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 51–100 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMXC | ISHARES INC | 237K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 613K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 410K | $1M+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 493K | $1M+ | SH |
| IWC | ISHARES TR | 95K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 200K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 87K | $1M+ | SH |
| FDM | FIRST TR EXCHANGE-TRADED FD | 190K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 391K | $1M+ | SH |
| STXE | EA SERIES TRUST | 343K | $1M+ | SH |
| ITOT | ISHARES TR | 90K | $1M+ | SH |
| IGIB | ISHARES TR | 242K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 175K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 490K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 481K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 207K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 576K | $1M+ | SH |
| V | VISA INC | 37K | $1M+ | SH |
| IWD | ISHARES TR | 54K | $1M+ | SH |
| ASTS | AST SPACEMOBILE INC | 103K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 359K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 96K | $1M+ | SH |
| ABBV | ABBVIE INC | 52K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 144K | $1M+ | SH |
| MTUM | ISHARES TR | 41K | $1M+ | SH |
| EVV | EATON VANCE LIMITED DURATION | 1.1M | $1M+ | SH |
| IEF | ISHARES TR | 102K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 202K | $1M+ | SH |
| LDP | COHEN & STEERS LTD DURATION | 449K | $1M+ | SH |
| AGG | ISHARES TR | 95K | $1M+ | SH |
| IWM | ISHARES TR | 35K | $1M+ | SH |
| IEFA | ISHARES TR | 101K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 41K | $1M+ | SH |
| KKR | KKR & CO INC | 75K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 586K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 65K | $1M+ | SH |
| TRGP | TARGA RES CORP | 45K | $1M+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 71K | $1M+ | SH |
| EFA | ISHARES TR | 86K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 465K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 242K | $1M+ | SH |
| AVGO | BROADCOM INC | 26K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 21K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 88K | $1M+ | SH |
| IJS | ISHARES TR | 67K | $1M+ | SH |
| TSLA | TESLA INC | 18K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 167K | $1M+ | SH |
| DEXC | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 120K | $1M+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 59K | $1M+ | SH |