Filer Snapshot

Cerity Partners LLC

CIK 0001566475. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

40

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$70.53B

3,095 holdings for Q1 2026

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Largest parsed holding

VOO

$3.07B reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001566475.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$70.53B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$70.53B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
VOO AAPL NVDA IVV MSFT
+15 moreSPY VEA AMZN IEFA GOOGL GOOG AVGO PG AGG QUAL META LLY VTI JPM SCHX

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VOO AAPL NVDA IVV MSFT SPY VEA AMZN
+12 moreIEFA GOOGL GOOG AVGO PG AGG QUAL META LLY VTI JPM SCHX
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
99 Park Avenue, 16 Th Floor, New York, NY, 10016
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
HPM Partners LLC (to 15 Nov 2018)

Filer intelligence

What SEC filings say about Cerity Partners 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.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $70.53B across 3,095 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VOO at $3.07B.

SEC source mix

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

XML parsed
13F portfolio 3,095 rows

Quarterly institutional portfolio holdings.

Open
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

16%

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

Top 5 reported value

$10.98B

Compared with $70.53B total 13F value.

Top 5 net change

+$597.41M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: VOO ยท Largest trim: CACC

VOO AAPL NVDA IVV MSFT Other holdings

VOO

4.4%

Vanguard Index Fds

$3.07B

AAPL

3.4%

Apple Inc

$2.38B

NVDA

3.2%

Nvidia Corporation

$2.27B

IVV

2.5%

Ishares Tr

$1.74B

MSFT

2.2%

Microsoft Corp

$1.52B

Latest update

What changed recently for Cerity Partners 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.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Cerity Partners 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

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

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 0001566475 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
40
First seen
13 Feb 2017
Latest filing
15 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

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

Latest Filings

Showing the latest 12 of 40 SEC filings for Cerity Partners LLC.

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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
30 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
26 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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