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 101–150 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 67K | $1M+ | SH |
| MCD | MCDONALDS CORP | 25K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 125K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 87K | $1M+ | SH |
| CME | CME GROUP INC | 26K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 178K | $1M+ | SH |
| COWZ | PACER FDS TR | 116K | $1M+ | SH |
| DFVX | DIMENSIONAL ETF TRUST | 91K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 240K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| ABT | ABBOTT LABS | 64K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 71K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 548K | $1M+ | SH |
| SNTH | TIDAL TRUST III | 243K | $1M+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 55K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 23K | $1M+ | SH |
| EBI | RBB FUND TRUST | 111K | $1M+ | SH |
| IWR | ISHARES TR | 64K | $1M+ | SH |
| UNP | UNION PAC CORP | 28K | $1M+ | SH |
| IJT | ISHARES TR | 43K | $1M+ | SH |
| NUV | NUVEEN MUN VALUE FD INC | 708K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 47K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 128K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 138K | $1M+ | SH |
| CSD | INVESCO EXCHANGE TRADED FD T | 57K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 105K | $1M+ | SH |
| GEV | GE VERNOVA INC | 9K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 65K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 81K | $1M+ | SH |
| IGV | ISHARES TR | 62K | $1M+ | SH |
| IWV | ISHARES TR | 15K | $1M+ | SH |
| RKLB | ROCKET LAB CORP | 66K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| GE | GE AEROSPACE | 20K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 114K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 175K | $1M+ | SH |
| IWB | ISHARES TR | 15K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 20K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 56K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 49K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 46K | $1M+ | SH |
| INTU | INTUIT | 10K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 24K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 21K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 58K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 25K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 4K | $1M+ | SH |