Chicago Partners Investment Group LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $168.77M | 4.2% |
| VANGUARD INDEX FDS | $115.42M | 2.8% |
| NVIDIA Corp | $102.91M | 2.5% |
| DIMENSIONAL ETF TRUST | $81.75M | 2.0% |
| Warren E. Buffett | $74.83M | 1.8% |
| Apple Inc. | $72.94M | 1.8% |
| VANGUARD INDEX FDS | $71.87M | 1.8% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $67.62M | 1.7% |
| ISHARES TR | $63.55M | 1.6% |
| Energy Transfer LPET | $60.87M | 1.5% |
| MICROSOFT CORP | $57.17M | 1.4% |
| SPDR S&P 500 ETF TR | $53.02M | 1.3% |
| INNOVATOR ETFS TRUST | $50.17M | 1.2% |
| DIMENSIONAL ETF TRUST | $49.72M | 1.2% |
| VANGUARD INDEX FDS | $47.31M | 1.2% |
| SCHWAB STRATEGIC TR | $47.23M | 1.2% |
| ISHARES TR | $45.17M | 1.1% |
| DIMENSIONAL ETF TRUST | $40.99M | 1.0% |
| VANGUARD INDEX FDS | $39.56M | 1.0% |
| ISHARES TR | $38.97M | 1.0% |
| DIMENSIONAL ETF TRUST | $35.05M | 0.9% |
| Amazon.com Inc | $34.19M | 0.8% |
| Blackstone Inc | $33.27M | 0.8% |
| SCHWAB STRATEGIC TR | $30.53M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TR | $29.00M | 0.7% |
| ISHARES TR | $27.48M | 0.7% |
| AMERICAN CENTY ETF TR | $27.07M | 0.7% |
| MPLX LPMPLX | $26.46M | 0.7% |
| JPMORGAN CHASE & CO | $25.97M | 0.6% |
| Alphabet Inc. | $25.83M | 0.6% |
| SCHWAB STRATEGIC TR | $25.72M | 0.6% |
| DIMENSIONAL ETF TRUST | $25.62M | 0.6% |
| AMERICAN CENTY ETF TR | $25.06M | 0.6% |
| Alphabet Inc. | $25.01M | 0.6% |
| INVESCO QQQ TR | $24.92M | 0.6% |
| AMERICAN CENTY ETF TR | $23.82M | 0.6% |
| VANGUARD INDEX FDS | $23.65M | 0.6% |
| DIMENSIONAL ETF TRUST | $23.64M | 0.6% |
| SCHWAB STRATEGIC TR | $23.35M | 0.6% |
| ELI LILLY & Co | $22.78M | 0.6% |
| DIMENSIONAL ETF TRUST | $22.34M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $21.17M | 0.5% |
| DIMENSIONAL ETF TRUST | $21.10M | 0.5% |
| Meta Platforms Inc | $20.97M | 0.5% |
| ONEOK Inc | $20.41M | 0.5% |
| BROOKFIELD CORP | $19.93M | 0.5% |
| ADVANCED MICRO DEVICES INC | $19.84M | 0.5% |
| ISHARES TR | $19.59M | 0.5% |
| GOLDMAN SACHS ETF TR | $19.58M | 0.5% |
| DIMENSIONAL ETF TRUST | $19.45M | 0.5% |