Cerity Partners Llc Portfolio Stock Holdings

Cerity Partners Llc disclosed 3095 stock positions valued at approximately $70.5 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, APPLE INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
3095
Portfolio Value
$70.5B
Holdings by Sector
Cerity Partners Llc Portfolio Holdings in Q1 2026

2907 holdings in the latest reporting period.

Page 1 of 30
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther4.36%5,140,749+456,134+9.74%$3,072,018,814
APPLE INCAAPLTechnology3.37%9,372,275+251,644+2.76%$2,378,685,672
NVIDIA CORPORATIONNVDATechnology3.22%13,024,694+435,164+3.46%$2,271,698,519
ISHARES TRIVVOther2.46%2,661,628+113,914+4.47%$1,738,616,876
MICROSOFT CORPMSFTTechnology2.15%4,102,747+298,889+7.86%$1,518,913,020
STATE STR SPDR S&P 500 ETF TSPYOther1.98%2,150,070+87,321+4.23%$1,398,388,719
VANGUARD TAX-MANAGED FDSVEAOther1.86%20,422,031+1,078,269+5.57%$1,309,570,455
AMAZON COM INCAMZNConsumer Cyclical1.46%4,957,259+216,099+4.56%$1,032,566,721
ISHARES TRIEFAOther1.46%11,358,893+142,850+1.27%$1,028,320,320
ALPHABET INCGOOGLCommunication Services1.44%3,536,727+32,060+0.91%$1,017,047,312
ALPHABET INCGOOGCommunication Services1.38%3,395,333+34,444+1.02%$974,040,623
BROADCOM INCAVGOTechnology1.32%3,016,504+48,172+1.62%$933,688,129
PROCTER & GAMBLE COPGConsumer Defensive1.27%6,199,146+81,959+1.34%$895,402,823
ISHARES TRAGGOther1.25%8,902,771+910,968+11.40%$883,778,055
ISHARES TRQUALOther1.09%4,000,492+472,802+13.40%$767,334,926
META PLATFORMS INCMETACommunication Services0.98%1,202,181+109,836+10.06%$687,957,577
ELI LILLY & COLLYHealthcare0.96%732,549+24,369+3.44%$673,772,324
VANGUARD INDEX FDSVTIOther0.90%1,984,206+108,198+5.77%$636,983,213
JPMORGAN CHASE & COJPMFinancial Services0.87%2,094,775+43,954+2.14%$616,203,723
SCHWAB STRATEGIC TRSCHXOther0.70%19,184,892+194,233+1.02%$491,915,416
ISHARES TRIWFOther0.69%1,139,188+174,973+18.15%$485,830,711
INVESCO QQQ TRQQQOther0.65%793,351+42,197+5.62%$458,041,711
INVESCO EXCHANGE TRADED FD TRSPOther0.65%2,381,435+417,957+21.29%$457,045,177
ISHARES TRIDEVOther0.65%5,458,824+1,981,866+57.00%$456,193,959
JOHNSON & JOHNSONJNJHealthcare0.64%1,846,524+39,639+2.19%$451,358,590
ISHARES TRIJROther0.63%3,575,908-82,763-2.26%$444,527,346
ISHARES INCIEMGOther0.62%6,279,041+992,967+18.78%$437,963,055
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.61%433,645+27,872+6.87%$432,088,705
WALMART INCWMTConsumer Defensive0.55%3,135,477-36,398-1.15%$389,677,881
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.55%808,578+26,522+3.39%$387,463,811
VANGUARD INDEX FDSVOOther0.54%1,332,009+214,896+19.24%$383,545,960
ISHARES TRIJHOther0.54%5,668,264+565,958+11.09%$382,792,791
EXXON MOBIL CORPXOMEnergy0.53%2,191,719+97,576+4.66%$371,711,868
ISHARES TRSGOVOther0.51%3,565,410-377,657-9.58%$358,894,169
VISA INCVFinancial Services0.49%1,146,777+13,643+1.20%$346,604,409
SPDR SERIES TRUSTSPABOther0.46%12,700,878+1,021,582+8.75%$325,396,478
VANGUARD INDEX FDSVTVOther0.45%1,623,206+290,185+21.77%$318,926,037
