.5M	287.57	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$974M		3.4M	286.88	View chart
Broadcom (AVGO)	1.3	$936M		3.0M	309.53	View chart
Procter & Gamble Company (PG)	1.3	$896M		6.2M	144.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$884M	+11%	8.9M	99.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$767M	+13%	4.0M	191.81	View chart
Meta Platforms Cl A (META)	1.0	$690M	+10%	1.2M	572.29	View chart
Eli Lilly & Co. (LLY)	1.0	$674M	+3%	733k	919.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$637M	+5%	2.0M	320.81	View chart
JPMorgan Chase & Co. (JPM)	0.9	$617M	+2%	2.1M	294.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$555M	+27%	961k	577.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$492M		19M	25.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$486M	+18%	1.1M	426.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$457M	+21%	2.4M	191.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$456M	+56%	5.5M	83.57	View chart
Johnson & Johnson (JNJ)	0.6	$452M	+2%	1.8M	244.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$445M	-2%	3.6M	124.31	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$438M	+18%	6.3M	69.76	View chart
Costco Wholesale Corporation (COST)	0.6	$432M	+6%	434k	996.41	View chart
Wal-Mart Stores (WMT)	0.6	$391M		3.1M	124.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$388M	+3%	809k	479.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$384M	+19%	1.3M	288.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$383M	+11%	5.7M	67.53	View chart
Exxon Mobil Corporation (XOM)	0.5	$372M	+4%	2.2M	169.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$359M	-9%	3.6M	100.66	View chart
Visa Com Cl A (V)	0.5	$347M		1.1M	302.24	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$325M	+8%	13M	25.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$319M	+21%	1.6M	196.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$308M	+9%	5.3M	58.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$304M	+25%	696k	437.11	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$285M	+7%	800k	356.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$285M	+13%	4.8M	59.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$284M	+2%	1.2M	239.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$279M	-3%	3.2M	88.16	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$272M	+16%	3.4M	80.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$269M	+14%	3.6M	75.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$267M	+3%	3.4M	78.41	View chart
Abbvie (ABBV)	0.4	$266M		1.2M	217.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$266M	-4%	1.9M	142.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$263M	+6%	5.2M	50.61	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$261M	+5%	9.8M	26.61	View chart
Chevron Corporation (CVX)	0.4	$259M	+3%	1.3M	206.88	View chart
Home Depot (HD)	0.4	$256M	+2%	778k	328.89	View chart
TJX Companies (TJX)	0.4	$252M	-47%	1.6M	159.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$241M	+7%	5.2M	46.23	View chart
Raytheon Technologies Corp (RTX)	0.3	$235M		1.2M	192.90	View chart
Tesla Motors (TSLA)	0.3	$234M	-44%	628k	372.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$234M		2.0M	118.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$228M	+12%	2.8M	80.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$228M	+16%	4.2M	54.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$226M	+12%	864k	261.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$220M	+8%	4.4M	49.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$212M	+13%	628k	337.95	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$207M	-5%	2.5M	82.57	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$204M		3.6M	56.58	View chart
Cisco Systems (CSCO)	0.3	$202M		2.6M	77.59	View chart
Bank of America Corporation (BAC)	0.3	$202M	-3%	4.1M	48.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$201M	+8%	934k	215.06	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$201M	+20%	541k	370.92	View chart
Illinois Tool Works (ITW)	0.3	$198M	-9%	760k	260.29	View chart
