Cerity Partners OCIO LLC
Annual return '25
+9.9%
SPY '25
+17.7%
Alpha
-7.8ptsvs SPY
Invested
$1.7B
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 33.2% (975.8k → 652.2k shares)
16.4%
02
$XLK
SELECT SECTOR SPDR TR
Q4 2025: New position (1.66M shares)
13.5%
03
$IEF
ISHARES TR
Q4 2025: Sold 25.8% (2.78M → 2.06M shares)
10.8%
04
$BWX
SPDR SERIES TRUST
Q4 2025: Sold 3.3% (7.69M → 7.43M shares)
9.3%
05
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Sold 19.5% (5.50M → 4.43M shares)
9.0%
06
$IEMG
ISHARES INC
Q4 2025: New position (1.46M shares)
7.3%
07
$GQ9
SPDR GOLD TR
Q4 2025: Sold 18.0% (294.9k → 241.9k shares)
7.0%
08
$VT
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +4.9% (1.52M → 1.60M shares)
7.0%
09
$EMLP
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Sold 69.8% (1.86M → 560.2k shares)
4.8%
10
$EIPX
FIRST TR EXCHANGE-TRADED FD
Q3 2025: Sold 1.6% (2.40M → 2.36M shares)
4.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.