Cerity Partners LLC

NEW YORK, NY · CIK 1566475 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2009 · limited liability company

Assets managed$161.7bn
Staff1,529 · 1,102 in investment roles
Main clients (by assets)High net worth individuals 66%, Pension plans 13%, Charities 11%
Private funds10 · $113.3m gross assets
Websitewakeleyfinancial.com
Form ADV · 2026-07-13SEC adviser record

Legal entityCERITY PARTNERS LLC (US)

Kindhedge funds, private equity, real estate, institutions, futures, wealth
Others nearbyNew York, NY, Louisville, KY, Boston, MA, San Francisco, CA, Albany, NY, Seattle, WA
FamilyCerity Partners LLC · 4 related pages

As an employer

Offices in1 country
Private fundsother private 9, private equity 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	48
Louisville, KYUnited States	United States	140
Boston, MA2 officesUnited States	United States	66
Albany, NYUnited States	United States	53
San Francisco, CAUnited States	United States	47
Chicago, ILUnited States	United States	44
Los Angeles, CA2 officesUnited States	United States	43
Norfolk, VAUnited States	United States	33
Elizabethtown, KYUnited States	United States	31
Raleigh, NCUnited States	United States	24
Cleveland, OHUnited States	United States	23
Denver, COUnited States	United States	23

11 more cities

Fort Worth, TXUnited States	United States	23
Rockville, MDUnited States	United States	23
Irvine, CAUnited States	United States	21
Santa Barbara, CAUnited States	United States	21
West Conshohocken, PAUnited States	United States	21
Austin, TXUnited States	United States	20
Cincinnati, OHUnited States	United States	20
Mill Valley, CAUnited States	United States	19
Saratoga Springs, NYUnited States	United States	19
Towson, MDUnited States	United States	18
Pasadena, CAUnited States	United States	14

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$82.4bn reported value +16.9% vs Q1 2026

3,288positions

23.9%in top 10

348 new 1,671 added 1,162 reduced 155 sold out vs Q1 2026

Options: 75 call positions ($227.9m notional), 44 put positions ($71.5m notional) – listed below, not included above.

Also in the report of:

