Institutions / Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC

CIK 1563525 · Institution · as of Dec 31, 2025

Portfolio value

$4.06B

Positions

1,290

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,290 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$168.77M	266,263	4.2%
Vanguard Index Fds	—	$115.42M	386,482	2.8%
NVIDIA Corp	—	$102.91M	548,367	2.5%
Dimensional ETF Trust	—	$81.75M	1,086,999	2.0%
Warren E. Buffett	—	$74.83M	156,234	1.8%
Apple Inc.	—	$72.94M	294,046	1.8%
Vanguard Index Fds	—	$71.87M	148,649	1.8%
Enterprise Products Partners L.P.EPD	MLP	$67.62M	2,046,751	1.7%
iShares Tr	—	$63.55M	912,621	1.6%
Energy Transfer LPET	MLP	$60.87M	3,383,649	1.5%
Microsoft Corp	—	$57.17M	122,695	1.4%
SPDR S&P 500 ETF Tr	—	$53.02M	76,931	1.3%
Innovator Etfs Trust	—	$50.17M	1,356,567	1.2%
Dimensional ETF Trust	—	$49.72M	667,600	1.2%
Vanguard Index Fds	—	$47.31M	172,254	1.2%
Schwab Strategic Tr	—	$47.23M	1,735,246	1.2%
iShares Tr	—	$45.17M	65,257	1.1%
Dimensional ETF Trust	—	$40.99M	1,065,577	1.0%
Vanguard Index Fds	—	$39.56M	116,165	1.0%
iShares Tr	—	$38.97M	263,342	1.0%
Dimensional ETF Trust	—	$35.05M	862,871	0.9%
Amazon.com Inc	—	$34.19M	142,942	0.8%
Blackstone Inc	—	$33.27M	221,116	0.8%
Schwab Strategic Tr	—	$30.53M	951,922	0.8%
SPDR S&P Midcap 400 ETF Tr	—	$29.00M	45,582	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.