Cerity Partners Retirement Plan Advisors LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 239,370
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 34 | 239,370 | 13F-HR | Cerity Partners Retirement Plan Advisors LLC |
| Q1 2026 | 5/15/2026 | 31 | 195,676 | 13F-HR | Cerity Partners Retirement Plan Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 839 | 0.4% | 379 | 0 | 379 |
| ETFs | 238.5 K | 99.6% | 46.88 K | 0 | 46.88 K |
| Debt | 0 | 0.0% | 0 | 3.565 K | -3.565 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
239,370
Holdings
34
QoQ value change ($000)
43,694
(22.3%)
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.