Dorsey & Whitney Trust CO LLC – $49.1m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,299,979	$3.6bn4.40%	4.40%	Added +159.2k	+159,230 3.1%
2	APPLE INC COM AAPL	AAPL	9,612,893	$2.8bn3.37%	3.37%	Added +240.6k	+240,618 2.6%
3	NVIDIA CORPORATION COM NVDA	NVDA	13,610,763	$2.7bn3.30%	3.30%	Added +586.1k	+586,069 4.5%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	2,803,692	$2.1bn2.55%	2.55%	Added +142.1k	+142,064 5.3%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,266,287	$1.7bn2.02%	2.02%	Added +116.2k	+116,217 5.4%
6	MICROSOFT CORP COM MSFT	MSFT	4,142,310	$1.5bn1.87%	1.87%	Added +39.6k	+39,563 1.0%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	21,440,111	$1.5bn1.85%	1.85%	Added +1.0m	+1,018,080 5.0%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,589,269	$1.3bn1.56%	1.56%	Added +52.5k	+52,542 1.5%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	3,461,072	$1.2bn1.48%	1.48%	Added +65.7k	+65,739 1.9%
10	AMAZON COM INC COM AMZN	AMZN	5,095,736	$1.2bn1.47%	1.47%	Added +138.5k	+138,477 2.8%
11	BROADCOM INC COM AVGO	AVGO	3,055,390	$1.2bn1.40%	1.40%	Added +38.9k	+38,886 1.3%
12	ISHARES TR CORE MSCI EAFE IEFA	IEFA	11,603,700	$1.1bn1.36%	1.36%	Added +244.8k	+244,807 2.2%
13	ISHARES TR CORE US AGGBD ET AGG	AGG	9,922,031	$982.1m1.19%	1.19%	Added +1.0m	+1,019,260 11.4%
14	PROCTER AND GAMBLE CO COM PG	PG	6,189,386	$907.6m1.10%	1.10%	Reduced -9.8k	-9,760 -0.2%
15	ELI LILLY & CO COM LLY	LLY	747,548	$896.6m1.09%	1.09%	Added +15.0k	+14,999 2.0%
16	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,854,424	$845.8m1.03%	1.03%	Reduced -146.1k	-146,068 -3.6%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,416,651	$828.0m1.00%	1.00%	Added +432.4k	+432,445 21.8%
18	META PLATFORMS INC CL A META	META	1,258,578	$709.0m0.86%	0.86%	Added +56.4k	+56,397 4.7%
19	JPMORGAN CHASE & CO COM JPM	JPM	2,130,829	$697.5m0.85%	0.85%	Added +36.1k	+36,054 1.7%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	834,551	$614.5m0.75%	0.75%	Added +41.2k	+41,200 5.2%
21	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	2,804,149	$596.6m0.72%	0.72%	Added +422.7k	+422,714 17.8%
22	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,028,267	$582.2m0.71%	0.71%	Added +749.2k	+749,226 11.9%
23	ISHARES TR CORE MSCI INTL IDEV	IDEV	6,375,948	$567.5m0.69%	0.69%	Added +917.1k	+917,124 16.8%
24	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,560,693	$566.3m0.69%	0.69%	Added +3.9k	+3,941 0.1%
25	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	18,504,081	$544.6m0.66%	0.66%	Reduced -680.8k	-680,811 -3.5%
26	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,587,574	$532.1m0.65%	0.65%	Added +11.7k	+11,666 0.3%
27	JOHNSON & JOHNSON COM JNJ	JNJ	1,872,006	$475.4m0.58%	0.58%	Added +25.5k	+25,482 1.4%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,787,723	$466.4m0.57%	0.57%	Added +459.7k	+459,687 8.6%
29	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,009,259	$463.4m0.56%	0.56%	Added +341.0k	+340,995 6.0%
30	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	4,545,424	$457.6m0.56%	0.56%	Added +980.0k	+980,014 27.5%
31	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,261,607	$453.3m0.55%	0.55%	Added +1.1m	+1,083,963 25.9%
32	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,970,185	$429.5m0.52%	0.52%	Added +347.0k	+346,979 21.4%
