Cerity Partners Retirement Plan Advisors LLC holds a concentrated book of 31 stocks worth $195.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is SS SPDR S&P 500 ETF Trust-US at 30% of the equity book. Cloning the disclosed picks since 2026 would be +1%. That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2128338/holdings"
Use Arkolith to show Cerity Partners Retirement Plan Advisors LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +9.8%, a 9.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cerity Partners Retirement Plan Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Cerity Partners Retirement Plan Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 31 / 31 | $87.5B |
| Creative Planning | 31 / 31 | $33.7B |
| ROYAL BANK OF CANADA | 31 / 31 | $20.1B |
| ASSETMARK, INC | 31 / 31 | $7.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 31 / 31 | $6.6B |
| OSAIC HOLDINGS, INC. | 31 / 31 | $5.8B |
| CWM, LLC | 31 / 31 | $1.9B |
| Farther Finance Advisors, LLC | 31 / 31 | $1.2B |
Ranked by how many of Cerity Partners Retirement Plan Advisors LLC's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $57.9M | 89.1K | 29.6% | ▲New New position | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $47.1M | 146.8K | 24.1% | ▲New New position | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $34.5M | 469.3K | 17.6% | ▲New New position | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.2M | 196.6K | 6.2% | ▲New New position | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.3M | 197.0K | 5.3% | ▲New New position | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $3.9M | 6.6K | 2.0% | ▲New New position | |
| 7 | Ishares TR CORE S&P MCP ETF | $2.7M | 40.5K | 1.4% | ▲New New position | |
| 8 | Ishares TR CORE S&P SCP ETF | $2.5M | 20.4K | 1.3% | ▲New New position | |
| 9 | SPDR Index SHS FDS STATE STREET SPD | $2.5M | 70.2K | 1.3% | ▲New New position | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $2.5M | 31.8K | 1.3% | ▲New New position | |
| 11 | SPDR Series Trust STATE STREET SPD | $2.0M | 26.4K | 1.0% | ▲New New position | |
| 12 | Nushares ETF TR NUVEEN ESG INTL | $1.9M | 53.9K | 1.0% | ▲New New position | |
| 13 | Vanguard Index FDS REAL ESTATE ETF | $1.5M | 17.6K | 0.8% | ▲New New position | |
| 14 | Vanguard Index FDS SMALL CP ETF | $1.4M | 5.5K | 0.7% | ▲New New position | |
| 15 | Ishares TR CORE 80/20 AGGRE | $1.3M | 15.5K | 0.7% | ▲New New position | |
| 16 | Vanguard Index FDS MID CAP ETF | $1.3M | 4.6K | 0.7% | ▲New New position | |
| 17 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.3M | 26.2K | 0.6% | ▲New New position | |
| 18 | Vanguard BD Index FDS INTERMED TERM | $1.2M | 15.8K | 0.6% | ▲New New position | |
| 19 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 8.5K | 0.6% | ▲New New position | |
| 20 | Vanguard BD Index FDS LONG TERM BOND | $1.1M | 15.7K | 0.6% | ▲New New position | |
| 21 | Ishares TR S&P MC 400GR ETF | $733K | 7.4K | 0.4% | ▲New New position | |
| 22 | Nushares ETF TR NUVEEN ESG EMRGN | $678K | 19.2K | 0.3% | ▲New New position | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $634K | 4.3K | 0.3% | ▲New New position | |
| 24 | Ishares TR 3 7 YR TREAS BD | $609K | 5.1K | 0.3% | ▲New New position | |
| 25 | Ishares TR CORE 60/40 BALAN | $469K | 7.4K | 0.2% | ▲New New position | |
| 26 | Tidal Trust I ADASINA SOCIAL | $460K | 24.2K | 0.2% | ▲New New position | |
| 27 | Vanguard Index FDS SM CP VAL ETF | $433K | 2.0K | 0.2% | ▲New New position | |
| 28 | Vanguard Index FDS MCAP VL IDXVIP | $428K | 2.3K | 0.2% | ▲New New position | |
| 29 | Ishares TR IBOXX HI YD ETF | $322K | 4.1K | 0.2% | ▲New New position | |
| 30 | Ishares TR IBOXX INV CP ETF | $231K | 2.1K | 0.1% | ▲New New position | |
| 31 | Vanguard Index FDS SML CP GRW ETF | $231K | 764 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 31 | $195.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.