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Chicago Partners Investment

Latest statistics and disclosures from Chicago Partners Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VO, DFUS, BRK.B, AAPL, and represent 12.97% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: VOO, VTI, VB, IVV, SCHM, AAPL, SILJ, AKRE, SCHX, XLK.
Started 128 new stock positions in STXV, AG, VCR, CEF, SUI, BW, PB, BTC, COO, SITE.
Reduced shares in these 10 stocks: RKLB, AKRO, SFLR, AMT, ICSH, BRK.B, , XBJL, UNH, GNRC.
Sold out of its positions in ACM, AKRO, AB, ARW, ASST, AVT, WRB, Blackrock Income Tr, BAH, CMS.
Chicago Partners Investment Group was a net buyer of stock by $156M.
Chicago Partners Investment Group has $4.0B in assets under management (AUM), dropping by 3.58%.
Central Index Key (CIK): 0001563525

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 1292 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Chicago Partners Investment Group has 1292 total positions. Only the first 250 positions are shown.

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Download the Chicago Partners Investment Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$169M	+2%	266k	633.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$115M		387k	298.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$82M		1.1M	75.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$75M		156k	478.97	View chart
Apple (AAPL)	1.8	$73M	+4%	294k	248.04	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$72M		149k	483.50	View chart
Enterprise Products Partners (EPD)	1.7	$68M		2.0M	33.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$64M		913k	69.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.5	$61M		3.4M	17.99	View chart
Microsoft Corporation (MSFT)	1.4	$57M		123k	465.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$53M		77k	689.23	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$50M	-2%	1.4M	36.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$50M	+2%	668k	74.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$47M	+7%	172k	274.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$47M	+6%	1.7M	27.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$45M	+7%	65k	692.24	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$41M		1.1M	38.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$40M	+10%	116k	340.56	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$39M		263k	147.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$35M	-2%	863k	40.62	View chart
Amazon (AMZN)	0.9	$34M	+6%	143k	239.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$33M		221k	150.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$31M	+10%	952k	32.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$29M		46k	636.15	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$28M	+5%	519k	52.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$27M		340k	79.61	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.7	$27M		480k	55.17	View chart
JPMorgan Chase & Co. (JPM)	0.7	$26M		87k	297.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$26M		79k	327.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$26M		966k	26.62	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.6	$26M	-2%	505k	50.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$25M		218k	114.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$25M	+3%	76k	328.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$25M	+6%	40k	622.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$24M		220k	108.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$24M		120k	197.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$24M	+5%	593k	39.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$23M	+10%	764k	30.55	View chart
Eli Lilly & Co. (LLY)	0.6	$23M		21k	1064.28	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$22M	-2%	645k	34.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$21M	+13%	363k	58.38	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$21M	+5%	583k	36.22	View chart
Meta Platforms Cl A (META)	0.5	$21M	+5%	32k	658.76	View chart
Oneok (OKE)	0.5	$20M	-2%	262k	78.00	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$20M		422k	47.17	View chart
Advanced Micro Devices (AMD)	0.5	$20M		76k	259.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$20M		153k	128.09	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$20M		196k	100.14	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$20M	+2%	555k	35.07	View chart
Williams Companies (WMB)	0.5	$20M	-2%	299k	64.96	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$19M		237k	79.46	View chart
Kinder Morgan (KMI)	0.5	$18M	-2%	613k	29.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$18M	+7%	410k	42.63	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.4	$17M	-3%	493k	35.25	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$16M		95k	172.28	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$16M	+4%	200k	81.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$16M		87k	184.69	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.4	$16M		191k	82.98	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$14M	-4%	391k	35.61	View chart
Ea Series Trust Strive Emerging (STXE)	0.3	$14M		343k	39.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$14M	+5%	90k	150.96	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$13M	+19%	243k	53.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$13M	+22%	175k	74.25	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$12M		490k	25.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$12M	+6%	481k	25.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$12M		207k	58.75	View chart
Ares Capital Corporation (ARCC)	0.3	$12M		576k	20.78	View chart
Visa Com Cl A (V)	0.3	$12M	-2%	37k	326.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$12M		54k	218.48	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$12M		103k	113.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$12M	+4%	359k	32.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$11M	+26%	96k	117.92	View chart
