Cerity Partners LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 0 | 4,684,615 | +4,684,615 | 0 | 2,938,244,313 | +2,938,244,313 |
| MICROSOFT CORP | 0 | 3,803,858 | +3,803,858 | 0 | 1,839,372,610 | +1,839,372,610 |
| ISHARES TR | 0 | 2,547,714 | +2,547,714 | 0 | 1,745,032,491 | +1,745,032,491 |
| SPDR S&P 500 ETF TR | 0 | 2,062,749 | +2,062,749 | 0 | 1,406,630,689 | +1,406,630,689 |
| ALPHABET INC | 0 | 3,504,667 | +3,504,667 | 0 | 1,097,030,796 | +1,097,030,796 |
| AMAZON COM INC | 0 | 4,741,160 | +4,741,160 | 0 | 1,094,356,064 | +1,094,356,064 |
| ALPHABET INC | 0 | 3,360,889 | +3,360,889 | 0 | 1,054,652,050 | +1,054,652,050 |
| ISHARES TR | 0 | 11,216,043 | +11,216,043 | 0 | 1,003,387,948 | +1,003,387,948 |
| META PLATFORMS INC | 0 | 1,092,345 | +1,092,345 | 0 | 721,029,777 | +721,029,777 |
| ISHARES TR | 0 | 3,527,690 | +3,527,690 | 0 | 700,929,871 | +700,929,871 |
| VANGUARD INDEX FDS | 0 | 1,876,008 | +1,876,008 | 0 | 628,981,428 | +628,981,428 |
| SCHWAB STRATEGIC TR | 0 | 18,990,659 | +18,990,659 | 0 | 511,038,661 | +511,038,661 |
| INVESCO QQQ TR | 0 | 751,154 | +751,154 | 0 | 461,441,817 | +461,441,817 |
| ISHARES TR | 0 | 964,215 | +964,215 | 0 | 456,363,038 | +456,363,038 |
| VISA INC | 0 | 1,133,134 | +1,133,134 | 0 | 397,375,014 | +397,375,014 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 782,056 | +782,056 | 0 | 393,100,365 | +393,100,365 |
| INVESCO EXCHANGE TRADED FD T | 0 | 1,963,478 | +1,963,478 | 0 | 376,123,830 | +376,123,830 |
| ISHARES INC | 0 | 5,286,074 | +5,286,074 | 0 | 355,424,320 | +355,424,320 |
| CREDIT ACCEP CORP MICH | 0 | 786,833 | +786,833 | 0 | 348,928,963 | +348,928,963 |
| VANGUARD INDEX FDS | 0 | 1,117,113 | +1,117,113 | 0 | 324,704,039 | +324,704,039 |
| SPDR SERIES TRUST | 0 | 11,679,296 | +11,679,296 | 0 | 300,741,873 | +300,741,873 |
| ISHARES TR | 0 | 1,156,354 | +1,156,354 | 0 | 289,447,256 | +289,447,256 |
| VANGUARD SCOTTSDALE FDS | 0 | 4,830,914 | +4,830,914 | 0 | 283,719,570 | +283,719,570 |
| ISHARES TR | 0 | 745,035 | +745,035 | 0 | 278,225,864 | +278,225,864 |
| ISHARES GOLD TR | 0 | 3,282,216 | +3,282,216 | 0 | 266,429,676 | +266,429,676 |
| TESLA INC | 0 | 1,081,545 | +1,081,545 | 0 | 486,350,601 | +486,350,601 |
| HOME DEPOT INC | 0 | 761,790 | +761,790 | 0 | 262,168,761 | +262,168,761 |
| VANGUARD BD INDEX FDS | 0 | 3,293,170 | +3,293,170 | 0 | 259,534,696 | +259,534,696 |
| APPLE INC | 8,800,700 | 9,120,631 | +319,931 | 2,223,162,669 | 2,479,412,437 | +256,249,768 |
| VANGUARD INDEX FDS | 0 | 1,333,021 | +1,333,021 | 0 | 254,599,502 | +254,599,502 |
| EXXON MOBIL CORP | 0 | 2,094,143 | +2,094,143 | 0 | 252,042,258 | +252,042,258 |
| TJX COS INC NEW | 0 | 3,013,077 | +3,013,077 | 0 | 462,840,789 | +462,840,789 |
| J P MORGAN EXCHANGE TRADED F | 0 | 4,882,933 | +4,882,933 | 0 | 247,027,605 | +247,027,605 |
