Cerity Partners Retirement Plan Advisors LLC
Long book
$195.7M
Q1 2026
Positions
31
Top-10 weight
90%
concentration
Last quarter
+11.1%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsCerity Partners Retirement Plan Advisors LLC is a wealth-management firm allocating client money, running a $195.7M US long book across 31 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, VANGUARD TOTAL STOCK MKT ETF, VANGUARD TOTAL BOND MARKET, VANGUARD FTSE DEVELOPED ETF, VANGUARD FTSE EMERGING MARKE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
No sector data
Long book by quarter
What does Cerity Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 31 | $195.7M | canonical | SEC ↗ |