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	842,055	$421.4m0.51%	0.51%	Added +33.5k	+33,477 4.1%
34	COSTCO WHSL CORP NEW COM COST	COST	438,863	$410.6m0.50%	0.50%	Added +5.2k	+5,218 1.2%
35	ADVANCED MICRO DEVICES INC COM AMD	AMD	698,817	$405.9m0.49%	0.49%	Added +36.1k	+36,113 5.5%
36	VISA INC COM CL A V	V	1,173,343	$402.6m0.49%	0.49%	Added +26.6k	+26,566 2.3%
37	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,099,673	$377.0m0.46%	0.46%	Reduced -83.4k	-83,405 -7.0%
38	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	14,403,756	$367.6m0.45%	0.45%	Added +1.7m	+1,702,878 13.4%
39	WALMART INC COM WMT	WMT	3,076,049	$348.4m0.42%	0.42%	Reduced -59.4k	-59,428 -1.9%
40	PALO ALTO NETWORKS INC COM PANW	PANW	1,012,015	$345.1m0.42%	0.42%	Reduced -23.0k	-22,989 -2.2%
41	ISHARES TR RUS 1000 ETF IWB	IWB	815,660	$334.0m0.41%	0.41%	Added +15.5k	+15,535 1.9%
42	MICRON TECHNOLOGY INC COM MU	MU	288,481	$332.9m0.40%	0.40%	Added +29.7k	+29,693 11.5%
43	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,923,687	$328.6m0.40%	0.40%	Added +339.5k	+339,481 9.5%
44	ABBVIE INC COM ABBV	ABBV	1,275,203	$320.9m0.39%	0.39%	Added +59.8k	+59,781 4.9%
45	KLA CORP COM NEW KLAC	KLAC	1,061,884	$320.4m0.39%	0.39%	Added +59.2k	+59,154 5.9%
46	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	6,252,224	$309.8m0.38%	0.38%	Added +1.0m	+1,035,765 19.9%
47	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,492,375	$306.9m0.37%	0.37%	Added +1.1m	+1,145,842 48.8%
48	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	638,639	$305.0m0.37%	0.37%	Added +14.5k	+14,469 2.3%
49	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	5,162,594	$304.5m0.37%	0.37%	Added +379.4k	+379,357 7.9%
50	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,838,405	$302.0m0.37%	0.37%	Reduced -26.1k	-26,071 -1.4%
51	CISCO SYS INC COM CSCO	CSCO	2,566,195	$301.4m0.37%	0.37%	Reduced -38.0k	-38,012 -1.5%
52	CATERPILLAR INC COM CAT	CAT	279,238	$297.3m0.36%	0.36%	Added +3.8k	+3,824 1.4%
53	HOME DEPOT INC COM HD	HD	856,897	$287.7m0.35%	0.35%	Added +79.6k	+79,610 10.2%
54	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	4,938,833	$287.4m0.35%	0.35%	Reduced -327.1k	-327,132 -6.2%
55	EXXON MOBIL CORP COM XOM	XOM	2,066,962	$282.6m0.34%	0.34%	Reduced -124.8k	-124,757 -5.7%
56	VANGUARD INDEX FDS SMALL CP ETF VB	VB	930,912	$282.1m0.34%	0.34%	Added +67.3k	+67,347 7.8%
57	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	10,579,829	$280.4m0.34%	0.34%	Added +783.6k	+783,607 8.0%
58	TESLA INC COM TSLA	TSLA	1,831,467	$278.5m0.34%	0.34%	Added +1.2m	+1,218,490 198.8%
59	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	5,448,316	$275.5m0.33%	0.33%	Added +261.4k	+261,443 5.0%
60	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,512,006	$273.6m0.33%	0.33%	Added +110.7k	+110,733 3.3%
61	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,827,719	$273.0m0.33%	0.33%	Added +626.4k	+626,426 14.9%
62	AMPHENOL CORP CL A APH	APH	1,520,578	$268.1m0.33%	0.33%	Added +109.9k	+109,903 7.8%
63	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	883,746	$267.7m0.32%	0.32%	Added +137.3k	+137,264 18.4%
64	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	2,984,072	$262.4m0.32%	0.32%	Added +278.1k	+278,132 10.3%
65	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,062,300	$261.5m0.32%	0.32%	Added +114.6k	+114,608 12.1%
