Filed: 5/15/2026ACC: 0001172661-26-002233
📋 What this filing means
CERITY PARTNERS LLC filed this quarterly 13F‑HR report disclosing 3095 equity positions with a total reported market value of $70.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3095
Positions
$70.83B
Total AUM (reported)
744.18M
Total Shares
Allocation by class
COM$28.45B40.2%
S&P 500 ETF SHS$3.07B4.3%
CL A$1.91B2.7%
CORE S&P500 ETF$1.74B2.5%
TR UNIT$1.56B2.2%
STATE STREET SPD$1.51B2.1%
VAN FTSE DEV MKT$1.31B1.8%
Portfolio Concentration
Top 3$7.75B10.9%
4–10$9.22B13.0%
11–25$9.91B14.0%
Rest$43.94B62.0%
Top 3 weight
10.9%
Top 10 weight
24.0%
Voting Authority Distribution
Total shares with voting rights: 744.18M
Sole
Full voting authority
291.61M
shares
% of voting shares39.2%
Shared
Joint voting authority
65.79M
shares
% of voting shares8.8%
None
No voting authority
386.78M
shares
% of voting shares52.0%
Investment Discretion (by position count)
Sole1485
Shared0
Other1610
Dominant voting typeNone · 52.0% of voting shares
Institutional Holdings3095
Rows:
VANGUARD INDEX FDS
OTRShares5.14M
TypeSH
Market value$3.07B
4.34%
Sole
2.96M
Shared
80.38K
None
2.10M
APPLE INC
SOLEShares9.45M
TypeSH
Market value$2.40B
3.39%
Sole
5.90M
Shared
1.07M
None
2.49M
NVIDIA CORPORATION
DFNDShares13.09M
TypeSH
Market value$2.28B
3.22%
Sole
8.85M
Shared
1.76M
None
2.48M
ISHARES TR
OTRShares2.66M
TypeSH
Market value$1.74B
2.45%
Sole
1.04M
Shared
9.05K
None
1.62M
STATE STR SPDR S&P 500 ETF T
SOLEShares2.40M
TypeSH
Market value$1.56B
2.20%
Sole
1.08M
Shared
66.46K
None
1.25M
MICROSOFT CORP
OTRShares4.11M
TypeSH
Market value$1.52B
2.15%
Sole
2.52M
Shared
578.20K
None
1.01M
VANGUARD TAX-MANAGED FDS
SOLEShares20.42M
TypeSH
Market value$1.31B
1.85%
Sole
6.08M
Shared
19.89K
None
14.32M
AMAZON COM INC
OTRShares4.98M
TypeSH
Market value$1.04B
1.47%
Sole
3.07M
Shared
627.68K
None
1.28M
ISHARES TR
DFNDShares11.36M
TypeSH
Market value$1.03B
1.45%
Sole
7.44M
Shared
55.09K
None
3.86M
ALPHABET INC
SOLEShares3.55M
TypeSH
Market value$1.02B
1.44%
Sole
2.18M
Shared
444.72K
None
925.43K
ALPHABET INC
SOLEShares3.40M
TypeSH
Market value$974.16M
1.38%
Sole
2.19M
Shared
439.56K
None
765.10K
BROADCOM INC
SOLEShares3.02M
TypeSH
Market value$935.85M
1.32%
Sole
2.24M
Shared
372.44K
None
408.42K
PROCTER & GAMBLE CO
DFNDShares6.21M
TypeSH
Market value$896.39M
1.27%
Sole
672.91K
Shared
155.85K
None
5.38M
ISHARES TR
DFNDShares8.90M
TypeSH
Market value$883.78M
1.25%
Sole
4.09M
Shared
22.24K
None
4.80M
ISHARES TR
SOLEShares4M
TypeSH
Market value$767.33M
1.08%
Sole
828.97K
Shared
132.00
None
3.17M
META PLATFORMS INC
SOLEShares1.21M
TypeSH
Market value$690.30M
0.97%
Sole
673K
Shared
145.62K
None
387.66K
ELI LILLY & CO
SOLEShares732.85K
TypeSH
Market value$674.05M
0.95%
Sole
564.91K
Shared
59.37K
None
108.56K
VANGUARD INDEX FDS
OTRShares1.98M
TypeSH
Market value$636.98M
0.90%
Sole
588.33K
Shared
1.84K
None
1.39M
JPMORGAN CHASE & CO
OTRShares2.10M
TypeSH
Market value$617.23M
0.87%
Sole
1.42M
Shared
277.82K