VANGUARD SCOTTSDALE FDSVGSHOther0.44%5,265,965+435,051+9.01%$308,269,575
VANGUARD INDEX FDSVUGOther0.43%696,274+140,239+25.22%$305,401,322
ISHARES TRIWBOther0.40%800,125+55,090+7.39%$285,303,455
VANGUARD SCOTTSDALE FDSVGITOther0.40%4,783,237+561,176+13.29%$284,841,785
ISHARES TRMTUMOther0.40%1,183,078+26,724+2.31%$283,927,278
ISHARES GOLD TRIAUOther0.39%3,158,609-123,607-3.77%$278,462,999
AMERICAN CENTY ETF TRAVEMOther0.39%3,370,456+484,198+16.78%$271,591,856
VANGUARD INTL EQUITY INDEX FVEUOther0.38%3,584,206+459,473+14.70%$269,177,188
VANGUARD BD INDEX FDSBSVOther0.38%3,401,273+108,103+3.28%$266,694,035
ISHARES TRITOTOther0.38%1,864,476-97,990-4.99%$265,555,033
ABBVIE INCABBVHealthcare0.37%1,215,422+15,739+1.31%$264,335,261
J P MORGAN EXCHANGE TRADED FJPSTOther0.37%5,186,873+303,940+6.22%$262,507,868
SCHWAB STRATEGIC TRSCHPOther0.37%9,796,222+504,492+5.43%$260,677,467
CHEVRON CORPORATIONCVXEnergy0.37%1,251,179+46,786+3.88%$258,851,997
HOME DEPOT INCHDConsumer Cyclical0.36%777,287+15,497+2.03%$255,657,478
TJX COS INC NEWTJXConsumer Cyclical0.36%1,580,717-1,432,360-47.54%$252,439,932
ISHARES TRIQLTOther0.34%5,216,459+380,929+7.88%$241,157,499
ISHARES TRIEIOther0.33%1,968,957+14,299+0.73%$233,518,139
RTX CORPORATIONRTXIndustrials0.33%1,209,485+1,865+0.15%$233,312,363
AMERICAN CENTY ETF TRAVLVOther0.32%2,829,736+318,245+12.67%$228,105,204
TESLA INCTSLAConsumer Cyclical0.32%612,977-468,568-43.32%$227,989,823
VANGUARD INTL EQUITY INDEX FVWOOther0.32%4,201,293+602,232+16.73%$227,467,215
VANGUARD INDEX FDSVBOther0.32%863,565+92,785+12.04%$227,054,691
VANGUARD MUN BD FDSVTEBOther0.31%4,401,851+362,662+8.98%$219,619,124
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.30%624,170+71,604+12.96%$210,954,337
ISHARES TRSHYOther0.29%2,503,641-153,722-5.78%$206,725,717
SPDR SERIES TRUSTSPYVOther0.29%3,601,934+32,415+0.91%$203,797,421
CISCO SYS INCCSCOTechnology0.29%2,604,207+38,077+1.48%$202,066,816
BANK AMERICA CORPBACFinancial Services0.29%4,130,968-138,298-3.24%$201,408,313
VANGUARD SPECIALIZED FUNDSVIGOther0.29%933,619+75,921+8.85%$201,018,441
VANGUARD WORLD FDMGKOther0.28%541,188+90,587+20.10%$200,735,382
ILLINOIS TOOL WKS INCITWIndustrials0.28%760,289-81,588-9.69%$197,895,759
MASTERCARD INCORPORATEDMAFinancial Services0.28%395,703-6,329-1.57%$197,725,773
MERCK & CO INCMRKHealthcare0.28%1,639,510-79,940-4.65%$197,214,002
CATERPILLAR INCCATIndustrials0.28%275,414+4,488+1.66%$195,152,035
VANGUARD INDEX FDSVXFOther0.28%947,692+135,862+16.74%$195,040,934
SPDR GOLD TRGLDOther0.26%430,049-8,201-1.87%$185,050,267
SPDR SERIES TRUSTSPLGOther0.25%2,346,533+1,982,591+544.75%$179,603,614
AMPHENOL CORPAPHTechnology0.25%1,410,675+57,865+4.28%$178,238,955
INVESCO EXCH TRADED FD TR IIQQQMOther0.25%746,482+254,292+51.67%$177,378,938
VANGUARD WORLD FDVGTOther0.25%249,812-2,120-0.84%$174,300,551
ISHARES TRIWDOther0.25%815,582+363,301+80.33%$174,265,742
DIMENSIONAL ETF TRUSTDFACOther0.25%4,461,856+466,400+11.67%$173,415,153
ORACLE CORPORCLTechnology0.24%1,171,690-12,301-1.04%$172,367,034
SCHWAB STRATEGIC TRSCHMOther0.24%5,510,804+72,960+1.34%$170,871,111
