Cerity Partners Retirement Plan Advisors
Cerity Partners Retirement Plan Advisors reported 34 stocks worth $239M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (27.4%), VTI (20.4%) and BND (11.1%). Compared with Q1 2026, the fund opened new positions in IEMG, GOVT and AGG, added to VWO, VOO and CWI, trimmed SPY, VTI and BND and sold out of IJH, IJR and BSV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $65.7M | 27.4% | 89K | −390 (−0%) | 2 of 2 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $48.9M | 20.4% | 133K | −13K (−9%) | 2 of 2 | |
| 3 |  BND Vanguard BD Index Fds | $26.5M | 11.1% | 360K | −109K (−23%) | 2 of 2 | |
| 4 |  VWO Vanguard Intl Equity Index F | $24.1M | 10.1% | 408K | +211K (+107%) | 2 of 2 | |
| 5 |  IEMG Ishares Inc | $22M | 9.2% | 266K | New position | 1 of 2 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $13.4M | 5.6% | 189K | −7,351 (−4%) | 2 of 2 | |
| 7 |  GOVT Ishares US Treasury Bond | $7.1M | 3.0% | 310K | New position | 1 of 2 | |
| 8 |  VOO Vanguard S&P 500 ETF | $4.5M | 1.9% | 6,595 | +21 (+0%) | 2 of 2 | |
| 9 |  AGG Ishares TR | $3.5M | 1.4% | 35K | New position | 1 of 2 | |
| 10 |  SPYG Spdr Series Trust | $3.4M | 1.4% | 28K | New position | 1 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IJH Ishares TR | $2.7M | 41K |
 IJR Ishares TR | $2.5M | 20K |
 BSV Vanguard Short-Term Bond ETF | $2.5M | 32K |
 SPYM Spdr Series Trust | $2M | 26K |
 VNQ Vanguard Index Fds | $1.5M | 18K |
🔒 Free account: see all 15.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cerity Partners Retirement Plan Advisors 13F FAQ
What does Cerity Partners Retirement Plan Advisors own?
Cerity Partners Retirement Plan Advisors reported 34 stocks worth $239M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (27.4%), VTI (20.4%) and BND (11.1%). The table above lists every position in the filing (the top 10 without an account).
What did Cerity Partners Retirement Plan Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 9 added to, 4 trimmed and 15 sold out. New positions include IEMG, GOVT and AGG. It sold all of IJH, IJR and BSV.
When will Cerity Partners Retirement Plan Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cerity Partners Retirement Plan Advisors's portfolio worth?
The Q2 2026 filing reports $239M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.