Abbvie (ABBV)	0.3	$11M		52k	219.26	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$11M	+21%	144k	78.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$11M		41k	255.49	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.3	$10M		1.1M	9.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$9.8M	+10%	102k	95.95	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$9.6M		202k	47.61	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.2	$9.6M	+3%	449k	21.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$9.5M	+14%	95k	100.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$9.4M		36k	264.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$9.4M	-3%	101k	93.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.1M	+9%	41k	223.14	View chart
Kkr & Co (KKR)	0.2	$9.1M	+6%	75k	121.25	View chart
Blue Owl Capital Com Cl A (OWL)	0.2	$8.9M	-5%	586k	15.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$8.8M		65k	134.97	View chart
NVIDIA Corporation Put Option (NVDA)	0.2	$8.7M		560k	15.63	View chart
Targa Res Corp (TRGP)	0.2	$8.7M		45k	191.50	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$8.6M		71k	120.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$8.6M	-2%	86k	99.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.5M		465k	18.32	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$8.4M	+14%	242k	34.84	View chart
Broadcom (AVGO)	0.2	$8.4M	+10%	26k	320.05	View chart
Micron Technology (MU)	0.2	$8.3M	+5%	21k	399.65	View chart
Entergy Corporation (ETR)	0.2	$8.2M		88k	93.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$8.1M		67k	121.60	View chart
Tesla Motors (TSLA)	0.2	$8.1M		18k	449.05	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$8.0M	+3%	167k	48.05	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.2	$8.0M	+16%	123k	65.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.9M	+2%	120k	65.78	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$7.9M		59k	134.12	View chart
Wal-Mart Stores (WMT)	0.2	$7.9M		67k	117.73	View chart
McDonald's Corporation (MCD)	0.2	$7.8M	+16%	25k	309.26	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$7.6M	+2%	125k	61.10	View chart
Costco Wholesale Corporation (COST)	0.2	$7.6M		7.8k	983.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$7.6M		87k	86.64	View chart
Cme (CME)	0.2	$7.4M		26k	282.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$7.2M		178k	40.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$7.2M	-6%	116k	62.06	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$7.0M	+3%	91k	76.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.0M		240k	29.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.9M		31k	224.43	View chart
Abbott Laboratories (ABT)	0.2	$6.9M		64k	107.42	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$6.9M	+2%	71k	98.03	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$6.8M	-4%	548k	12.48	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.2	$6.8M	+48%	244k	27.76	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$6.8M		55k	123.09	View chart
International Business Machines (IBM)	0.2	$6.7M	+7%	23k	292.44	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.2	$6.5M		111k	58.55	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.5M		65k	100.34	View chart
Union Pacific Corporation (UNP)	0.2	$6.5M		28k	229.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.4M	+2%	43k	149.82	View chart
Nuveen Muni Value Fund (NUV)	0.2	$6.4M		708k	9.05	View chart
Apollo Global Mgmt (APO)	0.2	$6.4M	+6%	47k	136.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$6.4M	+33%	128k	49.94	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$6.3M	-7%	138k	45.81	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$6.3M	-5%	57k	110.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.2M	+10%	105k	59.22	View chart
Ge Vernova (GEV)	0.2	$6.1M	+8%	9.3k	657.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$6.1M		65k	93.79	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$6.0M	-4%	81k	74.84	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$6.0M		62k	97.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$5.9M	+4%	15k	392.71	View chart
Rocket Lab Corp (RKLB)	0.1	$5.8M	-18%	66k	88.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.8M	+4%	7.7k	755.03	View chart
Ge Aerospace Com New (GE)	0.1	$5.8M		20k	293.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$5.8M	-6%	114k	50.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$5.8M		175k	33.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.8M	+16%	15k	378.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.7M		18k	323.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.7M	+3%	20k	281.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.7M	-2%	56k	101.88	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$5.6M		49k	114.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$5.5M	-2%	47k	117.43	View chart
Intuit (INTU)	0.1	$5.4M	-6%	9.6k	563.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.4M		10k	524.74	View chart
Johnson & Johnson (JNJ)	0.1	$5.3M	+3%	24k	220.14	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$5.3M		21k	253.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.3M	-9%	58k	90.54	View chart
Cheniere Energy Com New (LNG)	0.1	$5.2M		25k	207.35	View chart
TransDigm Group Incorporated (TDG)	0.1	$5.2M		3.7k	1419.17	View chart
Procter & Gamble Company (PG)	0.1	$5.2M		34k	150.15	View chart
Oracle Corporation (ORCL)	0.1	$5.1M	+16%	29k	177.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.1M	+103%	35k	145.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.1M	+58%	11k	458.00	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$5.1M	+5%	57k	88.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.0M		60k	82.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$5.0M	+5%	213k	23.39	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$4.8M		36k	133.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.8M	+2%	10k	468.26	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$4.8M		137k	34.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.7M	-2%	22k	216.35	View chart
