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CIK: 0001563525
Total reported value
$5.0B
$5.0B
1443 檔
11.8%
At the close of Q1 2026, Chicago Partners Investment Group LLC disclosed equity holdings valued at approximately $5.0B, spread across 1443 reported holdings.
In Q1 2026, Chicago Partners Investment Group LLC displayed an active expansion posture, initiating 16 new positions and adding to 151 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1443 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | -0.18% | +4.93% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.76% | -0.03% | +318.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.17% | +3.12% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.92% | -0.06% | +1.74% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.33% | +2.52% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 1.74% | -0.13% | +0.98% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | -0.12% | +508.39% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.15% | +1.56% | |
| 9 | ET | Energy Transfer LP | Stock-Energy | 1.46% | -0.06% | +1.51% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.45% | -0.09% | -2.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.20% | +7.96% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.02% | +2.23% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.17% | -0.07% | +2.07% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | -0.03% | +6.09% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.15% | -0.03% | +5.75% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.04% | +2.91% | |
| 17 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.04% | -0.20% | -5.93% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.02% | +10.12% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.96% | -0.04% | +2.55% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.89% | -0.06% | -3.12% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.08% | +7.96% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | -0.07% | +3.96% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.77% | — | +6.82% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | -0.05% | +0.14% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.05% | +9.85% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.66% | — | +2.05% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.02% | +7.39% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.65% | -0.09% | +1.34% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.08% | +6.48% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | — | +3.69% | |
| 31 | MPLX | Mplx LP | Stock-Energy | 0.61% | -0.05% | +1.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.07% | +4.54% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.60% | -0.02% | +2.06% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | +0.04% | +0.31% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | — | +7.44% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.03% | +6.97% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.57% | +0.01% | -0.85% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.57% | +0.01% | +30.62% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.02% | +4.90% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.52% | -0.06% | -0.25% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.35% | -0.08% | |
| 42 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.01% | +3.76% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.03% | +3.40% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.49% | -0.02% | -3.18% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.05% | +2.84% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | -0.04% | +0.51% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.02% | +2.75% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | -0.01% | +3.21% | |
| 49 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.46% | -0.07% | -18.93% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | -0.02% | +2.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.2% | +69.12% | Add |
| 2 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +107.74% | Add |
| 3 | GEV | GE Vernova Inc | +0.1% | +9.63% | Add |
| 4 | GBIL | Goldman Sachs Access Treasur | +0.1% | +30.62% | Add |
| 5 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +1647.52% | Add |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +1643.66% | Add |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +755.85% | Add |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +1669.87% | Add |
| 9 | EFAA | Invesco Msci Eafe Income Adv | +0.1% | +280.74% | Add |
| 10 | MU | Micron Technology Inc | +0.1% | +22.73% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +3.12% | Add |
| 12 | EPD | Enterprise Products Partners | +0.1% | +0.98% | Add |
| 13 | SNTH | Mrp Synthequity ETF | +0.1% | +52.97% | Add |
| 14 | GLW | Corning Inc | +0.1% | -4.70% | Trim |
| 15 | AAPL | Apple Inc | 0% | +2.52% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +7.96% | Add |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +24.02% | Add |
| 18 | FIX | Comfort Systems USA Inc | 0% | +46.74% | Add |
| 19 | WDC | Western Digital CORP | 0% | +23.81% | Add |
| 20 | TER | Teradyne Inc | 0% | +38.34% | Add |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +586.53% | Add |
| 22 | ASPI | Asp Isotopes Inc | 0% | +78.15% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.12% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | -0.08% | Trim |
| 25 | DEXC | Dimensional Em Ex Cce ETF | 0% | +14.53% | Add |
| 26 | TIP | Ishares Tips Bond ETF | 0% | +64.57% | Add |
| 27 | VRT | Vertiv Holdings Co-a | 0% | +45.28% | Add |
| 28 | QUAL | Ishares Msci USA Quality Fac | 0% | +52.14% | Add |
| 29 | ANET | Arista Networks Inc | 0% | +10.82% | Add |
| 30 | SCHM | Schwab US Mid Cap ETF | 0% | +6.82% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +0.51% | Add |
| 32 | VCRB | Vanguard Core Bond ETF | 0% | +20.53% | Add |
| 33 | SCHF | Schwab Intl Equity ETF | 0% | +11.39% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +18.66% | Add |
| 35 | TRGP | Targa Resources CORP | 0% | -4.12% | Trim |
| 36 | ETR | Entergy CORP | 0% | -0.05% | Trim |
| 37 | XMMO | Invesco S&p Midcap Momentum | 0% | +28.10% | Add |
| 38 | BMY | Bristol-myers Squibb Co | 0% | +46.13% | Add |
| 39 | DOW | Dow Inc | 0% | +357.39% | Add |
| 40 | PEP | Pepsico Inc | 0% | +32.09% | Add |
| 41 | AVSC | Avantis US Small Cap Equity | 0% | +21.55% | Add |
| 42 | DFEM | Dimensional Emrg Mrkt Core | 0% | +55.24% | Add |
| 43 | ABNB | Airbnb Inc-class A | 0% | +27.20% | Add |
| 44 | DELL | Dell Technologies -c | 0% | +42.21% | Add |
| 45 | PCG | P G & E CORP | 0% | +61.80% | Add |
| 46 | EME | Emcor Group Inc | 0% | +127.30% | Add |
| 47 | ITT | Itt Inc | 0% | +128.95% | Add |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +42.25% | Add |
| 49 | INTC | Intel CORP | 0% | -3.53% | Trim |
| 50 | CAIE | Calamos Autocallable Inc ETF | 0% | +28.04% | Add |
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 1443 disclosed positions in Q1 2026.
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 11.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBHH
市值: $5.0M
Top Position Liquidated / Trimmed
XMYDX
前期市值: $973.2K
During Q1 2026, Chicago Partners Investment Group LLC's top holdings by market value included VOO (4.1%)、VO (2.8%)、NVDA (2.6%). The largest single position, VOO, represented 4.1% of total portfolio value.
In Q1 2026, Chicago Partners Investment Group LLC made 200 total portfolio adjustments, initiating 16 new buys, adding to 151 positions, trimming 28 holdings, and fully liquidating 5 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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