CIK 1563525
Chicago Partners Investment Group LLC
Institutional 13F holdings & portfolio
Holdings
1,292
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 266K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 386K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 156K | $1M+ | SH |
| AAPL | APPLE INC | 294K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 149K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 2.0M | $1M+ | SH |
| IJH | ISHARES TR | 913K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 3.4M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 123K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 77K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 1.4M | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 668K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 172K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.7M | $1M+ | SH |
| IVV | ISHARES TR | 65K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 116K | $1M+ | SH |
| IWS | ISHARES TR | 263K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 863K | $1M+ | SH |
| AMZN | AMAZON COM INC | 143K | $1M+ | SH |
| BX | BLACKSTONE INC | 221K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 952K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 46K | $1M+ | SH |
| IGSB | ISHARES TR | 519K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 340K | $1M+ | SH |
| MPLX | MPLX LP | 480K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 87K | $1M+ | SH |
| GOOGL | ALPHABET INC | 79K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 966K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 505K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 218K | $1M+ | SH |
| GOOG | ALPHABET INC | 76K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 40K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 220K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 120K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 592K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 764K | $1M+ | SH |
| LLY | ELI LILLY & CO | 21K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 645K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 363K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 582K | $1M+ | SH |
| META | META PLATFORMS INC | 32K | $1M+ | SH |
| OKE | ONEOK INC NEW | 262K | $1M+ | SH |
| BN | BROOKFIELD CORP | 422K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 76K | $1M+ | SH |
| IJR | ISHARES TR | 153K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 196K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 555K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 299K | $1M+ | SH |