Funds › Cerity Partners LLC
Cerity Partners LLC
13F for Q3 2026, filed Nov 13, 2026. 3,270 positions worth $87.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$87.3B
+$4.5B (5.5%) vs Q2 2026
Positions
3,270
3,267 in Q2 2026
Top 10 share
24.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 5.11M | $3.6B | 4.1% | -3.5% | 13F ↗ |
| 2 | AAPL Apple Inc. | 10.08M | $3.4B | 3.8% | +4.9% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 14.24M | $3.3B | 3.7% | +4.6% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 4.35M | $2.2B | 2.6% | +5.0% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 2.86M | $2.2B | 2.5% | +1.9% | 13F ↗ |
| 6 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2.24M | $1.7B | 2.0% | -1.1% | 13F ↗ |
| 7 | Vanguard Tax-Managed Fds | 21.32M | $1.5B | 1.7% | -0.5% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 5.38M | $1.3B | 1.5% | +5.7% | 13F ↗ |
| 9 | GOOGL Alphabet Inc. Class A | 3.68M | $1.3B | 1.5% | +2.7% | 13F ↗ |
| 10 | GOOG Alphabet Inc. Class C | 3.51M | $1.2B | 1.4% | +1.4% | 13F ↗ |
| 11 | iShares Tr Core Msci Eafe | 11.42M | $1.1B | 1.3% | -1.6% | 13F ↗ |
| 12 | AVGO Broadcom Inc. | 3.10M | $1.1B | 1.2% | +1.6% | 13F ↗ |
| 13 | iShares Tr Core Us Aggbd Et | 10.94M | $1.0B | 1.2% | +10.3% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 1.37M | $991.7M | 1.1% | +8.7% | 13F ↗ |
| 15 | PG Procter & Gamble Company | 6.31M | $916.3M | 1.1% | +1.9% | 13F ↗ |
| 16 | iShares Tr Msci Usa Qlt Fct | 3.97M | $883.2M | 1.0% | +3.1% | 13F ↗ |
| 17 | LLY Eli Lilly and Company | 757,238 | $876.2M | 1.0% | +1.3% | 13F ↗ |
| 18 | Vanguard Index Fds Mrngstr Ttl Stk | 2.27M | $847.7M | 1.0% | -6.3% | 13F ↗ |
| 19 | JPM JPMorgan Chase & Co. | 2.22M | $735.4M | 0.8% | +4.3% | 13F ↗ |
| 20 | iShares Tr Core Msci Intl | 7.54M | $674.5M | 0.8% | +18.2% | 13F ↗ |
| 21 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 3.14M | $653.1M | 0.7% | +12.0% | 13F ↗ |
| 22 | Invesco Qqq Tr | 864,618 | $639.6M | 0.7% | +3.6% | 13F ↗ |
| 23 | iShares Inc Core Msci Emkt | 7.09M | $575.2M | 0.7% | +0.8% | 13F ↗ |
| 24 | iShares Tr Rus 1000 Grw Etf | 4.58M | $573.7M | 0.7% | +0.4% | 13F ↗ |
| 25 | Schwab Strategic Tr Us Lrg Cap Etf | 18.49M | $554.7M | 0.6% | -0.1% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Grwt Etf | 5.88M | $529.7M | 0.6% | +11.7% | 13F ↗ |
| 27 | Spdr Series Trust St Str P500ETF | 5.88M | $528.2M | 0.6% | +68.5% | 13F ↗ |
| 28 | JNJ Johnson & Johnson | 1.99M | $526.2M | 0.6% | +6.2% | 13F ↗ |
| 29 | iShares Tr Core S&P Scp Etf | 3.54M | $482.2M | 0.6% | -1.2% | 13F ↗ |
| 30 | iShares Tr Core S&P Mcp Etf | 6.21M | $447.0M | 0.5% | +3.4% | 13F ↗ |
| 31 | iShares Tr 0-3 Mth Treasury | 4.43M | $446.1M | 0.5% | -2.5% | 13F ↗ |
| 32 | BRK-B Berkshire Hathaway Inc. Class B | 884,119 | $440.2M | 0.5% | +5.0% | 13F ↗ |
| 33 | Vanguard Index Fds Mrngstr Mid Cap | 5.56M | $436.3M | 0.5% | -3.9% | 13F ↗ |
| 34 | Vanguard Index Fds Mrngstr Val Etf | 1.98M | $428.8M | 0.5% | +0.7% | 13F ↗ |
| 35 | AMD Advanced Micro Devices, Inc. | 700,369 | $428.5M | 0.5% | +0.2% | 13F ↗ |
| 36 | V Visa Inc. | 1.19M | $426.9M | 0.5% | +1.3% | 13F ↗ |
| 37 | ABBV AbbVie Inc. | 1.59M | $415.8M | 0.5% | +24.6% | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 452,044 | $411.5M | 0.5% | +3.0% | 13F ↗ |
| 39 | PANW Palo Alto Networks, Inc. | 976,461 | $388.0M | 0.4% | -3.5% | 13F ↗ |
| 40 | MU Micron Technology, Inc. | 347,788 | $370.4M | 0.4% | +20.6% | 13F ↗ |
| 41 | Spdr Series Trust St Str Aggre Etf | 15.19M | $370.0M | 0.4% | +5.4% | 13F ↗ |
| 42 | XOM ExxonMobil Holdings Corporation | 2.25M | $366.7M | 0.4% | New | 13F ↗ |
| 43 | iShares Tr Rus 1000 Etf | 871,951 | $362.8M | 0.4% | +6.9% | 13F ↗ |
| 44 | iShares Tr Msci Usa Mmentm | 1.14M | $361.1M | 0.4% | +3.5% | 13F ↗ |
| 45 | Vanguard International Equity Index F Allwrld Ex Us | 4.14M | $343.2M | 0.4% | +5.4% | 13F ↗ |
| 46 | J P Morgan Exchange Traded F Ultra Shrt Etf | 6.36M | $320.4M | 0.4% | +16.8% | 13F ↗ |
| 47 | Vanguard Scottsdale Fds Short Term Treas | 5.49M | $315.9M | 0.4% | +11.1% | 13F ↗ |
| 48 | iShares Tr Msci Intl Qualty | 6.33M | $313.1M | 0.4% | +1.2% | 13F ↗ |
| 49 | CRWD CrowdStrike Holdings, Inc. | 1.16M | $308.0M | 0.4% | -0.6% | 13F ↗ |
| 50 | CVX Chevron Corporation | 1.49M | $305.1M | 0.3% | +8.8% | 13F ↗ |
Showing the top 50 of 3,270 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
230 new, 1,720 added to, 1,196 trimmed, 227 exited, 124 unchanged. By estimated dollars.
