account_balance
Investment manager · 13F filer · SEC CIK 1566475
Cerity Partners LLC
Reported value$82.4Bas of Jun 30, 2026
Positions3288 346 new, 153 sold out
Top 10 weight24%VOO alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOO
Vanguard Index Fds
4.4%Added
AAPL
Apple INC
3.4%Added
NVDA
Nvidia Corporation
3.3%Added
IVV
Ishares Tr
2.5%Added
SPY
State Str Spdr S&p 500 Etf T
2.0%Added
MSFT
Microsoft Corp
1.9%
VEA
Vanguard Tax-managed Fds
1.9%Added
GOOGL
Alphabet INC
1.6%
GOOG
Alphabet INC
1.5%
AMZN
Amazon Com INC
1.5%Added
3278 others
76.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed