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 | |
|---|---|---|---|---|---|---|---|
1501
Levi Strauss
LEVI
$9.31B
| $2.52M | ﹤0.01% |
127,801
+16,766
| +15% | +$375K |
2025 Q2
5 quarters
|
|
1502
Vicor
VICR
$7.34B
| $2.51M | ﹤0.01% |
8,689
-1,696
| -16% | -$384K |
2025 Q2
5 quarters
|
|
1503
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.74B
| $2.51M | ﹤0.01% |
48,215
+367
| +0.8% | +$20K |
2022 Q4
15 quarters
|
|
1504
ProShares Large Cap Core Plus
CSM
$509M
| $2.5M | ﹤0.01% |
28,844
-816
| -3% | -$71.3K |
2023 Q3
12 quarters
|
|
1505
IES Holdings
IESC
$7.22B
| $2.5M | ﹤0.01% |
7,784
+5,218
| +203% | +$1.72M |
2025 Q2
5 quarters
|
|
1506
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.1B
| $2.5M | ﹤0.01% |
40,044
+1
| +0% | +$65 |
2023 Q3
12 quarters
|
|
1507
Snap
SNAP
$9.08B
| $2.49M | ﹤0.01% |
460,609
-191,422
| -29% | -$989K |
2022 Q4
15 quarters
|
|
1508
Remitly
RELY
$4.83B
| $2.49M | ﹤0.01% |
116,515
+12,724
| +12% | +$304K |
2025 Q4
3 quarters
|
|
1509
TC Energy
TRP
$67.5B
| $2.48M | ﹤0.01% |
42,921
+1,972
| +5% | +$127K |
2023 Q4
11 quarters
|
|
1510
Hamilton Lane
HLNE
$5.23B
| $2.48M | ﹤0.01% |
28,542
-3,816
| -12% | -$356K |
2025 Q4
3 quarters
|
|
1511
International Paper
IP
$18.2B
| $2.47M | ﹤0.01% |
74,571
-68,082
| -48% | -$2.6M |
2022 Q2
17 quarters
|
|
1512
U.S. Vector Equity Portfolio ETF Class Shares
DXUV
$591M
| $2.46M | ﹤0.01% |
+36,625
| New | +$2.51M |
2026 Q3
0 quarters
|
|
1513
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.79B
| $2.46M | ﹤0.01% |
47,281
-1,082
| -2% | -$57.7K |
2026 Q1
2 quarters
|
|
1514
Americold
COLD
$4.77B
| $2.44M | ﹤0.01% |
174,728
-40,611
| -19% | -$604K |
2025 Q4
3 quarters
|
|
1515
Blackstone Secured Lending
BXSL
$5.55B
| $2.44M | ﹤0.01% |
101,840
+18,930
| +23% | +$457K |
2022 Q4
15 quarters
|
|
1516
iShares MSCI USA ETF
MLRG
$1.31B
| $2.44M | ﹤0.01% |
23,073
-2,241
| -9% | -$236K |
2023 Q4
11 quarters
|
|
1517
Warner Music
WMG
$16.9B
| $2.44M | ﹤0.01% |
88,200
+76,374
| +646% | +$2.1M |
2025 Q3
4 quarters
|
|
1518
iShares Core S&P US Growth ETF
IUSG
$32.3B
| $2.41M | ﹤0.01% |
12,435
+6
| +0% | +$1.14K |
2023 Q4
11 quarters
|
|
1519
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
$12.2B
| $2.41M | ﹤0.01% |
106,578
+692
| +0.7% | +$16K |
2026 Q1
2 quarters
|
|
1520
Dentsply Sirona
XRAY
$1.83B
| $2.4M | ﹤0.01% |
271,258
-8,038
| -3% | -$93.2K |
2024 Q3
8 quarters
|
|
1521
iShares Fallen Angels USD Bond ETF
FALN
$1.67B
| $2.4M | ﹤0.01% |
92,652
-3,322
| -3% | -$89.2K |
2023 Q2
13 quarters
|
|
1522
Plexus
PLXS
$5.56B
| $2.4M | ﹤0.01% |
9,196
+153
| +2% | +$39.1K |
2024 Q1
10 quarters
|
|
1523
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.4B
| $2.4M | ﹤0.01% |
35,020
+3,202
| +10% | +$231K |
2025 Q4
3 quarters
|
|
1524
iShares Global 100 ETF
IOO
$9.01B
| $2.39M | ﹤0.01% |
16,590
+810
| +5% | +$115K |
2023 Q1
14 quarters
|
|
1525
Hyatt Hotels
H
$17.5B
| $2.39M | ﹤0.01% |
15,048
+1,448
| +11% | +$254K |
2024 Q1
10 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.