Mastercard Incorporated Cl A (MA)	0.3	$198M		396k	499.66	View chart
Merck & Co (MRK)	0.3	$197M	-4%	1.6M	120.29	View chart
Caterpillar (CAT)	0.3	$196M	+2%	276k	708.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$195M	+16%	948k	205.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$185M		430k	430.29	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$180M	+544%	2.3M	76.54	View chart
Amphenol Corp Cl A (APH)	0.3	$178M	+4%	1.4M	126.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$177M	+51%	747k	237.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$174M	+80%	816k	213.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$174M		250k	697.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$173M	+11%	4.5M	38.87	View chart
Oracle Corporation (ORCL)	0.2	$173M		1.2M	147.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$171M		5.5M	31.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$170M	+2%	6.9M	24.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$170M	+4%	3.2M	52.78	View chart
Palo Alto Networks (PANW)	0.2	$166M	+9%	1.0M	160.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$165M	+4%	1.7M	97.13	View chart
Abbott Laboratories (ABT)	0.2	$164M		1.6M	102.67	View chart
Pepsi (PEP)	0.2	$161M		1.0M	155.29	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.2	$161M		4.1M	39.42	View chart
Blackrock (BLK)	0.2	$160M	+13%	167k	961.70	View chart
McDonald's Corporation (MCD)	0.2	$160M	+2%	516k	310.79	View chart
Goldman Sachs (GS)	0.2	$156M		184k	846.07	View chart
Ge Aerospace Com New (GE)	0.2	$155M	+13%	545k	283.77	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$153M	+17%	3.3M	46.91	View chart
Amgen (AMGN)	0.2	$153M	+5%	434k	351.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$151M	+13%	4.3M	35.03	View chart
Netflix (NFLX)	0.2	$149M	+11%	1.5M	96.15	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$149M	+21%	5.0M	29.49	View chart
Kla Corp Com New (KLAC)	0.2	$148M		100k	1472.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$144M	+13%	1.9M	77.26	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$142M	+6%	1.4M	99.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$142M	+2%	1.8M	79.27	View chart
Honeywell International (HON)	0.2	$141M	+3%	626k	226.03	View chart
Chubb (CB)	0.2	$138M	+3%	424k	325.93	View chart
Nextera Energy (NEE)	0.2	$138M	+2%	1.5M	92.88	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$136M		1.4M	94.68	View chart
Advanced Micro Devices (AMD)	0.2	$136M		668k	203.43	View chart
Waste Management (WM)	0.2	$134M		581k	229.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$133M		536k	248.00	View chart
Charles Schwab Corporation (SCHW)	0.2	$133M	+26%	1.4M	93.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$133M	+13%	297k	446.55	View chart
Palantir Technologies Cl A (PLTR)	0.2	$127M	+5%	867k	146.28	View chart
Citigroup Com New (C)	0.2	$125M	+2%	1.1M	113.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$123M	+8%	1.3M	92.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$123M	+2%	2.5M	48.46	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$123M		93k	1320.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$118M	+7%	1.3M	92.69	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$117M	+10%	881k	132.90	View chart
Walt Disney Company (DIS)	0.2	$117M	+2%	1.2M	96.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$117M	+99%	1.0M	113.09	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$115M	+5%	2.4M	48.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$115M		775k	148.12	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$114M		292k	390.43	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$114M	+7%	1.1M	106.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$113M		953k	118.51	View chart
salesforce (CRM)	0.2	$112M	+12%	601k	186.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$112M	+2%	3.8M	29.14	View chart
International Business Machines (IBM)	0.2	$112M	+22%	461k	242.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$109M	+167%	518k	211.15	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$109M	+19%	992k	109.69	View chart
