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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$61.7B
AUM Growth
+$5.59B
Cap. Flow
+$1.71B
Cap. Flow %
2.78%
Top 10 Hldgs %
25.83%
Holding
2,898
New
272
Increased
1,366
Reduced
967
Closed
159

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$141M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$99.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$61.6M
2
PG icon
Procter & Gamble
PG
+$60.8M
3
BND icon
Vanguard Total Bond Market
BND
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APG icon
976
APi Group
APG
$19B
$3.93M 0.01%
114,221
-22,048
-16% -$770K
CDW icon
977
CDW
CDW
$17.4B
$3.93M 0.01%
24,646
+2,366
+11% +$402K
FTV icon
978
Fortive
FTV
$18.6B
$3.92M 0.01%
80,070
-525
-0.7% -$25.9K
AMKR icon
979
Amkor Technology
AMKR
$14.7B
$3.92M 0.01%
138,062
-43,810
-24% -$1.05M
SUI icon
980
Sun Communities
SUI
$15B
$3.91M 0.01%
30,338
+3,688
+14% +$466K
HST icon
981
Host Hotels & Resorts
HST
$15.7B
$3.91M 0.01%
229,781
+129,763
+130% +$2.15M
FTLS icon
982
First Trust Long/Short Equity ETF
FTLS
$2.51B
$3.9M 0.01%
55,709
+405
+0.7% +$27.3K
AUB icon
983
Atlantic Union Bankshares
AUB
$6.12B
$3.89M 0.01%
111,264
+4,244
+4% +$144K
IRM icon
984
Iron Mountain
IRM
$38.5B
$3.89M 0.01%
38,187
+2,895
+8% +$279K
PPA icon
985
Invesco Aerospace & Defense ETF
PPA
$8.77B
$3.89M 0.01%
25,046
+1,183
+5% +$174K
GDXJ icon
986
VanEck Junior Gold Miners ETF
GDXJ
$8.49B
$3.89M 0.01%
39,266
– –
USXF icon
987
iShares ESG Advanced MSCI USA ETF
USXF
$1.52B
$3.89M 0.01%
67,820
-2,769
-4% -$154K
THG icon
988
Hanover Insurance
THG
$7.84B
$3.87M 0.01%
21,302
+7,255
+52% +$1.24M
PODD icon
989
Insulet
PODD
$9.94B
$3.87M 0.01%
12,527
-4,735
-27% -$1.48M
TMHC
990
DELISTED
Taylor Morrison
TMHC
$3.85M 0.01%
58,275
+19,671
+51% +$1.29M
FSS icon
991
Federal Signal
FSS
$7.68B
$3.84M 0.01%
32,291
-7,454
-19% -$895K
PB icon
992
Prosperity Bancshares
PB
$9.02B
$3.84M 0.01%
57,885
+38,723
+202% +$2.66M
OKLO
993
Oklo
OKLO
$8.26B
$3.84M 0.01%
34,376
-19,703
-36% -$1.54M
SSD icon
994
Simpson Manufacturing
SSD
$7.94B
$3.83M 0.01%
22,874
+2,704
+13% +$484K
FLR icon
995
Fluor
FLR
$7B
$3.83M 0.01%
90,980
+17,816
+24% +$820K
VCIT icon
996
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$3.82M 0.01%
45,401
+15,173
+50% +$1.26M
NVR icon
997
NVR
NVR
$16.8B
$3.82M 0.01%
475
+66
+16% +$525K
TOTL icon
998
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$3.81M 0.01%
93,914
-217,513
-70% -$8.73M
MPLX icon
999
MPLX
MPLX
$60.3B
$3.8M 0.01%
76,171
+23,058
+43% +$1.17M
TREX icon
1000
Trex
TREX
$5.06B
$3.79M 0.01%
73,380
+12,054
+20% +$734K
38 39
40
41 42

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Cerity Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cerity Partners held 2,898 positions worth $61.7B, up 10% from $56.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cerity Partners's Q3 2025 filing shows 272 new, 1,366 increased, 967 reduced and 159 closed positions. Its largest new stake was Arista Networks: 306,282 shares worth $43.2M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $61.6M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Cerity Partners's largest Q3 2025 buy was Arista Networks: 306,282 shares worth $43.2M.
  • Cerity Partners added most to NVIDIA in Q3 2025, an estimated $141M increase.
  • Cerity Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $61.6M.
  • Cerity Partners fully exited Ansys in Q3 2025, selling an estimated $8.12M.
  • Cerity Partners's ten largest holdings make up 26% of its $61.7B portfolio in Q3 2025.
  • Cerity Partners opened 272 new positions and closed 159 in Q3 2025.
  • Cerity Partners's portfolio value rose 10% quarter-over-quarter to $61.7B.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.