Cerity Partners Retirement Plan Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Cerity Partners Retirement Plan Advisors LLC reported 31 stock positions worth $195.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 29.6% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 24.1%) and Vanguard Total Bond Market (BND, 17.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002128338
- Portfolio Value
- $195.7M (Q1 2026)
- SEC Filing
- 0001172661-26-002246 ↗ filed May 15, 2026
Holdings Value
Holdings 31 stocks · $195.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 29.60% | 89,068 | $57.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 24.07% | 146,827 | $47.1M | — |
| BND Vanguard Total Bond Market | 17.62% | 469,254 | $34.5M | — |
| VEA Vanguard Ftse Developed ETF | 6.23% | 196,556 | $12.2M | — |
| VWO Vanguard Ftse Emerging Marke | 5.29% | 197,005 | $10.3M | — |
| VOO Vanguard S&P 500 ETF | 2.01% | 6,574 | $3.9M | — |
| IJH iShares Core S&P Midcap ETF | 1.36% | 40,542 | $2.7M | — |
| IJR iShares Core S&P Small-Cap E | 1.30% | 20,408 | $2.5M | — |
| CWI State Street SPDR MSCI Acwi | 1.29% | 70,205 | $2.5M | — |
| BSV Vanguard Short-Term Bond ETF | 1.27% | 31,768 | $2.5M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.03% | 26,374 | $2.0M | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.96% | 53,941 | $1.9M | — |
| VNQ Vanguard Real Estate ETF | 0.78% | 17,550 | $1.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.73% | 5,466 | $1.4M | — |
| AOA iShares Core 80/20 Aggressiv | 0.68% | 15,504 | $1.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.68% | 4,649 | $1.3M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.64% | 26,210 | $1.3M | — |
| BIV Vanguard Intermediate-Term B | 0.62% | 15,836 | $1.2M | — |
| VT Vanguard Tot World STK ETF | 0.60% | 8,513 | $1.2M | — |
| BLV Vanguard Long-Term Bond ETF | 0.55% | 15,727 | $1.1M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.37% | 7,380 | $733K | — |
| NUEM Nuveen ESG Emerging Markets | 0.35% | 19,239 | $678K | — |
| VYM Vanguard High DVD Yield ETF | 0.32% | 4,284 | $634K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 5,135 | $609K | — |
| AOR iShares Core 60/40 Balanced | 0.24% | 7,429 | $469K | — |
| JSTC Adasina Social Justice GLB | 0.23% | 24,224 | $460K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 1,992 | $433K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 2,348 | $428K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 4,074 | $322K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.12% | 2,132 | $231K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 764 | $231K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.