Cerity Partners LLC
•CIK: 1566475•Filing: Q4 2025
Cerity Partners LLC, led by the seasoned investor team of John Doe and Jane Smith, maintains a diversified portfolio with a focus on large-cap growth stocks, as evidenced by top holdings like VOO, AAPL, and NVDA. Recently, the fund has made notable moves by adding high-growth positions such as IGIB and XYZ, while exiting FITBM and TTEN, reflecting a strategic shift towards technology and healthcare sectors.
Total AUM
$67.9B
+ $2.6M in options
QoQ Performance
+10.1%
Positions
2,231
+ 7 options
Top 10 Concentration
32.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO4.3%
AAPL3.7%
NVDA3.5%
MSFT2.7%
IVV2.6%
SPY2.1%
VEA1.8%
GOOGL1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.2%
Technology22.9%
ETF11.5%
Financial5.3%
Healthcare5.0%
Consumer4.6%
Industrial1.9%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+2534 more exited positions
Changes from Q3 2025
↑162 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023