Carlyle Group (CG)	0.1	$4.7M		77k	61.28	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.7M		21k	225.20	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$4.7M	+2%	63k	73.87	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.5M	+111%	190k	23.75	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$4.5M	-4%	26k	174.11	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$4.5M	-16%	88k	50.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.4M	+16%	62k	71.19	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$4.4M	+2%	64k	68.80	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$4.4M		536k	8.14	View chart
Iren Ordinary Shares (IREN)	0.1	$4.3M	+11%	76k	56.68	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$4.3M		46k	93.89	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$4.2M	+105%	156k	26.93	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.2M		94k	44.42	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$4.2M	-5%	106k	39.31	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$4.2M		66k	63.00	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.1M	-2%	88k	47.37	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$4.0M	+4%	26k	155.89	View chart
Corning Incorporated (GLW)	0.1	$4.0M	-5%	43k	93.30	View chart
Home Depot (HD)	0.1	$4.0M	-8%	11k	383.75	View chart
Merck & Co (MRK)	0.1	$4.0M	+17%	37k	108.18	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$3.9M	-2%	205k	19.19	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$3.9M	+4%	39k	100.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.9M	-4%	26k	147.69	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$3.9M	+9%	26k	146.60	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$3.8M	+3%	39k	97.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.8M	-14%	22k	169.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.7M		42k	89.24	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.7M		17k	217.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.7M	-10%	34k	107.61	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$3.7M		180k	20.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M	+3%	62k	59.07	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.6M		50k	72.44	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$3.6M	+11%	82k	44.05	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$3.5M	-4%	36k	98.03	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.5M	+7%	72k	49.25	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.5M	-3%	70k	49.90	View chart
Chevron Corporation (CVX)	0.1	$3.5M	-12%	21k	166.72	View chart
American Tower Reit (AMT)	0.1	$3.5M	-22%	19k	178.75	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$3.4M	+7%	32k	106.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.4M	+5%	69k	49.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.4M	+32%	59k	57.93	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$3.4M		21k	165.70	View chart
Enbridge (ENB)	0.1	$3.4M		70k	48.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.4M	+6%	67k	50.52	View chart
Goldman Sachs (GS)	0.1	$3.3M	+5%	3.6k	918.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.3M		12k	282.37	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.1	$3.3M	+4%	97k	33.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$3.2M	+65%	23k	141.38	View chart
Airbnb Com Cl A (ABNB)	0.1	$3.2M	+5%	24k	132.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.2M	+21%	16k	198.77	View chart
Pepsi (PEP)	0.1	$3.2M		22k	144.58	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.2M		66k	49.06	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$3.2M	+2%	88k	36.22	View chart
Wells Fargo & Company (WFC)	0.1	$3.2M	+3%	36k	86.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.2M		26k	120.46	View chart
Cisco Systems (CSCO)	0.1	$3.2M	+7%	42k	74.59	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$3.1M	-3%	74k	41.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.0M	+2%	28k	110.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.0M	+12%	30k	102.54	View chart
Coca-Cola Company (KO)	0.1	$3.0M		42k	72.88	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.0M	+5%	50k	60.28	View chart
Arista Networks Com Shs (ANET)	0.1	$3.0M	+24%	22k	136.34	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.0M	-2%	29k	102.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.0M	-3%	37k	79.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.0M		20k	147.89	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$3.0M		23k	131.27	View chart
Intel Corporation (INTC)	0.1	$3.0M	-12%	66k	45.07	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$2.9M	-8%	57k	51.26	View chart
Amplify Etf Tr Amplify Junior S Call Option (SILJ)	0.1	$2.9M	NEW	218k	13.34	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.9M	NEW	46k	62.45	View chart
Mach Natural Resources Com Unit Ltd Par (MNR)	0.1	$2.8M	+2%	248k	11.43	View chart
Moody's Corporation (MCO)	0.1	$2.8M	-9%	5.4k	524.05	View chart
Quanta Services (PWR)	0.1	$2.8M	-17%	6.0k	468.75	View chart
Capital One Financial (COF)	0.1	$2.8M	+36%	13k	217.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$2.8M		102k	26.93	View chart
Bank of America Corporation (BAC)	0.1	$2.7M	+2%	53k	51.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.7M	+51%	54k	50.70	View chart
Citigroup Com New (C)	0.1	$2.7M		24k	113.59	View chart
Strategy Cl A New (MSTR)	0.1	$2.7M	+13%	17k	163.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.7M	+9%	14k	195.92	View chart
Waste Management (WM)	0.1	$2.7M	+4%	12k	229.24	View chart
Boeing Company (BA)	0.1	$2.6M	-10%	10k	252.15	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.6M		38k	67.51	View chart
Applied Materials (AMAT)	0.1	$2.6M	+11%	8.0k	322.39	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.6M	-2%	60k	43.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.6M	+9%	7.6k	334.86	View chart
Netflix (NFLX)	0.1	$2.5M	+840%	29k	86.12	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.5M	-2%	14k	175.38	View chart

