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CIK: 0001563525
Total reported value
$5.5B
$5.5B
1292 檔
10.0%
During the Q4 2025 filing period, Chicago Partners Investment Group LLC (CIK: 0001563525) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.5B across 1292 reported positions.
In Q4 2025, Chicago Partners Investment Group LLC displayed an active expansion posture, initiating 19 new positions and adding to 124 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.16% | -0.08% | +2.56% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.84% | -0.11% | +1.76% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | -0.14% | +1.31% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.01% | -0.12% | -0.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | +0.04% | -1.18% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.08% | +4.26% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.77% | -0.06% | +0.79% | |
| 8 | EPD | Enterprise Products Partners | Stock-Energy | 1.67% | -0.14% | +0.41% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.17% | +0.75% | |
| 10 | ET | Energy Transfer LP | Stock-Energy | 1.50% | -0.07% | +1.32% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | +0.37% | +1.06% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | -0.08% | +0.90% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.24% | -0.12% | -2.12% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.23% | -0.11% | +2.32% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.05% | +7.03% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.16% | -0.01% | +6.41% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.05% | +7.34% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.01% | -0.92% | EXIT | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.01% | +10.66% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.96% | -0.06% | -0.75% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.86% | +0.06% | -2.09% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.04% | +6.53% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.07% | +0.90% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.75% | -0.01% | +10.85% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.71% | -0.08% | +1.87% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.68% | -0.05% | +5.25% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.67% | +0.01% | +0.09% | |
| 28 | MPLX | Mplx LP | Stock-Energy | 0.65% | -0.02% | -1.50% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.10% | +0.64% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.02% | +1.42% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | — | +1.51% | |
| 32 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.63% | -0.05% | -2.02% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.62% | -0.01% | +0.98% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.02% | +3.84% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.01% | +6.16% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.01% | -1.41% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.01% | -1.05% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.02% | +5.09% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | -0.03% | +10.22% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.01% | +0.76% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.05% | -2.81% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.13% | +13.06% | |
| 43 | DFIC | Dimensional International Co | ETF-Other | 0.52% | -0.01% | +5.33% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | — | +5.33% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.50% | -0.47% | EXIT | |
| 46 | BN | Brookfield CORP | Stock-Financials | 0.49% | -0.04% | -1.71% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | -0.10% | +0.38% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.06% | +1.15% | |
| 49 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.48% | -0.12% | +0.37% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.47% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.1% | +0.76% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.1% | +3.84% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.42% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.1% | +7.03% | Add |
| 5 | MU | Micron Technology Inc | +0.1% | +5.75% | Add |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.1% | +10.85% | Add |
| 7 | ASTS | Ast Spacemobile Inc | +0.1% | -0.54% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | +0.1% | +10.22% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +58.90% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.1% | +2.32% | Add |
| 11 | FTHI | Fthi/first Trust Exchange-tr | +0.1% | +111.01% | Add |
| 12 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +105.37% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.66% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +6.53% | Add |
| 15 | JEPI | Jpmorgan Equity Premium Inco | 0% | +13.06% | Add |
| 16 | DFIC | Dimensional International Co | 0% | +5.33% | Add |
| 17 | BND | Vanguard Total Bond Market | 0% | +22.39% | Add |
| 18 | DEXC | Dimensional Em Ex Cce ETF | 0% | +16.91% | Add |
| 19 | DFAI | Dimensional International Co | 0% | +5.09% | Add |
| 20 | DFSV | Dimensional US Small Cap Val | 0% | +2.30% | Add |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +19.33% | Add |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +26.62% | Add |
| 23 | VCRB | Vanguard Core Bond ETF | 0% | +21.24% | Add |
| 24 | TRGP | Targa Resources CORP | 0% | -0.09% | Trim |
| 25 | VUSB | Vanguard Ultra Short Bond Et | 0% | +33.19% | Add |
| 26 | SNTH | Mrp Synthequity ETF | 0% | +48.12% | Add |
| 27 | CNC | Centene CORP | 0% | +114.14% | Add |
| 28 | BMY | Bristol-myers Squibb Co | 0% | +84.78% | Add |
| 29 | XMMO | Invesco S&p Midcap Momentum | 0% | +65.80% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | +17.22% | Add |
| 31 | ET | Energy Transfer LP | 0% | +1.32% | Add |
| 32 | AVLV | Avantis US Large Cap Value | 0% | +0.09% | Add |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +1.55% | Add |
| 34 | OKE | Oneok Inc | 0% | -2.20% | Trim |
| 35 | WMB | Williams Cos Inc | 0% | -2.23% | Trim |
| 36 | KMI | Kinder Morgan, Inc. | 0% | -2.88% | Trim |
| 37 | STXE | Strive Em Markets Ex-china | 0% | -0.08% | Trim |
| 38 | XOM | Exxon Mobil CORP | 0% | +0.48% | Add |
| 39 | SCHF | Schwab Intl Equity ETF | 0% | +6.13% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +8.30% | Add |
| 41 | IAU | Ishares Gold Trust | 0% | -1.06% | Trim |
| 42 | MCD | Mcdonald's CORP | 0% | +16.73% | Add |
| 43 | QFLR | Innovator Nasdaq-100 Mf ETF | 0% | +14.03% | Add |
| 44 | LRCX | Lam Research CORP | 0% | -0.66% | Trim |
| 45 | USHY | Ishares Broad Usd High Yield | 0% | +343.21% | Add |
| 46 | WDC | Western Digital CORP | 0% | +21.44% | Add |
| 47 | NEM | Newmont CORP | 0% | +73.52% | Add |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +116.39% | Add |
| 49 | JNJ | Johnson & Johnson | 0% | +3.52% | Add |
| 50 | AMAT | Applied Materials Inc | 0% | +11.47% | Add |
According to official SEC Form 13F filings, Chicago Partners Investment Group LLC reported a total U.S. public equity portfolio value of $5.5B across 1292 disclosed positions in Q4 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 10.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SILJ
市值: $7.1M
Top Position Liquidated / Trimmed
AKRO
前期市值: $1.1M
During Q4 2025, Chicago Partners Investment Group LLC's top holdings by market value included VOO (4.2%)、VO (2.8%)、NVDA (2.5%). The largest single position, VOO, represented 4.2% of total portfolio value.
In Q4 2025, Chicago Partners Investment Group LLC made 200 total portfolio adjustments, initiating 19 new buys, adding to 124 positions, trimming 51 holdings, and fully liquidating 6 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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