Filed: 10/22/2025ACC: 0001566475-25-000018
📋 What this filing means
CERITY PARTNERS LLC filed this quarterly 13F‑HR report disclosing 2739 equity positions with a total reported market value of $61.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2739
Positions
$61.67B
Total AUM (reported)
613.59M
Total Shares
Allocation by class
COM$31.52B51.1%
STOCK$11.63B18.9%
ETF$9.86B16.0%
VAN FTSE DEV MKT$1.12B1.8%
CORE US AGGBD ET$703.92M1.1%
CORE S&P SCP ETF$481.20M0.8%
CORE S&P MCP ETF$325.79M0.5%
Portfolio Concentration
Top 3$7.09B11.5%
4–10$8.83B14.3%
11–25$8.96B14.5%
Rest$36.78B59.6%
Top 3 weight
11.5%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 613.59M
Sole
Full voting authority
212.90M
shares
% of voting shares34.7%
Shared
Joint voting authority
58.22M
shares
% of voting shares9.5%
None
No voting authority
342.47M
shares
% of voting shares55.8%
Investment Discretion (by position count)
Sole1588
Shared0
Other1151
Dominant voting typeNone · 55.8% of voting shares
Institutional Holdings2739
Rows:
VANGUARD INDEX FDS
SOLEShares4.40M
TypeSH
Market value$2.69B
4.37%
Sole
2.51M
Shared
42.78K
None
1.84M
APPLE INC
OTRShares8.80M
TypeSH
Market value$2.22B
3.61%
Sole
5.69M
Shared
954.90K
None
2.16M
NVIDIA CORPORATION
OTRShares11.72M
TypeSH
Market value$2.18B
3.53%
Sole
8.17M
Shared
1.51M
None
2.04M
MICROSOFT CORP
SOLEShares3.66M
TypeSH
Market value$1.90B
3.08%
Sole
2.34M
Shared
508.44K
None
817.93K
ISHARES TR
SOLEShares2.31M
TypeSH
Market value$1.55B
2.51%
Sole
769.32K
Shared
2.72K
None
1.54M
SPDR S&P 500 ETF TR
SOLEShares2.19M
TypeSH
Market value$1.32B
2.15%
Sole
883.90K
Shared
16.48K
None
1.29M
VANGUARD TAX-MANAGED FDS
SOLEShares18.68M
TypeSH
Market value$1.12B
1.81%
Sole
4.95M
Shared
2.65K
None
13.73M
ISHARES TR
SOLEShares11.60M
TypeSH
Market value$1.01B
1.64%
Sole
7.13M
Shared
33.76K
None
4.44M
AMAZON COM INC
SOLEShares4.50M
TypeSH
Market value$985.58M
1.60%
Sole
2.89M
Shared
578.54K
None
1.03M
BROADCOM INC
SOLEShares2.87M
TypeSH
Market value$947.67M
1.54%
Sole
2.22M
Shared
341.78K
None
307.31K
PROCTER AND GAMBLE CO
OTRShares6.14M
TypeSH
Market value$944.13M
1.53%
Sole
644.04K
Shared
149.39K
None
5.35M
ALPHABET INC
SOLEShares3.42M
TypeSH
Market value$831.13M
1.35%
Sole
2.22M
Shared
426.77K
None
772.64K
ALPHABET INC
SOLEShares3.25M
TypeSH
Market value$790.55M
1.28%
Sole
2.22M
Shared
417.01K
None
608.87K
ISHARES TR
OTRShares3.71M
TypeSH
Market value$721.24M
1.17%
Sole
449.78K
Shared
113.00
None
3.26M
META PLATFORMS INC
SOLEShares970.70K
TypeSH
Market value$710.21M
1.15%
Sole
589.66K
Shared
132.10K
None
248.94K
ISHARES TR
SOLEShares7.02M
TypeSH
Market value$703.92M
1.14%
Sole
3.09M
Shared
11.63K
None
3.92M
JPMORGAN CHASE & CO.
