Cerity Partners LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$70.8B
Holdings
3,091
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +160.2% (437.8k → 1.14M shares)
4.3%
02
$AAPL
APPLE INC
Q1 2026: Increased +7015.1% (105.5k → 7.51M shares)
3.4%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3938.7% (368.9k → 14.90M shares)
3.2%
04
$IVV
ISHARES TR
Q1 2026: Increased +2394.4% (16.3k → 405.5k shares)
2.5%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +15330.7% (1.2k → 185.2k shares)
2.2%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +541.1% (603.1k → 3.87M shares)
2.1%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 97.8% (2.94M → 64.0k shares)
1.8%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +539709.0% (1.0k → 5.40M shares)
1.5%
09
$IEFA
ISHARES TR
Q1 2026: Increased +139.2% (511.8k → 1.22M shares)
1.5%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +1045.8% (532.6k → 6.10M shares)
1.4%
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 08:08 UTC.