Cerity Partners LLC Top Holdings and 13F Report (2025)

About Cerity Partners LLC

Investment Activity

Cerity Partners LLC has $68.62 billion in total holdings as of September 30, 2025.
Cerity Partners LLC owns shares of 2,852 different stocks, but just 227 companies or ETFs make up 80% of its holdings.
Approximately 10.60% of the portfolio was purchased this quarter.
About 1.95% of the portfolio was sold this quarter.
This quarter, Cerity Partners LLC has purchased 2,739 new stocks and bought additional shares in 1,489 stocks.
Cerity Partners LLC sold shares of 961 stocks and completely divested from 187 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $2,938,244,313
Apple: $2,479,750,966
NVIDIA: $2,349,080,580
Microsoft: $1,839,372,610
iShares Core S&P 500 ETF: $1,745,032,491

Largest New Holdings this Quarter

904767803 - UNILEVER PLC: $40,922,282 Holding
38149W630 - GOLDMAN SACHS ETF TR: $33,002,605 Holding
316841105 - FIGMA INC: $28,961,039 Holding
F92124100 - TOTALENERGIES SE: $9,975,537 Holding
74316P579 - PROFESIONALLY MANAGED PORTFO: $8,871,363 Holding

Largest Purchases this Quarter

Tesla: 624,789 shares (about $270.79M)
TJX Companies: 1,543,480 shares (about $237.10M)
iShares 0-3 Month Treasury Bond ETF: 2,081,395 shares (about $208.93M)
Vanguard S&P 500 ETF: 283,537 shares (about $177.84M)
NVIDIA: 943,291 shares (about $175.02M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 390,812 shares (about $46.97M)
iShares MSCI USA Quality Factor ETF: 181,327 shares (about $36.03M)
iShares Core MSCI EAFE ETF: 384,681 shares (about $34.41M)
LINDE PLC: 75,133 shares (about $32.04M)
Schwab US Dividend Equity ETF: 1,167,197 shares (about $32.02M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$2,938,244,313	$177,837,662 ▲	6.4%	4,684,615	4.3%	ETF
AAPL Apple	$2,479,750,966	$107,170,377 ▲	4.5%	9,198,231	3.6%	Computer and Technology
NVDA NVIDIA	$2,349,080,580	$175,023,010 ▲	8.1%	12,660,430	3.4%	Computer and Technology
MSFT Microsoft	$1,839,372,610	$68,053,041 ▲	3.8%	3,803,858	2.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,745,032,491	$162,841,863 ▲	10.3%	2,547,714	2.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,434,680,655	$75,742,024 ▲	5.6%	2,308,649	2.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,208,404,724	$41,659,054 ▲	3.6%	19,343,762	1.8%	ETF
GOOGL Alphabet	$1,097,030,796	$26,901,250 ▲	2.5%	3,504,667	1.6%	Computer and Technology
AMZN Amazon.com	$1,094,544,384	$60,385,961 ▲	5.8%	4,761,360	1.6%	Retail/Wholesale
GOOG Alphabet	$1,054,652,050	$36,067,718 ▲	3.5%	3,360,889	1.5%	Computer and Technology
AVGO Broadcom	$1,027,338,405	$33,169,490 ▲	3.3%	2,968,332	1.5%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,003,387,948	$34,413,588 ▼	-3.3%	11,216,043	1.5%	ETF
PG Procter & Gamble	$876,655,757	$3,947,052 ▼	-0.4%	6,117,187	1.3%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$798,221,277	$96,900,079 ▲	13.8%	7,991,803	1.2%	Finance
LLY Eli Lilly and Company	$761,068,883	$18,911,194 ▲	2.5%	708,180	1.1%	Medical
META Meta Platforms	$721,314,803	$82,551,982 ▲	12.9%	1,096,145	1.1%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$700,929,871	$36,028,537 ▼	-4.9%	3,527,690	1.0%	ETF
JPM JPMorgan Chase & Co.	$660,813,557	$27,368,640 ▲	4.3%	2,050,821	1.0%	Finance
VTI Vanguard Total Stock Market ETF	$628,981,428	$55,365,888 ▲	9.7%	1,876,008	0.9%	ETF
SCHX Schwab US Large-Cap ETF	$511,038,661	$3,402,339 ▲	0.7%	18,990,659	0.7%	ETF
TSLA Tesla	$488,090,127	$270,794,030 ▲	124.6%	1,126,145	0.7%	Auto/Tires/Trucks
