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 | |
|---|---|---|---|---|---|---|---|
1401
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
| $3.02M | ﹤0.01% |
43,382
-3,498
| -7% | -$244K |
2023 Q3
12 quarters
|
|
1402
Sonoco
SON
$4.84B
| $3.01M | ﹤0.01% |
61,670
-8,967
| -13% | -$490K |
2022 Q2
17 quarters
|
|
1403
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.83B
| $3.01M | ﹤0.01% |
74,488
-2,937
| -4% | -$120K |
2023 Q4
11 quarters
|
|
1404
Innovator US Equity Power Buffer ETF April
PAPR
$960M
| $3.01M | ﹤0.01% |
69,697
+99
| +0.1% | +$4.23K |
2024 Q2
9 quarters
|
|
1405
Cactus
WHD
$5.03B
| $3M | ﹤0.01% |
48,157
+14,570
| +43% | +$928K |
2025 Q3
4 quarters
|
|
1406
DMC Global
BOOM
$161M
| $2.98M | ﹤0.01% |
534,712
-542,804
| -50% | -$3.57M |
2023 Q4
11 quarters
|
|
1407
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
| $2.98M | ﹤0.01% |
317,113
-29,082
| -8% | -$282K |
2025 Q2
5 quarters
|
|
1408
PUT
Netflix
NFLX
$255B
| $2.98M | ﹤0.01% |
42,800
+800
| +2% | +$60.1K |
2025 Q4
3 quarters
|
|
1409
Sunbelt Rentals Holdings
SUNB
$33.7B
| $2.98M | ﹤0.01% |
40,650
+3,480
| +9% | +$259K |
2026 Q1
2 quarters
|
|
1410
Plains All American Pipeline
PAA
$17.3B
| $2.95M | ﹤0.01% |
124,487
+1,262
| +1% | +$30.7K |
2022 Q3
16 quarters
|
|
1411
Leonardo DRS
DRS
$9.38B
| $2.95M | ﹤0.01% |
80,413
-21,849
| -21% | -$911K |
2025 Q2
5 quarters
|
|
1412
Cenovus Energy
CVE
$52.6B
| $2.94M | ﹤0.01% |
94,669
+6,997
| +8% | +$211K |
2023 Q4
11 quarters
|
|
1413
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.34B
| $2.94M | ﹤0.01% |
30,210
-4,044
| -12% | -$396K |
2023 Q2
13 quarters
|
|
1414
Boston Properties
BXP
$10.2B
| $2.94M | ﹤0.01% |
48,040
-11,471
| -19% | -$773K |
2023 Q4
11 quarters
|
|
1415
Healthcare Realty
HR
$6.54B
| $2.94M | ﹤0.01% |
165,456
-29,095
| -15% | -$574K |
2023 Q4
11 quarters
|
|
1416
PUT
Johnson & Johnson
JNJ
$688B
| $2.91M | ﹤0.01% |
11,000
+9,500
| +633% | +$2.51M |
2026 Q1
2 quarters
|
|
1417
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
| $2.91M | ﹤0.01% |
27,509
+727
| +3% | +$75K |
2022 Q2
17 quarters
|
|
1418
MGM Resorts International
MGM
$8.47B
| $2.91M | ﹤0.01% |
93,734
+10,222
| +12% | +$436K |
2022 Q2
17 quarters
|
|
1419
Interactive Brokers
IBKR
$37.1B
| $2.89M | ﹤0.01% |
33,857
+695
| +2% | +$63.6K |
2025 Q2
5 quarters
|
|
1420
Cousins Properties
CUZ
$4.88B
| $2.89M | ﹤0.01% |
104,524
+19,266
| +23% | +$574K |
2025 Q4
3 quarters
|
|
1421
Alcoa
AA
$10.5B
| $2.88M | ﹤0.01% |
68,611
-78,012
| -53% | -$3.72M |
2024 Q1
10 quarters
|
|
1422
argenx
ARGX
$60.4B
| $2.87M | ﹤0.01% |
2,997
+147
| +5% | +$138K |
2022 Q3
16 quarters
|
|
1423
AB New York Intermediate Municipal ETF
NYM
$1.29B
| $2.87M | ﹤0.01% |
119,357
+523
| +0.4% | +$12.9K |
2025 Q4
3 quarters
|
|
1424
Carvana
CVNA
$79.8B
| $2.87M | ﹤0.01% |
45,892
+5,166
| +13% | +$354K |
2024 Q1
10 quarters
|
|
1425
Pearson
PSO
$10.5B
| $2.86M | ﹤0.01% |
178,309
+37,970
| +27% | +$622K |
2022 Q2
17 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.