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 | |
|---|---|---|---|---|---|---|---|
2101
abrdn Global Dynamic Dividend Fund
AGD
$298M
| $873K | ﹤0.01% |
74,494
+188
| +0.3% | +$2.28K |
2023 Q3
12 quarters
|
|
2102
Invesco S&P Global Water Index ETF
CGW
$1.06B
| $871K | ﹤0.01% |
13,973
+96
| +0.7% | +$6.22K |
2025 Q3
4 quarters
|
|
2103
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.79B
| $871K | ﹤0.01% |
19,190
+4,111
| +27% | +$201K |
2025 Q4
3 quarters
|
|
2104
PUT
Abbott
ABT
$188B
| $870K | ﹤0.01% |
8,800
| – | – |
2026 Q1
2 quarters
|
|
2105
Invesco Short Term Treasury ETF
TBLL
$2.8B
| $868K | ﹤0.01% |
8,224
+40
| +0.5% | +$4.23K |
2024 Q2
9 quarters
|
|
2106
FS Specialty Lending Fund
FSSL
$900M
| $866K | ﹤0.01% |
74,471
-1,833
| -2% | -$20.9K |
2025 Q4
3 quarters
|
|
2107
Invesco Variable Rate Preferred ETF
VRP
$2.96B
| $865K | ﹤0.01% |
36,487
+2,081
| +6% | +$50.3K |
2025 Q4
3 quarters
|
|
2108
CareDx
CDNA
$4.09B
| $863K | ﹤0.01% |
13,278
+518
| +4% | +$23.5K |
2025 Q4
3 quarters
|
|
2109
Franklin FTSE South Korea ETF
FLKR
$1.69B
| $862K | ﹤0.01% |
14,331
+12
| +0.1% | +$694 |
2026 Q2
1 quarter
|
|
2110
DELISTED
ACV Auctions
ACVA
| $862K | ﹤0.01% |
82,599
-1,738
| -2% | -$14.1K |
2026 Q1
2 quarters
|
|
2111
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.61B
| $861K | ﹤0.01% |
40,552
-2,238
| -5% | -$48.1K |
2023 Q1
14 quarters
|
|
2112
Teleflex
TFX
$6.15B
| $858K | ﹤0.01% |
6,865
-5,191
| -43% | -$693K |
2023 Q4
11 quarters
|
|
2113
Howard Hughes
HHH
$4.96B
| $850K | ﹤0.01% |
11,543
+2,082
| +22% | +$139K |
2026 Q2
1 quarter
|
|
2114
BOK Financial
BOKF
$7.92B
| $846K | ﹤0.01% |
6,691
+3,828
| +134% | +$531K |
2024 Q2
9 quarters
|
|
2115
America Movil
AMX
$76B
| $845K | ﹤0.01% |
39,877
+2,610
| +7% | +$62.9K |
2023 Q4
11 quarters
|
|
2116
Core Natural Resources Inc
CNR
$4.2B
| $842K | ﹤0.01% |
9,813
+1,944
| +25% | +$175K |
2025 Q4
3 quarters
|
|
2117
REX American Resources
REX
$1.27B
| $840K | ﹤0.01% |
19,328
-1,202
| -6% | -$52.7K |
2025 Q2
5 quarters
|
|
2118
Figure Technology Solutions
FIGR
$5.68B
| $839K | ﹤0.01% |
29,098
+4,681
| +19% | +$152K |
2026 Q1
2 quarters
|
|
2119
EXL Service
EXLS
$6.52B
| $839K | ﹤0.01% |
24,398
-24,394
| -50% | -$813K |
2025 Q3
4 quarters
|
|
2120
Hercules Capital
HTGC
$3.01B
| $838K | ﹤0.01% |
49,865
-167,888
| -77% | -$2.82M |
2024 Q1
10 quarters
|
|
2121
Personalis
PSNL
$1.7B
| $837K | ﹤0.01% |
51,440
+2,176
| +4% | +$32.8K |
2026 Q1
2 quarters
|
|
2122
Healthcare Services Group
HCSG
$1.68B
| $837K | ﹤0.01% |
40,927
-994
| -2% | -$22.5K |
2025 Q3
4 quarters
|
|
2123
Fidelity Blue Chip Growth ETF
FBCG
$7.24B
| $837K | ﹤0.01% |
13,240
+110
| +0.8% | +$6.78K |
2026 Q1
2 quarters
|
|
2124
John Wiley & Sons Class A
WLY
$2.54B
| $836K | ﹤0.01% |
17,509
-3,562
| -17% | -$181K |
2025 Q4
3 quarters
|
|
2125
Dick's Sporting Goods
DKS
$14.7B
| $836K | ﹤0.01% |
6,224
+2,908
| +88% | +$513K |
2023 Q4
11 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.