Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cerity Partners LLC (CIK 1566475) reported $70.83B across 2,933 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($3.07B, 4.34%), AAPL ($2.40B, 3.39%), NVDA ($2.28B, 3.22%), IVV ($1.74B, 2.45%), SPY ($1.56B, 2.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $3.07B | 4.34% | 5.1M | Added |
| 2 | AAPL | APPLE INC | $2.40B | 3.39% | 9.5M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $2.28B | 3.22% | 13.1M | Added |
| 4 | IVV | ISHARES TR | $1.74B | 2.45% | 2.7M | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $1.56B | 2.20% | 2.4M | Added |
| 6 | MSFT | MICROSOFT CORP | $1.52B | 2.15% | 4.1M | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $1.31B | 1.85% | 20.4M | Added |
| 8 | AMZN | AMAZON COM INC | $1.04B | 1.47% | 5.0M | Added |
| 9 | IEFA | ISHARES TR | $1.03B | 1.45% | 11.4M | Added |
| 10 | GOOGL | ALPHABET INC | $1.02B | 1.44% | 3.5M | Added |
| 11 | GOOG | ALPHABET INC | $974.2M | 1.38% | 3.4M | Added |
| 12 | AVGO | BROADCOM INC | $935.9M | 1.32% | 3.0M | Added |
| 13 | PG | PROCTER & GAMBLE CO | $896.4M | 1.27% | 6.2M | Added |
| 14 | AGG | ISHARES TR | $883.8M | 1.25% | 8.9M | Added |
| 15 | QUAL | ISHARES TR | $767.3M | 1.08% | 4.0M | Added |
| 16 | META | META PLATFORMS INC | $690.3M | 0.97% | 1.2M | Added |
| 17 | LLY | ELI LILLY & CO | $674.0M | 0.95% | 732,849 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $637.0M | 0.90% | 2.0M | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $617.2M | 0.87% | 2.1M | Added |
| 20 | QQQ | INVESCO QQQ TR | $494.2M | 0.70% | 960,551 | Added |
| 21 | IWF | ISHARES TR | $485.8M | 0.69% | 1.1M | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $491.9M | 0.69% | 19.2M | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $457.0M | 0.65% | 2.4M | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $451.7M | 0.64% | 1.8M | Added |
| 25 | IDEV | ISHARES TR | $456.2M | 0.64% | 5.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31