Filing analysis
Cerity Partners LLC
13F-HR · period Q1 2026 · filed May 15, 2026
$70.83BReported 13F value
7,531Positions
+409New
1605Increased
959Reduced
−169Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| CORO iShares International Country… | $40.88M | 0.1% |
| BAI iShares A.I. Innovation and… | $29.34M | 0.0% |
| THRO iShares U.S. Thematic… | $27.56M | 0.0% |
| XTEN | $24.09M | 0.0% |
| PDO | $22.57M | 0.0% |
| XLSR | $22.50M | 0.0% |
| SHLD Global X - Defense Tech ETF | $21.39M | 0.0% |
| BLCR iShares Large Cap Core Active… | $19.70M | 0.0% |
| FISR | $15.94M | 0.0% |
| CERY | $13.58M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CACC Credit Acceptance Corporation | ▼ Trim | -99.7% | $1.09M |
| MSFT Microsoft Corporation | ▲ Add | +7.9% | $1.52B |
| TSLA Tesla, Inc. | ▼ Trim | -43.3% | $227.99M |
| TJX The TJX Companies, Inc. | ▼ Trim | -47.5% | $252.44M |
| IDEV iShares Core MSCI… | ▲ Add | +57.0% | $456.19M |
| SPYM State Street SPDR Portfolio… | ▲ Add | +544.8% | $179.60M |
| TMO Thermo Fisher Scientific Inc. | ▼ Trim | -51.2% | $98.54M |
| VOO Vanguard S&P 500 ETF | ▲ Add | +9.7% | $3.07B |
| XONA.DE Exxon Mobil Corporation | ▲ Add | +4.7% | $371.71M |
| VEA Vanguard FTSE Developed… | ▲ Add | +5.6% | $1.31B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.