66	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	2,726,265	$248.7m0.30%	0.30%	Reduced -103.5k	-103,471 -3.7%
67	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	2,558,075	$246.8m0.30%	0.30%	Reduced -812.4k	-812,381 -24.1%
68	TJX COS INC NEW COM TJX	TJX	1,603,385	$242.9m0.29%	0.29%	Added +22.7k	+22,668 1.4%
69	BANK AMERICA CORP COM BAC	BAC	4,215,750	$240.2m0.29%	0.29%	Added +84.8k	+84,782 2.0%
70	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,005,312	$239.7m0.29%	0.29%	Added +6.8k	+6,816 0.3%
71	RTX CORPORATION COM RTX	RTX	1,237,321	$234.8m0.28%	0.28%	Added +27.8k	+27,836 2.3%
72	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	988,361	$233.9m0.28%	0.28%	Added +54.7k	+54,742 5.9%
73	ISHARES TR 3 7 YR TREAS BD IEI	IEI	1,959,885	$230.2m0.28%	0.28%	Reduced -9.1k	-9,072 -0.5%
74	CHEVRON CORP NEW COM CVX	CVX	1,372,649	$227.5m0.28%	0.28%	Added +121.5k	+121,470 9.7%
75	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,415,366	$223.3m0.27%	0.27%	Added +13.5k	+13,515 0.3%
76	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	292,657	$223.0m0.27%	0.27%	Added +1.2k	+1,168 0.4%
77	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	3,664,076	$222.7m0.27%	0.27%	Added +62.1k	+62,142 1.7%
78	ISHARES GOLD TR ISHARES NEW IAU	IAU	2,933,050	$221.5m0.27%	0.27%	Reduced -225.6k	-225,559 -7.1%
79	GE AEROSPACE COM NEW GE	GE	571,112	$213.4m0.26%	0.26%	Added +33.6k	+33,607 6.2%
80	LAM RESEARCH CORP COM NEW LRCX	LRCX	485,639	$210.4m0.26%	0.26%	Reduced -5.4k	-5,447 -1.1%
81	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	5,164,485	$208.7m0.25%	0.25%	Added +1.1m	+1,091,418 26.8%
82	ISHARES TR RUS 1000 VAL ETF IWD	IWD	848,030	$205.6m0.25%	0.25%	Added +32.4k	+32,448 4.0%
83	MASTERCARD INCORPORATED CL A MA	MA	397,899	$204.4m0.25%	0.25%	Added +2.2k	+2,196 0.6%
84	ISHARES TR 1 3 YR TREAS BD SHY	SHY	2,479,279	$203.6m0.25%	0.25%	Reduced -24.4k	-24,362 -1.0%
85	MERCK & CO INC COM MRK	MRK	1,567,712	$201.5m0.24%	0.24%	Reduced -71.8k	-71,798 -4.4%
86	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	5,729,822	$198.5m0.24%	0.24%	Added +219.0k	+219,018 4.0%
87	ILLINOIS TOOL WKS INC COM ITW	ITW	732,515	$198.1m0.24%	0.24%	Reduced -27.8k	-27,774 -3.6%
88	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	4,429,007	$196.5m0.24%	0.24%	Reduced -32.8k	-32,849 -0.7%
89	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	3,631,961	$196.2m0.24%	0.24%	Added +419.3k	+419,254 13.1%
90	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	7,384,337	$191.2m0.23%	0.23%	Added +499.1k	+499,117 7.2%
91	APPLIED MATLS INC COM AMAT	AMAT	260,363	$188.2m0.23%	0.23%	Added +23.7k	+23,703 10.0%
92	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	94,239	$187.5m0.23%	0.23%	Added +1.9k	+1,888 2.0%
93	GOLDMAN SACHS GROUP INC COM GS	GS	184,881	$187.0m0.23%	0.23%	Added +1.5k	+1,524 0.8%
94	INTEL CORP COM INTC	INTC	1,326,665	$185.2m0.22%	0.22%	Reduced -202.9k	-202,882 -13.3%
95	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	2,257,242	$180.7m0.22%	0.22%	Added +396.0k	+395,955 21.3%
96	ORACLE CORP COM ORCL	ORCL	1,223,064	$179.2m0.22%	0.22%	Added +51.4k	+51,374 4.4%
97	ISHARES TR RUSSELL 2000 ETF IWM	IWM	592,421	$178.0m0.22%	0.22%	Added +56.7k	+56,698 10.6%
