account_balance

Investment manager · 13F filer · SEC CIK 1519611

Cerity Partners OCIO LLC

Reported value$1.89Bas of Sep 30, 2026
Positions25 0 new, 3 sold out
Top 10 weight85.2%SMH alone is 20%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SMH Vaneck ETF Trust 20.2% Added +9%
BBJP J P Morgan Exchange Traded F 9.9% Added +3%
IEMG iShares Inc 9.0% Added +23%
SCHP Schwab Strategic Tr 8.5% Added +14%
BWX SPDR Series Trust 8.1% Trimmed −8%
IEF iShares Tr 8.0% Trimmed −7%
VT Vanguard Intl Equity Index F 6.9% Trimmed −5%
GLD SPDR Gold Trust 5.4% Held
VOO Vanguard Index FDS 5.2% Trimmed −39%
EIPX First Tr Exchange-Traded Fd 4.0% Added +3%
EMLP First Tr Exchange-Traded Fd 3.7% Added +5%
TLH iShares Tr 2.3% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • NUDM +720%
  • NUEM +199%
  • SHY +34%
  • IEMG +23%
arrow_downwardTrimmed
  • VOO −39%
  • IDEV −27%
  • PABU −22%
  • AGG −12%
remove_circleSold out
  • IVV $88.6M
  • VWO $2.84M
  • SGOV $1.17M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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