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CIK: 0001563525
Total reported value
$5.0B
$5.0B
1292 檔
10.9%
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 $5.0B across 1292 reported positions.
In Q4 2025, Chicago Partners Investment Group LLC displayed an active expansion posture, initiating 4 new positions and adding to 39 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% | -0.18% | +2.56% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.84% | -0.03% | +1.76% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | +0.17% | +1.31% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.01% | -0.06% | -0.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.15% | -1.18% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.33% | +4.26% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.77% | -0.12% | +0.79% | |
| 8 | EPD | Enterprise Products Partners | Stock-Energy | 1.67% | -0.13% | +0.41% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.09% | +0.75% | |
| 10 | ET | Energy Transfer LP | Stock-Energy | 1.50% | -0.06% | +1.32% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.20% | +1.06% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.02% | +0.90% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.24% | -0.20% | -2.12% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.23% | -0.07% | +2.32% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.03% | +7.03% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.16% | -0.03% | +6.41% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.04% | +7.34% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.01% | -0.04% | +0.51% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.02% | +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% | -0.07% | -2.09% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.08% | +6.53% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.09% | +0.90% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.75% | — | +10.85% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.71% | -0.05% | +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% | — | +0.09% | |
| 28 | MPLX | Mplx LP | Stock-Energy | 0.65% | -0.05% | -1.50% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.02% | +0.64% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.08% | +1.42% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | +0.04% | +1.51% | |
| 32 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.63% | -0.07% | -2.02% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.62% | -0.02% | +0.98% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.07% | +3.84% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | — | +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% | -0.02% | -1.05% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.03% | +5.09% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | — | +10.22% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | -0.02% | +0.76% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.06% | -2.81% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.05% | +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% | -0.03% | +5.33% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.50% | -0.02% | -2.20% | |
| 46 | BN | Brookfield CORP | Stock-Financials | 0.49% | -0.10% | -1.71% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.35% | +0.38% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.02% | +1.15% | |
| 49 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.48% | +0.01% | +0.37% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.01% | +2.30% |
| # | 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 | ET | Energy Transfer LP | 0% | +1.32% | Add |
| 26 | AVLV | Avantis US Large Cap Value | 0% | +0.09% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +1.55% | Add |
| 28 | OKE | Oneok Inc | 0% | -2.20% | Trim |
| 29 | WMB | Williams Cos Inc | 0% | -2.23% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.75% | Add |
| 31 | EPD | Enterprise Products Partners | 0% | +0.41% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +7.34% | Add |
| 33 | MDY | State Street Spdr S&p Midcap | 0% | +1.87% | Add |
| 34 | AVUV | Avantis US Small Cap Value | 0% | -1.41% | Trim |
| 35 | IWC | Ishares Micro-cap ETF | 0% | +1.86% | Add |
| 36 | SCHX | Schwab US Large-cap ETF | — | +6.41% | Add |
| 37 | MPLX | Mplx LP | — | -1.50% | Trim |
| 38 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.75% | Trim |
| 39 | ORCL | Oracle CORP | -0.1% | +16.76% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.1% | +5.33% | Add |
| 41 | VO | Vanguard Mid-cap ETF | -0.1% | +1.76% | Add |
| 42 | VOO | Vanguard S&p 500 ETF | -0.1% | +2.56% | Add |
| 43 | VUG | Vanguard Growth ETF | -0.2% | +0.79% | Add |
| 44 | AAPL | Apple Inc | -0.2% | +4.26% | Add |
| 45 | MSFT | Microsoft CORP | -0.3% | +1.06% | Add |
| 46 | NVDA | Nvidia CORP | -0.4% | +1.31% | Add |
| 47 | SILJ | Amplify Junior Silver Miners | — | NEW | New buy |
| 48 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 49 | NXE | Nexgen Energy LTD | — | NEW | New buy |
| 50 | URNJ | Sprott Jr Uranium Miners ETF | — | NEW | New buy |
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 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 10.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SILJ
市值: $7.1M
Top Position Liquidated / Trimmed
IWS
前期市值: $37.0M
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 50 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 7 holdings, and fully liquidating 0 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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