Lam Research Corp Com New (LRCX)	0.1	$106M	-7%	494k	213.66	View chart
Analog Devices (ADI)	0.1	$105M	+7%	329k	318.14	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$104M	+62%	1.5M	68.47	View chart
Emerson Electric (EMR)	0.1	$104M		790k	131.02	View chart
Stryker Corporation (SYK)	0.1	$103M	+2%	315k	328.60	View chart
Quanta Services (PWR)	0.1	$100M	-3%	183k	549.05	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$100M	+4%	3.5M	28.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$100M	+14%	165k	604.40	View chart
Thermo Fisher Scientific (TMO)	0.1	$99M	-51%	201k	491.53	View chart
Ge Vernova (GEV)	0.1	$99M	+18%	113k	872.89	View chart
Deere & Company (DE)	0.1	$97M	+3%	171k	563.30	View chart
S&p Global (SPGI)	0.1	$96M	+13%	226k	425.34	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$95M	+69%	2.1M	45.65	View chart
Intuit (INTU)	0.1	$95M	+5%	220k	432.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$94M		984k	95.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$93M	+8%	1.2M	77.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$93M	+4%	3.2M	29.13	View chart
Union Pacific Corporation (UNP)	0.1	$93M		383k	242.65	View chart
United Rentals (URI)	0.1	$93M		127k	728.66	View chart
Intuitive Surgical Com New (ISRG)	0.1	$92M	+15%	199k	460.99	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$91M	+2%	3.1M	29.18	View chart
Micron Technology (MU)	0.1	$88M	+18%	261k	337.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$87M	+4%	899k	97.25	View chart
Coca-Cola Company (KO)	0.1	$86M		1.1M	76.05	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$86M	+47%	3.1M	27.56	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$86M	+75%	290k	295.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$86M	+5%	139k	616.77	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$85M		617k	138.32	View chart
UnitedHealth (UNH)	0.1	$85M	+18%	315k	270.59	View chart
Bristol Myers Squibb (BMY)	0.1	$85M		1.4M	60.65	View chart
Uber Technologies (UBER)	0.1	$84M	+10%	1.2M	71.93	View chart
Wells Fargo & Company (WFC)	0.1	$84M	+6%	1.1M	79.61	View chart
3M Company (MMM)	0.1	$83M	-12%	575k	145.23	View chart
Applied Materials (AMAT)	0.1	$81M	+13%	237k	341.79	View chart
Cummins (CMI)	0.1	$80M	+14%	149k	538.03	View chart
Boston Scientific Corporation (BSX)	0.1	$79M		1.3M	62.75	View chart
Texas Instruments Incorporated (TXN)	0.1	$79M	-46%	406k	194.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$79M	+34%	2.3M	33.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$78M	+592%	1.0M	74.35	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$77M	+23%	2.2M	35.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$77M	+947%	1.3M	58.18	View chart
SJW (HTO)	0.1	$77M	-9%	1.3M	58.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$77M	-53%	2.5M	30.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$76M	+6%	1.0M	73.64	View chart
Danaher Corporation (DHR)	0.1	$75M	+9%	397k	189.60	View chart
Linde SHS (LIN)	0.1	$73M	+13%	148k	495.76	View chart
Verizon Communications (VZ)	0.1	$73M	+10%	1.5M	50.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$73M	+3%	858k	84.84	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$72M	+9%	2.0M	36.72	View chart
Northern Trust Corporation (NTRS)	0.1	$71M	-3%	508k	139.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$70M	+4%	1.1M	62.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$70M	-11%	352k	198.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$69M	+43%	604k	114.99	View chart
Intel Corporation (INTC)	0.1	$68M	-5%	1.5M	44.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$68M	+52%	1.8M	38.42	View chart
Eaton Corp SHS (ETN)	0.1	$67M		188k	357.67	View chart
Arista Networks Com Shs (ANET)	0.1	$67M	+47%	545k	122.90	View chart
Qualcomm (QCOM)	0.1	$67M	+6%	519k	128.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$67M		1.5M	43.11	View chart
Philip Morris International (PM)	0.1	$66M	-43%	398k	165.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$66M	+61%	1.4M	48.05	View chart
Adobe Systems Incorporated (ADBE)	0.1	$66M	+10%	270k	243.09	View chart