| SCHWAB STRATEGIC TR | 0 | 9,291,730 | +9,291,730 | 0 | 246,137,918 | +246,137,918 |
| THERMO FISHER SCIENTIFIC INC | 0 | 411,042 | +411,042 | 0 | 238,178,789 | +238,178,789 |
| ELI LILLY & CO | 0 | 708,180 | +708,180 | 0 | 761,068,883 | +761,068,883 |
| BANK AMERICA CORP | 0 | 4,269,266 | +4,269,266 | 0 | 234,809,384 | +234,809,384 |
| ISHARES TR | 0 | 1,954,658 | +1,954,658 | 0 | 233,288,409 | +233,288,409 |
| ORACLE CORP | 0 | 1,183,991 | +1,183,991 | 0 | 230,762,534 | +230,762,534 |
| MASTERCARD INCORPORATED | 0 | 402,032 | +402,032 | 0 | 229,508,406 | +229,508,406 |
| AMERICAN CENTY ETF TR | 0 | 2,886,258 | +2,886,258 | 0 | 223,341,472 | +223,341,472 |
| ISHARES TR | 0 | 3,943,067 | +3,943,067 | 0 | 395,805,016 | +395,805,016 |
| ILLINOIS TOOL WKS INC | 0 | 841,877 | +841,877 | 0 | 207,354,366 | +207,354,366 |
| VANGUARD MUN BD FDS | 0 | 4,039,189 | +4,039,189 | 0 | 203,130,819 | +203,130,819 |
| SPDR SERIES TRUST | 0 | 3,569,519 | +3,569,519 | 0 | 202,784,369 | +202,784,369 |
| VANGUARD INDEX FDS | 0 | 770,780 | +770,780 | 0 | 198,836,559 | +198,836,559 |
| AMERICAN CENTY ETF TR | 0 | 2,511,491 | +2,511,491 | 0 | 190,295,656 | +190,295,656 |
| VANGUARD WORLD FD | 0 | 450,601 | +450,601 | 0 | 185,995,120 | +185,995,120 |
| AMPHENOL CORP NEW | 0 | 1,352,810 | +1,352,810 | 0 | 182,818,834 | +182,818,834 |
| SPDR GOLD TR | 0 | 438,250 | +438,250 | 0 | 173,800,221 | +173,800,221 |
| NVIDIA CORPORATION | 0 | 12,589,530 | +12,589,530 | 0 | 2,347,880,058 | +2,347,880,058 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 552,566 | +552,566 | 0 | 167,920,320 | +167,920,320 |
| SCHWAB STRATEGIC TR | 0 | 5,437,844 | +5,437,844 | 0 | 163,515,960 | +163,515,960 |
| DIMENSIONAL ETF TRUST | 0 | 3,995,456 | +3,995,456 | 0 | 158,180,106 | +158,180,106 |
| BLACKROCK INC | 0 | 147,415 | +147,415 | 0 | 157,786,178 | +157,786,178 |
| DIMENSIONAL ETF TRUST | 0 | 3,077,484 | +3,077,484 | 0 | 153,566,469 | +153,566,469 |
| SCHWAB STRATEGIC TR | 0 | 5,432,741 | +5,432,741 | 0 | 149,020,136 | +149,020,136 |
| GE AEROSPACE | 0 | 481,946 | +481,946 | 0 | 148,453,666 | +148,453,666 |
| PALANTIR TECHNOLOGIES INC | 0 | 824,134 | +824,134 | 0 | 146,488,639 | +146,488,639 |
| ISHARES TR | 0 | 3,476,958 | +3,476,958 | 0 | 286,779,498 | +286,779,498 |
| SALESFORCE INC | 0 | 533,938 | +533,938 | 0 | 141,439,391 | +141,439,391 |
| VANGUARD SCOTTSDALE FDS | 0 | 1,742,393 | +1,742,393 | 0 | 138,920,943 | +138,920,943 |
| INTUIT | 0 | 208,473 | +208,473 | 0 | 138,096,549 | +138,096,549 |
| CROWDSTRIKE HLDGS INC | 0 | 286,710 | +286,710 | 0 | 134,397,647 | +134,397,647 |
| ISHARES TR | 0 | 535,711 | +535,711 | 0 | 131,885,765 | +131,885,765 |
| SPDR INDEX SHS FDS | 0 | 2,773,927 | +2,773,927 | 0 | 129,847,540 | +129,847,540 |