98	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	5,087,343	$176.1m0.21%	0.21%	Added +52.8k	+52,778 1.1%
99	ISHARES TR MSCI EAFE ETF EFA	EFA	2,008,850	$175.6m0.21%	0.21%	Added +326.1k	+326,058 19.4%
100	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	3,376,307	$174.8m0.21%	0.21%	Added +117.1k	+117,135 3.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		312,849	$141.4m312.8k shares
CARNIVAL CORP		521,596	$13.5m521.6k shares
COTERRA ENERGY INC CTRA	CTRA	331,462	$11.6m331.5k shares
DUPONT DE NEMOURS INC DWDP	DWDP	68,351	$9.4m68.4k shares
VITAL FARMS INC VITL	VITL	577,387	$8.2m577.4k shares
MASIMO CORP MASI	MASI	38,820	$6.9m38.8k shares
THOMSON REUTERS CORP		63,238	$5.7m63.2k shares
AIR LEASE CORP AL	AL	81,590	$5.3m81.6k shares
FTI CONSULTING INC FCN	FCN	13,211	$2.3m13.2k shares
LEGACY HOUSING CORP LEGH	LEGH	111,398	$2.3m111.4k shares
HERITAGE COMM CORP HTBK	HTBK	172,684	$2.2m172.7k shares
TRI POINTE HOMES INC TPH	TPH	43,117	$2.0m43.1k shares
ISHARES TR IBDR	IBDR	74,788	$1.8m74.8k shares
HOLOGIC INC HOLX	HOLX	21,809	$1.6m21.8k shares
ISHARES TR IBDS	IBDS	59,975	$1.5m60.0k shares
CAESARS ENTERTAINMENT INC NE CZR	CZR	52,606	$1.4m52.6k shares
UNIVERSAL CORP VA UVV	UVV	25,970	$1.4m26.0k shares
ISHARES TR AGZ	AGZ	11,553	$1.3m11.6k shares
FIRST BANCORP P R FBP	FBP	57,982	$1.2m58.0k shares
THERMON GROUP HLDGS INC		22,683	$1.1m22.7k shares
CORECIVIC INC CXW	CXW	60,041	$1.1m60.0k shares
MISSION PRODUCE INC AVO	AVO	80,891	$1.1m80.9k shares
HAWAIIAN ELEC INDUSTRIES HE	HE	73,754	$1.1m73.8k shares
DBX ETF TR SNPE	SNPE	16,450	$979.6k16.4k shares
TIMOTHY PLAN TPSC	TPSC	21,838	$926.9k21.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	244,800	$182.8m244.8k shares	Reduced
APPLE INC AAPL · Put	AAPL	Put	75,000	$21.7m75.0k shares	Reduced
INTERNATIONAL BUSINESS MACHS IBM · Call	IBM	Call	37,500	$10.5m37.5k shares	Added
NVIDIA CORPORATION NVDA · Put	NVDA	Put	50,700	$10.1m50.7k shares	Reduced
TESLA INC TSLA · Call	TSLA	Call	14,600	$6.1m14.6k shares	Added
ELI LILLY & CO LLY · Call	LLY	Call	4,000	$4.8m4.0k shares	Added
EATON CORP PLC ETN · Put	ETN	Put	10,900	$4.6m10.9k shares	Reduced
MICROSOFT CORP MSFT · Put	MSFT	Put	8,500	$3.2m8.5k shares	Reduced
NETFLIX INC NFLX · Put	NFLX	Put	42,000	$3.0m42.0k shares	Unchanged
DELL TECHNOLOGIES INC DELL · Call	DELL	Call	6,900	$3.0m6.9k shares	New
GE AEROSPACE GE · Put	GE	Put	7,100	$2.7m7.1k shares	Unchanged
CIRCLE INTERNET GROUP INC CRCL · Call	CRCL	Call	40,000	$2.5m40.0k shares	Added
ARISTA NETWORKS INC ANET · Call	ANET	Call	13,800	$2.3m13.8k shares	Unchanged
PALANTIR TECHNOLOGIES INC PLTR · Call	PLTR	Call	20,000	$2.3m20.0k shares	Added
BROADCOM INC AVGO · Put	AVGO	Put	6,000	$2.3m6.0k shares	Unchanged
META PLATFORMS INC META · Put	META	Put	3,800	$2.1m3.8k shares	Unchanged
ABBVIE INC ABBV · Put	ABBV	Put	8,200	$2.1m8.2k shares	Unchanged
ALPHABET INC GOOGL · Put	GOOGL	Put	5,500	$2.0m5.5k shares	Unchanged
MICROSOFT CORP MSFT · Call	MSFT	Call	5,100	$1.9m5.1k shares	Added
ISHARES TR EFA · Call	EFA	Call	17,400	$1.8m17.4k shares	Unchanged
LOWES COS INC LOW · Put	LOW	Put	6,500	$1.4m6.5k shares	Unchanged
TESLA INC TSLA · Put	TSLA	Put	3,300	$1.4m3.3k shares	Added
SNOWFLAKE INC SNOW · Call	SNOW	Call	5,000	$1.3m5.0k shares	New
AMAZON COM INC AMZN · Put	AMZN	Put	5,000	$1.2m5.0k shares	Unchanged
GE VERNOVA INC GEV · Call	GEV	Call	1,000	$1.2m1.0k shares	New