Cerity Partners Portfolio holdings
Cerity Partners is a wealth management firm, formerly called HPM Partners, that serves high net worth families, businesses and their employees, and nonprofits. HPM Partners took the new name in January 2019, a twist on the word sincerity. Besides managing investments, it offers financial planning, tax preparation and retirement plan consulting. It can also open private markets to clients through hedge funds and private equity funds. Employees own part of the firm through a holding company, alongside funds tied to private equity firm Genstar Capital. Genstar took a majority stake in a 2022 recapitalization.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$214M |
| 2 |
Apple
AAPL
|
+$151M |
| 3 |
NVIDIA
NVDA
|
+$134M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$106M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$99.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$392M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$130M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$57M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$56.8M |
| 5 |
Danaher
DHR
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.85% |
| 2 | Technology | 19.41% |
| 3 | Financials | 6.53% |
| 4 | Healthcare | 5.9% |
| 5 | Communication Services | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2501
Invesco Next Gen Media and Gaming ETF
GGME
$43M
| $468K | ﹤0.01% |
7,133
| – | – |
2023 Q3
12 quarters
|
|
2502
AMN Healthcare
AMN
$1.47B
| $468K | ﹤0.01% |
13,039
-475
| -4% | -$16.1K |
2026 Q2
1 quarter
|
|
2503
Vanguard US Quality Factor ETF
VFQY
$522M
| $467K | ﹤0.01% |
2,743
| – | – |
2023 Q2
13 quarters
|
|
2504
Caleres
CAL
$455M
| $467K | ﹤0.01% |
38,308
+25,018
| +188% | +$316K |
2026 Q2
1 quarter
|
|
2505
Ultrapar
UGP
$6.2B
| $465K | ﹤0.01% |
63,462
-13,456
| -17% | -$88.7K |
2025 Q1
6 quarters
|
|
2506
Nuveen Floating Rate Income Fund
JFR
$1.16B
| $464K | ﹤0.01% |
62,426
-2,100
| -3% | -$16K |
2024 Q4
7 quarters
|
|
2507
Northern Oil and Gas
NOG
$2.66B
| $464K | ﹤0.01% |
+20,290
| New | +$468K |
2026 Q3
0 quarters
|
|
2508
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.76B
| $464K | ﹤0.01% |
19,186
-66
| -0.3% | -$1.73K |
2026 Q1
2 quarters
|
|
2509
Core & Main
CNM
$8.3B
| $464K | ﹤0.01% |
11,176
+7,003
| +168% | +$308K |
2023 Q4
11 quarters
|
|
2510
Global X Uranium ETF
URA
$4.43B
| $463K | ﹤0.01% |
11,630
-304
| -3% | -$13K |
2025 Q2
5 quarters
|
|
2511
Chemung Financial Corp
CHMG
$410M
| $463K | ﹤0.01% |
5,729
+783
| +16% | +$63.2K |
2025 Q4
3 quarters
|
|
2512
Sprott Uranium Miners ETF
URNM
$1.64B
| $463K | ﹤0.01% |
9,760
| – | – |
2025 Q2
5 quarters
|
|
2513
Telephone and Data Systems
TDS
$3.43B
| $461K | ﹤0.01% |
13,599
+1,020
| +8% | +$35.7K |
2024 Q1
10 quarters
|
|
2514
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$4.2B
| $461K | ﹤0.01% |
4,677
| – | – |
2025 Q4
3 quarters
|
|
2515
Weis Markets
WMK
$1.95B
| $461K | ﹤0.01% |
6,315
+895
| +17% | +$66.4K |
2026 Q2
1 quarter
|
|
2516
Xeris Biopharma Holdings
XERS
$3.04B
| $460K | ﹤0.01% |
48,161
+7,162
| +17% | +$60.5K |
2024 Q3
8 quarters
|
|
2517
Fastly Inc
FSLY
$2.68B
| $460K | ﹤0.01% |
+17,931
| New | +$414K |
2026 Q3
0 quarters
|
|
2518
AMC Entertainment Holdings
AMC
$2.9B
| $460K | ﹤0.01% |
153,177
+7,707
| +5% | +$19.2K |
2024 Q4
7 quarters
|
|
2519
Embraer S.A. ADS
EMBJ
$14B
| $459K | ﹤0.01% |
6,100
+47
| +0.8% | +$3.36K |
2025 Q2
5 quarters
|
|
2520
Marchex
MCHX
$62.5M
| $459K | ﹤0.01% |
+355,724
| New | +$592K |
2026 Q3
0 quarters
|
|
2521
PUT
Aflac
AFL
$63.1B
| $458K | ﹤0.01% |
+4,100
| New | +$492K |
2026 Q3
0 quarters
|
|
2522
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.34B
| $458K | ﹤0.01% |
10,839
+3,703
| +52% | +$156K |
2026 Q2
1 quarter
|
|
2523
Allegro MicroSystems
ALGM
$5.62B
| $458K | ﹤0.01% |
12,604
+595
| +5% | +$24.9K |
2026 Q2
1 quarter
|
|
2524
TIC Solutions Inc
TIC
$2.32B
| $458K | ﹤0.01% |
55,061
-75,611
| -58% | -$651K |
2026 Q2
1 quarter
|
|
2525
FIGS
FIGS
$3.66B
| $457K | ﹤0.01% |
32,990
+1,911
| +6% | +$23.9K |
2023 Q3
12 quarters
|
|
Similar funds
Cerity Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Cerity Partners held 3,711 positions worth $87.3B, up 5.5% from $82.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Cerity Partners's Q3 2026 filing shows 307 new, 1,756 increased, 1,219 reduced and 234 closed positions. Its largest new stake was Vistance Networks Inc: 1,358,996 shares worth $8.13M. The largest sale was Tesla, an estimated $392M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, down from 48% a quarter earlier, followed by Technology and Financials.
- Cerity Partners's largest Q3 2026 buy was Vistance Networks Inc: 1,358,996 shares worth $8.13M.
- Cerity Partners added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2026, an estimated $214M increase.
- Cerity Partners's biggest Q3 2026 reduction was Tesla, cutting an estimated $392M.
- Cerity Partners fully exited AvalonBay Communities in Q3 2026, selling an estimated $10.6M.
- Cerity Partners's ten largest holdings make up 25% of its $87.3B portfolio in Q3 2026.
- Cerity Partners opened 307 new positions and closed 234 in Q3 2026.
- Cerity Partners's portfolio value rose 5.5% quarter-over-quarter to $87.3B.
Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.