Cerity Partners Retirement Plan Advisors LLC
Cerity Partners Retirement Plan Advisors LLC reported 34 positions worth $239.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (27.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $65.7M | 27.45% | 88,678 | — | — | |
| ▸ 2 | VTI | SH | $48.9M | 20.45% | 133,330 | — | — | |
| ▸ 3 | BND | SH | $26.5M | 11.09% | 360,195 | — | — | |
| ▸ 4 | VWO | SH | $24.1M | 10.08% | 407,830 | — | — | |
| ▸ 5 | IEMG | SH | $22.0M | 9.20% | 265,723 | — | — | |
| ▸ 6 | VEA | SH | $13.4M | 5.61% | 189,205 | — | — | |
| ▸ 7 | GOVT | SH | $7.1M | 2.96% | 309,532 | — | — | |
| ▸ 8 | VOO | SH | $4.5M | 1.88% | 6,595 | — | — | |
| ▸ 9 | AGG | SH | $3.5M | 1.45% | 34,949 | — | — | |
| ▸ 10 | SPYG | SH | $3.4M | 1.40% | 28,172 | — | — |
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Frequently Asked Questions
What stocks does Cerity Partners Retirement Plan Advisors LLC hold as of Q2 2026?
Cerity Partners Retirement Plan Advisors LLC reported 34 positions worth $239.4M in its Q2 2026 13F filing. Largest positions: SPY (27.4%), VTI (20.4%), BND (11.1%), VWO (10.1%) and IEMG (9.2%).
What did Cerity Partners Retirement Plan Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cerity Partners Retirement Plan Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.