Institutional Fund
Cerity Partners LLC
New York, NYCIK 15664755 filings on record
Portfolio Value
$70.53B
Q1 2026
Holdings
3,080
Reported positions
New Buys
423
Opened this quarter
QoQ Change
+2.8%
from $68.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.4%
- Apple Inc3.4%
- Nvidia Corporation3.2%
- Ishares Tr2.5%
- Microsoft Corp2.2%
- Spdr S&P 500 ETF Tr2.0%
- Other82.5%
Portfolio Holdings
3,080 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 5.14M | $3.07B | 4.4% | +456.1K | Added |
| 2 | Apple Inc | 9.37M | $2.38B | 3.4% | +251.6K | Added |
| 3 | Nvidia Corporation | 13.02M | $2.27B | 3.2% | +435.2K | Added |
| 4 | Ishares Tr | 2.66M | $1.74B | 2.5% | +113.9K | Added |
| 5 | Microsoft Corp | 4.10M | $1.52B | 2.2% | +298.9K | Added |
| 6 | Spdr S&P 500 ETF Tr | 2.15M | $1.40B | 2.0% | +87.3K | Added |
| 7 | Vanguard Tax-Managed Fds | 20.42M | $1.31B | 1.9% | +1.08M | Added |
| 8 | Amazon Com Inc | 4.96M | $1.03B | 1.5% | +216.1K | Added |
| 9 | Ishares Tr | 11.36M | $1.03B | 1.5% | +142.8K | Added |
| 10 | Alphabet Inc | 3.54M | $1.02B | 1.4% | +32.1K | Added |
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