| VICTORY PORTFOLIOS II | 0 | 1,407,963 | +1,407,963 | 0 | 128,556,240 | +128,556,240 |
| CITIGROUP INC | 0 | 1,079,242 | +1,079,242 | 0 | 125,936,745 | +125,936,745 |
| NETFLIX INC | 0 | 1,339,726 | +1,339,726 | 0 | 125,607,648 | +125,607,648 |
| DIMENSIONAL ETF TRUST | 0 | 3,806,878 | +3,806,878 | 0 | 125,208,240 | +125,208,240 |
| INVESCO EXCH TRADED FD TR II | 0 | 492,190 | +492,190 | 0 | 124,484,509 | +124,484,509 |
| VANGUARD STAR FDS | 0 | 1,645,587 | +1,645,587 | 0 | 124,170,380 | +124,170,380 |
| KLA CORP | 0 | 101,859 | +101,859 | 0 | 123,766,252 | +123,766,252 |
| CAPITAL GROUP INTL FOCUS EQT | 0 | 4,133,960 | +4,133,960 | 0 | 122,158,516 | +122,158,516 |
| DIMENSIONAL ETF TRUST | 0 | 2,476,371 | +2,476,371 | 0 | 115,374,126 | +115,374,126 |
| SELECT SECTOR SPDR TR | 0 | 798,927 | +798,927 | 0 | 115,021,677 | +115,021,677 |
| SCHWAB STRATEGIC TR | 0 | 3,757,082 | +3,757,082 | 0 | 107,001,689 | +107,001,689 |
| ACCENTURE PLC IRELAND | 0 | 398,787 | +398,787 | 0 | 106,996,062 | +106,996,062 |
| EMERSON ELEC CO | 0 | 783,721 | +783,721 | 0 | 104,015,799 | +104,015,799 |
| VANGUARD SCOTTSDALE FDS | 0 | 829,764 | +829,764 | 0 | 101,023,841 | +101,023,841 |
| SCHWAB STRATEGIC TR | 0 | 3,065,447 | +3,065,447 | 0 | 99,994,122 | +99,994,122 |
| INTUITIVE SURGICAL INC | 0 | 172,941 | +172,941 | 0 | 97,946,627 | +97,946,627 |
| VANECK ETF TRUST | 0 | 3,334,783 | +3,334,783 | 0 | 97,925,890 | +97,925,890 |
| ASML HOLDING N V | 0 | 91,185 | +91,185 | 0 | 97,554,717 | +97,554,717 |
| ISHARES TR | 0 | 7,991,803 | +7,991,803 | 0 | 798,221,277 | +798,221,277 |
| LAM RESEARCH CORP | 0 | 534,938 | +534,938 | 0 | 91,570,826 | +91,570,826 |
| VANGUARD TAX-MANAGED FDS | 0 | 19,343,762 | +19,343,762 | 0 | 1,208,404,724 | +1,208,404,724 |
| SPDR SERIES TRUST | 0 | 3,048,181 | +3,048,181 | 0 | 89,250,709 | +89,250,709 |
| TERADYNE INC | 0 | 459,052 | +459,052 | 0 | 88,853,946 | +88,853,946 |
| UNITEDHEALTH GROUP INC | 0 | 266,341 | +266,341 | 0 | 87,921,971 | +87,921,971 |
| UNION PAC CORP | 0 | 378,292 | +378,292 | 0 | 87,506,392 | +87,506,392 |
| SERVICENOW INC | 0 | 567,101 | +567,101 | 0 | 86,874,238 | +86,874,238 |
| VANGUARD BD INDEX FDS | 0 | 1,112,851 | +1,112,851 | 0 | 86,668,793 | +86,668,793 |
| VANGUARD INTL EQUITY INDEX F | 0 | 609,724 | +609,724 | 0 | 86,007,744 | +86,007,744 |
| ADOBE INC | 0 | 244,423 | +244,423 | 0 | 85,545,157 | +85,545,157 |
| BROADCOM INC | 0 | 2,968,332 | +2,968,332 | 0 | 1,027,338,405 | +1,027,338,405 |
| SPDR S&P MIDCAP 400 ETF TR | 0 | 131,552 | +131,552 | 0 | 79,370,755 | +79,370,755 |
| ROBINHOOD MKTS INC | 0 | 687,721 | +687,721 | 0 | 77,781,324 | +77,781,324 |
| MEDTRONIC PLC | 0 | 791,015 | +791,015 | 0 | 75,987,616 | +75,987,616 |
| VANGUARD BD INDEX FDS | 0 | 976,109 | +976,109 | 0 | 72,300,330 | +72,300,330 |