Cerity Partners LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
3,407
Total value ($000)
$82,729,443
Net value change ($000)
+11,902,100 (16.8%)
New positions
340
Sold out positions
149
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 557,039 18.1%
NVDA 451,641 19.9%
AAPL 403,131 16.9%
IVV 361,043 20.8%
AMD 271,134 201.1%
GOOGL 265,655 26.1%
SPY 264,713 18.9%
GOOGL 248,902 25.6%
MU 245,498 280.8%
LLY 222,860 33.1%
Top Reduces (Value $000, Stocks/ETFs)
HON -141,426 -100.0%
XOM -89,117 -24.0%
IAU -56,988 -20.5%
INTU -53,208 -56.0%
CRM -52,665 -46.9%
STIP -47,116 -72.6%
POCT -44,080 -66.1%
MMM -43,814 -52.5%
WMT -41,287 -10.6%
NFLX -35,070 -24.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 299,452 (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