Filed: 4/30/2025ACC: 0001566475-25-000008
📋 What this filing means
CERITY PARTNERS LLC filed this quarterly 13F‑HR report disclosing 2474 equity positions with a total reported market value of $49.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2474
Positions
$49.37B
Total AUM (reported)
555.62M
Total Shares
Allocation by class
STOCK$22.92B46.4%
ETF$19.72B39.9%
COM$5.28B10.7%
REIT$244.00M0.5%
PRTFLO S&P500 VL$175.60M0.4%
HARTFORD MLT ETF$166.89M0.3%
CR SCD US BD$97.13M0.2%
Portfolio Concentration
Top 3$5.25B10.6%
4–10$6.97B14.1%
11–25$6.95B14.1%
Rest$30.20B61.2%
Top 3 weight
10.6%
Top 10 weight
24.8%
Voting Authority Distribution
Total shares with voting rights: 1.27B
Sole
Full voting authority
915.46M
shares
% of voting shares71.8%
Shared
Joint voting authority
55.60M
shares
% of voting shares4.4%
None
No voting authority
303.82M
shares
% of voting shares23.8%
Investment Discretion (by position count)
Sole1938
Shared0
Other536
Dominant voting typeSole · 71.8% of voting shares
Institutional Holdings2474
Rows:
VANGUARD INDEX FDS
SOLEShares3.90M
TypeSH
Market value$2.00B
4.06%
Sole
2.24M
Shared
35.81K
None
1.63M
APPLE INC
SOLEShares8.55M
TypeSH
Market value$1.89B
3.83%
Sole
3.45M
Shared
923.54K
None
1.97M
MICROSOFT CORP
SOLEShares3.62M
TypeSH
Market value$1.36B
2.75%
Sole
1.63M
Shared
487.81K
None
759.88K
NVIDIA CORPORATION
SOLEShares10.81M
TypeSH
Market value$1.17B
2.36%
Sole
5.83M
Shared
1.43M
None
1.65M
ISHARES TR
SOLEShares2.07M
TypeSH
Market value$1.16B
2.35%
Sole
211.77K
Shared
1.52K
None
1.47M
SPDR S&P 500 ETF TR
SOLEShares2.25M
TypeSH
Market value$1.14B
2.30%
Sole
284.29K
Shared
12.80K
None
1.28M
PROCTER AND GAMBLE CO
DFNDShares6.50M
TypeSH
Market value$1.11B
2.24%
Sole
380.32K
Shared
143.83K
None
5.69M
VANGUARD TAX-MANAGED FDS
SOLEShares16.63M
TypeSH
Market value$845.48M
1.71%
Sole
4.65M
Shared
27.87K
None
11.96M
AMAZON COM INC
SOLEShares4.23M
TypeSH
Market value$803.98M
1.63%
Sole
2M
Shared
562.48K
None
902.49K
ISHARES TR
SOLEShares9.83M
TypeSH
Market value$743.80M
1.51%
Sole
500.85K
Shared
36.98K
None
4.23M
META PLATFORMS INC
SOLEShares1.14M
TypeSH
Market value$658.35M
1.33%
Sole
412.13K
Shared
127.14K
None
450.94K
ISHARES TR
SOLEShares6.25M
TypeSH
Market value$617.88M
1.25%
Sole
123.53K
Shared
13.27K
None
3.87M
ALPHABET INC
SOLEShares3.33M
TypeSH
Market value$514.66M
1.04%
Sole
1.46M
Shared
411.86K
None
741.81K
ELI LILLY & CO
SOLEShares600.13K
TypeSH
Market value$494.06M
1.00%
Sole
52.34K
Shared
54.43K
None
88.50K
ALPHABET INC
SOLEShares3.17M
TypeSH
Market value$492.68M
1.00%
Sole
1.78M
Shared
363.65K
None
571.64K
JPMORGAN CHASE & CO.