SCHWAB STRATEGIC TRSCHFOther0.24%6,885,220+181,862+2.71%$170,723,966
DIMENSIONAL ETF TRUSTDFIVOther0.24%3,212,707+135,223+4.39%$169,567,017
PALO ALTO NETWORKS INCPANWTechnology0.24%1,035,004+85,818+9.04%$165,933,542
ISHARES TREFAOther0.23%1,682,792+69,946+4.34%$163,465,138
ABBOTT LABORATORIESABTHealthcare0.23%1,587,219+7,571+0.48%$162,955,003
PEPSICO INCPEPConsumer Defensive0.23%1,034,978-3,734-0.36%$160,723,466
LATTICE STRATEGIES TRRODMOther0.23%4,073,067+35,767+0.89%$160,560,311
BLACKROCK INCBLKOther0.23%166,688+19,273+13.07%$160,306,536
MCDONALDS CORPMCDConsumer Cyclical0.23%515,095+10,154+2.01%$160,086,359
GOLDMAN SACHS GROUP INCGSFinancial Services0.22%183,357-2,930-1.57%$155,129,944
SPDR INDEX SHS FDSSPEMOther0.22%3,259,172+485,245+17.49%$152,887,772
AMGEN INCAMGNHealthcare0.22%433,555+21,682+5.26%$152,545,547
GE AEROSPACEGEIndustrials0.22%537,505+55,559+11.53%$152,528,011
DIMENSIONAL ETF TRUSTDFSVOther0.21%4,307,741+500,863+13.16%$150,943,197
CAPITAL GROUP INTL FOCUS EQTCGXUOther0.21%5,034,565+900,605+21.79%$148,469,599
KLA CORPKLACTechnology0.21%100,273-1,586-1.56%$147,641,867
NETFLIX INC.NFLXCommunication Services0.21%1,504,236+164,510+12.28%$144,642,611
VANGUARD STAR FDSVXUSOther0.20%1,861,287+215,700+13.11%$143,717,598
Cerity Partners Llc Options Holdings in Q1 2026

138 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500CALL245,300$159,528,402
Q1 2026QQQInvesco QQQ Trust, Series 1PUT166,100$35,475,088
Q1 2026AAPLApple Inc.PUT80,800$20,506,232
Q1 2026NVDANVIDIA CorporationPUT50,800$8,859,520
Q1 2026TSLATesla, Inc.CALL12,700$4,721,225
Q1 2026AMZNAmazon.com, Inc.CALL21,300$4,436,151
Q1 2026NFLXNetflix, Inc.PUT42,000$4,038,300
Q1 2026ETNEatonPUT11,200$4,005,904
Q1 2026MSFTMicrosoft CorporationPUT8,700$3,220,479
Q1 2026CRCLCircleCALL30,000$2,862,300
Q1 2026NVDANVIDIA CorporationCALL14,500$2,528,800
Q1 2026METAMeta Platforms, Inc.PUT3,800$2,174,094
Q1 2026GEGE AerospacePUT7,100$2,014,767
Q1 2026AVGOBroadcom Inc.PUT6,000$1,857,060
Q1 2026ABBVAbbVie Inc.PUT8,200$1,783,418
Q1 2026ANETArista NetworksCALL13,800$1,694,364
Q1 2026EFAiShares MSCI EAFE ETFCALL17,400$1,690,062
Q1 2026GOOGLAlphabet Inc.PUT5,500$1,581,580
Q1 2026LOWLowe's Companies, Inc.PUT6,500$1,535,820
Q1 2026SPYSPDR S&P 500PUT2,000$1,300,680
Q1 2026TSMTaiwan Semiconductor ManufacturCALL3,500$1,182,825
Q1 2026RTXRTX CorporationPUT6,000$1,157,400
Q1 2026AMZNAmazon.com, Inc.PUT5,000$1,041,350
Q1 2026PGProcter & Gamble Company (The)PUT6,800$982,192
Q1 2026PYPLPayPal Holdings, Inc.CALL21,000$949,830
Q1 2026WMTWalmart Inc.PUT7,500$932,100
Q1 2026TSLATesla, Inc.PUT2,500$929,375
Q1 2026GOOGLAlphabet Inc.CALL3,200$920,192
Q1 2026ABTAbbott LaboratoriesPUT8,800$903,496
Q1 2026UPSUnited Parcel Service, Inc.PUT8,000$787,040
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL900$761,391
Q1 2026QQQInvesco QQQ Trust, Series 1CALL1,100$715,374
Q1 2026CATCaterpillar, Inc.PUT1,000$708,460
Q1 2026NVONovo Nordisk A/SPUT18,400$676,200
Q1 2026AMDAdvanced Micro Devices, Inc.CALL3,300$671,319
Q1 2026LRCXLam ResearchCALL3,100$662,346
