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 | |
|---|---|---|---|---|---|---|---|
1426
Cheniere Energy
CQP
$29.9B
| $2.85M | ﹤0.01% |
46,847
+500
| +1% | +$32.9K |
2023 Q4
11 quarters
|
|
1427
Invesco Aerospace & Defense ETF
PPA
$7.45B
| $2.84M | ﹤0.01% |
18,369
+285
| +2% | +$48.7K |
2024 Q1
10 quarters
|
|
1428
First Trust NASDAQ Cybersecurity ETF
CIBR
$16.5B
| $2.84M | ﹤0.01% |
27,516
-23,402
| -46% | -$2.24M |
2023 Q4
11 quarters
|
|
1429
CALL
Arista Networks
ANET
$249B
| $2.83M | ﹤0.01% |
13,900
+100
| +0.7% | +$18.8K |
2025 Q4
3 quarters
|
|
1430
WesBanco
WSBC
$3.71B
| $2.83M | ﹤0.01% |
75,623
-6,174
| -8% | -$249K |
2023 Q2
13 quarters
|
|
1431
Infosys
INFY
$49.8B
| $2.82M | ﹤0.01% |
262,029
+28,376
| +12% | +$327K |
2021 Q4
19 quarters
|
|
1432
Skyworks Solutions
SWKS
$21.1B
| $2.82M | ﹤0.01% |
32,977
+5,716
| +21% | +$403K |
2022 Q2
17 quarters
|
|
1433
Valmont Industries
VMI
$8.06B
| $2.82M | ﹤0.01% |
6,087
+891
| +17% | +$440K |
2025 Q1
6 quarters
|
|
1434
Interparfums
IPAR
$4.27B
| $2.81M | ﹤0.01% |
25,340
+158
| +0.6% | +$18.6K |
2026 Q1
2 quarters
|
|
1435
The Ensign Group
ENSG
$11B
| $2.81M | ﹤0.01% |
16,346
+9,052
| +124% | +$1.58M |
2024 Q1
10 quarters
|
|
1436
Phillips Edison & Co
PECO
$5.31B
| $2.8M | ﹤0.01% |
75,103
+10,534
| +16% | +$424K |
2022 Q3
16 quarters
|
|
1437
ManpowerGroup
MAN
$2.17B
| $2.8M | ﹤0.01% |
50,428
+1,235
| +3% | +$66.9K |
2024 Q2
9 quarters
|
|
1438
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.89B
| $2.8M | ﹤0.01% |
297,393
+9,660
| +3% | +$94.4K |
2022 Q3
16 quarters
|
|
1439
Invesco S&P 500 Pure Value ETF
RPV
$1.84B
| $2.78M | ﹤0.01% |
24,276
+3,157
| +15% | +$378K |
2026 Q1
2 quarters
|
|
1440
Clearway Energy Class C
CWEN
$4.05B
| $2.77M | ﹤0.01% |
94,631
+9,232
| +11% | +$297K |
2024 Q1
10 quarters
|
|
1441
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
| $2.77M | ﹤0.01% |
35,234
-675
| -2% | -$51.8K |
2024 Q4
7 quarters
|
|
1442
DELISTED
Arcosa
ACA
| $2.76M | ﹤0.01% |
18,909
+620
| +3% | +$90.1K |
2023 Q4
11 quarters
|
|
1443
Hubbell
HUBB
$23.1B
| $2.76M | ﹤0.01% |
6,090
-2,569
| -30% | -$1.22M |
2023 Q4
11 quarters
|
|
1444
PUT
Alphabet (Google) Class C
GOOG
$3.6T
| $2.76M | ﹤0.01% |
+8,100
| New | +$2.79M |
2026 Q3
0 quarters
|
|
1445
Fidelity Enhanced International ETF
FENI
$11.8B
| $2.75M | ﹤0.01% |
68,853
+1,604
| +2% | +$65.4K |
2025 Q4
3 quarters
|
|
1446
Grayscale Bitcoin Trust
GBTC
$8.56B
| $2.75M | ﹤0.01% |
42,543
+2,614
| +7% | +$144K |
2024 Q2
9 quarters
|
|
1447
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
| $2.74M | ﹤0.01% |
43,044
+1,383
| +3% | +$86K |
2023 Q4
11 quarters
|
|
1448
Jensen Quality Growth ETF
JGRW
$63.4M
| $2.74M | ﹤0.01% |
99,473
-10,635
| -10% | -$296K |
2026 Q1
2 quarters
|
|
1449
Zeta Global
ZETA
$9.36B
| $2.73M | ﹤0.01% |
86,626
+5,907
| +7% | +$157K |
2026 Q1
2 quarters
|
|
1450
Twist Bioscience
TWST
$7.4B
| $2.73M | ﹤0.01% |
14,138
+742
| +6% | +$91.7K |
2025 Q3
4 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.