First seen by DFX
Sep 12, 2026
date not stated
Cerity Partners LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 151559, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
First seen by DFX
Sep 12, 2026
date not stated
Cerity Partners named as in-care-of on Banga Family Foundation ($32,523,193 in assets)
Cerity Partners LLC reported $70,827,342,799 across 7531 13(f) positions for the quarter ended 2026-03-31
Cerity Partners LLC increased Ishares Tr 128,420 -> 179,097 shares ($14,150,582 -> $19,519,840)
Cerity Partners LLC increased Ishares Tr 104,635 -> 132,959 shares ($4,340,279 -> $5,556,366)
Cerity Partners LLC increased Ishares Tr 31,115 -> 103,687 shares ($718,440 -> $2,318,434)
Cerity Partners LLC increased Ishares Tr 70,426 -> 102,726 shares ($2,658,579 -> $4,002,189)
Cerity Partners LLC increased Natixis Etf Trust II 859,097 -> 1,145,674 shares ($38,453,175 -> $45,128,113)
Cerity Partners LLC increased Spdr Series Trust 17,388 -> 67,372 shares ($1,690,317 -> $6,448,842)
Cerity Partners LLC increased Spdr Series Trust 5,289 -> 923,926 shares ($241,765 -> $41,890,820)
Cerity Partners LLC increased Ryanair Holdings Plc 24,642 -> 37,469 shares ($1,778,938 -> $2,165,742)
Cerity Partners LLC increased Warner Bros Discovery Inc 173,001 -> 674,802 shares ($4,985,880 -> $18,530,282)
Cerity Partners LLC increased Waters Corp 10,404 -> 29,112 shares ($3,951,829 -> $8,669,672)
Cerity Partners LLC increased AON Plc 47,193 -> 67,369 shares ($16,653,288 -> $21,745,239)
Cerity Partners LLC increased APA Corporation 389,851 -> 509,061 shares ($9,535,752 -> $21,604,522)
Cerity Partners LLC increased Apollo Global Mgmt Inc 288,719 -> 417,968 shares ($41,794,757 -> $46,569,883)
Cerity Partners LLC increased Applied Indl Technologies in 15,999 -> 26,403 shares ($4,107,952 -> $7,005,140)
Cerity Partners LLC increased Aptargroup Inc 14,946 -> 27,423 shares ($1,822,803 -> $3,455,782)
Cerity Partners LLC increased Epam Sys Inc 11,397 -> 15,849 shares ($2,335,036 -> $2,145,966)
Cerity Partners LLC increased Equifax Inc 15,868 -> 49,115 shares ($3,443,048 -> $8,844,247)
Cerity Partners LLC increased Equinix Inc 18,847 -> 26,918 shares ($14,440,069 -> $26,385,528)
Cerity Partners LLC increased Esco Technologies Inc 5,676 -> 7,725 shares ($1,109,029 -> $2,173,637)
Cerity Partners LLC increased Essential Utils Inc 53,628 -> 71,559 shares ($2,057,142 -> $2,881,660)
Cerity Partners LLC increased Innovator Etfs Trust 53,157 -> 133,401 shares ($2,586,885 -> $6,363,535)
Cerity Partners LLC increased Innovator Etfs Trust 28,033 -> 79,424 shares ($1,259,853 -> $3,543,899)
Cerity Partners LLC increased Innovator Etfs Trust 26,640 -> 62,783 shares ($1,084,752 -> $2,517,599)
Cerity Partners LLC increased Innovator Etfs Trust 16,759 -> 68,850 shares ($788,008 -> $3,176,050)
Cerity Partners LLC increased Ishares Tr 47,882 -> 69,763 shares ($8,080,936 -> $11,779,792)
Cerity Partners LLC increased Ishares Tr 102,958 -> 139,167 shares ($9,912,841 -> $13,073,025)
Cerity Partners LLC increased Ishares Tr 180,912 -> 288,589 shares ($17,226,469 -> $27,401,455)
Cerity Partners LLC increased Ishares Tr 18,508 -> 23,564 shares ($1,746,785 -> $2,117,550)
Cerity Partners LLC increased Ishares Tr 938,202 -> 1,521,366 shares ($62,981,488 -> $104,167,924)
Cerity Partners LLC increased NEW Jersey Res Corp 22,353 -> 68,440 shares ($1,030,922 -> $3,758,756)
Cerity Partners LLC increased NEW York Times Co Mtn Be 146,472 -> 194,840 shares ($10,168,069 -> $16,313,990)
Cerity Partners LLC increased Schwab Charles Corp 1,113,249 -> 1,413,351 shares ($111,224,690 -> $132,827,084)
Cerity Partners LLC increased Waystar Hldg Corp 125,686 -> 172,696 shares ($4,116,218 -> $4,163,700)
Cerity Partners LLC increased Webster Finl Corp 19,976 -> 43,783 shares ($1,257,285 -> $3,039,424)
Cerity Partners LLC increased WEC Energy Group Inc 52,699 -> 137,436 shares ($5,558,770 -> $15,910,895)
Cerity Partners LLC increased Ares Management Corporation 25,946 -> 64,520 shares ($4,193,527 -> $7,039,089)
Cerity Partners LLC increased Arista Networks Inc 354,943 -> 531,231 shares ($46,508,238 -> $65,246,852)