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CIK: 0001563525
Total reported value
$5.0B
$5.0B
1218 檔
10.9%
According to the latest 13F quarterly dataset, Chicago Partners Investment Group LLC managed an equity portfolio of $5.0B at the end of Q3 2025, spanning 1218 distinct U.S. exchange-listed positions.
In Q3 2025, Chicago Partners Investment Group LLC displayed an active expansion posture, initiating 4 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | -0.18% | +2.96% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.92% | -0.03% | +5.35% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.17% | +1.78% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.13% | -0.06% | +0.74% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.99% | -0.15% | -1.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.33% | +6.15% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.94% | -0.12% | -0.55% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.20% | +3.95% | |
| 9 | EPD | Enterprise Products Partners | Stock-Energy | 1.66% | -0.13% | +1.78% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.56% | -0.09% | +0.79% | |
| 11 | ET | Energy Transfer LP | Stock-Energy | 1.48% | -0.06% | +1.90% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.02% | -7.60% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.33% | -0.20% | -10.73% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.18% | -0.07% | +4.90% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.16% | -0.03% | +8.21% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.04% | +1.46% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | -0.03% | +6.48% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.07% | -0.04% | +2.04% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.97% | -0.06% | -0.68% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.02% | +15.72% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.91% | -0.07% | -4.56% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 0.87% | -0.09% | +0.84% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.08% | +2.63% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | -0.05% | -0.35% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.02% | +2.29% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.69% | -0.05% | +1.55% | |
| 27 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.68% | -0.07% | +15.10% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | — | +10.02% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.04% | +2.49% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | — | +4.92% | |
| 31 | MPLX | Mplx LP | Stock-Energy | 0.65% | -0.05% | +1.52% | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.63% | -0.02% | -1.98% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | — | +0.07% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.03% | +134.84% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.02% | +0.06% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | +0.01% | +3.75% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.56% | -0.06% | -0.94% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.03% | +6.38% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.08% | +0.88% | |
| 40 | BN | Brookfield CORP | Stock-Financials | 0.53% | -0.10% | +48.50% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.52% | — | +11.20% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.07% | -3.59% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.35% | -0.10% | |
| 44 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.51% | +0.01% | +3.33% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.02% | -2.07% | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.48% | -0.01% | +4.48% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.05% | +8.62% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.02% | -0.37% | |
| 49 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.46% | +0.01% | -3.08% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.46% | -0.03% | -0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +1.78% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +134.84% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +6.15% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | -0.10% | Trim |
| 5 | VCRB | Vanguard Core Bond ETF | +0.2% | +10.78% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.88% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +15.72% | Add |
| 8 | ASTS | Ast Spacemobile Inc | +0.1% | +7.65% | Add |
| 9 | DEXC | Dimensional Em Ex Cce ETF | +0.1% | +217.45% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +19.20% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | +3.95% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -3.59% | Trim |
| 13 | SCHX | Schwab US Large-cap ETF | +0.1% | +8.21% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +16.31% | Add |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +11.20% | Add |
| 16 | ABBV | Abbvie Inc | +0.1% | -1.23% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11.25% | Add |
| 18 | IWC | Ishares Micro-cap ETF | +0.1% | +4.04% | Add |
| 19 | GBIL | Goldman Sachs Access Treasur | +0.1% | +3.33% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +8.36% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +2.96% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | -0.55% | Trim |
| 23 | SCHM | Schwab US Mid Cap ETF | 0% | +10.02% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.07% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +2.63% | Add |
| 26 | DUSB | Dimension Ultrashort Fi ETF | 0% | +15.10% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +2.49% | Add |
| 28 | DFUS | Dimensional US Eq Mkt ETF | — | +0.74% | Add |
| 29 | VB | Vanguard Small-cap ETF | — | +6.48% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | +2.29% | Add |
| 31 | DFAI | Dimensional International Co | — | +6.38% | Add |
| 32 | DFAS | Dimensional US Small Cap ETF | 0% | +4.90% | Add |
| 33 | BN | Brookfield CORP | 0% | +48.50% | Add |
| 34 | AVUV | Avantis US Small Cap Value | 0% | +3.75% | Add |
| 35 | DUHP | Dimensional US High Profi Et | 0% | +2.04% | Add |
| 36 | AVUS | Avantis U.s. Equity ETF | 0% | -1.98% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +1.46% | Add |
| 38 | AVLV | Avantis US Large Cap Value | 0% | +4.92% | Add |
| 39 | DFAC | Dimensional US Core Equity 2 | -0.1% | -4.56% | Trim |
| 40 | BX | Blackstone Inc | -0.1% | +0.84% | Add |
| 41 | VO | Vanguard Mid-cap ETF | -0.2% | +5.35% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -7.60% | Trim |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +0.79% | Add |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -41.17% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -1.24% | Trim |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 47 | SNTH | Mrp Synthequity ETF | — | NEW | New buy |
| 48 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 49 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
According to official SEC Form 13F filings, Chicago Partners Investment Group LLC reported a total U.S. public equity portfolio value of $5.0B across 1218 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, NVDA) accounted for 10.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $9.4M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $4.3M
During Q3 2025, Chicago Partners Investment Group LLC's top holdings by market value included VOO (4.3%)、VO (2.9%)、NVDA (2.9%). The largest single position, VOO, represented 4.3% of total portfolio value.
In Q3 2025, Chicago Partners Investment Group LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 38 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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