Universe · entity
Cerity Partners LLC
Institutional manager (13F) · CIK 1566475
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $34.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $3.1B | 5,140,749 |
| 2 | APPLE INC | $2.4B | 9,372,275 |
| 3 | NVIDIA CORPORATION | $2.3B | 13,024,694 |
| 4 | ISHARES TR | $1.7B | 2,661,628 |
| 5 | MICROSOFT CORP | $1.5B | 4,102,747 |
| 6 | STATE STR SPDR S&P 500 ETF T | $1.4B | 2,150,070 |
| 7 | VANGUARD TAX-MANAGED FDS | $1.3B | 20,422,031 |
| 8 | AMAZON COM INC | $1.0B | 4,957,259 |
| 9 | ISHARES TR | $1.0B | 11,358,893 |
| 10 | ALPHABET INC | $1.0B | 3,536,727 |
| 11 | ALPHABET INC | $974M | 3,395,333 |
| 12 | BROADCOM INC | $934M | 3,016,504 |
| 13 | PROCTER & GAMBLE CO | $895M | 6,199,146 |
| 14 | ISHARES TR | $884M | 8,902,771 |
| 15 | ISHARES TR | $767M | 4,000,492 |
| 16 | META PLATFORMS INC | $688M | 1,202,181 |
| 17 | ELI LILLY & CO | $674M | 732,549 |
| 18 | VANGUARD INDEX FDS | $637M | 1,984,206 |
| 19 | JPMORGAN CHASE & CO | $616M | 2,094,775 |
| 20 | SCHWAB STRATEGIC TR | $492M | 19,184,892 |
| 21 | ISHARES TR | $486M | 1,139,188 |
| 22 | INVESCO QQQ TR | $458M | 793,351 |
| 23 | INVESCO EXCHANGE TRADED FD T | $457M | 2,381,435 |
| 24 | ISHARES TR | $456M | 5,458,824 |
| 25 | JOHNSON & JOHNSON | $451M | 1,846,524 |
| 26 | ISHARES TR | $445M | 3,575,908 |
| 27 | ISHARES INC | $438M | 6,279,041 |
| 28 | COSTCO WHOLESALE CORPORATION | $432M | 433,645 |
| 29 | WALMART INC | $390M | 3,135,477 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $387M | 808,578 |
| 31 | VANGUARD INDEX FDS | $384M | 1,332,009 |
| 32 | ISHARES TR | $383M | 5,668,264 |
| 33 | EXXON MOBIL CORP | $372M | 2,191,719 |
| 34 | ISHARES TR | $359M | 3,565,410 |
| 35 | VISA INC | $347M | 1,146,777 |
| 36 | SPDR SERIES TRUST | $325M | 12,700,878 |
| 37 | VANGUARD INDEX FDS | $319M | 1,623,206 |
| 38 | VANGUARD SCOTTSDALE FDS | $308M | 5,265,965 |
| 39 | VANGUARD INDEX FDS | $305M | 696,274 |
| 40 | ISHARES TR | $285M | 800,125 |
| 41 | VANGUARD SCOTTSDALE FDS | $285M | 4,783,237 |
| 42 | ISHARES TR | $284M | 1,183,078 |
| 43 | ISHARES GOLD TR | $278M | 3,158,609 |
| 44 | AMERICAN CENTY ETF TR | $272M | 3,370,456 |
| 45 | VANGUARD INTL EQUITY INDEX F | $269M | 3,584,206 |
| 46 | VANGUARD BD INDEX FDS | $267M | 3,401,273 |
| 47 | ISHARES TR | $266M | 1,864,476 |
| 48 | ABBVIE INC | $264M | 1,215,422 |
| 49 | J P MORGAN EXCHANGE TRADED F | $263M | 5,186,873 |
| 50 | SCHWAB STRATEGIC TR | $261M | 9,796,222 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.