SOLEShares2M
TypeSH
Market value$490.39M
0.99%
Sole
788.07K
Shared
283.69K
None
298.82K
BROADCOM INC
OTRShares2.86M
TypeSH
Market value$478.35M
0.97%
Sole
1.84M
Shared
311.75K
None
246.87K
ISHARES TR
SOLEShares2.69M
TypeSH
Market value$459.68M
0.93%
Sole
132.66K
Shared
1.53K
None
2.31M
VANGUARD INDEX FDS
SOLEShares1.63M
TypeSH
Market value$448.23M
0.91%
Sole
333.06K
Shared
928.00
None
1.30M
SCHWAB STRATEGIC TR
SOLEShares18.68M
TypeSH
Market value$412.51M
0.84%
Sole
304.58K
Shared
130.53K
None
17.65M
CREDIT ACCEP CORP MICH
DFNDShares797.51K
TypeSH
Market value$411.79M
0.83%
Sole
115.00
Shared
208.00
None
900.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares727.19K
TypeSH
Market value$387.29M
0.78%
Sole
200.63K
Shared
82.65K
None
261.15K
VISA INC
DFNDShares1.10M
TypeSH
Market value$384.03M
0.78%
Sole
706.64K
Shared
172.31K
None
216.84K
COSTCO WHSL CORP NEW
SOLEShares386.99K
TypeSH
Market value$366.01M
0.74%
Sole
231.63K
Shared
46.87K
None
64.66K
ISHARES TR
SOLEShares930.80K
TypeSH
Market value$336.10M
0.68%
Sole
62.77K
Shared
2.61K
None
828.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | ETF | 3.90M | SH | $2.00B 4.06% | 2.24M | 35.81K | 1.63M |
APPLE INCSOLE | Stock | 8.55M | SH | $1.89B 3.83% | 3.45M | 923.54K | 1.97M |
MICROSOFT CORPSOLE | Stock | 3.62M | SH | $1.36B 2.75% | 1.63M | 487.81K | 759.88K |
NVIDIA CORPORATIONSOLE | COM | 10.81M | SH | $1.17B 2.36% | 5.83M | 1.43M | 1.65M |
ISHARES TRSOLE | ETF | 2.07M | SH | $1.16B 2.35% | 211.77K | 1.52K | 1.47M |
SPDR S&P 500 ETF TRSOLE | ETF | 2.25M | SH | $1.14B 2.30% | 284.29K | 12.80K | 1.28M |
PROCTER AND GAMBLE CODFND | Stock | 6.50M | SH | $1.11B 2.24% | 380.32K | 143.83K | 5.69M |
VANGUARD TAX-MANAGED FDSSOLE | ETF | 16.63M | SH | $845.48M 1.71% | 4.65M | 27.87K | 11.96M |
AMAZON COM INCSOLE | Stock | 4.23M | SH | $803.98M 1.63% | 2M | 562.48K | 902.49K |
ISHARES TRSOLE | ETF | 9.83M | SH | $743.80M 1.51% | 500.85K | 36.98K | 4.23M |
META PLATFORMS INCSOLE | COM | 1.14M | SH | $658.35M 1.33% | 412.13K | 127.14K | 450.94K |
ISHARES TRSOLE | ETF | 6.25M | SH | $617.88M 1.25% | 123.53K | 13.27K | 3.87M |
ALPHABET INCSOLE | Stock | 3.33M | SH | $514.66M 1.04% | 1.46M | 411.86K | 741.81K |
ELI LILLY & COSOLE | Stock | 600.13K | SH | $494.06M 1.00% | 52.34K | 54.43K | 88.50K |
ALPHABET INCSOLE | Stock | 3.17M | SH | $492.68M 1.00% | 1.78M | 363.65K | 571.64K |
JPMORGAN CHASE & CO.SOLE | COM | 2M | SH | $490.39M 0.99% | 788.07K | 283.69K | 298.82K |
BROADCOM INCOTR | COM | 2.86M | SH | $478.35M 0.97% | 1.84M | 311.75K | 246.87K |
ISHARES TRSOLE | ETF | 2.69M | SH | $459.68M 0.93% | 132.66K | 1.53K | 2.31M |
VANGUARD INDEX FDSSOLE | ETF | 1.63M | SH | $448.23M 0.91% | 333.06K | 928.00 | 1.30M |
SCHWAB STRATEGIC TRSOLE | ETF | 18.68M | SH | $412.51M 0.84% | 304.58K | 130.53K | 17.65M |
CREDIT ACCEP CORP MICHDFND | Stock | 797.51K | SH | $411.79M 0.83% | 115.00 | 208.00 | 900.00 |
BERKSHIRE HATHAWAY INC DELSOLE | Stock | 727.19K | SH | $387.29M 0.78% | 200.63K | 82.65K | 261.15K |
VISA INCDFND | Stock | 1.10M | SH | $384.03M 0.78% | 706.64K | 172.31K | 216.84K |
COSTCO WHSL CORP NEWSOLE | Stock | 386.99K | SH | $366.01M 0.74% | 231.63K | 46.87K | 64.66K |
ISHARES TRSOLE | ETF | 930.80K | SH | $336.10M 0.68% | 62.77K | 2.61K | 828.34K |
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