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 | |
|---|---|---|---|---|---|---|---|
1976
Radian Group
RDN
$4.63B
| $1.08M | ﹤0.01% |
35,233
+7,408
| +27% | +$273K |
2024 Q1
10 quarters
|
|
1977
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $1.08M | ﹤0.01% |
40,889
| – | – |
2026 Q2
1 quarter
|
|
1978
Roundhill Memory ETF
DRAM
$19.9B
| $1.08M | ﹤0.01% |
17,810
+1,682
| +10% | +$95.8K |
2026 Q2
1 quarter
|
|
1979
Vanguard Ultra-Short Bond ETF
VUSB
$9.9B
| $1.07M | ﹤0.01% |
21,674
+2,461
| +13% | +$122K |
2022 Q4
15 quarters
|
|
1980
iShares US Energy ETF
IYE
$1.85B
| $1.07M | ﹤0.01% |
16,514
+273
| +2% | +$17.5K |
2025 Q3
4 quarters
|
|
1981
Tandem Diabetes Care
TNDM
$1.4B
| $1.07M | ﹤0.01% |
65,524
-10,598
| -14% | -$199K |
2024 Q1
10 quarters
|
|
1982
Inspire Medical Systems
INSP
$1.77B
| $1.06M | ﹤0.01% |
15,331
-4,628
| -23% | -$277K |
2026 Q1
2 quarters
|
|
1983
Vanguard California Tax-Exempt Bond ETF
VTEC
$4.47B
| $1.06M | ﹤0.01% |
11,272
+3,869
| +52% | +$380K |
2025 Q2
5 quarters
|
|
1984
Viking Therapeutics
VKTX
$3.73B
| $1.06M | ﹤0.01% |
+32,590
| New | +$1.13M |
2026 Q3
0 quarters
|
|
1985
Nexstar Media Group
NXST
$6.41B
| $1.06M | ﹤0.01% |
6,575
-1,348
| -17% | -$242K |
2023 Q4
11 quarters
|
|
1986
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$262M
| $1.06M | ﹤0.01% |
13,330
| – | – |
2026 Q1
2 quarters
|
|
1987
Hudson Pacific Properties
HPP
$481M
| $1.06M | ﹤0.01% |
91,940
-7,510
| -8% | -$103K |
2026 Q1
2 quarters
|
|
1988
Acadian Asset Management
AAMI
$3.35B
| $1.06M | ﹤0.01% |
11,558
+1,831
| +19% | +$161K |
2025 Q3
4 quarters
|
|
1989
Vipshop
VIPS
$6.31B
| $1.06M | ﹤0.01% |
84,595
+10,746
| +15% | +$148K |
2022 Q4
15 quarters
|
|
1990
Crocs
CROX
$7.49B
| $1.06M | ﹤0.01% |
8,999
+2,638
| +41% | +$333K |
2021 Q4
19 quarters
|
|
1991
Bankunited
BKU
$3.12B
| $1.05M | ﹤0.01% |
24,965
-2,511
| -9% | -$116K |
2024 Q3
8 quarters
|
|
1992
Alarm.com
ALRM
$3.21B
| $1.05M | ﹤0.01% |
19,330
+4,529
| +31% | +$247K |
2025 Q2
5 quarters
|
|
1993
Choiceone Financial
COFS
$551M
| $1.05M | ﹤0.01% |
32,516
+2,006
| +7% | +$67.4K |
2023 Q4
11 quarters
|
|
1994
Compass
COMP
$7.83B
| $1.05M | ﹤0.01% |
118,220
-2,814
| -2% | -$31.9K |
2024 Q1
10 quarters
|
|
1995
American Healthcare REIT
AHR
$13.4B
| $1.05M | ﹤0.01% |
20,420
+5,931
| +41% | +$325K |
2024 Q3
8 quarters
|
|
1996
PUT
Western Digital
WDC
$111B
| $1.05M | ﹤0.01% |
+2,300
| New | +$1.12M |
2026 Q3
0 quarters
|
|
1997
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.16B
| $1.05M | ﹤0.01% |
52,577
-71,439
| -58% | -$1.5M |
2023 Q2
13 quarters
|
|
1998
Dycom Industries
DY
$6.68B
| $1.04M | ﹤0.01% |
3,864
+1,813
| +88% | +$661K |
2024 Q3
8 quarters
|
|
1999
Rithm Capital
RITM
$5.01B
| $1.04M | ﹤0.01% |
116,395
+38,054
| +49% | +$368K |
2023 Q4
11 quarters
|
|
2000
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.05B
| $1.04M | ﹤0.01% |
20,616
+188
| +0.9% | +$9.44K |
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.