Chicago Partners Investment Group LLC: 13F holdings
CIK 15635252026Q2
| Positions | 1,521 |
|---|
| Reported value | $5.0bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 1,521 (+78 vs prior quarter) |
|---|
| Reported value | $5.0bn (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 287,380 | $195.0m | 3.9% |
| NVDA NVIDIA CORPORATION | 655,205 | $136.8m | 2.7% |
| VO VANGUARD INDEX FDS | 1,696,716 | $136.3m | 2.7% |
| AAPL APPLE INC | 336,798 | $108.3m | 2.2% |
| DFUS DIMENSIONAL ETF TRUST | 1,149,698 | $92.8m | 1.9% |
| EPD ENTERPRISE PRODS PARTNERS L | 2,073,101 | $80.4m | 1.6% |
| VUG VANGUARD INDEX FDS | 932,446 | $78.1m | 1.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 152,340 | $74.8m | 1.5% |
| ET ENERGY TRANSFER L P | 3,426,520 | $70.0m | 1.4% |
| IJH ISHARES TR | 902,005 | $68.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1563525")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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