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 | |
|---|---|---|---|---|---|---|---|
1801
iShares Europe ETF
IEV
$1.59B
| $1.44M | ﹤0.01% |
20,240
-1
| -0% | -$74 |
2023 Q1
14 quarters
|
|
1802
Innovator US Equity Power Buffer ETF January
PJAN
$1.41B
| $1.44M | ﹤0.01% |
28,366
-5,616
| -17% | -$282K |
2025 Q4
3 quarters
|
|
1803
Invesco Total Return Bond ETF
GTO
$2.56B
| $1.43M | ﹤0.01% |
32,095
-16,431
| -34% | -$756K |
2025 Q2
5 quarters
|
|
1804
Cytokinetics
CYTK
$7.82B
| $1.43M | ﹤0.01% |
21,690
+2,990
| +16% | +$228K |
2025 Q4
3 quarters
|
|
1805
Corsair Gaming
CRSR
$1.29B
| $1.43M | ﹤0.01% |
105,636
+24,078
| +30% | +$279K |
2026 Q1
2 quarters
|
|
1806
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.29B
| $1.43M | ﹤0.01% |
7,655
+440
| +6% | +$84.7K |
2023 Q3
12 quarters
|
|
1807
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.45B
| $1.42M | ﹤0.01% |
21,421
-510
| -2% | -$34.6K |
2026 Q1
2 quarters
|
|
1808
Nextpower Inc. Common Stock
NXT
$14.3B
| $1.42M | ﹤0.01% |
18,260
-20,932
| -53% | -$1.96M |
2025 Q1
6 quarters
|
|
1809
Integer Holdings
ITGR
$4.31B
| $1.42M | ﹤0.01% |
11,220
-36,431
| -76% | -$4.22M |
2023 Q4
11 quarters
|
|
1810
Iovance Biotherapeutics
IOVA
$3.59B
| $1.42M | ﹤0.01% |
95,505
-204
| -0.2% | -$1.46K |
2026 Q1
2 quarters
|
|
1811
Skyward Specialty Insurance
SKWD
$2.8B
| $1.4M | ﹤0.01% |
26,579
-1,902
| -7% | -$111K |
2025 Q3
4 quarters
|
|
1812
MACOM Technology Solutions
MTSI
$17.8B
| $1.4M | ﹤0.01% |
4,911
-13,438
| -73% | -$3.77M |
2023 Q4
11 quarters
|
|
1813
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.47B
| $1.4M | ﹤0.01% |
11,392
+558
| +5% | +$69.6K |
2021 Q4
19 quarters
|
|
1814
Freshpet
FRPT
$3.26B
| $1.4M | ﹤0.01% |
24,279
-1,732
| -7% | -$110K |
2024 Q3
8 quarters
|
|
1815
abrdn Physical Silver Shares ETF
SIVR
$3.32B
| $1.39M | ﹤0.01% |
24,258
+5,967
| +33% | +$355K |
2023 Q1
14 quarters
|
|
1816
Petrobras
PBR
$118B
| $1.39M | ﹤0.01% |
66,480
+7,588
| +13% | +$144K |
2022 Q2
17 quarters
|
|
1817
Kura Oncology
KURA
$714M
| $1.38M | ﹤0.01% |
128,947
+4,865
| +4% | +$54.4K |
2025 Q1
6 quarters
|
|
1818
Western Midstream Partners
WES
$17.5B
| $1.38M | ﹤0.01% |
31,095
-114
| -0.4% | -$5.36K |
2024 Q1
10 quarters
|
|
1819
MVB Financial
MVBF
$329M
| $1.38M | ﹤0.01% |
47,376
+1,250
| +3% | +$37.6K |
2022 Q2
17 quarters
|
|
1820
Highwoods Properties
HIW
$3.43B
| $1.38M | ﹤0.01% |
47,426
+87
| +0.2% | +$2.74K |
2026 Q2
1 quarter
|
|
1821
Beacon Financial Corp
BBT
$2.56B
| $1.38M | ﹤0.01% |
49,161
-6,964
| -12% | -$214K |
2025 Q2
5 quarters
|
|
1822
Dolby
DLB
$5.96B
| $1.37M | ﹤0.01% |
23,394
+5,672
| +32% | +$327K |
2022 Q2
17 quarters
|
|
1823
HCI Group
HCI
$2.38B
| $1.37M | ﹤0.01% |
7,894
+1,431
| +22% | +$261K |
2025 Q1
6 quarters
|
|
1824
Invesco Russell 1000 Equal Weight ETF
EQAL
$835M
| $1.37M | ﹤0.01% |
23,958
| – | – |
2023 Q3
12 quarters
|
|
1825
PUT
Amazon
AMZN
$2.88T
| $1.37M | ﹤0.01% |
5,500
+500
| +10% | +$127K |
2026 Q1
2 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.