Medtronic SHS (MDT)	0.1	$66M	-4%	756k	86.65	View chart
American Express Company (AXP)	0.1	$65M	+8%	215k	302.53	View chart
Us Bancorp Com New (USB)	0.1	$65M	+4%	1.3M	52.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$65M		629k	103.43	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.1	$65M	+2%	2.2M	29.91	View chart
Servicenow (NOW)	0.1	$65M	+8%	617k	104.55	View chart
Ecolab (ECL)	0.1	$64M	-3%	241k	266.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$64M		212k	298.85	View chart
Edison International (EIX)	0.1	$63M	+14%	859k	73.18	View chart
Comfort Systems USA (FIX)	0.1	$63M	+10%	46k	1378.95	View chart
Capital One Financial (COF)	0.1	$63M		343k	182.43	View chart
Lowe's Companies (LOW)	0.1	$62M		262k	236.28	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$62M	+33%	1.0M	61.26	View chart
Teradyne (TER)	0.1	$61M	-55%	204k	296.47	View chart
Booking Holdings (BKNG)	0.1	$60M	-2%	14k	4209.54	View chart
ConocoPhillips (COP)	0.1	$60M	+3%	452k	132.00	View chart
Astrazeneca Ord (AZN)	0.1	$59M	NEW	301k	197.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$59M	-3%	82.00	718140.00	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$59M		743k	79.06	View chart
McKesson Corporation (MCK)	0.1	$59M	+5%	68k	865.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$58M	+3%	706k	82.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$58M		267k	217.32	View chart
Airbnb Com Cl A (ABNB)	0.1	$58M	+6%	458k	126.28	View chart
Duke Energy Corp Com New (DUK)	0.1	$58M	+21%	440k	130.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$57M		2.7M	21.49	View chart
Corning Incorporated (GLW)	0.1	$57M	-3%	417k	135.97	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$56M	+11%	1.4M	39.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$56M	+5%	626k	88.73	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$56M	-5%	1.3M	43.13	View chart
PG&E Corporation (PCG)	0.1	$55M	-41%	3.2M	17.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$55M	+8%	518k	106.50	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$54M	+5%	916k	59.15	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$53M	+5%	531k	100.62	View chart
United Parcel Svcs CL B (UPS)	0.1	$53M	+3%	540k	98.38	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$53M		167k	318.04	View chart
PNC Financial Services (PNC)	0.1	$53M	-43%	253k	208.09	View chart
At&t (T)	0.1	$53M	+8%	1.8M	28.99	View chart
Boeing Company (BA)	0.1	$52M	+22%	263k	199.16	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$52M	+423%	569k	91.64	View chart
FedEx Corporation (FDX)	0.1	$52M	+20%	146k	356.18	View chart
Norfolk Southern (NSC)	0.1	$52M		180k	287.00	View chart
W.R. Berkley Corporation (WRB)	0.1	$51M	+3%	775k	66.28	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$51M		447k	114.83	View chart
Novartis Sponsored Adr (NVS)	0.1	$50M	+11%	330k	152.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$50M		1.0M	49.37	View chart
Marathon Petroleum Corp (MPC)	0.1	$50M	+3%	205k	244.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$50M	+7%	951k	52.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$50M	+92%	1.3M	38.96	View chart
Casey's General Stores (CASY)	0.1	$49M	+7%	68k	727.86	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$49M	+90%	691k	70.91	View chart
Welltower Inc Com reit (WELL)	0.1	$49M		248k	197.71	View chart
Synopsys (SNPS)	0.1	$49M	+18%	122k	396.49	View chart
Parker-Hannifin Corporation (PH)	0.1	$48M		54k	895.24	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$48M	-21%	1.9M	24.91	View chart
Colgate-Palmolive Company (CL)	0.1	$48M	-7%	561k	85.23	View chart
Pfizer (PFE)	0.1	$48M	-46%	1.7M	28.08	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$47M	+6%	116k	409.32	View chart
Automatic Data Processing (ADP)	0.1	$47M	-7%	232k	203.18	View chart

Past Filings by Cerity Partners

SEC 13F filings are viewable for Cerity Partners going back to 2016

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
Cerity Partners 2022 Q2 filed Aug. 10, 2022

View all past filings

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