Cerity Partners LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
3,237
Total value ($000)
$70,827,343
Net value change ($000)
+2,205,031 (3.2%)
New positions
421
Sold out positions
181
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDEV 169,415 59.1%
SPYM 150,409 515.2%
VOO 133,775 4.6%
XOM 119,670 47.5%
VEA 101,165 8.4%
AGG 85,557 10.7%
IEMG 82,539 23.2%
COST 82,164 23.5%
RSP 80,921 21.5%
IWD 79,133 83.2%
Top Reduces (Value $000, Stocks/ETFs)
CACC -347,838 -99.7%
MSFT -320,460 -17.4%
TSLA -258,361 -53.1%
TJX -210,401 -45.5%
TMO -139,634 -58.6%
AAPL -100,726 -4.1%
AVGO -93,650 -9.1%
LLY -87,297 -11.5%
GOOGL -80,611 -7.6%
GOOGL -79,984 -7.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 294,838 (0.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type