Cerity Partners Retirement Plan Advisors LLC ETF holdings
New York, NY
Reported $239.4M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$239.4M
ETFs held
34
Change from prior quarter
+22.3%
With price moves
ETFs as a share of its 13F
100.0%
of $239.4M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $65.7M | 88,678 | −390 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $48.9M | 133,330 | −13,497 shares |
| BND | Vanguard Total Bond Market ETF | $26.5M | 360,195 | −109,059 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $24.1M | 407,830 | +210,825 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $22.0M | 265,723 | New position |
| VEA | Vanguard FTSE Developed Markets ETF | $13.4M | 189,205 | −7,351 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $7.1M | 309,532 | New position |
| VOO | Vanguard S&P 500 ETF | $4.5M | 6,595 | +21 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $3.5M | 34,949 | New position |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $3.4M | 28,172 | New position |
24 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) 0002128338. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cerity Partners Retirement Plan Advisors LLC own?
Cerity Partners Retirement Plan Advisors LLC reported 34 ETF positions worth $239.4M in its Form 13F for June 30, 2026. The largest was SPY, at $65.7M.
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.