New positions (230)
| XOM ExxonMobil Holdings Corporation | 2.25M | New | $366.7M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 4.77M | New | $178.9M |
| OKE ONEOK, Inc. | 162,102 | New | $13.8M |
| SKHY SK hynix Inc. · American Deposit | 57,111 | New | $10.5M |
| Dfa Invt Dimensions Group In U.S. High Relati | 204,573 | New | $8.6M |
| CXW CoreCivic, Inc. | 252,751 | New | $8.2M |
| VISN Vistance Networks, Inc. | 1.36M | New | $8.1M |
| CHYM Chime Financial, Inc. | 301,525 | New | $8.0M |
| CAI Caris Life Sciences, Inc. | 221,618 | New | $6.8M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 70,633 | New | $5.8M |
Added to (1,720)
| Spdr Series Trust St Str P500ETF | 5.88M | +68.5% | $214.7M |
| AAPL Apple Inc. | 10.08M | +4.9% | $156.2M |
| NVDA NVIDIA Corporation | 14.24M | +4.6% | $142.9M |
| MSFT Microsoft Corporation | 4.35M | +5.0% | $105.3M |
| iShares Tr Core Msci Intl | 7.54M | +18.2% | $104.0M |
| iShares Tr Core Us Aggbd Et | 10.94M | +10.3% | $96.4M |
| ABBV AbbVie Inc. | 1.59M | +24.6% | $82.2M |
| META Meta Platforms, Inc. | 1.37M | +8.7% | $79.0M |
| AMZN Amazon.com, Inc. | 5.38M | +5.7% | $71.9M |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 3.14M | +12.0% | $69.8M |
Trimmed (1,196)
| TSLA Tesla, Inc. | 737,202 | -59.7% | -$388.3M |
| Vanguard Index Fds S&P 500 Etf Shs | 5.11M | -3.5% | -$130.9M |
| Vanguard Index Fds Mrngstr Ttl Stk | 2.27M | -6.3% | -$56.7M |
| DHR Danaher Corporation | 341,783 | -42.2% | -$55.4M |
| Vanguard Index Fds Extend Mkt Etf | 825,383 | -22.3% | -$54.9M |
| CI The Cigna Group | 88,029 | -56.8% | -$31.4M |
| IBM International Business Machines Corporation | 515,698 | -20.2% | -$28.7M |
| iShares Tr Msci Eafe Etf | 1.75M | -12.9% | -$26.9M |
| QCOM QUALCOMM Incorporated | 547,725 | -20.6% | -$26.1M |
| HCA HCA Healthcare, Inc. | 38,797 | -60.3% | -$25.2M |
Exited (227)
| Exxon Mobil Corp | 2.07M | Exited | -$282.6M |
| Dimensional ETF Trust Us Small Cap Etf | 4.47M | Exited | -$173.4M |
| Dimensional ETF Trust Us High Prof Etf | 366,690 | Exited | -$15.3M |
| Oneok Inc | 167,807 | Exited | -$14.6M |
| Avalonbay Communities Inc Reit | 56,193 | Exited | -$10.6M |
| Janus Henderson Group plc | 196,876 | Exited | -$10.2M |
| CASH Pathward Financial, Inc. | 116,665 | Exited | -$10.2M |
| Electronic Arts Inc | 39,614 | Exited | -$8.1M |
| Tidal Trust I Adasina Social | 268,445 | Exited | -$6.1M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 70,633 | Exited | -$5.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 3,477 | $87.3B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 3,407 | $82.7B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 3,237 | $70.8B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 2,871 | $68.6B | Current | SEC ↗ |
| Q3 2025 | Oct 22, 2025 | 13F-HR | 2,739 | $61.7B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 2,626 | $56.1B | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 2,474 | $49.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer