13FBOX
Cerity Partners LLC · 13F Holdings
Options Calculator Rankings

Cerity Partners LLC

No.134 Data as of 2026Q2
Latest AUM (Q2 2026)
$83.26B
QoQ Change Q1 2026
+$12.43B+17.5%
Holdings
3288
New Buys
342
Adds
1675
Reduces
1164
Exits
149
Unchanged
107
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
4.36%4.34%$3.63B5.3M$3.07B5.1M+159,230+3.10%Add
APPLE INCAAPL
3.37%3.39%$2.80B9.7M$2.40B9.5M+233,418+2.47%Add
NVIDIA CORPORATIONNVDA
3.28%3.22%$2.73B13.7M$2.28B13.1M+572,669+4.37%Add
IISHARES TRIVV
2.52%2.45%$2.10B2.8M$1.74B2.7M+142,064+5.34%Add
SSTATE STR SPDR S&P 500 ETF TSPY
2.22%2.2%$1.85B2.5M$1.56B2.4M+114,517+4.78%Add
MICROSOFT CORPMSFT
1.86%2.15%$1.55B4.2M$1.52B4.1M+44,163+1.07%Add
VVANGUARD FTSEVEA
1.83%1.85%$1.53B21.4M$1.31B20.4M+1.0M+4.99%Add
ALPHABET INCGOOGL
1.54%1.44%$1.28B3.6M$1.02B3.5M+50,042+1.41%Add
AAlphabet Inc Class CGOOG
1.47%1.38%$1.22B3.5M$974.2M3.4M+65,339+1.92%Add
AMAZON COM INCAMZN
1.46%1.47%$1.22B5.1M$1.04B5.0M+117,177+2.35%Add
BROADCOM INCAVGO
1.39%1.32%$1.16B3.1M$935.9M3.0M+37,886+1.25%Add
IISHARES TRIEFA
1.35%1.45%$1.12B11.6M$1.03B11.4M+244,807+2.16%Add
IISHARES TRAGG
1.18%1.25%$982.1M9.9M$883.8M8.9M+1.0M+11.45%Add
PROCTER & GAMBLE COPG
1.09%1.27%$908.6M6.2M$896.4M6.2M-9,760-0.16%Reduce
ELI LILLY & COLLY
1.08%0.95%$901.4M751,548$674.0M732,849+18,699+2.55%Add
IISHARES MSCIQUAL
1.02%1.08%$845.8M3.9M$767.3M4.0M-146,068-3.65%Reduce
GGENERAL DYNAMICS CORPVTI
0.99%0.9%$828.0M2.4M$637.0M2.0M+432,445+21.79%Add
TESLA INCTSLA
0.94%0.33%$778.6M1.8M$233.6M628,177+1.2M+194.40%Add
META PLATFORMS INCMETA
0.85%0.97%$711.3M1.3M$690.3M1.2M+56,297+4.67%Add
JPMORGAN CHASE & COJPM
0.84%0.87%$698.0M2.1M$617.2M2.1M+34,054+1.62%Add
IINVESCO QQQ TRVOO
0.74%0.7%$614.5M834,551$494.2M960,551-126,000-13.12%Reduce
IINVESCO EXCHANGE TRADED FD TRSP
0.72%0.65%$596.6M2.8M$457.0M2.4M+422,714+17.75%Add
IISHARES INCIEMG
0.7%0.62%$582.2M7.0M$438.0M6.3M+749,226+11.93%Add
IISHARES TRIDEV
0.68%0.64%$567.5M6.4M$456.2M5.5M+917,124+16.80%Add
IISHARES RUSSELLIWF
0.68%0.69%$566.3M4.6M$485.8M1.1M+3.4M+300.35%Add
SSCHWAB USSCHX
0.65%0.69%$544.6M18.5M$491.9M19.2M-680,811-3.55%Reduce
IISHARES COREIJR
0.64%0.63%$532.1M3.6M$444.5M3.6M+11,666+0.33%Add
JOHNSON & JOHNSONJNJ
0.57%0.64%$476.1M1.9M$451.7M1.8M+26,482+1.43%Add
VVANGUARD MIDVO
0.56%0.54%$466.4M5.8M$383.5M1.3M+4.5M+334.51%Add
IISHARES COREIJH
0.56%0.54%$463.4M6.0M$382.8M5.7M+340,995+6.02%Add
IISHARES TRSGOV
0.55%0.51%$457.6M4.5M$358.9M3.6M+980,014+27.49%Add
VVANGUARD INDEX FDSVUG
0.54%0.43%$453.3M5.3M$305.4M696,274+4.6M+655.68%Add
VVANGUARD INDEX FDSVTV
0.52%0.45%$429.5M2.0M$318.9M1.6M+346,979+21.38%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.51%0.55%$421.4M842,055$387.5M808,578+33,477+4.14%Add
COSTCO WHOLESALE CORPORATIONCOST
0.49%0.61%$410.7M439,063$432.1M433,645+5,418+1.25%Add
ADVANCED MICRO DEVICES INCAMD
0.49%0.19%$406.1M699,117$135.8M667,504+31,613+4.74%Add
VISA INCV
0.48%0.49%$403.1M1.2M$347.1M1.1M+26,566+2.31%Add
IISHARES TRMTUM
0.45%0.4%$377.0M1.1M$283.9M1.2M-83,405-7.05%Reduce
SSTATE STREETSPAB
0.44%0.46%$367.6M14.4M$325.4M12.7M+1.7M+13.41%Add
WALMART INCWMT
0.42%0.55%$349.2M3.1M$390.6M3.1M-59,428-1.89%Reduce
PALO ALTOPANW
0.41%0.23%$345.2M1.0M$166.0M1.0M-22,989-2.22%Reduce
IISHARES RUSSELLIWB
0.4%0.4%$334.0M815,660$285.3M800,125+15,535+1.94%Add
MICRON TECHNOLOGY INCMU
0.4%0.12%$332.9M288,481$88.0M260,588+27,893+10.70%Add
VVANGUARD INTL EQUITY INDEX FVEU
0.39%0.38%$328.6M3.9M$269.2M3.6M+339,481+9.47%Add
ABBVIE INCABBV
0.39%0.38%$323.0M1.3M$266.1M1.2M+59,781+4.89%Add
KLA CORPKLAC
0.38%0.21%$320.4M1.1M$147.6M100,273+961,611+958.99%Add
IISHARES TRIQLT
0.37%0.34%$309.8M6.3M$241.2M5.2M+1.0M+19.86%Add
SSTATE STREETSPYM
0.37%0.25%$306.9M3.5M$179.6M2.3M+1.1M+48.83%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.37%0.3%$305.3M639,239$212.4M628,370+10,869+1.73%Add
VVANGUARD SCOTTSDALE FDSVGIT
0.37%0.4%$304.5M5.2M$284.8M4.8M+379,357+7.93%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow