account_balance
Investment manager · 13F filer · SEC CIK 1566475
Cerity Partners LLC
Reported value$82.4Bas of Jun 30, 2026
Positions3,288 346 new, 153 sold out
Top 10 weight23.9%VOO alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
4.4%Added +3%
AAPLApple Inc
3.4%Added +3%
NVDANvidia Corporation
3.3%Added +4%
IVViShares Tr
2.5%Added +5%
SPYState STR SPDR S&P 500 ETF T
2.0%Added +5%
MSFTMicrosoft Corp
1.9%
VEAVanguard Tax-managed FDS
1.9%Added +5%
GOOGLAlphabet Inc
1.6%
GOOGAlphabet Inc
1.5%
AMZNAmazon Com Inc
1.5%Added +3%
AVGOBroadcom Inc
1.4%
IEFAiShares Tr
1.4%Added +2%
VOOVanguard Index FDS
4.4%Added +3%
AAPLApple Inc
3.4%Added +3%
NVDA3.3%IVV2.5%
SPY2.0%MSFT1.9%VEA1.9%
GOOGL1.6%GOOG1.5%AMZN1.5%AVGO1.4%IEFA1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 4.4% Added +3%
AAPL Apple Inc 3.4% Added +3%NVDA Nvidia Corporation 3.3% Added +4%IVV iShares Tr 2.5% Added +5%
SPY State STR SPDR S&P 500 ETF T 2.0% Added +5%MSFT Microsoft Corp 1.9% HeldVEA Vanguard Tax-managed FDS 1.9% Added +5%
GOOGL Alphabet Inc 1.6% HeldGOOG Alphabet Inc 1.5% HeldAMZN Amazon Com Inc 1.5% Added +3%AVGO Broadcom Inc 1.4% HeldIEFA iShares Tr 1.4% Added +2%
What changed