Cerity Partners LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$68.6B

Total Positions

2,851

New This Quarter

299

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

VOO4.28%

AAPL3.61%

NVDA3.42%

MSFT2.68%

IVV2.54%

SPY2.05%

VEA1.76%

GOOGL1.60%

AMZN1.59%

GOOG1.54%

Other14.57%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PRAX3Q held

PRAXIS PRECISION MEDICINES I

Avg $43.00 · $997,537 est. P&L

Est. P&L

+590.74%

OKLO7Q held

Oklo Inc

Avg $10.97 · $1.7M est. P&L

Est. P&L

+552.88%

KOD6Q held

KODIAK SCIENCES INC

Avg $4.41 · $387,114 est. P&L

Est. P&L

+533.57%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2839 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO VANGUARD INDEX FDS	4.7M	$2.9B	4.3%	—	$459.62	+37.44%	29 qtrs	Increased 62
AAPL Apple Inc	9.1M	$2.5B	3.6%	—	$201.05	+35.70%	11 qtrs	Increased 61
NVDA NVIDIA Corp	12.6M	$2.3B	3.4%	—	$125.24	+49.75%	29 qtrs	Increased 63
MSFT Microsoft Corp	3.8M	$1.8B	2.7%	—	$360.26	+35.31%	29 qtrs	Increased 57
IVV ISHARES TR	2.5M	$1.7B	2.5%	—	$481.08	+43.41%	29 qtrs	Increased 60
SPY SPDR S&P 500 ETF TR	2.1M	$1.4B	2.0%	—	$562.72	+22.09%	6 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	19.3M	$1.2B	1.8%	—	$45.89	+36.84%	29 qtrs	Increased 52
GOOGL Alphabet Inc	3.5M	$1.1B	1.6%	—	$138.53	+126.55%	12 qtrs	Increased 52
AMZN Amazon.com Inc	4.7M	$1.1B	1.6%	—	$187.92	+23.74%	8 qtrs	Increased 53
GOOG Alphabet Inc	3.4M	$1.1B	1.5%	—	$143.25	+119.58%	29 qtrs	Increased 52
AVGO Broadcom Inc	3M	$1B	1.5%	—	$171.12	+104.45%	29 qtrs	Increased 52
IEFA ISHARES TR	11.2M	$1B	1.5%	—	$67.11	+33.92%	29 qtrs	Decreased 0
PG Procter & Gamble Co/The	6.1M	$876.7M	1.3%	—	$138.12	+3.56%	29 qtrs	Decreased 0
AGG ISHARES TR	8M	$798.2M	1.2%	—	$93.70	+6.51%	21 qtrs	Increased 57
LLY Eli Lilly & Co	708,180	$761.1M	1.1%	—	$559.91	+92.52%	29 qtrs	Increased 51
META Meta Platforms Inc	1.1M	$721M	1.1%	—	$510.70	+30.40%	29 qtrs	Increased 56
QUAL ISHARES TR	3.5M	$700.9M	1.0%	—	$146.68	+36.42%	20 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	2.1M	$660.8M	1.0%	—	$171.82	+87.39%	29 qtrs	Increased 46
VTI VANGUARD INDEX FDS	1.9M	$629M	0.9%	—	$259.59	+30.15%	29 qtrs	Increased 49
SCHX SCHWAB STRATEGIC TR	19M	$511M	0.7%	—	$21.56	+25.77%	21 qtrs	Increased 44
TSLA Tesla Inc	1.1M	$486.4M	0.7%	—	$367.25	+23.74%	29 qtrs	Increased 71
TJX TJX Cos Inc/The	3M	$462.8M	0.7%	—	$121.39	+27.62%	29 qtrs	Increased 71
QQQ INVESCO QQQ TR	751,154	$461.4M	0.7%	—	$393.89	+57.26%	12 qtrs	Increased 45
IWF ISHARES TR	964,215	$456.4M	0.7%	—	$300.72	+58.61%	29 qtrs	Increased 53
IJR ISHARES TR	3.7M	$439.7M	0.6%	—	$106.01	+14.79%	29 qtrs	Decreased 0
Showing 25 of 2,839 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CGUSCAPITAL GROUP CORE EQUITY ET

Q1 2024 → Q4 2025+21,178 shares+$1M

CGMUCAPITAL GRP FIXED INCM ETF T

Q1 2024 → Q4 2025+111,782 shares+$3.1M

CINFCincinnati Financial Corp

Q1 2024 → Q4 2025+56,745 shares+$9.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer