Cerity Partners OCIO LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,975,815
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 28 | 1,975,815 | 13F-HR | Cerity Partners OCIO LLC |
| Q1 2026 | 5/15/2026 | 25 | 1,666,953 | 13F-HR | Cerity Partners OCIO LLC |
| Q4 2025 | 2/11/2026 | 25 | 1,807,381 | 13F-HR | Cerity Partners OCIO LLC |
| Q3 2025 | 10/22/2025 | 25 | 1,961,091 | 13F-HR | Cerity Partners OCIO LLC |
| Q2 2025 | 8/13/2025 | 26 | 1,803,764 | 13F-HR | Cerity Partners OCIO LLC |
| Q2 2014 | 8/8/2014 | 184 | 713,772 | 13F-HR | ARGI Investment Services, LLC |
| Q1 2014 | 5/12/2014 | 173 | 629,882 | 13F-HR | ARGI Investment Services, LLC |
| Q4 2013 | 2/12/2014 | 158 | 581,407 | 13F-HR | ARGI Investment Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.4 K | 7.3% | 0 | 12.32 K | -12.32 K |
| ETFs | 1.831 M | 92.7% | 321.2 K | 0 | 321.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,975,815
Holdings
28
QoQ value change ($000)
308,862
(18.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.