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

About Cerity Partners LLC

Investment Activity

  • Cerity Partners LLC has $82.73 billion in total holdings as of September 30, 2025.
  • Cerity Partners LLC owns shares of 3,288 different stocks, but just 246 companies or ETFs make up 80% of its holdings.
  • Approximately 9.37% of the portfolio was purchased this quarter.
  • About 2.62% of the portfolio was sold this quarter.
  • This quarter, Cerity Partners LLC has purchased 3,095 new stocks and bought additional shares in 1,674 stocks.
  • Cerity Partners LLC sold shares of 1,161 stocks and completely divested from 153 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF
$3,629,057,538
Apple
$2,803,663,282
NVIDIA
$2,733,724,791
SPDR S&P 500 ETF Trust
$1,846,508,742

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC
$64,052,830 Holding
43849R105 - HONEYWELL AEROSPACE INC
$62,389,712 Holding
G2004J103 - CARNIVAL CORP LTD
$14,971,780 Holding
09290C665 - BLACKROCK ETF TRUST
$12,174,064 Holding
314352105 - FEDEX FGHT HLDG CO INC
$11,659,362 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
3,421,505 shares (about $424.84M)
Vanguard Growth ETF
4,565,333 shares (about $393.33M)
Vanguard Mid-Cap ETF
4,455,714 shares (about $359.07M)
KLA
961,611 shares (about $290.13M)
Vanguard Mega Cap Growth ETF
2,442,884 shares (about $214.82M)

Largest Sales this Quarter

Invesco QQQ
126,000 shares (about $92.78M)
Avantis Emerging Markets Equity ETF
812,381 shares (about $78.39M)
3M
329,778 shares (about $53.39M)
Innovator U.S. Equity Power Buffer ETF - October
1,059,832 shares (about $49.19M)
iShares 0-5 Year TIPS Bond ETF
453,398 shares (about $45.86M)

