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 OCIO LLC (CIK 1519611) reported $1.67B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($273.6M, 16.41%), XLK ($224.8M, 13.49%), IEF ($180.3M, 10.82%), BWX ($155.6M, 9.33%), SCHP ($150.3M, 9.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $273.6M | 16.41% | 457,873 | Trimmed |
| 2 | XLK | SELECT SECTOR SPDR TR | $224.8M | 13.49% | 1.7M | Added |
| 3 | IEF | ISHARES TR | $180.3M | 10.82% | 1.9M | Trimmed |
| 4 | BWX | SPDR SERIES TRUST | $155.6M | 9.33% | 7.1M | Trimmed |
| 5 | SCHP | SCHWAB STRATEGIC TR | $150.3M | 9.02% | 5.6M | Added |
| 6 | IEMG | ISHARES INC | $121.0M | 7.26% | 1.7M | Added |
| 7 | GLD | SPDR GOLD TR | $117.2M | 7.03% | 272,262 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $116.2M | 6.97% | 839,995 | Trimmed |
| 9 | EMLP | FIRST TR EXCHANGE-TRADED FD | $80.1M | 4.81% | 1.8M | Added |
| 10 | EIPX | FIRST TR EXCHANGE-TRADED FD | $76.2M | 4.57% | 2.4M | Hold |
| 11 | TLH | ISHARES TR | $55.9M | 3.36% | 555,322 | Trimmed |
| 12 | SHY | ISHARES TR | $20.2M | 1.21% | 244,395 | Added |
| 13 | IDEV | ISHARES TR | $15.3M | 0.92% | 182,623 | New |
| 14 | AGG | ISHARES TR | $12.0M | 0.72% | 121,370 | Trimmed |
| 15 | GOVT | ISHARES TR | $12.0M | 0.72% | 522,602 | Trimmed |
| 16 | XLE | SELECT SECTOR SPDR TR | $11.5M | 0.69% | 186,996 | New |
| 17 | PABU | ISHARES TR | $9.0M | 0.54% | 135,315 | Trimmed |
| 18 | NUEM | NUSHARES ETF TR | $8.8M | 0.53% | 239,972 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 0.51% | 133,940 | Trimmed |
| 20 | NUDM | NUSHARES ETF TR | $5.6M | 0.34% | 154,754 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $5.7M | 0.34% | 105,598 | Hold |
| 22 | IGOV | ISHARES TR | $3.9M | 0.23% | 95,274 | Added |
| 23 | IBND | SPDR SERIES TRUST | $1.9M | 0.12% | 62,575 | Added |
| 24 | BWZ | SPDR SERIES TRUST | $871,295 | 0.05% | 32,366 | Added |
| 25 | BSM | BLACK STONE MINERALS L P | $364,573 | 0.02% | 24,112 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31