Cerity Partners OCIO LLC
CIK 1519611
13F filing for Q2 2026・No. 1,651
- Holdings
- US$1.98B
- Quarter change
- +US$308.86M
- Entries
- 28
- Net bought (estimate)
- +US$249.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 1
- Cut 18
- Added 4
- Corporate actions 0
- Unchanged 2
Largest holdings
28 stocks worth US$1.98B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | New | 577,281 | US$378.63M | 19.16% |
| J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN | New | 2,335,864 | US$175.91M | 8.90% |
| IEFISHARES TR7-10 YR TRSY BD | Cut | 1,817,337 | US$171.87M | 8.70% |
| SPDR SERIES TRUSTST INTL BBG ETF | Added | 7,812,961 | US$169.38M | 8.57% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 228,001 | US$156.59M | 7.93% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | Cut | 5,620,759 | US$148.95M | 7.54% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 1,717,584 | US$142.28M | 7.20% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 876,239 | US$137.53M | 6.96% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 268,796 | US$99.02M | 5.01% |
| IVVISHARES TRCORE S&P500 ETF | New | 118,343 | US$88.63M | 4.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.