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
$3,629,057,538$109,029,646 3.1%5,299,9794.4%ETF
Apple Inc. stock logo
AAPL
Apple
$2,803,663,282$67,547,371 2.5%9,688,3933.4%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,733,724,791$114,583,771 4.4%13,662,6633.3%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,099,659,595$106,390,445 5.3%2,803,6922.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,846,508,742$84,182,386 4.8%2,511,8872.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,550,292,933$16,474,271 1.1%4,155,9101.9%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,527,739,974$72,544,471 5.0%21,440,1111.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,284,917,417$17,883,574 1.4%3,595,4691.6%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,222,943,296$23,087,035 1.9%3,461,0721.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,215,725,606$27,928,338 2.4%5,100,7361.5%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$1,156,438,637$14,311,419 1.3%3,061,3901.4%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,120,685,155$23,643,456 2.2%11,603,7001.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$982,082,654$100,886,357 11.4%9,922,0311.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$908,613,801$1,431,214 -0.2%6,196,1861.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$901,429,460$22,428,148 2.6%751,5481.1%Healthcare
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$845,775,630$32,051,677 -3.7%3,854,4241.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$828,029,445$148,170,834 21.8%2,416,6511.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$711,300,482$31,716,126 4.7%1,262,5780.9%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$697,978,592$11,146,949 1.6%2,132,3290.8%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$614,534,890$92,782,102 -13.1%834,5510.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$596,638,762$89,940,855 17.8%2,804,1490.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$582,221,728$62,065,891 11.9%7,028,2670.7%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$567,523,187$81,633,215 16.8%6,375,9480.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$566,292,228$424,841,508 300.3%4,560,6930.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$544,577,263$20,036,347 -3.5%18,504,0810.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$532,072,531$1,730,183 0.3%3,587,5740.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$476,070,352$6,725,663 1.4%1,874,5060.6%Healthcare
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$466,405,392$359,065,048 334.5%5,787,7230.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$463,371,279$26,293,972 6.0%6,009,2590.6%ETF
ISHARES TR
$457,587,756$98,657,993 27.5%4,545,4240.6%0-3 MTH TREASURY
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$453,318,382$393,330,283 655.7%5,261,6070.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$429,471,682$75,636,377 21.4%1,970,1850.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$421,367,716$16,752,026 4.1%842,0550.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$410,744,421$5,068,551 1.2%439,0630.5%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$406,122,748$18,364,249 4.7%699,1170.5%Technology
Visa Inc. stock logo
V
Visa
$403,080,084$9,114,601 2.3%1,174,8430.5%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$377,001,266$28,593,764 -7.0%1,099,6730.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$367,583,844$43,457,445 13.4%14,403,7560.4%ETF
WALMART INC
$349,240,664$6,730,775 -1.9%3,083,5490.4%COM
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$345,232,380$7,839,998 -2.2%1,012,3150.4%Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$334,013,336$6,361,593 1.9%815,6600.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$332,927,310$32,190,479 10.7%288,4810.4%Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$328,608,924$28,431,546 9.5%3,923,6870.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$322,960,057$15,043,502 4.9%1,283,4030.4%Healthcare
KLA Corporation stock logo
KLAC
KLA
$320,380,847$290,127,497 959.0%1,061,8840.4%Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$309,797,812$51,322,174 19.9%6,252,2240.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$306,909,987$100,696,619 48.8%3,492,3750.4%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$305,265,006$5,190,430 1.7%639,2390.4%Technology
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$304,489,785$22,374,475 7.9%5,162,5940.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$301,996,579$4,282,709 -1.4%1,838,4050.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$301,416,284$4,464,756 -1.5%2,566,1950.4%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$298,379,288$4,071,548 1.4%280,2380.4%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$287,719,671$26,663,437 10.2%856,8970.3%Consumer Discretionary
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$287,440,134$19,039,086 -6.2%4,938,8330.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$286,013,957$188,863,208 194.4%1,849,3670.3%Consumer Discretionary
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$282,595,093$17,017,585 -5.7%2,070,0620.3%Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$282,107,338$20,409,107 7.8%930,9120.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$280,365,453$20,765,584 8.0%10,579,8290.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$275,520,981$13,221,155 5.0%5,448,3160.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$273,620,558$8,627,213 3.3%3,512,0060.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$273,035,889$35,428,073 14.9%4,827,7190.3%ETF
Amphenol Corporation stock logo
APH
Amphenol
$268,284,777$19,378,107 7.8%1,521,5780.3%Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$267,748,541$41,586,876 18.4%883,7460.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$262,413,079$214,822,133 451.4%2,984,0720.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$261,548,116$28,217,553 12.1%1,062,3000.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$248,662,228$9,437,575 -3.7%2,726,2650.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$246,828,325$78,386,537 -24.1%2,558,0750.3%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$242,913,387$3,434,210 1.4%1,603,3850.3%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$240,228,277$4,660,226 2.0%4,215,7500.3%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$239,674,743$209,817,231 702.7%2,005,3120.3%ETF
RTX Corporation stock logo
RTX
RTX
$235,908,363$5,281,617 2.3%1,243,3210.3%Industrials
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$233,925,873$12,956,369 5.9%988,3610.3%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$230,188,519$1,065,507 -0.5%1,959,8850.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$227,532,125$20,135,029 9.7%1,372,6490.3%Energy
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$223,328,178$683,586 0.3%4,415,3660.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$222,982,153$585,157 0.3%292,6570.3%Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$222,739,192$3,777,612 1.7%3,664,0760.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$221,474,620$17,031,961 -7.1%2,933,0500.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$216,095,222$12,559,947 6.2%578,2120.3%Industrials
LAM RESEARCH CORP
$210,389,105$3,702,742 -1.7%485,6390.3%COM NEW
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$208,696,850$44,104,204 26.8%5,164,4850.3%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$205,588,041$7,866,374 4.0%848,0300.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$204,370,124$1,127,916 0.6%397,8990.2%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$203,573,640$2,000,364 -1.0%2,479,2790.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$201,450,240$9,226,009 -4.4%1,567,7120.2%Healthcare
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$198,473,483$7,586,495 4.0%5,729,8220.2%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$198,123,541$7,512,042 -3.7%732,5150.2%Industrials
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$196,472,205$1,457,192 -0.7%4,429,0070.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$196,198,951$22,648,149 13.0%3,631,9610.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$191,243,927$12,926,427 7.2%7,384,3370.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$188,230,716$17,136,201 10.0%260,3630.2%Technology
ASML Holding N.V. stock logo
ASML
ASML
$188,080,793$3,557,140 1.9%94,5390.2%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$186,992,868$631,128 0.3%184,8810.2%Finance
Intel Corporation stock logo
INTC
Intel
$185,317,198$28,404,420 -13.3%1,327,5650.2%Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$180,690,516$31,695,898 21.3%2,257,2420.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$179,240,111$7,309,038 4.3%1,223,0640.2%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$177,991,081$16,854,473 10.5%592,4210.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$177,426,141$28,550,876 19.2%2,026,2500.2%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$176,124,043$1,827,177 1.0%5,087,3430.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$174,824,788$6,065,237 3.6%3,376,3070.2%ETF

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