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 | |
|---|---|---|---|---|---|---|---|
1351
SEACOR Marine Holdings
SMHI
$227M
| $3.31M | ﹤0.01% |
407,459
-24,264
| -6% | -$217K |
2023 Q1
14 quarters
|
|
1352
iShares Future AI & Tech ETF
ARTY
$3.49B
| $3.31M | ﹤0.01% |
42,211
-1,253
| -3% | -$91.2K |
2024 Q2
9 quarters
|
|
1353
Wyndham Hotels & Resorts
WH
$5.89B
| $3.3M | ﹤0.01% |
45,870
+21,424
| +88% | +$1.59M |
2026 Q2
1 quarter
|
|
1354
Vanguard Core Plus Bond ETF
VPLS
$2.47B
| $3.29M | ﹤0.01% |
44,499
+5,805
| +15% | +$442K |
2025 Q4
3 quarters
|
|
1355
Murphy Oil
MUR
$5.28B
| $3.29M | ﹤0.01% |
88,813
+40,866
| +85% | +$1.48M |
2024 Q1
10 quarters
|
|
1356
Innovator US Equity Power Buffer ETF February
PFEB
$881M
| $3.29M | ﹤0.01% |
74,616
-1,000
| -1% | -$43.7K |
2022 Q4
15 quarters
|
|
1357
CALL
Circle Internet Group
CRCL
$16B
| $3.29M | ﹤0.01% |
40,000
| – | – |
2025 Q4
3 quarters
|
|
1358
abrdn Physical Gold Shares ETF
SGOL
$6.48B
| $3.27M | ﹤0.01% |
82,739
-39,921
| -33% | -$1.62M |
2023 Q4
11 quarters
|
|
1359
Kinross Gold
KGC
$24.5B
| $3.27M | ﹤0.01% |
135,609
+18,346
| +16% | +$491K |
2021 Q4
19 quarters
|
|
1360
iShares Global REIT ETF
REET
$4.88B
| $3.27M | ﹤0.01% |
126,655
-5,953
| -4% | -$165K |
2026 Q1
2 quarters
|
|
1361
Regency Centers
REG
$13.9B
| $3.26M | ﹤0.01% |
45,417
+11,265
| +33% | +$871K |
2025 Q3
4 quarters
|
|
1362
SM Energy
SM
$7.69B
| $3.26M | ﹤0.01% |
96,595
+13,647
| +16% | +$457K |
2017 Q3
36 quarters
|
|
1363
HEICO Corp
HEI
$47.5B
| $3.26M | ﹤0.01% |
10,737
+563
| +6% | +$191K |
2022 Q4
15 quarters
|
|
1364
Dimensional International Core Fixed Income ETF
DFGX
$1.93B
| $3.25M | ﹤0.01% |
63,511
+10,318
| +19% | +$538K |
2026 Q1
2 quarters
|
|
1365
US Foods
USFD
$23.3B
| $3.25M | ﹤0.01% |
35,208
+3,367
| +11% | +$340K |
2023 Q4
11 quarters
|
|
1366
Innovator US Equity Ultra Buffer ETF May
UMAY
$83.3M
| $3.24M | ﹤0.01% |
83,648
| – | – |
2026 Q2
1 quarter
|
|
1367
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.56B
| $3.24M | ﹤0.01% |
94,045
+32,041
| +52% | +$1.1M |
2026 Q1
2 quarters
|
|
1368
Innospec
IOSP
$1.98B
| $3.24M | ﹤0.01% |
33,949
+2,634
| +8% | +$238K |
2024 Q1
10 quarters
|
|
1369
National Healthcare
NHC
$3.26B
| $3.23M | ﹤0.01% |
14,700
+284
| +2% | +$63.1K |
2024 Q1
10 quarters
|
|
1370
Exponent
EXPO
$4.15B
| $3.22M | ﹤0.01% |
49,216
+31,540
| +178% | +$2.08M |
2023 Q4
11 quarters
|
|
1371
Solstice Advanced Materials
SOLS
$10.4B
| $3.22M | ﹤0.01% |
57,143
-20,737
| -27% | -$1.26M |
2025 Q4
3 quarters
|
|
1372
Magna International
MGA
$16B
| $3.2M | ﹤0.01% |
50,307
+7,287
| +17% | +$485K |
2023 Q4
11 quarters
|
|
1373
Fidelity Quality Factor ETF
FQAL
$1.69B
| $3.2M | ﹤0.01% |
38,424
+100
| +0.3% | +$8.34K |
2023 Q2
13 quarters
|
|
1374
Sabra Healthcare REIT
SBRA
$5.35B
| $3.19M | ﹤0.01% |
161,683
+109,473
| +210% | +$2.25M |
2025 Q1
6 quarters
|
|
1375
Saic
SAIC
$6.29B
| $3.18M | ﹤0.01% |
24,965
+2,946
| +13% | +$363K |
2024 Q3
8 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.