StockDriftsStockDriftsTop 34 Cerity Partners Retirement Plan Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 27.45% | 88.7K | $65.7M | -0.44%(-390) | $666.13(+16.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 20.45% | 133.3K | $48.9M | -9.19%(-13.50K) | $328.04(+17.15%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 11.09% | 360.2K | $26.5M | -23.24%(-109.06K) | $73.85(-1.86%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 10.08% | 407.8K | $24.1M | +107.02%(+210.82K) | $54.97(+9.77%) | 2026-06-30 | |
| IEMG | ISHARES INC | 9.2% | 265.7K | $22.0M | new | $75.08(+8.27%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.61% | 189.2K | $13.4M | -3.74%(-7.35K) | $63.28(+16.22%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.96% | 309.5K | $7.1M | new | $22.84(-1.40%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.88% | 6.6K | $4.5M | +0.32%(+21) | $612.41(+16.74%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.45% | 34.9K | $3.5M | new | $99.01(-1.33%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.4% | 28.2K | $3.4M | new | $106.53(+15.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.84% |
Cerity Partners Retirement Plan Advisors LLC reports $239.37M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are SPY (27.4%), VTI (20.4%) and BND (11.1%). The top 20 holdings account for 97.7% of reported assets. Its disclosed equity book has returned +11.13% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cerity Partners Retirement Plan Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2128338). View Cerity Partners Retirement Plan Advisors LLC’s 13F filings on SEC