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Cerity Partners Retirement Plan Advisors LLC

13F filer · CIK 0002128338
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$239MU.S. long equity reported on 13F
Positions43 new · 2 closed
Net flow last quarter+$268KBuys minus sells
Top 10 positions weight28.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20264 positions
SPYSPDR S&P 500 ETF Trust$65.7M27.45%Not reported-0.4%Q1 2026
IDEVEndo Pharmaceuticals Solutions Inc.$1.58M0.66%Not reportedNewQ2 2026
SPABASTROTECH Corp$823K0.34%Not reportedNewQ2 2026
RODMDirect Markets Holdings Corp.$393K0.16%Not reportedNewQ2 2026
Q1 2026Reported May 15, 20263 positions
SPYSPDR S&P 500 ETF Trust$57.9M29.60%Not reportedNewQ1 2026
BSVNBank7 Corp.$2.49M1.27%0.33%NewQ1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$634K0.32%Not reportedNewQ1 2026
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