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 201–250 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 69K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 59K | $1M+ | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 21K | $1M+ | SH |
| ENB | ENBRIDGE INC | 70K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 67K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| XC | WISDOMTREE TR | 97K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 23K | $1M+ | SH |
| ABNB | AIRBNB INC | 24K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 16K | $1M+ | SH |
| PEP | PEPSICO INC | 22K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 66K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 88K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 36K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| CSCO | CISCO SYS INC | 42K | $1M+ | SH |
| DJP | BARCLAYS BANK PLC | 74K | $1M+ | SH |
| TIP | ISHARES TR | 28K | $1M+ | SH |
| STIP | ISHARES TR | 30K | $1M+ | SH |
| KO | COCA COLA CO | 41K | $1M+ | SH |
| IHI | ISHARES TR | 50K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 22K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 29K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 37K | $1M+ | SH |
| DVY | ISHARES TR | 20K | $1M+ | SH |
| DSI | ISHARES TR | 23K | $1M+ | SH |
| INTC | INTEL CORP | 66K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 57K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 46K | $1M+ | SH |
| MNR | MACH NATURAL RESOURCES LP | 248K | $1M+ | SH |
| MCO | MOODYS CORP | 5K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 6K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 13K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 102K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 53K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 54K | $1M+ | SH |
| C | CITIGROUP INC | 24K | $1M+ | SH |
| MSTR | STRATEGY INC | 16K | $1M+ | SH |
| RTX | RTX CORPORATION | 14K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 12K | $1M+ | SH |
| BA | BOEING CO | 10K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 38K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 8K | $1M+ | SH |
| QDPL | PACER FDS TR | 60K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8K | $1M+ | SH |
| NFLX | NETFLIX INC | 29K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 14K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| QUAL | ISHARES TR | 12K | $1M+ | SH |