OTRShares1.97M
TypeSH
Market value$620.10M
1.01%
Sole
1.34M
Shared
284.39K
None
345.84K
VANGUARD INDEX FDS
SOLEShares1.71M
TypeSH
Market value$561.45M
0.91%
Sole
376.69K
Shared
1.27K
None
1.33M
ELI LILLY & CO
SOLEShares690.58K
TypeSH
Market value$525.48M
0.85%
Sole
532.50K
Shared
53.76K
None
104.32K
SCHWAB STRATEGIC TR
DFNDShares18.86M
TypeSH
Market value$496.88M
0.81%
Sole
1M
Shared
131.74K
None
17.73M
ISHARES TR
OTRShares4.05M
TypeSH
Market value$481.20M
0.78%
Sole
2.55M
Shared
8.12K
None
1.49M
INVESCO QQQ TR
SOLEShares730.61K
TypeSH
Market value$438.64M
0.71%
Sole
178.57K
Shared
11.69K
None
540.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares767.93K
TypeSH
Market value$386.07M
0.63%
Sole
410.66K
Shared
85.44K
None
271.83K
VISA INC
OTRShares1.11M
TypeSH
Market value$378.99M
0.61%
Sole
715.51K
Shared
168.33K
None
226.35K
ISHARES TR
OTRShares798.38K
TypeSH
Market value$373.97M
0.61%
Sole
90.29K
Shared
2.44K
None
705.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | ETF | 4.40M | SH | $2.69B 4.37% | 2.51M | 42.78K | 1.84M |
APPLE INCOTR | COM | 8.80M | SH | $2.22B 3.61% | 5.69M | 954.90K | 2.16M |
NVIDIA CORPORATIONOTR | COM | 11.72M | SH | $2.18B 3.53% | 8.17M | 1.51M | 2.04M |
MICROSOFT CORPSOLE | Stock | 3.66M | SH | $1.90B 3.08% | 2.34M | 508.44K | 817.93K |
ISHARES TRSOLE | COM | 2.31M | SH | $1.55B 2.51% | 769.32K | 2.72K | 1.54M |
SPDR S&P 500 ETF TRSOLE | COM | 2.19M | SH | $1.32B 2.15% | 883.90K | 16.48K | 1.29M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 18.68M | SH | $1.12B 1.81% | 4.95M | 2.65K | 13.73M |
ISHARES TRSOLE | ETF | 11.60M | SH | $1.01B 1.64% | 7.13M | 33.76K | 4.44M |
AMAZON COM INCSOLE | Stock | 4.50M | SH | $985.58M 1.60% | 2.89M | 578.54K | 1.03M |
BROADCOM INCSOLE | COM | 2.87M | SH | $947.67M 1.54% | 2.22M | 341.78K | 307.31K |
PROCTER AND GAMBLE COOTR | COM | 6.14M | SH | $944.13M 1.53% | 644.04K | 149.39K | 5.35M |
ALPHABET INCSOLE | Stock | 3.42M | SH | $831.13M 1.35% | 2.22M | 426.77K | 772.64K |
ALPHABET INCSOLE | Stock | 3.25M | SH | $790.55M 1.28% | 2.22M | 417.01K | 608.87K |
ISHARES TROTR | ETF | 3.71M | SH | $721.24M 1.17% | 449.78K | 113.00 | 3.26M |
META PLATFORMS INCSOLE | Stock | 970.70K | SH | $710.21M 1.15% | 589.66K | 132.10K | 248.94K |
ISHARES TRSOLE | CORE US AGGBD ET | 7.02M | SH | $703.92M 1.14% | 3.09M | 11.63K | 3.92M |
JPMORGAN CHASE & CO.OTR | COM | 1.97M | SH | $620.10M 1.01% | 1.34M | 284.39K | 345.84K |
VANGUARD INDEX FDSSOLE | COM | 1.71M | SH | $561.45M 0.91% | 376.69K | 1.27K | 1.33M |
ELI LILLY & COSOLE | COM | 690.58K | SH | $525.48M 0.85% | 532.50K | 53.76K | 104.32K |
SCHWAB STRATEGIC TRDFND | COM | 18.86M | SH | $496.88M 0.81% | 1M | 131.74K | 17.73M |
ISHARES TROTR | CORE S&P SCP ETF | 4.05M | SH | $481.20M 0.78% | 2.55M | 8.12K | 1.49M |
INVESCO QQQ TRSOLE | COM | 730.61K | SH | $438.64M 0.71% | 178.57K | 11.69K | 540.35K |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 767.93K | SH | $386.07M 0.63% | 410.66K | 85.44K | 271.83K |
VISA INCOTR | Stock | 1.11M | SH | $378.99M 0.61% | 715.51K | 168.33K | 226.35K |
ISHARES TROTR | COM | 798.38K | SH | $373.97M 0.61% | 90.29K | 2.44K | 705.65K |
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