DOSSIER · 13F-HR · Q2 2026

Cerity Partners Retirement Plan Advisors LLC

$239M in tracked AUM across 34 positions as of Q2 2026.

CP
CIK 0002128338 · last filed Jun 30, 2026
Total AUM
$239M
as of Q2 2026
Holdings
34
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cerity Partners Retirement Plan Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$66M89K27.4%
02
VTI
VANGUARD INDEX FDS
$49M133K20.4%
03
BND
VANGUARD BD INDEX FDS
$27M360K11.1%
04
VWO
VANGUARD INTL EQUITY INDEX F
$24M408K10.1%
05
IEMG
ISHARES INC
$22M266K9.2%
06
VEA
VANGUARD TAX-MANAGED FDS
$13M189K5.6%
07
GOVT
ISHARES TR
$7M310K3.0%
08
VOO
VANGUARD INDEX FDS
$4M7K1.9%
09
AGG
ISHARES TR
$3M35K1.4%
10
SPYG
SPDR SERIES TRUST
$3M28K1.4%

Filing history

2026Q2Jun 30
$239M 22.3%
34 positionsView →
2026Q1Mar 31
$196M
31 positionsView →