Cerity Partners LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$68.6B

Holdings

2,852

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,852 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
4,684,615$2.9B4.28%
2
AAPLAPPLE INC
9,198,231$2.5B3.61%Put
3
NVDANVIDIA CORPORATION
12,660,430$2.3B3.42%Put
4
MSFTMICROSOFT CORP
3,803,858$1.8B2.68%
5
IVVISHARES TR
2,547,714$1.7B2.54%
6
SPYSPDR S&P 500 ETF TR
2,308,649$1.4B2.09%Call
7
VEAVANGUARD TAX-MANAGED FDS
19,343,762$1.2B1.76%
8
GOOGLALPHABET INC
3,504,667$1.1B1.60%
9
AMZNAMAZON COM INC
4,761,360$1.1B1.59%Call
10
GOOGALPHABET INC
3,360,889$1.1B1.53%
11
AVGOBROADCOM INC
2,968,332$1.0B1.50%
12
AQLTISHARES TR
11,216,043$1.0B1.46%
13
PGPROCTER AND GAMBLE CO
6,117,187$875.0M1.28%
14
AGGISHARES TR
7,991,803$797.0M1.16%
15
LLYELI LILLY & CO
708,180$760.0M1.11%
16
METAMETA PLATFORMS INC
1,096,145$720.0M1.05%Put
17
QUALISHARES TR
3,527,690$700.0M1.02%
18
JPMJPMORGAN CHASE & CO.
2,050,821$660.0M0.96%
19
VTIVANGUARD INDEX FDS
1,876,008$627.0M0.91%
20
SCHXSCHWAB STRATEGIC TR
18,990,659$510.0M0.74%
21
TSLATESLA INC
1,126,145$486.0M0.71%Call
22
TJXTJX COS INC NEW
3,013,077$461.0M0.67%
23
NDQINVESCO QQQ TR
751,154$460.0M0.67%
24
IWFISHARES TR
964,215$456.0M0.66%
25
IJRISHARES TR
3,658,671$438.0M0.64%
26
VVISA INC
1,133,134$396.0M0.58%
27
SGOVISHARES TR
3,943,067$394.0M0.57%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
782,056$392.0M0.57%
29
RSPINVESCO EXCHANGE TRADED FD T
1,963,478$375.0M0.55%
30
JNJJOHNSON & JOHNSON
1,806,885$372.0M0.54%
31
IEMGISHARES INC
5,286,074$354.0M0.52%
32
WMTWALMART INC
3,171,875$353.0M0.51%
33
COSTCOSTCO WHSL CORP NEW
405,773$349.0M0.51%
34
CACCCREDIT ACCEP CORP MICH
786,833$348.0M0.51%
35
IJHISHARES TR
5,102,306$335.0M0.49%
36
VOVANGUARD INDEX FDS
1,117,113$324.0M0.47%
37
SPABSPDR SERIES TRUST
11,679,296$300.0M0.44%
38
ITOTISHARES TR
1,962,466$291.0M0.42%
39
MTUMISHARES TR
1,156,354$288.0M0.42%
40
IDEVISHARES TR
3,476,958$286.0M0.42%
41
VGSHVANGUARD SCOTTSDALE FDS
4,830,914$283.0M0.41%
42
IWBISHARES TR
745,035$277.0M0.40%
43
ABBVABBVIE INC
1,199,683$272.0M0.40%
44
VUGVANGUARD INDEX FDS
556,035$270.0M0.39%
45
IAU*ISHARES GOLD TR
3,282,216$266.0M0.39%
46
HDHOME DEPOT INC
761,790$261.0M0.38%
47
BSVVANGUARD BD INDEX FDS
3,293,170$259.0M0.38%
48
VTVVANGUARD INDEX FDS
1,333,021$254.0M0.37%
49
VGITVANGUARD SCOTTSDALE FDS
4,222,061$252.0M0.37%
50
