Cerity Partners LLC Top Holdings and 13F Report (2025) About Cerity Partners LLCInvestment ActivityCerity Partners LLC has $56.08 billion in total holdings as of June 30, 2025.Cerity Partners LLC owns shares of 2,626 different stocks, but just 209 companies or ETFs make up 80% of its holdings.Approximately 7.62% of the portfolio was purchased this quarter.About 3.03% of the portfolio was sold this quarter.This quarter, Cerity Partners LLC has purchased 2,474 new stocks and bought additional shares in 1,275 stocks.Cerity Partners LLC sold shares of 940 stocks and completely divested from 163 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $2,433,833,640Microsoft $1,836,118,881Apple $1,808,018,916NVIDIA $1,716,361,451iShares Core S&P 500 ETF $1,406,106,327 Largest New Holdings this Quarter 46138G698 - Invesco S&P 500 Revenue ETF $39,859,104 Holding45782C680 - Innovator U.S. Equity Power Buffer ETF - August $29,977,704 Holding53947R105 - LOAR HOLDINGS INC $20,883,644 Holding36237H101 - G-III Apparel Group $9,312,956 Holding890930308 - TORTOISE CAPITAL SERIES TRUS $8,748,408 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 383,356 shares (about $217.92M)iShares MSCI USA Quality Factor ETF 1,065,946 shares (about $194.95M)iShares Core MSCI EAFE ETF 1,848,563 shares (about $154.32M)Avantis U.S. Large Cap Value ETF 2,189,968 shares (about $149.38M)iShares Core S&P Small-Cap ETF 1,265,540 shares (about $138.31M) Largest Sales this Quarter Meta Platforms 261,294 shares (about $192.86M)iShares MSCI USA Min Vol Factor ETF 1,061,130 shares (about $99.61M)iShares MSCI USA Value Factor ETF 699,980 shares (about $79.24M)iShares 3-7 Year Treasury Bond ETF 530,341 shares (about $63.16M)JPMorgan Diversified Return U.S. Mid Cap Equity ETF 602,494 shares (about $62.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCerity Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$2,433,833,640$217,917,055 ▲9.8%4,281,5594.3%ETFMSFTMicrosoft$1,836,118,881$36,886,488 ▲2.1%3,691,2543.3%Computer and TechnologyAAPLApple$1,808,018,916$61,710,556 ▲3.5%8,850,6873.2%Computer and TechnologyNVDANVIDIA$1,716,361,451$16,349,804 ▲1.0%10,910,2063.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,406,106,327$121,934,262 ▲9.5%2,264,6252.5%ETFSPYSPDR S&P 500 ETF Trust$1,237,491,084$24,226,954 ▼-1.9%2,205,1362.2%FinancePGProcter & Gamble$1,040,947,915$5,194,623 ▲0.5%6,533,7001.9%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$996,687,045$48,411,671 ▲5.1%17,482,6791.8%ETFIEFAiShares Core MSCI EAFE ETF$975,104,736$154,318,103 ▲18.8%11,680,6941.7%ETFAMZNAmazon.com$946,799,711$19,688,359 ▲2.1%4,315,4391.7%Retail/WholesaleAVGOBroadcom$793,717,597$6,180,626 ▲0.8%2,879,4391.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$686,910,435$194,950,166 ▲39.6%3,755,8801.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$665,071,856$45,447,094 ▲7.3%6,704,3531.2%FinanceMETAMeta Platforms$650,218,982$192,856,321 ▼-22.9%880,9581.2%Computer and TechnologyGOOGLAlphabet$612,977,498$26,401,475 ▲4.5%3,477,9191.1%Computer and TechnologyJPMJPMorgan Chase & Co.$579,206,276$364,997 ▼-0.1%1,997,8821.0%FinanceGOOGAlphabet$570,191,535$19,148,148 ▲3.5%3,283,6681.