TJX TJX Companies	$462,840,789	$237,095,003 ▲	105.0%	3,013,077	0.7%	Retail/Wholesale
QQQ Invesco QQQ	$461,441,817	$12,618,553 ▲	2.8%	751,154	0.7%	Finance
IWF iShares Russell 1000 Growth ETF	$456,363,038	$78,489,719 ▲	20.8%	964,215	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$439,699,076	$46,967,786 ▼	-9.7%	3,658,671	0.6%	ETF
V Visa	$397,375,014	$8,047,558 ▲	2.1%	1,133,134	0.6%	Business Services
SGOV iShares 0-3 Month Treasury Bond ETF	$395,805,016	$208,930,404 ▲	111.8%	3,943,067	0.6%	ETF
BRK.B Berkshire Hathaway	$393,100,365	$7,101,438 ▲	1.8%	782,056	0.6%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$376,123,830	$39,671,308 ▲	11.8%	1,963,478	0.5%	ETF
JNJ Johnson & Johnson	$373,989,749	$5,017,411 ▲	1.4%	1,806,885	0.5%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$355,424,320	$36,996,020 ▲	11.6%	5,286,074	0.5%	ETF
WALMART INC	$353,381,069	$17,900,036 ▲	5.3%	3,171,875	0.5%	COM
COST Costco Wholesale	$349,924,759	$1,975,680 ▲	0.6%	405,773	0.5%	Retail/Wholesale
CACC Credit Acceptance	$348,928,963	$4,314,866 ▼	-1.2%	786,833	0.5%	Finance
IJH iShares Core S&P Mid-Cap ETF	$336,753,331	$7,265,436 ▲	2.2%	5,102,306	0.5%	ETF
VO Vanguard Mid-Cap ETF	$324,704,039	$50,594,643 ▲	18.5%	1,117,113	0.5%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$300,741,873	$15,562,759 ▲	5.5%	11,679,296	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$291,798,974	$8,056,022 ▼	-2.7%	1,962,466	0.4%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$289,447,256	$1,101,866 ▲	0.4%	1,156,354	0.4%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$286,779,498	$140,712,118 ▲	96.3%	3,476,958	0.4%	ETF
VGSH Vanguard Short-Term Treasury ETF	$283,719,570	$51,046,998 ▲	21.9%	4,830,914	0.4%	ETF
IWB iShares Russell 1000 ETF	$278,225,864	$4,658,664 ▼	-1.6%	745,035	0.4%	ETF
ABBV AbbVie	$274,108,144	$14,263,330 ▲	5.5%	1,199,683	0.4%	Medical
VUG Vanguard Growth ETF	$271,267,687	$8,057,997 ▼	-2.9%	556,035	0.4%	ETF
IAU iShares Gold Trust	$266,429,676	$12,434,109 ▲	4.9%	3,282,216	0.4%	Finance
HD Home Depot	$262,168,761	$250,540 ▼	-0.1%	761,790	0.4%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$259,534,696	$30,486,305 ▲	13.3%	3,293,170	0.4%	ETF
VTV Vanguard Value ETF	$254,599,502	$60,388,981 ▲	31.1%	1,333,021	0.4%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$253,024,659	$24,368,823 ▲	10.7%	4,222,061	0.4%	ETF
XOM ExxonMobil	$252,042,258	$11,347,506 ▲	4.7%	2,094,143	0.4%	Energy
JPST JPMorgan Ultra-Short Income ETF	$247,027,605	$10,624,458 ▼	-4.1%	4,882,933	0.4%	ETF
SCHP Schwab U.S. TIPS ETF	$246,137,918	$24,796,308 ▲	11.2%	9,291,730	0.4%	ETF
TMO Thermo Fisher Scientific	$238,178,789	$117,023,651 ▲	96.6%	411,042	0.3%	Medical
BAC Bank of America	$234,809,384	$9,410,435 ▲	4.2%	4,269,266	0.3%	Finance
IEI iShares 3-7 Year Treasury Bond ETF	$233,288,409	$12,914,862 ▲	5.9%	1,954,658	0.3%	ETF
ORCL Oracle	$230,762,534	$23,050,117 ▲	11.1%	1,183,991	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$229,855,330	$25,141,113 ▲	12.3%	3,124,733	0.3%	ETF
MA Mastercard	$229,508,406	$5,611,091 ▲	2.5%	402,032	0.3%	Business Services
AVEM Avantis Emerging Markets Equity ETF	$223,341,472	$15,402,297 ▲	7.4%	2,886,258	0.3%	ETF
RTX RTX	$221,478,742	$14,662,912 ▲	7.1%	1,207,620	0.3%	Aerospace
IQLT iShares MSCI Intl Quality Factor ETF	$220,578,869	$10,692,546 ▲	5.1%	4,835,530	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$220,082,728	$3,330,440 ▲	1.5%	2,657,363	0.3%	Manufacturing
ITW Illinois Tool Works	$207,354,366	$19,841,934 ▼	-8.7%	841,877	0.3%	Industrials