Q1 2026MSTRMicroStrategy IncorporatedCALL5,000$624,000
Q1 2026MUMicron Technology, Inc.CALL1,800$608,112
Q1 2026PGRProgressive Corporation (The)PUT3,000$594,720
Q1 2026JPMJP Morgan Chase & Co.CALL2,000$588,320
Q1 2026CRHCRHPUT5,000$525,600
Q1 2026EWJiShares MSCI Japan Index FundCALL6,000$506,640
Q1 2026IBITiShares Bitcoin Trust ETFCALL13,100$503,302
Q1 2026AAPLApple Inc.CALL1,900$482,201
Q1 2026VVisa Inc.PUT1,500$453,360
Q1 2026JPMJP Morgan Chase & Co.PUT1,500$441,240
Q1 2026ASMLASMLPUT300$396,249
Q1 2026LDOSLeidos Holdings, Inc.PUT2,500$388,800
Q1 2026UNHUnitedHealth Group IncorporatedPUT1,400$378,826
Q1 2026JNJJohnson & JohnsonPUT1,500$366,660
Q1 2026WMWaste Management, Inc.PUT1,500$344,685
Q1 2026XOMExxon Mobil CorporationPUT2,000$339,320
Q1 2026BABAAlibaba Group Holding LimitedCALL2,700$338,742
Q1 2026AVGOBroadcom Inc.CALL1,000$309,510
Q1 2026AMDAdvanced Micro Devices, Inc.PUT1,500$305,145
Q1 2026DEDeere & CompanyPUT500$281,650
Q1 2026SNPSSynopsys, Inc.PUT700$277,536
Q1 2026LLYEli Lilly and CompanyCALL300$275,931
Q1 2026GEVGE Vernova Inc.PUT300$261,870
Q1 2026TSMTaiwan Semiconductor ManufacturPUT700$236,565
Q1 2026SLViShares Silver TrustPUT3,400$231,676
Q1 2026ORCLOracle CorporationCALL1,500$220,665
Q1 2026G87110105TechnipFMCCALL3,000$207,390
Q1 2026APPApplovin CorporationCALL500$199,000
Q1 2026METAMeta Platforms, Inc.CALL300$171,639
Q1 2026XOMExxon Mobil CorporationCALL1,000$169,660
Q1 2026MSMorgan StanleyCALL1,000$164,570
Q1 2026ECLEcolab Inc.PUT600$159,612
Q1 2026MRVLMarvell Technology, Inc.CALL1,600$158,480
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL400$156,164
Q1 2026MCDMcDonald's CorporationPUT500$155,395
Q1 2026BACBank of America CorporationCALL3,000$146,250
Q1 2026ASMLASMLCALL100$132,083
Q1 2026APHAmphenol CorporationCALL1,000$126,350
Q1 2026IWMiShares Russell 2000 ETFCALL500$124,000
Q1 2026IBMInternational Business MachinesCALL500$121,195
Q1 2026FCXFreeport-McMoRan, Inc.CALL2,000$117,560
Q1 2026CCitigroup, Inc.CALL1,000$113,410
Q1 2026MSFTMicrosoft CorporationCALL300$111,051
Q1 2026PWRQuanta Services, Inc.CALL200$109,804
Q1 2026AMGNAmgen Inc.CALL300$105,555
Q1 2026NOWServiceNow, Inc.CALL900$94,095
Q1 2026GOOGAlphabet Inc.PUT300$86,058
Q1 2026WFCWells Fargo & CompanyCALL1,000$79,610
Q1 2026TLTiShares 20+ Year Treasury Bond CALL900$78,021
Q1 2026APOApollo Global Management, Inc. CALL700$77,994
Q1 2026PLTRPalantir Technologies Inc.CALL500$73,140
Q1 2026CRUSCirrus Logic, Inc.CALL500$72,310
Q1 2026INTCIntel CorporationCALL1,500$66,195
Q1 2026HDHome Depot, Inc. (The)CALL200$65,778
Q1 2026USOUnited States Oil FundPUT500$63,625
Q1 2026IWOiShares Russell 2000 Growth ETFCALL200$62,762
Q1 2026ONTOOnto Innovation Inc.CALL300$61,521
Q1 2026NFLXNetflix, Inc.CALL600$57,690
Q1 2026UBERUber Technologies, Inc.CALL800$57,544
Q1 2026BXBlackstone Inc.CALL500$57,495
Q1 2026LOARLoar Holdings Inc.PUT1,000$57,290
Q1 2026TTDThe Trade Desk, Inc.CALL2,500$56,725
Q1 2026CLSCelestica, Inc.CALL200$56,336
Q1 2026ZSZscaler, Inc.CALL400$56,116

Notional value represents the total exposure of the options position.