Cerity Partners LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
2,739
Total value ($000)
$61,667,036
Net value change ($000)
+5,590,233 (10.0%)
New positions
274
Sold out positions
153
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 460,173 26.8%
AAPL 415,144 23.0%
VOO 260,727 10.7%
GOOGL 220,362 38.6%
GOOGL 218,153 35.6%
AVGO 153,947 19.4%
IVV 139,956 10.0%
VEA 122,433 12.3%
IDEV 104,557 279.4%
VUG 101,617 58.7%
Top Reduces (Value $000, Stocks/ETFs)
PG -96,814 -9.3%
SGOV -61,636 -24.7%
BND -58,208 -48.3%
CACC -33,900 -8.4%
NVO -27,559 -47.5%
CRM -25,950 -14.5%
FISV -23,901 -27.3%
PDEC -22,794 -89.4%
BSX -20,082 -14.4%
DE -19,720 -21.4%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type