Institutional Fund
Cerity Partners Retirement Plan Advisors LLC
New York, NYCIK 21283381 filings on record
Portfolio Value
$195.68M
Q1 2026
Holdings
31
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr29.6%
- Vanguard Index Fds24.1%
- Vanguard Bd Index Fds17.6%
- Vanguard Tax-Managed Fds6.2%
- Vanguard Intl Equity Index F5.3%
- Vanguard Index Fds2.0%
- Other15.2%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 89.1K | $57.92M | 29.6% | +89.1K | First Filing |
| 2 | Vanguard Index Fds | 146.8K | $47.10M | 24.1% | +146.8K | First Filing |
| 3 | Vanguard Bd Index Fds | 469.3K | $34.48M | 17.6% | +469.3K | First Filing |
| 4 | Vanguard Tax-Managed Fds | 196.6K | $12.19M | 6.2% | +196.6K | First Filing |
| 5 | Vanguard Intl Equity Index F | 197.0K | $10.35M | 5.3% | +197.0K | First Filing |
| 6 | Vanguard Index Fds | 6.6K | $3.93M | 2.0% | +6.6K | First Filing |
| 7 | Ishares Tr | 40.5K | $2.66M | 1.4% | +40.5K | First Filing |
| 8 | Ishares Tr | 20.4K | $2.54M | 1.3% | +20.4K | First Filing |
| 9 | Spdr Index Shs Fds | 70.2K | $2.52M | 1.3% | +70.2K | First Filing |
| 10 | Vanguard Bd Index Fds | 31.8K | $2.49M | 1.3% | +31.8K | First Filing |
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