CERITY PARTNERS LLC
Q3 2024 Form 13-F
NEW YORK, NEW YORK
CIK 0001566475
· CRD 151559
· SEC-registered investment adviser
Holdings reported by
Brooklyn Investment Group since Q1 2026
$45.2B Reported Value Total
CERITY PARTNERS LLC reports 16,424 total accounts under management (AUM). There are 15,969 discretionary accounts valued at $64,642,501,522, and 455 non-discretionary accounts valued at $15,930,610,510.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
12 funds
· $120.7M gross asset value
Other: $101.0M · Private Equity Fund: $19.6M
Source: Form ADV filed 2026-10-28
Reported value
$45.2B
Quarter over quarter
+5.2%
Holdings
2,526
Top-10 concentration
25.5%
Filing Structure
Reports holdings for
- Amplify Investments LLC · File #028-17968 · Q1 2024 – Q1 2026 · declared by one filing
Holdings reported by
- Brooklyn Investment Group · since Q1 2026 · declared by one filing
Key People
Form ADV owners & control persons
Kevin David Hilden
PRESIDENT
Robert Jason Jeffers
CHIEF OPERATIONS OFFICER
Kurt Patrick Miscinski
CHIEF EXECUTIVE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | November 12, 2024 |
| Form | 13F-HR |
| Reported value | $45.2B |
| Positions | 2,526 |
| Change in reported value | +18.9% |
| New positions | 405 |
| Exited positions | 98 |
| Position turnover | 19.2% |
| Top-10 concentration | 25.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
3,267 | $82.7B |
|
Q1 2026 13F
Filed May 15, 2026
|
3,080 | $70.8B |
|
Q4 2025 13F
Filed Feb 11, 2026
|
2,839 | $68.6B |
|
Q3 2025 13F
Filed Oct 22, 2025
|
2,739 | $61.7B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
2,625 | $56.1B |
|
Q1 2025 13F
Filed Apr 30, 2025
|
2,467 | $49.4B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
2,415 | $46.1B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
2,526 | $45.2B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
2,219 | $38.0B |
|
Q1 2024 13F
Filed May 14, 2024
|
2,284 | $37.9B |
|
Q4 2023 13F
Filed Jan 26, 2024
|
1,848 | $30.4B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
1,386 | $20.6B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
1,628 | $25.7B |
|
Q1 2023 13F
Filed May 11, 2023
|
1,844 | $42.4B |
|
Q4 2022 13F
Filed Feb 15, 2023
|
1,483 | $15.6B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
1,175 | $8.3B |
|
Q2 2022 13F
Filed Aug 10, 2022
|
1,178 | $9.0B |
|
Q1 2022 13F
Filed Apr 25, 2022
|
937 | $6.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
1,019 | $6.6B |
|
Q3 2021 13F
Filed Oct 25, 2021
|
682 | $4.5B |
19 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $1.8B | 4.06% |
| 2 | AAPL APPLE INC | $1.7B | 3.74% |
| 3 | MSFT MICROSOFT CORP | $1.4B | 3.04% |
| 4 | SPY SPDR S&P 500 ETF TR | $1.2B | 2.62% |
| 5 | PG PROCTER AND GAMBLE CO | $1.1B | 2.44% |
| 6 | NVDA NVIDIA CORPORATION | $1.1B | 2.41% |
| 7 | IVV ISHARES TR | $1.1B | 2.35% |
| 8 | VEA VANGUARD TAX-MANAGED FDS | $815.0M | 1.8% |
| 9 | IEFA ISHARES TR | $680.0M | 1.51% |
| 10 | AMZN AMAZON COM INC | $678.1M | 1.5% |
| 11 | LLY ELI LILLY & CO | $512.6M | 1.13% |
| 12 | AGG ISHARES TR | $493.0M | 1.09% |
| 13 | QUAL ISHARES TR | $463.2M | 1.03% |
| 14 | GOOGL ALPHABET INC | $460.5M | 1.02% |
| 15 | META META PLATFORMS INC | $428.3M | 0.95% |
| 16 | SCHX SCHWAB STRATEGIC TR | $421.9M | 0.93% |
| 17 | GOOG ALPHABET INC | $414.6M | 0.92% |
| 18 | JPM JPMORGAN CHASE & CO. | $361.6M | 0.8% |
| 19 | CACC CREDIT ACCEP CORP MICH | $353.9M | 0.78% |
| 20 | IWF ISHARES TR | $350.8M | 0.78% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.