AI Portfolio Summary
In 2025 Q4, Cerity Partners LLC maintained a portfolio of 3054 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 6.4%. The fund also reduced its exposure to ISHARES TR by 9.7%.
Total Positions
3054
Quarter
2025 Q4
Top Holding
VOO (4.3%)
Top 10 Concentration
25.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 3054
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 4.28% | 4.37% |
#1
Prev: #1
|
5.7 | 283,537 | 6.4% |
P
S
|
4,684,615 | $2,938,244,313 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.61% | 3.61% |
#2
Prev: #2
|
3.4 | 319,931 | 3.6% |
P
S
|
9,120,631 | $2,479,412,437 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.42% | 3.53% |
#3
Prev: #3
|
4.4 | 872,391 | 7.4% |
P
S
|
12,589,530 | $2,347,880,058 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.68% | 3.08% |
#4
Prev: #4
|
2.1 | 140,735 | 3.8% |
P
S
|
3,803,858 | $1,839,372,610 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 2.54% | 2.51% |
#5
Prev: #5
|
3.5 | 237,746 | 10.3% |
P
S
|
2,547,714 | $1,745,032,491 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.05% | 2.15% |
#6
Prev: #6
|
1.3 | -124,018 | -5.7% |
P
S
|
2,062,749 | $1,406,630,689 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.76% | 1.81% |
#7
Prev: #7
|
1.2 | 666,865 | 3.6% |
P
S
|
19,343,762 | $1,208,404,724 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.60% | 1.35% |
#8
4
Prev: #12
|
1.1 | 85,941 | 2.5% |
P
S
|
3,504,667 | $1,097,030,796 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.59% | 1.60% |
#9
Prev: #9
|
2.6 | 242,484 | 5.4% |
P
S
|
4,741,160 | $1,094,356,064 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.54% | 1.28% |
#10
3
Prev: #13
|
1.1 | 114,938 | 3.5% |
P
S
|
3,360,889 | $1,054,652,050 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.50% | 1.54% |
#11
1
Prev: #10
|
1.1 | 95,838 | 3.3% |
P
S
|
2,968,332 | $1,027,338,405 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.46% | 1.64% |
#12
4
Prev: #8
|
1.1 | -384,681 | -3.3% |
P
S
|
11,216,043 | $1,003,387,948 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 1.28% | 1.53% |
#13
2
Prev: #11
|
1.0 | -27,542 | -0.4% |
P
S
|
6,117,187 | $876,655,757 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 1.16% | 1.14% |
#14
2
Prev: #16
|
2.5 | 970,165 | 13.8% |
P
S
|
7,991,803 | $798,221,277 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.11% | 0.85% |
#15
4
Prev: #19
|
0.9 | 17,597 | 2.5% |
P
S
|
708,180 | $761,068,883 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.05% | 1.15% |
#16
1
Prev: #15
|
2.4 | 121,650 | 12.5% |
P
S
|
1,092,345 | $721,029,777 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 1.02% | 1.17% |
#17
3
Prev: #14
|
0.9 | -181,327 | -4.9% |
P
S
|
3,527,690 | $700,929,871 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.96% | 1.01% |
#18
1
Prev: #17
|
0.9 | 84,938 | 4.3% |
P
S
|
2,050,821 | $660,813,557 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.92% | 0.91% |
#19
1
Prev: #18
|
2.4 | 165,135 | 9.7% |
P
S
|
1,876,008 | $628,981,428 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.74% | 0.81% |
#20
Prev: #20
|
0.8 | 126,434 | 0.7% |
P
S
|
18,990,659 | $511,038,661 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.71% | 0.36% |
#21
31
Prev: #52
|
3.3 | 580,189 | 115.7% |
P
S
|
1,081,545 | $486,350,601 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.67% | 0.34% |
#22
32
Prev: #54
|
3.3 | 1,543,480 | 105.0% |
P
S
|
3,013,077 | $462,840,789 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.67% | 0.71% |
#23
1
Prev: #22
|
0.8 | 20,541 | 2.8% |
P
S
|
751,154 | $461,441,817 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 0.67% | 0.61% |
#24
1
Prev: #25
|
2.8 | 165,835 | 20.8% |
P
S
|
964,215 | $456,363,038 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.64% | 0.78% |
#25
4
Prev: #21
|
0.8 | -390,812 | -9.7% |
P
S
|
3,658,671 | $439,699,076 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.58% | 0.61% |
#26
2
Prev: #24
|
0.7 | 22,948 | 2.1% |
P
S
|
1,133,134 | $397,375,014 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.58% | 0.30% |
#27
39
Prev: #66
|
3.2 | 2,081,395 | 111.8% |
P
S
|
3,943,067 | $395,805,016 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.57% | 0.63% |
#28
5
Prev: #23
|
0.7 | 14,128 | 1.8% |
P
S
|
782,056 | $393,100,365 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.55% | 0.54% |
#29
1
Prev: #28
|
2.2 | 207,096 | 11.8% |
P
S
|
1,963,478 | $376,123,830 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.54% | 0.54% |
#30
1
Prev: #29
|
0.7 | 24,241 | 1.4% |
P
S
|
1,806,885 | $373,989,749 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 0.52% | 0.51% |
#31
Prev: #31
|
2.2 | 550,226 | 11.6% |
P
S
|
5,286,074 | $355,424,320 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.51% | 0.50% |
#32
Prev: #32
|
2.2 | 160,667 | 5.3% |
P
S
|
3,171,875 | $353,381,069 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.51% | 0.61% |
#33
7
Prev: #26
|
0.7 | 2,291 | 0.6% |
P
S
|
405,773 | $349,924,759 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 0.51% | 0.60% |
#34
7
Prev: #27
|
0.7 | -9,730 | -1.2% |
P
S
|
786,833 | $348,928,963 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.49% | 0.53% |
#35
5
Prev: #30
|
0.7 | 110,082 | 2.2% |
P
S
|
5,102,306 | $336,753,331 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.47% | 0.45% |
#36
3
Prev: #39
|
2.2 | 174,066 | 18.5% |
P
S
|
1,117,113 | $324,704,039 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.44% | 0.46% |
#37
Prev: #37
|
2.2 | 604,379 | 5.5% |
P
S
|
11,679,296 | $300,741,873 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 0.43% | 0.48% |
#38
2
Prev: #36
|
0.7 | -54,180 | -2.7% |
P
S
|
1,962,466 | $291,798,974 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.42% | 0.48% |
#39
4
Prev: #35
|
0.7 | 4,402 | 0.4% |
P
S
|
1,156,354 | $289,447,256 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.42% | 0.23% |
#40
50
Prev: #90
|
3.2 | 1,706,015 | 96.3% |
P
S
|
3,476,958 | $286,779,498 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.41% | 0.38% |
#41
3
Prev: #44
|
2.7 | 869,181 | 21.9% |
P
S
|
4,830,914 | $283,719,570 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.41% | 0.45% |
#42
4
Prev: #38
|
0.7 | -12,475 | -1.6% |
P
S
|
745,035 | $278,225,864 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.40% | 0.43% |
#43
2
Prev: #41
|
2.2 | 62,426 | 5.5% |
P
S
|
1,199,683 | $274,108,144 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.40% | 0.45% |
#44
4
Prev: #40
|
0.7 | -16,517 | -2.9% |
P
S
|
556,035 | $271,267,687 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.39% | 0.37% |
#45
2
Prev: #47
|
0.7 | 153,179 | 4.9% |
P
S
|
3,282,216 | $266,429,676 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.38% | 0.50% |
#46
13
Prev: #33
|
0.7 | -728 | -0.1% |
P
S
|
761,790 | $262,168,761 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.38% | 0.37% |
#47
2
Prev: #45
|
2.2 | 386,833 | 13.3% |
P
S
|
3,293,170 | $259,534,696 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.37% | 0.31% |
#48
16
Prev: #64
|
2.6 | 316,182 | 31.1% |
P
S
|
1,333,021 | $254,599,502 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.37% | 0.37% |
#49
3
Prev: #46
|
2.1 | 406,627 | 10.7% |
P
S
|
4,222,061 | $253,024,659 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.37% | 0.37% |
#50
2
Prev: #48
|
0.6 | 94,283 | 4.7% |
P
S
|
2,094,143 | $252,042,258 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 3054 holdings