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 | |
|---|---|---|---|---|---|---|---|
2401
Innovator Defined Wealth Shield ETF
BALT
$3.32B
| $549K | ﹤0.01% |
+15,707
| New | +$544K |
2026 Q3
0 quarters
|
|
2402
Valaris
VAL
$5.84B
| $548K | ﹤0.01% |
6,985
+2,893
| +71% | +$236K |
2026 Q1
2 quarters
|
|
2403
Sasol
SSL
$9.17B
| $548K | ﹤0.01% |
39,627
+4,541
| +13% | +$55K |
2022 Q2
17 quarters
|
|
2404
Carter's
CRI
$1.26B
| $547K | ﹤0.01% |
17,472
+4,003
| +30% | +$143K |
2024 Q1
10 quarters
|
|
2405
Intapp
INTA
$3.54B
| $547K | ﹤0.01% |
15,098
+6,193
| +70% | +$218K |
2026 Q1
2 quarters
|
|
2406
JPMorgan Limited Duration Bond ETF
JPLD
$4.18B
| $544K | ﹤0.01% |
10,589
+79
| +0.8% | +$4.1K |
2025 Q1
6 quarters
|
|
2407
JPMorgan BetaBuilders Europe ETF
BBEU
$9.2B
| $544K | ﹤0.01% |
7,192
-2,870
| -29% | -$226K |
2025 Q1
6 quarters
|
|
2408
First Commonwealth Financial
FCF
$2.03B
| $544K | ﹤0.01% |
26,889
+683
| +3% | +$14.4K |
2025 Q1
6 quarters
|
|
2409
Byline Bancorp
BY
$1.75B
| $544K | ﹤0.01% |
14,767
+4,118
| +39% | +$157K |
2025 Q3
4 quarters
|
|
2410
PUT
ASML
ASML
$576B
| $544K | ﹤0.01% |
300
| – | – |
2026 Q1
2 quarters
|
|
2411
Innovator International Developed Power Buffer ETF - May
IMAY
$50.3M
| $543K | ﹤0.01% |
17,048
| – | – |
2026 Q2
1 quarter
|
|
2412
Flutter Entertainment
FLUT
$14.1B
| $542K | ﹤0.01% |
7,269
-6,801
| -48% | -$675K |
2025 Q2
5 quarters
|
|
2413
ADMA Biologics
ADMA
$3.03B
| $541K | ﹤0.01% |
53,982
+21,951
| +69% | +$203K |
2023 Q2
13 quarters
|
|
2414
Sprott Physical Platinum and Palladium Trust
SPPP
$475M
| $540K | ﹤0.01% |
40,175
| – | – |
2024 Q4
7 quarters
|
|
2415
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.85B
| $539K | ﹤0.01% |
21,727
+3,943
| +22% | +$100K |
2026 Q1
2 quarters
|
|
2416
PUT
Visa
V
$794B
| $539K | ﹤0.01% |
1,500
| – | – |
2026 Q1
2 quarters
|
|
2417
CALL
Alibaba
BABA
$235B
| $538K | ﹤0.01% |
+5,000
| New | +$578K |
2026 Q3
0 quarters
|
|
2418
Douglas Emmett
DEI
$1.66B
| $537K | ﹤0.01% |
56,064
-29,023
| -34% | -$333K |
2026 Q1
2 quarters
|
|
2419
O-I Glass
OI
$764M
| $536K | ﹤0.01% |
94,865
+58,685
| +162% | +$441K |
2025 Q1
6 quarters
|
|
2420
Invesco Dorsey Wright Momentum ETF
PDP
$1.36B
| $533K | ﹤0.01% |
3,866
+1,439
| +59% | +$197K |
2026 Q2
1 quarter
|
|
2421
Aurinia Pharmaceuticals
AUPH
$2.11B
| $532K | ﹤0.01% |
32,873
+8,844
| +37% | +$141K |
2025 Q3
4 quarters
|
|
2422
Erasca
ERAS
$5.5B
| $532K | ﹤0.01% |
36,257
-4,709
| -11% | -$82.4K |
2025 Q1
6 quarters
|
|
2423
VanEck International High Yield Bond ETF
IHY
$39.1M
| $526K | ﹤0.01% |
25,057
| – | – |
2026 Q1
2 quarters
|
|
2424
RGC Resources
RGCO
$234M
| $525K | ﹤0.01% |
24,676
-43
| -0.2% | -$957 |
2022 Q2
17 quarters
|
|
2425
Petrobras Class A
PBR.A
$103B
| $524K | ﹤0.01% |
27,619
+107
| +0.4% | +$1.83K |
2025 Q1
6 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.