None
397.42K
INVESCO QQQ TR
SOLEShares960.55K
TypeSH
Market value$494.23M
0.70%
Sole
239.79K
Shared
18.89K
None
701.87K
SCHWAB STRATEGIC TR
SOLEShares19.18M
TypeSH
Market value$491.92M
0.69%
Sole
1.09M
Shared
150.04K
None
17.94M
ISHARES TR
OTRShares1.14M
TypeSH
Market value$485.83M
0.69%
Sole
311.16K
Shared
2.23K
None
825.80K
INVESCO EXCHANGE TRADED FD T
DFNDShares2.38M
TypeSH
Market value$457.05M
0.65%
Sole
983.42K
Shared
21.50K
None
1.38M
ISHARES TR
SOLEShares5.46M
TypeSH
Market value$456.19M
0.64%
Sole
2.73M
Shared
14.94K
None
2.72M
JOHNSON & JOHNSON
SOLEShares1.85M
TypeSH
Market value$451.73M
0.64%
Sole
1.10M
Shared
191.48K
None
561.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 5.14M | SH | $3.07B 4.34% | 2.96M | 80.38K | 2.10M |
APPLE INCSOLE | COM | 9.45M | SH | $2.40B 3.39% | 5.90M | 1.07M | 2.49M |
NVIDIA CORPORATIONDFND | COM | 13.09M | SH | $2.28B 3.22% | 8.85M | 1.76M | 2.48M |
ISHARES TROTR | CORE S&P500 ETF | 2.66M | SH | $1.74B 2.45% | 1.04M | 9.05K | 1.62M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.40M | SH | $1.56B 2.20% | 1.08M | 66.46K | 1.25M |
MICROSOFT CORPOTR | COM | 4.11M | SH | $1.52B 2.15% | 2.52M | 578.20K | 1.01M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.42M | SH | $1.31B 1.85% | 6.08M | 19.89K | 14.32M |
AMAZON COM INCOTR | COM | 4.98M | SH | $1.04B 1.47% | 3.07M | 627.68K | 1.28M |
ISHARES TRDFND | CORE MSCI EAFE | 11.36M | SH | $1.03B 1.45% | 7.44M | 55.09K | 3.86M |
ALPHABET INCSOLE | CAP STK CL A | 3.55M | SH | $1.02B 1.44% | 2.18M | 444.72K | 925.43K |
ALPHABET INCSOLE | CAP STK CL C | 3.40M | SH | $974.16M 1.38% | 2.19M | 439.56K | 765.10K |
BROADCOM INCSOLE | COM | 3.02M | SH | $935.85M 1.32% | 2.24M | 372.44K | 408.42K |
PROCTER & GAMBLE CODFND | COM | 6.21M | SH | $896.39M 1.27% | 672.91K | 155.85K | 5.38M |
ISHARES TRDFND | CORE US AGGBD ET | 8.90M | SH | $883.78M 1.25% | 4.09M | 22.24K | 4.80M |
ISHARES TRSOLE | MSCI USA QLT FCT | 4M | SH | $767.33M 1.08% | 828.97K | 132.00 | 3.17M |
META PLATFORMS INCSOLE | CL A | 1.21M | SH | $690.30M 0.97% | 673K | 145.62K | 387.66K |
ELI LILLY & COSOLE | COM | 732.85K | SH | $674.05M 0.95% | 564.91K | 59.37K | 108.56K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 1.98M | SH | $636.98M 0.90% | 588.33K | 1.84K | 1.39M |
JPMORGAN CHASE & COOTR | COM | 2.10M | SH | $617.23M 0.87% | 1.42M | 277.82K | 397.42K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 960.55K | SH | $494.23M 0.70% | 239.79K | 18.89K | 701.87K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 19.18M | SH | $491.92M 0.69% | 1.09M | 150.04K | 17.94M |
ISHARES TROTR | RUS 1000 GRW ETF | 1.14M | SH | $485.83M 0.69% | 311.16K | 2.23K | 825.80K |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 2.38M | SH | $457.05M 0.65% | 983.42K | 21.50K | 1.38M |
ISHARES TRSOLE | CORE MSCI INTL | 5.46M | SH | $456.19M 0.64% | 2.73M | 14.94K | 2.72M |
JOHNSON & JOHNSONSOLE | COM | 1.85M | SH | $451.73M 0.64% | 1.10M | 191.48K | 561.32K |
Page 1 of 124
…