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

About Cerity Partners LLC

Investment Activity

  • Cerity Partners LLC has $70.83 billion in total holdings as of September 30, 2025.
  • Cerity Partners LLC owns shares of 3,095 different stocks, but just 251 companies or ETFs make up 80% of its holdings.
  • Approximately 9.82% of the portfolio was purchased this quarter.
  • About 4.17% of the portfolio was sold this quarter.
  • This quarter, Cerity Partners LLC has purchased 2,852 new stocks and bought additional shares in 1,611 stocks.
  • Cerity Partners LLC sold shares of 967 stocks and completely divested from 185 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF
$3,072,018,814
Apple
$2,399,674,105
NVIDIA
$2,283,086,839
SPDR S&P 500 ETF Trust
$1,559,217,801

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$59,246,734 Holding
09290C764 - BLACKROCK ETF TRUST
$40,879,100 Holding
09290C780 - BLACKROCK ETF TRUST
$29,338,628 Holding
09290C806 - BlackRock Future U.S. Themes ETF
$27,562,834 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
456,134 shares (about $272.58M)
SPDR Portfolio S&P 500 ETF
1,982,591 shares (about $151.75M)
Microsoft
307,889 shares (about $113.99M)
Invesco QQQ
209,397 shares (about $107.74M)

Largest Sales this Quarter

Credit Acceptance
784,256 shares (about $332.10M)
TJX Companies
1,432,360 shares (about $228.75M)
Tesla
497,968 shares (about $185.21M)
Thermo Fisher Scientific
210,556 shares (about $103.49M)
Schwab US Dividend Equity ETF
2,930,338 shares (about $89.90M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCerity Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,072,018,814$272,577,445 â–²9.7%5,140,7494.3%ETF
Apple Inc. stock logo
AAPL
Apple
$2,399,674,105$65,161,667 â–²2.8%9,454,9753.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,283,086,839$74,922,259 â–²3.4%13,089,9943.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,738,616,876$74,410,400 â–²4.5%2,661,6282.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,559,217,801$57,702,967 â–²3.8%2,397,3702.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,522,244,550$113,986,185 â–²8.1%4,111,7472.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,309,570,455$69,144,407 â–²5.6%20,422,0311.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,038,044,222$46,282,664 â–²4.7%4,983,5591.5%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,028,320,320$12,932,207 â–²1.3%11,358,8931.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,019,549,084$11,721,246 â–²1.2%3,545,4271.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$974,155,367$9,995,918 â–²1.0%3,395,7331.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$935,854,699$17,077,198 â–²1.9%3,023,5041.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$896,385,015$12,820,324 â–²1.5%6,205,9461.3%Consumer Staples
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$883,778,055$90,431,791 â–²11.4%8,902,7711.2%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$767,334,926$90,688,217 â–²13.4%4,000,4921.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$690,303,310$63,026,148 â–²10.0%1,206,2811.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$674,048,255$22,689,662 â–²3.5%732,8491.0%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$636,983,213$34,734,453 â–²5.8%1,984,2060.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$617,233,283$13,959,175 â–²2.3%2,098,2750.9%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$494,232,173$107,741,009 â–²27.9%960,5510.7%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$491,915,416$4,980,284 â–²1.0%19,184,8920.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$485,830,711$74,620,920 â–²18.1%1,139,1880.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$457,045,177$80,214,338 â–²21.3%2,381,4350.6%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$456,193,959$165,624,555 â–²57.0%5,458,8240.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$451,725,250$10,055,889 â–²2.3%1,848,0240.6%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$444,527,346$10,288,413 â–¼-2.3%3,575,9080.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$437,963,055$69,259,440 â–²18.8%6,279,0410.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$432,088,705$27,771,971 â–²6.9%433,6450.6%Retail/Wholesale
WALMART INC
$390,609,981$3,591,451 â–¼-0.9%3,142,9770.6%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$387,463,811$12,709,120 â–²3.4%808,5780.5%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$383,545,960$61,878,330 â–²19.2%1,332,0090.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$382,792,791$38,220,634 â–²11.1%5,668,2640.5%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$372,220,848$17,057,529 â–²4.8%2,194,7190.5%Energy
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$358,894,169$38,014,953 â–¼-9.6%3,565,4100.5%ETF
Visa Inc. stock logo
V
Visa
$347,057,769$4,576,854 â–²1.3%1,148,2770.5%Business Services
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$325,396,478$26,172,930 â–²8.7%12,700,8780.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$318,926,037$57,015,285 â–²21.8%1,623,2060.5%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$308,269,575$25,467,884 â–²9.0%5,265,9650.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$305,401,322$61,511,956 â–²25.2%696,2740.4%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$285,303,455$19,643,640 â–²7.4%800,1250.4%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$284,841,785$33,418,033 â–²13.3%4,783,2370.4%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$283,927,278$6,413,502 â–²2.3%1,183,0780.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$278,462,999$10,897,194 â–¼-3.8%3,158,6090.4%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$271,591,856$39,016,748 â–²16.8%3,370,4560.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$269,177,188$34,506,848 â–²14.7%3,584,2060.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$266,694,035$8,476,363 â–²3.3%3,401,2730.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$266,118,679$5,206,359 â–²2.0%1,223,6220.4%Medical
