Cerity Partners LLC

Cerity Partners held $70.8B across an exceptionally broad 7,530-position book, an RIA platform led by Vanguard's VOO (4.3%), Apple, NVIDIA and core ETFs (IVV, SPY, VEA). The Q1 posture was strongly net-additive, with 40 positions increased against just 4 trimmed. Beyond topping up VOO (+$134M), SPY (+$125M) and ExxonMobil, the firm's new positions reveal a cash-and-international tilt — the SGOV Treasury ETF, JPST ultra-short bond ETF, plus AVEM and VEU for emerging and international equity, and QQQ. Microsoft (-$317M) was the notable trim, and Tesla and TJX were exited. Assets rose from $68.6B to $70.8B.