Cerity Partners LLC Portfolio Holdings

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025

Cerity Partners LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $55.1 Billion distributed in 2626 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $2.43B, Microsoft Corp with a value of $1.84B, Apple Inc. with a value of $1.82B, Nvidia Corp with a value of $1.72B, and Ishares Core S&P 500 ETF with a value of $1.41B.

Examining the 13F form we can see an increase of $6.43B in the current position value, from $48.7B to 55.1B.

Cerity Partners LLC is based out at New York, NY

Below you can find more details about Cerity Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $55.1 Billion
ETFs: $24.5 Billion
Technology: $9.77 Billion
Financial Services: $4.49 Billion
Healthcare: $3.35 Billion
Industrials: $2.85 Billion
Consumer Cyclical: $2.69 Billion
Consumer Defensive: $2.58 Billion
Communication Services: $2.56 Billion
Other: $2.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.43 Billion 4.41% of portfolio
4,281,559
Q2 2025 Added 9.83%
$3.95T
$1.84 Billion 3.33% of portfolio
3,691,254
Q2 2025 Added 2.05%
$3.69T
$1.82 Billion 3.29% of portfolio
8,850,687
Q2 2025 Added 3.53%
$456B
$1.72 Billion 3.13% of portfolio
10,910,206
Q2 2025 Added 0.96%
$0
$1.41 Billion 2.55% of portfolio
2,264,625
Q2 2025 Added 9.5%
$0
$1.36 Billion 2.47% of portfolio
2,205,136
Q2 2025 Reduced 1.92%
$368B
$1.04 Billion 1.89% of portfolio
6,533,700
Q2 2025 Added 0.5%
$0
$997 Million 1.81% of portfolio
17,482,679
Q2 2025 Added 5.11%
$0
$975 Million 1.77% of portfolio
11,680,694
Q2 2025 Added 18.8%
$2.26T
$947 Million 1.72% of portfolio
4,315,439
Q2 2025 Added 2.12%
$127B
$794 Million 1.44% of portfolio
2,879,439
Q2 2025 Added 0.78%
$0
$687 Million 1.25% of portfolio
3,755,880
Q2 2025 Added 39.63%
$0
$665 Million 1.21% of portfolio
6,704,353
Q2 2025 Added 7.33%
$1.78T
$650 Million 1.18% of portfolio
880,958
Q2 2025 Reduced 22.88%
$1.21T
$613 Million 1.11% of portfolio
3,477,919
Q2 2025 Added 4.5%
$1.24T
$582 Million 1.06% of portfolio
3,283,668
Q2 2025 Added 3.47%
$0
$508 Million 0.92% of portfolio
1,671,202
Q2 2025 Added 2.47%
$608B
$473 Million 0.86% of portfolio
607,198
Q2 2025 Added 1.18%
$0
$458 Million 0.83% of portfolio
18,731,019
Q2 2025 Added 0.26%
$6.18B
$406 Million 0.74% of portfolio
796,654
Q2 2025 Reduced 0.11%
$0
$410 Million 0.74% of portfolio
3,754,934
Q2 2025 Added 50.84%
$0
$404 Million 0.73% of portfolio
731,557
Q2 2025 Added 4.63%
$551B
$395 Million 0.72% of portfolio
1,112,483
Q2 2025 Added 1.52%
$439B
$390 Million 0.71% of portfolio
393,707
Q2 2025 Added 1.74%
$621B
$376 Million 0.68% of portfolio
774,995
Q2 2025 Added 6.57%
$0
$376 Million 0.68% of portfolio
884,860
Q2 2025 Reduced 4.94%
$0
$309 Million 0.56% of portfolio
1,701,457
Q2 2025 Added 24.05%
$281B
$288 Million 0.52% of portfolio
2,950,448
Q2 2025 Reduced 1.35%
$405B
$277 Million 0.5% of portfolio
755,550
Q2 2025 Added 4.02%
$0
$273 Million 0.5% of portfolio
4,406,810
Q2 2025 Reduced 1.91%
$0
$274 Million 0.5% of portfolio
2,030,281
Q2 2025 Reduced 3.35%
$452B
$277 Million 0.5% of portfolio
1,811,564
Q2 2025 Added 2.23%
$0
$270 Million 0.49% of portfolio
1,122,722
Q2 2025 Added 4.82%
$0
$270 Million 0.49% of portfolio
10,533,231
Q2 2025 Added 5.76%
$0
$265 Million 0.48% of portfolio
5,231,134
Q2 2025 Added 5.65%
$0
$258 Million 0.47% of portfolio
921,472
Q2 2025 Added 16.27%
$0
$254 Million 0.46% of portfolio
749,361
Q2 2025 Added 1.57%
$0
$249 Million 0.45% of portfolio
2,473,988
Q2 2025 Added 110.43%
$0
$238 Million 0.43% of portfolio
4,444,636
Q2 2025 Added 8.8%
$80B
$234 Million 0.42% of portfolio
947,224
Q2 2025 Added 1.85%
$684B
$228 Million 0.41% of portfolio
1,041,970
Q2 2025 Added 2.01%
$0
$229 Million 0.41% of portfolio
3,825,863
Q2 2025 Added 51.4%
$548B
$222 Million 0.4% of portfolio
395,636
Q2 2025 Added 9.28%
$442B
$217 Million 0.39% of portfolio
2,014,446
Q2 2025 New
$0
$214 Million 0.39% of portfolio
1,799,516
Q2 2025 Reduced 22.76%
$0
$216 Million 0.39% of portfolio
3,677,985
Q2 2025 Added 0.3%
$229B
$209 Million 0.38% of portfolio
1,538,380
Q2 2025 Added 2.06%
$351B
$210 Million 0.38% of portfolio
1,132,136
Q2 2025 Added 15.64%
$0
$208 Million 0.38% of portfolio
2,511,067
Q2 2025 Added 1.61%

Summary

  • Portfolio
  • No. of Stocks 2,626
  • Current Value $55.1 Billion
  • Prior Value $48.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 322 stocks
  • Additional Purchases 1,271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 936 stocks
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