1y return+17.7%S&P 500 +20.9%
3y return+52.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $152 against $168 in the S&P 500.2
Cerity Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $3.6B | 4.4% | +3.1% |
| AAPLApple Inc | $2.8B | 3.4% | +2.6% |
| NVDANvidia Corporation | $2.7B | 3.3% | +4.5% |
| IVVIshares Tr | $2.1B | 2.5% | +5.3% |
| SPYState Str Spdr S&p 500 Etf T | $1.7B | 2.0% | +5.4% |
| MSFTMicrosoft Corp | $1.5B | 1.9% | |
| VEAVanguard Tax-managed Fds | $1.5B | 1.9% | +5.0% |
| GOOGLAlphabet Inc | $1.3B | 1.6% | +1.5% |
| GOOGAlphabet Inc | $1.2B | 1.5% | +1.9% |
| AMZNAmazon Com Inc | $1.2B | 1.5% | +2.8% |
| AVGOBroadcom Inc | $1.2B | 1.4% | +1.3% |
| IEFAIshares Tr | $1.1B | 1.4% | +2.2% |
| AGGIshares Tr | $982.1M | 1.2% | +11.4% |
| PGProcter & Gamble Co | $907.6M | 1.1% | |
| LLYEli Lilly & Co | $896.6M | 1.1% | +2.0% |
| QUALIshares Tr | $845.8M | 1.0% | −3.7% |
| VTIVanguard Index Fds | $828.0M | 1.0% | +21.8% |
| METAMeta Platforms Inc | $709.0M | 0.9% | +4.7% |
| JPMJpmorgan Chase & Co | $697.5M | 0.8% | +1.7% |
| QQQInvesco Qqq Tr | $614.5M | 0.7% | +5.2% |
| RSPInvesco Exchange Traded Fd T | $596.6M | 0.7% | +17.8% |
| IEMGIshares Inc | $582.2M | 0.7% | +11.9% |
| IDEVIshares Tr | $567.5M | 0.7% | +16.8% |
| IWFIshares Tr | $566.3M | 0.7% | |
| SCHXSchwab Strategic Tr | $544.6M | 0.7% | −3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $2.7B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.2B |
| PANWPalo Alto Networks Inc | September 30, 2020 | +736.0% | $345.1M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $896.6M |
| AMDAdvanced Micro Devices Inc | September 30, 2020 | +608.5% | $405.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.2B |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $697.5M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $1.3B |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $410.6M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $421.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $141.4M
- Carnival CorpCUSIP 143658300 was $13.5M
- CTRACoterra Energy Inc was $11.6M
- Dupont De Nemours IncCUSIP 26614N102 was $9.4M
- VITLVital Farms Inc was $8.2M
- Masimo CorpCUSIP 574795100 was $6.9M
- Thomson Reuters CorpCUSIP 884903808 was $5.7M
- Air Lease CorpCUSIP 00912X302 was $5.3M
- FCNFti Consulting Inc was $2.3M
- LEGHLegacy Housing Corp was $2.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cerity Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1566475&type=13F-HR&dateb=&owner=include&count=40CIK 1566475
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1566475/000117266126003640/Filed August 14, 2026 · accession 0001172661-26-003640