Cerity Partners LLC
CIK 1566475 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- VOO4.36%
- AAPL3.37%
- NVDA3.22%
- IVV2.46%
- MSFT2.15%
- SPY1.98%
- VEA1.86%
- AMZN1.46%
- IEFA1.46%
- GOOGL1.44%
Share classes counted separately23.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.53 pp2.68% → 2.15%Shares +298.89K (+7.86%)
- AAPLWeight decreased · -0.24 pp3.61% → 3.37%Shares +251.64K (+2.76%)
- IDEVWeight increased · +0.23 pp0.42% → 0.65%Shares +1.98M (+57.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.07B | 4.36% | 5.14M shares | 4.28% → 4.36%+0.08 pp +456.13K (+9.74%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $2.38B | 3.37% | 9.37M shares | 3.61% → 3.37%-0.24 pp +251.64K (+2.76%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $2.27B | 3.22% | 13.02M shares | 3.42% → 3.22%-0.20 pp +435.16K (+3.46%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $1.74B | 2.46% | 2.66M shares | 2.54% → 2.46%-0.08 pp +113.91K (+4.47%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $1.52B | 2.15% | 4.10M shares | 2.68% → 2.15%-0.53 pp +298.89K (+7.86%) | Added | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.40B | 1.98% | 2.15M shares | 2.05% → 1.98%-0.07 pp +87.32K (+4.23%) | Added | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $1.31B | 1.86% | 20.42M shares | 1.76% → 1.86%+0.10 pp +1.08M (+5.57%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $1.03B | 1.46% | 4.96M shares | 1.60% → 1.46%-0.14 pp +216.10K (+4.56%) | Added | ↗▾ |
| 09 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $1.03B | 1.46% | 11.36M shares | 1.46% → 1.46%+0.00 pp +142.85K (+1.27%) | Added | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $1.02B | 1.44% | 3.54M shares | 1.60% → 1.44%-0.16 pp +32.06K (+0.91%) | Added | ↗▾ |
Options overlay 142
$294.84M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 245.30K | $159.53M | -600 (-0.24%) | ▾ |
QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | Put | 166.10K | $35.48M | +166.10K | ▾ |
AAPLAPPLE INC View history and evidence | Put | 80.80K | $20.51M | +3.20K (+4.12%) | ▾ |
3 / 142 options · preview only
Exited positions 186
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -573,405 | -$52.71M | SEC filing ↗ | SEC filing ↗ |
| CYBR CYBERARK SOFTWARE LTD/ISRAEL | Non-derivative | -39,835 | -$17.77M | SEC filing ↗ | SEC filing ↗ |
| EXK EXACT SCIENCES CORP | Non-derivative | -125,318 | -$12.73M | SEC filing ↗ | SEC filing ↗ |
3 / 186 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1566475 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 70827342799
}Research all 3,237 reported holdings.
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