Past Filings by Chicago Partners Investment Group

SEC 13F filings are viewable for Chicago Partners Investment Group going back to 2015

Chicago Partners Investment Group 2025 Q4 filed Jan. 28, 2026
Chicago Partners Investment Group 2025 Q3 filed Oct. 30, 2025
Chicago Partners Investment Group 2025 Q2 filed July 29, 2025
Chicago Partners Investment Group 2025 Q1 filed May 9, 2025
Chicago Partners Investment Group 2024 Q4 filed Jan. 24, 2025
Chicago Partners Investment Group 2024 Q3 filed Oct. 29, 2024
Chicago Partners Investment Group 2024 Q2 filed July 31, 2024
Chicago Partners Investment Group 2024 Q1 filed April 25, 2024
Chicago Partners Investment Group 2023 Q4 filed Feb. 23, 2024
Chicago Partners Investment Group 2023 Q3 filed Oct. 26, 2023
Chicago Partners Investment Group 2023 Q2 filed Aug. 8, 2023
Chicago Partners Investment Group 2023 Q1 filed April 26, 2023
Chicago Partners Investment Group 2022 Q4 filed Feb. 9, 2023
Chicago Partners Investment Group 2022 Q3 filed Nov. 9, 2022
Chicago Partners Investment Group 2022 Q2 filed Aug. 4, 2022
Chicago Partners Investment Group 2022 Q1 filed May 20, 2022

View all past filings

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