Cerity Partners LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 68,622,312
- Description
- New York New York based relationship driven wealth allocation platform with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through allocation committee oversight and decision traceability.
- Website
- https://ceritypartners.com/
- 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 | 2,871 | 68,622,312 | 13F-HR | Cerity Partners LLC |
| Q3 2025 | 10/22/2025 | 2,739 | 61,667,036 | 13F-HR | Cerity Partners LLC |
| Q2 2025 | 8/13/2025 | 2,626 | 56,076,803 | 13F-HR | Cerity Partners LLC |
| Q1 2025 | 4/30/2025 | 2,474 | 49,367,107 | 13F-HR | Cerity Partners LLC |
| Q4 2024 | 2/13/2025 | 2,415 | 46,096,093 | 13F-HR | Cerity Partners LLC |
| Q3 2024 | 11/12/2024 | 2,526 | 45,165,017 | 13F-HR | Cerity Partners LLC |
| Q2 2024 | 8/13/2024 | 2,221 | 37,979,268 | 13F-HR | Cerity Partners LLC |
| Q1 2024 | 5/14/2024 | 2,284 | 37,863,907 | 13F-HR | Cerity Partners LLC |
| Q4 2023 | 1/26/2024 | 1,853 | 30,435,498 | 13F-HR | Cerity Partners LLC |
| Q3 2023 | 11/14/2023 | 1,389 | 20,562,180 | 13F-HR | Cerity Partners LLC |
| Q2 2023 | 8/14/2023 | 1,629 | 25,679,309 | 13F-HR | Cerity Partners LLC |
| Q1 2023 | 5/11/2023 | 1,846 | 42,405,107 | 13F-HR | Cerity Partners LLC |
| Q4 2022 | 2/15/2023 | 1,484 | 15,614,297 | 13F-HR | Cerity Partners LLC |
| Q3 2022 | 11/14/2022 | 1,175 | 8,319,622 | 13F-HR | Cerity Partners LLC |
| Q2 2022 | 8/10/2022 | 1,180 | 9,047,048 | 13F-HR | Cerity Partners LLC |
| Q1 2022 | 4/25/2022 | 940 | 6,436,775 | 13F-HR | Cerity Partners LLC |
| Q4 2021 | 2/14/2022 | 1,019 | 6,571,017 | 13F-HR | Cerity Partners LLC |
| Q3 2021 | 10/25/2021 | 682 | 4,545,183 | 13F-HR | Cerity Partners LLC |
| Q2 2021 | 8/11/2021 | 708 | 4,569,344 | 13F-HR | Cerity Partners LLC |
| Q1 2021 | 8/11/2021 | 693 | 4,210,176 | 13F-HR/A - RESTATEMENT | Cerity Partners LLC |
| Q1 2021 | 5/12/2021 | 658 | 3,375,918 | 13F-HR | Cerity Partners LLC |
| Q4 2020 | 2/11/2021 | 639 | 3,118,957 | 13F-HR | Cerity Partners LLC |
| Q3 2020 | 11/12/2020 | 501 | 2,430,878 | 13F-HR | Cerity Partners LLC |
| Q2 2020 | 8/17/2020 | 455 | 1,810,246 | 13F-HR/A - RESTATEMENT | Cerity Partners LLC |
| Q2 2020 | 8/14/2020 | 457 | 1,813,158 | 13F-HR | Cerity Partners LLC |
| Q1 2020 | 5/14/2020 | 440 | 1,588,204 | 13F-HR | Cerity Partners LLC |
| Q4 2019 | 2/14/2020 | 530 | 1,961,774 | 13F-HR | Cerity Partners LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
34.06 K
(0.0% of total reported value)
· QoQ Δ:
+34.06 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.41 M | 80.8% | 7.067 M | 0 | 7.067 M |
| ETFs | 12.75 M | 18.6% | 0 | 486 K | -486 K |
| Debt | 272 K | 0.4% | 266.4 K | 0 | 266.4 K |
| Other | 146 K | 0.2% | 63.65 K | 0 | 63.65 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
68,622,312
Holdings
2871
QoQ value change ($000)
6,955,276
(11.3%)
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.