SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Cerity Partners LLC

CIK 0001566475 · 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016 · 2128504284

Reported Value
$68.6B
Q4 2025
Positions
6,772
Filings on Record
32
2019–present window
Filed
Feb 11, 2026
original filing

Summary

Cerity Partners Llc reported $68.6B in U.S.-listed holdings across 6,772 positions for Q4 2025.

Its largest position, VOO, represents 4.1% of the portfolio.

Compared with Q3 2025, the fund opened 300 new positions and exited 187.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.6BQ3 ’19: $1.7BQ4 ’19: $2.0BQ4 ’19Q1 ’20: $1.6BQ2 ’20: $1.8BQ3 ’20: $2.4BQ4 ’20: $3.1BQ4 ’20Q1 ’21: $3.4BQ2 ’21: $4.6BQ3 ’21: $4.5BQ4 ’21: $6.6BQ4 ’21Q1 ’22: $6.4BQ2 ’22: $9.0BQ3 ’22: $8.3BQ4 ’22: $15.61TQ4 ’22Q1 ’23: $42.4BQ2 ’23: $25.7BQ3 ’23: $20.6BQ4 ’23: $30.4BQ4 ’23Q1 ’24: $37.9BQ2 ’24: $38.0BQ3 ’24: $45.2BQ4 ’24: $46.1BQ4 ’24Q1 ’25: $49.4BQ2 ’25: $56.1BQ3 ’25: $61.7BQ4 ’25: $68.6BQ4 ’25Q1 ’26: $70.8Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 52.5%ETP: 43.9%Other: 1.7%ADR: 1.1%REIT: 0.6%Other: 0.2%
  • Common Stock · 52.5% · $36.0B
  • ETP · 43.9% · $30.1B
  • Other · 1.7% · $1.2B
  • ADR · 1.1% · $734M
  • REIT · 0.6% · $396M
  • Other · 0.2% · $123M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$70.8B7,531May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$68.6B6,772Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$61.7B2,739Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$56.1B2,626Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$49.4B2,474Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$46.1B2,415Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$45.2B2,526Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$38.0B2,221Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$37.9B2,284May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$30.4B1,853Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$20.6B1,389Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$25.7B1,629Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$42.4B1,846May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$15.61T1,484Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$8.3B1,175Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$9.0B1,180Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.4B940Apr 25, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.6B1,019Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.5B682Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.6B708Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.4B658May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.1B639Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.4B501Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B455Aug 17, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$1.6B440May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.0B530Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B473Oct 30, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.6B475Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B529May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B513Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.