Cerity Partners OCIO LLC ETF holdings
New York, NY
Reported $2.0B in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.0B
ETFs held
27
Change from prior quarter
+18.5%
With price moves
ETFs as a share of its 13F
100.0%
of $2.0B
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | $378.6M | 577,281 | New position |
| BBJP | JPMorgan BetaBuilders Japan ETF | $175.9M | 2,335,864 | New position |
| IEF | iShares 7-10 Year Treasury Bond ETF | $171.9M | 1,817,337 | −71,877 shares |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | $169.4M | 7,812,961 | +724,945 shares |
| VOO | Vanguard S&P 500 ETF | $156.6M | 228,001 | −229,872 shares |
| SCHP | Schwab U.S. TIPS ETF | $149.0M | 5,620,759 | −27,923 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $142.3M | 1,717,584 | −17,315 shares |
| VT | Vanguard Total World Stock ETF | $137.5M | 876,239 | +36,244 shares |
| GLD | SPDR Gold Shares | $99.0M | 268,796 | −3,466 shares |
| IVV | iShares Core S&P 500 ETF | $88.6M | 118,343 | New position |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001519611. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cerity Partners OCIO LLC own?
Cerity Partners OCIO LLC reported 27 ETF positions worth $2.0B in its Form 13F for June 30, 2026. The largest was SMH, at $378.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.