Filer Snapshot

Cerity Partners OCIO LLC

CIK 0001519611. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

62

Latest Filing

15 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001519611.

View Source Filing
Business address
99 Park Avenue, 16 Th Floor, New York, NY, 10016
Top 13F securities
VOO XLK IEF BWX SCHP IEMG GLD VT EMLP EIPX TLH SHY +8 more
State of incorporation
KY
Former names
ARGI Investment Services, LLC (to 02 Feb 2023)

Filer intelligence

What SEC filings say about Cerity Partners OCIO LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.67B across 25 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $273.6M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 25 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

59%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$984.63M

Compared with $1.67B total 13F value.

Top 5 net change

-$103.9M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: EMLP ยท Largest trim: VOO

VOO XLK IEF BWX SCHP Other holdings

VOO

16.4%

Vanguard Index Fds

$273.6M

XLK

13.5%

Select Sector Spdr Tr

$224.83M

IEF

10.8%

Ishares Tr

$180.31M

BWX

9.3%

Spdr Series Trust

$155.58M

SCHP

9%

Schwab Strategic Tr

$150.31M

Latest update

What changed recently for Cerity Partners OCIO LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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Benchmark Context

Benchmark context for this company

Cerity Partners OCIO LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001519611 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
62
First seen
16 May 2011
Latest filing
15 May 2026
Entity
Company

Observed form types

13F-HR N-PX 13F-HR/A

Primary evidence

Open SEC filing index Cerity Partners OCIO LLC SEC filings Cerity Partners OCIO LLC 13F portfolio

Latest Filings

Recent SEC filings for Cerity Partners OCIO LLC with direct links to document and filing folders.

13F-HR File 028-14480

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-14480

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-14480

N-PX filing

Filing date
29 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
30 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-14480

N-PX filing

Filing date
30 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
02 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
20 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-14480

13F-HR filing

Filing date
26 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-14480

13F-HR filing

Filing date
27 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
28 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
10 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
03 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
06 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR/A File 028-14480

13F-HR/A filing

Filing date
11 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
10 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
04 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
12 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
11 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
11 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
14 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
14 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
14 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR/A File 028-14480

13F-HR/A filing

Filing date
13 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
04 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
08 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
11 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
14 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
08 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
11 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
06 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
10 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
10 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
12 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
15 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
09 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
06 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
08 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
12 May 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
12 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Nov 2013
Reporting date
30 Sep 2013
SEC evidence
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13F-HR/A File 028-14480

13F-HR/A filing

Filing date
19 Aug 2013
Reporting date
30 Jun 2013
SEC evidence
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13F-HR File 028-14480

13F-HR filing

Filing date
09 Aug 2013
Reporting date
30 Jun 2013
SEC evidence
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13F-HR File 028-14480

AIS 1ST QUARTER FORM 13F-HR (2013)

Filing date
16 May 2013
Reporting date
31 Mar 2013
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13F-HR File 028-14480

4TH QUARTER 2012 SCHEDULE 13F

Filing date
12 Feb 2013
Reporting date
31 Dec 2012
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13F-HR File 028-14480

SEPTEMBER 30, 2012

Filing date
14 Nov 2012
Reporting date
30 Sep 2012
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13F-HR File 028-14480

JUNE 30, 2012 FORM 13F-HR

Filing date
14 Aug 2012
Reporting date
30 Jun 2012
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13F-HR File 028-14480

FORM 13F FILING (03-31-12)

Filing date
09 May 2012
Reporting date
31 Mar 2012
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13F-HR File 028-14480

13F-HR filing

Filing date
13 Feb 2012
Reporting date
31 Dec 2011
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13F-HR File 028-14480

SCHEDULE 13F (SEPT. 30, 2011)

Filing date
10 Nov 2011
Reporting date
30 Sep 2011
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13F-HR File 028-14480

FORM 13F HOLDINGS REPORT (JUNE 30, 2011)

Filing date
05 Aug 2011
Reporting date
30 Jun 2011
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13F-HR File 028-14480

AIS 13F-HR

Filing date
25 May 2011
Reporting date
31 Dec 2010
SEC evidence
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13F-HR File 028-14480

13-HR (03_31_11)

Filing date
16 May 2011
Reporting date
31 Mar 2011
SEC evidence
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Next action
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