XOMEXXON MOBIL CORP
2,094,143$251.0M0.37%
51
JPSTJ P MORGAN EXCHANGE TRADED F
4,882,933$246.0M0.36%
52
SCHPSCHWAB STRATEGIC TR
9,291,730$245.0M0.36%
53
TMOTHERMO FISHER SCIENTIFIC INC
411,042$236.0M0.34%
54
BACBANK AMERICA CORP
4,269,266$233.0M0.34%
55
IEIISHARES TR
1,954,658$232.0M0.34%
56
VEUVANGUARD INTL EQUITY INDEX F
3,124,733$229.0M0.33%
57
ORCLORACLE CORP
1,183,991$229.0M0.33%
58
MAMASTERCARD INCORPORATED
402,032$228.0M0.33%
59
AVEMAMERICAN CENTY ETF TR
2,886,258$222.0M0.32%
60
RTXRTX CORPORATION
1,207,620$220.0M0.32%
61
SHYISHARES TR
2,657,363$219.0M0.32%
62
IQLTISHARES TR
4,835,530$219.0M0.32%
63
ITWILLINOIS TOOL WKS INC
841,877$206.0M0.30%
64
VTEBVANGUARD MUN BD FDS
4,039,189$202.0M0.29%
65
SPYVSPDR SERIES TRUST
3,569,519$202.0M0.29%
66
VBVANGUARD INDEX FDS
770,780$198.0M0.29%
67
ABTABBOTT LABS
1,579,648$196.0M0.29%
68
CSCOCISCO SYS INC
2,566,130$196.0M0.29%
69
VWOVANGUARD INTL EQUITY INDEX F
3,599,061$192.0M0.28%
70
AVLVAMERICAN CENTY ETF TR
2,511,491$190.0M0.28%
71
VGTVANGUARD WORLD FD
251,932$189.0M0.28%
72
VIGVANGUARD SPECIALIZED FUNDS
857,698$188.0M0.27%
73
MGKVANGUARD WORLD FD
450,601$185.0M0.27%
74
CVXCHEVRON CORP NEW
1,204,393$182.0M0.27%
75
APHAMPHENOL CORP NEW
1,352,810$181.0M0.26%
76
MRKMERCK & CO INC
1,719,450$180.0M0.26%
77
PANWPALO ALTO NETWORKS INC
949,186$173.0M0.25%
78
GQ9SPDR GOLD TR
438,250$172.0M0.25%
79
VXFVANGUARD INDEX FDS
811,830$169.0M0.25%
80
TSMTAIWAN SEMICONDUCTOR MFG LTD
552,566$167.0M0.24%
81
GSGOLDMAN SACHS GROUP INC
186,287$163.0M0.24%
82
SCHMSCHWAB STRATEGIC TR
5,437,844$163.0M0.24%
83
SCHFSCHWAB STRATEGIC TR
6,703,358$160.0M0.23%
84
DFACDIMENSIONAL ETF TRUST
3,995,456$157.0M0.23%
85
BLKBLACKROCK INC
147,415$156.0M0.23%
86
CATCATERPILLAR INC
270,926$154.0M0.22%
87
EFAISHARES TR
1,630,246$154.0M0.22%Call
88
DFIVDIMENSIONAL ETF TRUST
3,077,484$153.0M0.22%
89
MCDMCDONALDS CORP
504,941$152.0M0.22%
90
RODMLATTICE STRATEGIES TR
4,037,300$149.0M0.22%
91
SCHDSCHWAB STRATEGIC TR
5,432,741$148.0M0.22%
92
PEPPEPSICO INC
1,038,712$147.0M0.21%
93
GEGE AEROSPACE
481,946$147.0M0.21%
94
PLTRPALANTIR TECHNOLOGIES INC
824,134$145.0M0.21%
95
AMDADVANCED MICRO DEVICES INC
676,784$143.0M0.21%
96
CRMSALESFORCE INC
533,938$139.0M0.20%
97
VCSHVANGUARD SCOTTSDALE FDS
1,742,393$138.0M0.20%
98
INTUINTUIT
208,473$136.0M0.20%
99
DISDISNEY WALT CO
1,186,769$134.0M0.20%
100
AMGNAMGEN INC
411,873$133.0M0.19%
Page 1 of 29Next