Institutions / CBIZ Investment Advisory Services, LLC

CBIZ Investment Advisory Services, LLC

CIK 1795934 · Institution · as of Dec 31, 2025

Portfolio value

$2.64B

Positions

769

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 769 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$593.04M	8,006,493	22.4%
Vanguard Index Fds	—	$403.80M	827,704	15.3%
Vanguard Index Fds	—	$402.89M	2,109,504	15.2%
Vanguard Intl Equity Index F	—	$396.10M	5,384,662	15.0%
Invesco Qqq Tr	—	$258.84M	421,260	9.8%
Vanguard Index Fds	—	$181.37M	630,013	6.9%
Vanguard Intl Equity Index F	—	$106.35M	1,978,209	4.0%
Invesco Exchange Traded Fd T	—	$49.14M	257,030	1.9%
iShares Tr	—	$40.87M	59,675	1.5%
TransDigm Group Inc.	—	$38.63M	29,047	1.5%
Vanguard Index Fds	—	$34.17M	132,471	1.3%
iShares Tr	—	$33.04M	409,718	1.2%
Vanguard Scottsdale Fds	—	$31.06M	370,814	1.2%
Vanguard Tax-Managed Fds	—	$10.89M	174,321	0.4%
Vanguard Index Fds	—	$7.59M	22,649	0.3%
Vanguard Scottsdale Fds	—	$5.86M	18,971	0.2%
Apple Inc.	—	$4.91M	18,055	0.2%
iShares Inc	—	$3.66M	50,307	0.1%
Vanguard Index Fds	—	$2.84M	16,027	0.1%
iShares Tr	—	$2.24M	33,876	0.1%
NVIDIA Corp	—	$1.77M	9,489	0.1%
Microsoft Corp	—	$1.62M	3,350	0.1%
iShares Tr	—	$1.59M	3,353	0.1%
Alphabet Inc.	—	$1.33M	4,253	0.1%
Warren E. Buffett	—	$1.14M	2,273	0.0%

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.