Cerity Partners LLC: 13F holdings

CIK 15664752026Q2

Positions3,288
Reported value$82.7bn
Filed2026-08-14

Change since last quarter

Positions3,288 (+193 vs prior quarter)
Reported value$82.7bn (+16.8%)

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS5,299,979$3.6bn4.4%
AAPL APPLE INC9,612,893$2.8bn3.4%
NVDA NVIDIA CORPORATION13,610,763$2.7bn3.3%
IVV ISHARES TR2,803,692$2.1bn2.5%
SPY STATE STR SPDR S&P 500 ETF T2,266,287$1.7bn2.0%
MSFT MICROSOFT CORP4,142,310$1.5bn1.9%
VEA VANGUARD TAX-MANAGED FDS21,440,111$1.5bn1.8%
GOOGL ALPHABET INC3,589,269$1.3bn1.6%
GOOG ALPHABET INC3,461,072$1.2bn1.5%
AMZN AMAZON COM INC5,095,736$1.2bn1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1566475")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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