Cerity Partners Retirement Plan Advisors Llc Portfolio Stock Holdings
Cerity Partners Retirement Plan Advisors Llc disclosed 31 stock positions valued at approximately $195.7 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS. 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
- 31
- Portfolio Value
- $195.7M
Holdings by Sector
Cerity Partners Retirement Plan Advisors Llc Portfolio Holdings in Q1 2026
31 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 29.60% | 89,068 | +89,068 | +100.00% | $57,924,483 |
| VANGUARD INDEX FDS | VTI | Other | 24.07% | 146,827 | +146,827 | +100.00% | $47,103,570 |
| VANGUARD BD INDEX FDS | BND | Other | 17.62% | 469,254 | +469,254 | +100.00% | $34,481,358 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.23% | 196,556 | +196,556 | +100.00% | $12,192,390 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.29% | 197,005 | +197,005 | +100.00% | $10,347,882 |
| VANGUARD INDEX FDS | VOO | Other | 2.01% | 6,574 | +6,574 | +100.00% | $3,928,294 |
| ISHARES TR | IJH | Other | 1.36% | 40,542 | +40,542 | +100.00% | $2,659,178 |
| ISHARES TR | IJR | Other | 1.30% | 20,408 | +20,408 | +100.00% | $2,536,918 |
| SPDR INDEX SHS FDS | CWI | Other | 1.29% | 70,205 | +70,205 | +100.00% | $2,520,226 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.27% | 31,768 | +31,768 | +100.00% | $2,487,403 |
| SPDR SERIES TRUST | SPLG | Other | 1.03% | 26,374 | +26,374 | +100.00% | $2,018,666 |
| NUSHARES ETF TR | NUDM | Other | 0.96% | 53,941 | +53,941 | +100.00% | $1,879,859 |
| VANGUARD INDEX FDS | VNQ | Other | 0.78% | 17,550 | +17,550 | +100.00% | $1,535,528 |
| VANGUARD INDEX FDS | VB | Other | 0.73% | 5,466 | +5,466 | +100.00% | $1,431,655 |
| ISHARES TR | AOA | Other | 0.68% | 15,504 | +15,504 | +100.00% | $1,336,290 |
| VANGUARD INDEX FDS | VO | Other | 0.68% | 4,649 | +4,649 | +100.00% | $1,335,100 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.64% | 26,210 | +26,210 | +100.00% | $1,252,554 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.62% | 15,836 | +15,836 | +100.00% | $1,218,105 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.60% | 8,513 | +8,513 | +100.00% | $1,181,775 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.55% | 15,727 | +15,727 | +100.00% | $1,077,613 |
| ISHARES TR | IJK | Other | 0.37% | 7,380 | +7,380 | +100.00% | $732,906 |
| NUSHARES ETF TR | NUEM | Other | 0.35% | 19,239 | +19,239 | +100.00% | $678,360 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.32% | 4,284 | +4,284 | +100.00% | $634,460 |
| ISHARES TR | IEI | Other | 0.31% | 5,135 | +5,135 | +100.00% | $608,675 |
| ISHARES TR | AOR | Other | 0.24% | 7,429 | +7,429 | +100.00% | $468,912 |
| TIDAL TRUST I | JSTC | Other | 0.23% | 24,224 | +24,224 | +100.00% | $459,529 |
| VANGUARD INDEX FDS | VBR | Other | 0.22% | 1,992 | +1,992 | +100.00% | $432,762 |
| VANGUARD INDEX FDS | VOE | Other | 0.22% | 2,348 | +2,348 | +100.00% | $427,777 |
| ISHARES TR | HYG | Other | 0.16% | 4,074 | +4,074 | +100.00% | $322,140 |
| ISHARES TR | LQD | Other | 0.12% | 2,132 | +2,132 | +100.00% | $230,972 |
| VANGUARD INDEX FDS | VBK | Other | 0.12% | 764 | +764 | +100.00% | $230,919 |