Cerity Partners OCIO LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,807,381
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 25 | 1,807,381 | 13F-HR | Cerity Partners OCIO LLC |
| Q3 2025 | 10/22/2025 | 25 | 1,961,091 | 13F-HR | Cerity Partners OCIO LLC |
| Q2 2025 | 8/13/2025 | 26 | 1,803,764 | 13F-HR | Cerity Partners OCIO LLC |
| Q2 2014 | 8/8/2014 | 184 | 713,772 | 13F-HR | ARGI Investment Services, LLC |
| Q1 2014 | 5/12/2014 | 173 | 629,882 | 13F-HR | ARGI Investment Services, LLC |
| Q4 2013 | 2/12/2014 | 158 | 581,407 | 13F-HR | ARGI Investment Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 955.2 K | 52.8% | 201.8 K | 0 | 201.8 K |
| ETFs | 852.2 K | 47.2% | 0 | 355.2 K | -355.2 K |
| Debt | 0 | 0.0% | 0 | 317 | -317 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
1,807,381
Holdings
25
QoQ value change ($000)
-153,710
(-7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.