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$507,972,932$12,256,443 ▲2.5%1,671,2020.9%ETFLLYEli Lilly and Company$471,869,878$5,492,733 ▲1.2%607,1980.8%MedicalSCHXSchwab US Large-Cap ETF$457,786,130$1,190,595 ▲0.3%18,731,0190.8%ETFIJRiShares Core S&P Small-Cap ETF$410,376,909$138,310,925 ▲50.8%3,754,9340.7%ETFCACCCredit Acceptance$405,839,447$436,582 ▼-0.1%796,6540.7%FinanceQQQInvesco QQQ$403,568,789$17,862,665 ▲4.6%731,5570.7%FinanceVVisa$394,987,532$5,931,117 ▲1.5%1,112,4830.7%Business ServicesCOSTCostco Wholesale$389,740,386$6,648,336 ▲1.7%393,7070.7%Retail/WholesaleBRK.BBerkshire Hathaway$376,469,576$23,223,222 ▲6.6%774,9950.7%FinanceIWFiShares Russell 1000 Growth ETF$375,693,630$19,507,316 ▼-4.9%884,8600.7%ETFRSPInvesco S&P 500 Equal Weight ETF$309,223,089$59,945,542 ▲24.0%1,701,4570.6%ETFWMTWalmart$288,493,322$3,936,798 ▼-1.3%2,950,4480.5%Retail/WholesaleHDHome Depot$277,023,914$10,718,338 ▲4.0%755,5500.5%Retail/WholesaleJNJJohnson & Johnson$276,796,901$6,028,046 ▲2.2%1,811,5640.5%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$274,169,061$9,501,952 ▼-3.3%2,030,2810.5%ETFIJHiShares Core S&P Mid-Cap ETF$273,311,843$5,336,106 ▼-1.9%4,406,8100.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$269,812,493$12,404,354 ▲4.8%1,122,7220.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$269,650,722$14,683,904 ▲5.8%10,533,2310.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$266,861,800$21,582,092 ▲8.8%4,444,6360.5%ETFJPSTJPMorgan Ultra-Short Income ETF$265,113,819$14,168,757 ▲5.6%5,231,1340.5%ETFVOVanguard Mid-Cap ETF$258,329,092$36,142,782 ▲16.3%921,4720.5%ETFIWBiShares Russell 1000 ETF$254,460,429$3,925,428 ▲1.6%749,3610.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$249,105,916$130,727,472 ▲110.4%2,473,9880.4%ETFITWIllinois Tool Works$234,203,750$4,249,533 ▲1.8%947,2240.4%IndustrialsVGITVanguard Intermediate-Term Treasury ETF$228,824,888$77,682,252 ▲51.4%3,825,8630.4%ETFORCLOracle$227,820,116$4,483,069 ▲2.0%1,041,9700.4%Computer and TechnologyMAMastercard$222,323,075$18,874,388 ▲9.3%395,6360.4%Business ServicesXOMExxon Mobil$217,162,470$1,486,921 ▲0.7%2,014,4460.4%EnergyVGSHVanguard Short-Term Treasury ETF$216,192,012$652,517 ▲0.3%3,677,9850.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$214,304,182$63,158,257 ▼-22.8%1,799,5160.4%ETFABBVAbbVie$210,151,621$28,420,520 ▲15.6%1,132,1360.4%MedicalABTAbbott Laboratories$209,226,513$4,231,370 ▲2.1%1,538,3800.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$208,067,091$3,293,189 ▲1.6%2,511,0670.4%ManufacturingSCHPSchwab U.S. TIPS ETF$207,244,288$4,732,605 ▲2.3%7,767,7770.4%ETFBSVVanguard Short-Term Bond ETF$204,950,832$5,515,219 ▲2.8%2,604,2030.4%ETFVTEBVanguard Tax-Exempt Bond ETF$203,604,098$2,102,259 ▲1.0%4,152,6440.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$199,936,383$32,038,926 ▲19.1%4,618,9910.4%ETFIAUiShares Gold Trust$190,814,435$12,758,113 ▼-6.3%3,059,8540.3%FinanceBACBank of America$188,861,881$8,458,829 ▼-4.3%3,991,1640.3%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$180,868,378$899,306 ▲0.5%3,455,6430.3%ETFAVEMAvantis Emerging Markets Equity ETF$179,713,629$21,981,685 ▲13.9%2,615,1070.3%ETFPANWPalo Alto Networks$178,676,464$3,795,457 ▲2.2%873,1260.3%Computer and TechnologyCRMSalesforce$178,351,832$12,199,640 ▲7.3%654,0150.3%Computer and TechnologyNFLXNetflix$177,548,752$30,015,275 ▲20.3%132,5910.3%Consumer DiscretionaryTJXTJX Companies$176,712,343$264,394 ▼-0.1%1,430,9750.3%Retail/WholesaleCVXChevron$175,185,196$3,120,593 ▼-1.8%1,223,4250.3%EnergyVUGVanguard Growth ETF$172,985,814$13,659,786 ▲8.6%394,5810.3%ETFVEUVanguard FTSE All-World ex-US ETF$172,878,012$3,995,893 ▲2.4%2,571,8240.3%ETFCSCOCisco Systems$172,652,431$1,610,983 ▲0.9%2,488,5360.3%Computer and TechnologyVGTVanguard Information Technology ETF$171,034,304$222,197 ▼-0.1%257,8630.3%ETFSCHMSchwab U.S. Mid-Cap ETF$168,410,035$25,365,839 ▼-13.1%6,003,9230.3%ETFRTXRTX$165,674,628$3,760,759 ▲2.3%1,134,5980.3%AerospaceMGKVanguard Mega Cap Growth ETF$164,753,994$11,713,792 ▲7.7%449,9380.3%ETFVTVVanguard Value ETF$157,762,224$24,669,314 ▲18.5%892,6060.3%ETFMRKMerck & Co., Inc.$157,303,328$71,497 ▲0.0%1,986,7250.3%MedicalAVLVAvantis U.S. Large Cap Value ETF$150,558,122$149,377,748 ▲12,655.1%2,207,2730.3%ETFINTUIntuit$150,489,658$4,603,708 ▲3.2%191,0660.3%Computer and TechnologyVBVanguard Small-Cap ETF$148,961,266$12,116,691 ▲8.9%628,5620.3%ETFSCHDSchwab US Dividend Equity ETF$148,253,516$691,756 ▼-0.5%5,594,4690.3%ETFSCHFSchwab International Equity ETF$147,097,157$496,432 ▲0.3%6,655,9810.3%ETFDFACDimensional U.S. Core Equity 2 ETF$146,750,456$4,635,079 ▼-3.1%4,094,6000.3%ETFVWOVanguard FTSE Emerging Markets ETF$146,742,907$3,036,155 ▼-2.0%2,966,8970.3%ETFAPHAmphenol$146,266,197$12,248,404 ▲9.1%1,481,1710.3%Computer and TechnologyCRWDCrowdStrike$145,818,131$4,138,657 ▲2.9%286,3050.3%Computer and TechnologyBLACKROCK INC$144,384,114$629,550 ▼-0.4%137,6070.3%StockVXFVanguard Extended Market ETF$144,157,289$21,293,848 ▼-12.9%748,0540.3%ETFEFAiShares MSCI EAFE ETF$143,474,286$18,075,452 ▲14.4%1,618,1590.3%FinanceTSLATesla$143,268,180$16,962,117 ▲13.4%457,1340.3%Auto/Tires/TrucksDISWalt Disney$142,970,348$3,750,224 ▲2.7%1,152,8060.3%Consumer DiscretionaryMCDMcDonald's$141,338,589$2,389,978 ▼-1.7%483,7490.3%Retail/WholesaleBSXBoston Scientific$139,794,436$1,141,230 ▲0.8%1,301,5040.2%MedicalVIGVanguard Dividend Appreciation ETF$133,335,091$4,175,542 ▲3.2%651,4530.2%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$132,893,338$50,749,841 ▼-27.6%3,897,1650.2%ETFGLDSPDR Gold Shares$130,104,684$4,711,817 ▼-3.5%426,7500.2%FinanceHONHoneywell International$125,672,217$10,530,614 ▲9.1%539,6430.2%Multi-Sector ConglomeratesSYKStryker$124,464,614$17,215,271 ▲16.1%314,5800.2%MedicalGSThe Goldman Sachs Group$124,287,889$1,348,270 ▼-1.1%175,6090.2%FinancePEPPepsiCo$123,889,060$3,183,198 ▼-2.5%938,1590.2%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$122,517,504$6,291,532 ▼-4.9%540,9320.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$120,550,211$3,392,316 ▼-2.7%1,637,2620.2%ETFDFIVDimensional International Value ETF$118,497,402$4,674,680 ▲4.1%2,766,6920.2%ETFAMGNAmgen$118,119,717$4,739,096 ▲4.2%423,0190.2%MedicalVRTXVertex Pharmaceuticals$117,395,444$4,793,904 ▲4.3%263,6920.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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