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$265,555,033$13,956,596 â–¼-5.0%1,864,4760.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$262,507,868$15,382,417 â–²6.2%5,186,8730.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$260,677,467$13,424,532 â–²5.4%9,796,2220.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$258,851,997$9,679,390 â–²3.9%1,251,1790.4%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$255,723,256$5,162,900 â–²2.1%777,4870.4%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$252,439,932$228,747,373 â–¼-47.5%1,580,7170.4%Retail/Wholesale
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$241,157,499$17,610,391 â–²7.9%5,216,4590.3%ETF
RTX Corporation stock logo
RTX
RTX
$234,469,763$1,517,176 â–²0.7%1,215,4850.3%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$233,640,423$185,211,261 â–¼-44.2%628,1770.3%Auto/Tires/Trucks
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$233,518,139$1,695,860 â–²0.7%1,968,9570.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$228,105,204$25,653,750 â–²12.7%2,829,7360.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$227,467,215$32,606,161 â–²16.7%4,201,2930.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$227,054,691$24,395,696 â–²12.0%863,5650.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$219,619,124$18,094,095 â–²9.0%4,401,8510.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$212,373,727$25,619,902 â–²13.7%628,3700.3%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$206,725,717$12,692,830 â–¼-5.8%2,503,6410.3%Manufacturing
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$203,797,421$1,834,041 â–²0.9%3,601,9340.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$202,066,816$2,954,488 â–²1.5%2,604,2070.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$201,554,563$6,596,551 â–¼-3.2%4,133,9680.3%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$201,018,441$16,346,626 â–²8.9%933,6190.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$200,735,382$33,600,183 â–²20.1%541,1880.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$197,895,759$21,236,555 â–¼-9.7%760,2890.3%Industrials
Mastercard Incorporated stock logo
MA
Mastercard
$197,725,773$3,162,489 â–¼-1.6%395,7030.3%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$197,214,002$9,615,853 â–¼-4.6%1,639,5100.3%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$195,860,495$3,888,668 â–²2.0%276,4140.3%Industrials
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$195,040,934$27,961,248 â–²16.7%947,6920.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$185,050,267$3,528,894 â–¼-1.9%430,0490.3%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$179,603,614$151,747,497 â–²544.8%2,346,5330.3%ETF
Amphenol Corporation stock logo
APH
Amphenol
$178,365,305$7,437,600 â–²4.4%1,411,6750.3%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$177,378,938$60,424,826 â–²51.7%746,4820.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$174,300,551$1,479,181 â–¼-0.8%249,8120.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$174,265,742$77,626,674 â–²80.3%815,5820.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$173,415,153$18,127,171 â–²11.7%4,461,8560.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$172,587,699$1,588,933 â–¼-0.9%1,173,1900.2%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$170,871,111$2,262,239 â–²1.3%5,510,8040.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$170,723,966$4,509,399 â–²2.7%6,885,2200.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$169,567,017$7,137,084 â–²4.4%3,212,7070.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$165,981,638$13,806,579 â–²9.1%1,035,3040.2%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$165,155,200$6,794,495 â–²4.3%1,700,1920.2%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$163,858,499$1,680,762 â–²1.0%1,596,0190.2%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$160,723,466$579,859 â–¼-0.4%1,034,9780.2%Consumer Staples
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$160,560,311$1,409,935 â–²0.9%4,073,0670.2%ETF
BLACKROCK INC
$160,306,536$18,535,155 â–²13.1%166,6880.2%COM
McDonald's Corporation stock logo
MCD
McDonald's
$160,241,754$3,311,156 â–²2.1%515,5950.2%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$155,891,335$1,717,489 â–¼-1.1%184,2570.2%Finance
GE Aerospace stock logo
GE
GE Aerospace
$154,542,778$17,780,769 â–²13.0%544,6050.2%Aerospace
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$152,887,772$22,762,845 â–²17.5%3,259,1720.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$152,651,102$7,734,327 â–²5.3%433,8550.2%Medical
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$150,943,197$17,550,234 â–²13.2%4,307,7410.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$148,738,601$15,270,641 â–²11.4%1,546,8360.2%Consumer Discretionary
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$148,469,599$26,558,891 â–²21.8%5,034,5650.2%ETF
KLA Corporation stock logo
KLAC
KLA
$147,641,867$2,335,225 â–¼-1.6%100,2730.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$143,717,598$16,655,081 â–²13.1%1,861,2870.2%ETF

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