VTEB Vanguard Tax-Exempt Bond ETF	$203,130,819	$8,840,731 ▼	-4.2%	4,039,189	0.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$202,784,369	$5,508,013 ▲	2.8%	3,569,519	0.3%	ETF
VB Vanguard Small-Cap ETF	$198,836,559	$30,954,868 ▲	18.4%	770,780	0.3%	ETF
ABT Abbott Laboratories	$197,911,425	$6,179,219 ▲	3.2%	1,579,648	0.3%	Medical
CSCO Cisco Systems	$197,660,232	$3,877,287 ▲	2.0%	2,566,130	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$193,485,484	$18,287,267 ▲	10.4%	3,599,061	0.3%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$190,295,656	$18,161,082 ▲	10.6%	2,511,491	0.3%	ETF
VGT Vanguard Information Technology ETF	$189,900,780	$3,332,452 ▼	-1.7%	251,932	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$188,505,253	$41,480,263 ▲	28.2%	857,698	0.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$185,995,120	$2,339,587 ▲	1.3%	450,601	0.3%	ETF
CVX Chevron	$183,561,793	$12,411,068 ▼	-6.3%	1,204,393	0.3%	Energy
APH Amphenol	$182,818,834	$17,614,562 ▼	-8.8%	1,352,810	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$180,991,031	$1,034,084 ▲	0.6%	1,719,450	0.3%	Medical
PANW Palo Alto Networks	$174,840,144	$8,888,023 ▲	5.4%	949,186	0.3%	Computer and Technology
GLD SPDR Gold Shares	$173,800,221	$3,847,598 ▲	2.3%	438,250	0.3%	Finance
VXF Vanguard Extended Market ETF	$169,769,739	$20,790,065 ▲	14.0%	811,830	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$167,920,320	$2,282,532 ▼	-1.3%	552,566	0.2%	Computer and Technology
GS The Goldman Sachs Group	$163,756,230	$5,262,014 ▲	3.3%	186,287	0.2%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$163,515,960	$44,955 ▲	0.0%	5,437,844	0.2%	ETF
SCHF Schwab International Equity ETF	$161,148,730	$404,761 ▲	0.3%	6,703,358	0.2%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$158,180,106	$1,702,806 ▼	-1.1%	3,995,456	0.2%	ETF
BLACKROCK INC	$157,786,178	$8,929,960 ▲	6.0%	147,415	0.2%	COM
CAT Caterpillar	$155,266,792	$7,434,210 ▲	5.0%	270,926	0.2%	Industrials
EFA iShares MSCI EAFE ETF	$155,176,290	$2,123,120 ▲	1.4%	1,630,246	0.2%	Finance
MCD McDonald's	$154,325,333	$6,799,971 ▲	4.6%	504,941	0.2%	Retail/Wholesale
DFIV Dimensional International Value ETF	$153,566,469	$6,170,934 ▲	4.2%	3,077,484	0.2%	ETF
RODM Hartford Multifactor Developed Markets (ex-US) ETF	$149,279,145	$2,859,313 ▲	2.0%	4,037,300	0.2%	ETF
PEP PepsiCo	$149,078,368	$6,861,372 ▲	4.8%	1,038,712	0.2%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$149,020,136	$32,016,225 ▼	-17.7%	5,432,741	0.2%	ETF
GE GE Aerospace	$148,453,666	$15,897,103 ▲	12.0%	481,946	0.2%	Aerospace
PALANTIR TECHNOLOGIES INC	$146,488,639	$6,227,954 ▲	4.4%	824,134	0.2%	CL A
AMD Advanced Micro Devices	$145,000,241	$8,965,460 ▲	6.6%	676,784	0.2%	Computer and Technology
CRM Salesforce	$141,439,391	$28,900,694 ▼	-17.0%	533,938	0.2%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$138,920,943	$14,834,160 ▲	12.0%	1,742,393	0.2%	ETF
INTU Intuit	$138,096,549	$945,935 ▲	0.7%	208,473	0.2%	Computer and Technology
DIS Walt Disney	$135,017,705	$3,742,323 ▲	2.9%	1,186,769	0.2%	Consumer Discretionary
AMGN Amgen	$134,815,074	$1,410,430 ▼	-1.0%	411,873	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Cerity Partners LLC Top Holdings and 13F Report (2025)

About Cerity Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Cerity Partners LLC Top Holdings and 13F Report (2025)

About Cerity Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCerity Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools