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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, NVDA, DFUS, AAPL, and represent 13.21% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: VO (+$94M), VUG (+$63M), VOO (+$8.6M), AVGO (+$7.7M), VUSB (+$6.8M), GBIL (+$6.0M), IBHH (+$5.0M), IBHJ (+$5.0M), MSFT, IBDW.
Started 218 new stock positions in CNP, MGK, RIOT, TDW, INDI, CDE, IVVD, NHI, BRX, ARM.
Reduced shares in these 10 stocks: VGSH (-$12M), DUSB, SFLR, KMI, WMB, IJH, IWS, GLD, , Bitfarms.
Sold out of its positions in Agilon Health, ALK, ALNY, BOXX, IBUY, APLD, BILL, Bitfarms, MVF, MYD.
Chicago Partners Investment Group was a net buyer of stock by $457M.
Chicago Partners Investment Group has $4.5B in assets under management (AUM), dropping by 13.11%.
Central Index Key (CIK): 0001563525

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 1443 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Chicago Partners Investment Group has 1443 total positions. Only the first 250 positions are shown.

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Download the Chicago Partners Investment Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$183M	+4%	279k	653.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.8	$124M	+318%	1.6M	76.60	View chart
NVIDIA Corporation Put Option (NVDA)	2.6	$117M	+3%	577k	202.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.9	$86M		1.1M	77.57	View chart
Apple (AAPL)	1.8	$82M	+2%	302k	273.17	View chart
Enterprise Products Partners (EPD)	1.7	$78M		2.1M	37.74	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$75M	+508%	904k	83.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$74M		159k	465.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	1.5	$66M		3.4M	19.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$65M	-2%	894k	72.64	View chart
Microsoft Corporation (MSFT)	1.3	$57M	+7%	133k	432.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$56M	+2%	79k	711.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$53M	+2%	681k	77.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$52M	+6%	183k	284.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$52M	+5%	1.8M	28.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$48M	+2%	67k	714.56	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.0	$47M	-5%	1.3M	36.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$45M	+10%	128k	351.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$43M	+2%	1.1M	39.16	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$40M	-3%	255k	155.61	View chart
Amazon Put Option (AMZN)	0.9	$39M	+7%	154k	255.36	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$38M	+3%	897k	42.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$34M	+6%	1.0M	33.77	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.7	$30M		46k	663.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$30M	+9%	570k	52.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$30M	+2%	347k	85.71	View chart
JPMorgan Chase & Co. (JPM)	0.7	$29M	+7%	94k	313.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$29M		224k	129.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$29M	+6%	84k	339.32	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.6	$27M	+3%	42k	655.11	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.6	$27M		487k	55.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$27M	+4%	80k	337.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$27M	+2%	223k	120.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$27M		969k	27.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$27M	+7%	821k	32.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$26M	+6%	634k	40.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$26M		218k	118.17	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$26M	+30%	255k	100.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$26M	+4%	126k	202.87	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$23M		643k	36.43	View chart
Advanced Micro Devices Call Option (AMD)	0.5	$23M		76k	303.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$23M	+3%	604k	37.20	View chart
Meta Platforms Cl A (META)	0.5	$22M	+3%	33k	674.73	View chart
Oneok (OKE)	0.5	$22M	-3%	253k	86.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$21M	+2%	373k	57.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$21M		238k	89.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$21M	+2%	157k	135.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$21M	+3%	573k	37.17	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$21M	-18%	410k	50.70	View chart
Eli Lilly & Co. (LLY)	0.5	$20M	+2%	22k	921.49	View chart
Williams Companies (WMB)	0.4	$20M	-6%	279k	71.10	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$19M	-3%	408k	46.19	View chart
Broadcom (AVGO)	0.4	$19M	+69%	45k	422.65	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$18M	+4%	431k	42.45	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$18M	+4%	100k	181.06	View chart
Kinder Morgan (KMI)	0.4	$18M	-9%	554k	31.81	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$18M	+5%	210k	83.72	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.4	$18M		486k	36.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$17M	+3%	90k	191.96	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.4	$17M		192k	87.62	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$16M	+24%	301k	53.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$15M	+7%	97k	155.91	View chart
Ea Series Trust Strive Emerging (STXE)	0.3	$15M	-2%	333k	44.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$14M	+11%	536k	26.40	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$14M	-4%	374k	37.36	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$14M	+20%	174k	77.70	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$13M	+107%	265k	49.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$13M		177k	73.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$13M	+2%	99k	129.11	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$13M	+4%	511k	24.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$13M	+6%	384k	32.85	View chart
Micron Technology (MU)	0.3	$12M	+22%	26k	487.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$12M		54k	226.55	View chart
Abbvie (ABBV)	0.3	$12M	+13%	59k	200.50	View chart
Ge Vernova (GEV)	0.3	$12M	+9%	10k	1127.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$11M		41k	275.99	View chart
Visa Com Cl A (V)	0.3	$11M		36k	311.29	View chart
Ares Capital Corporation (ARCC)	0.2	$11M		576k	19.10	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.2	$11M	+52%	372k	28.58	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.2	$10M	+14%	141k	73.82	View chart
Targa Res Corp (TRGP)	0.2	$10M	-4%	43k	236.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$10M	+5%	107k	95.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$10M	+7%	102k	99.61	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$10M		1.1M	9.54	View chart
Exxon Mobil Corporation (XOM)	0.2	$10M	+3%	67k	149.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$10M		204k	49.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$9.8M		36k	276.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$9.8M		102k	95.24	View chart
Entergy Corporation (ETR)	0.2	$9.7M		88k	110.47	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$9.6M		73k	131.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$9.2M	+5%	91k	101.97	View chart
Costco Wholesale Corporation (COST)	0.2	$9.2M	+18%	9.2k	1003.67	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.2	$9.2M	-2%	438k	20.94	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$9.2M	+5%	108k	84.66	View chart
Kkr & Co (KKR)	0.2	$9.1M	+14%	86k	105.92	View chart
Wal-Mart Stores (WMT)	0.2	$8.8M	+2%	68k	129.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$8.7M	-6%	38k	227.08	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.6M		472k	18.12	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$8.5M	+5%	177k	47.97	View chart
Cme (CME)	0.2	$8.4M	+12%	30k	285.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.4M	+2%	124k	68.35	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$8.4M	-2%	65k	127.93	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$8.3M	+2%	60k	137.59	View chart
McDonald's Corporation (MCD)	0.2	$8.2M	+7%	27k	300.07	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$8.1M	-3%	234k	34.74	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$8.1M	+2%	128k	63.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$7.8M		88k	89.22	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$7.7M	+5%	74k	104.16	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$7.5M	+3%	95k	79.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.4M		239k	31.01	View chart
Tesla Motors (TSLA)	0.2	$7.3M	+5%	19k	387.51	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$7.3M		179k	41.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$7.3M		31k	231.36	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$7.3M		57k	127.55	View chart
Union Pacific Corporation (UNP)	0.2	$7.2M	+3%	29k	249.40	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$7.1M		55k	129.47	View chart
Corning Incorporated (GLW)	0.2	$7.0M	-4%	41k	168.76	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.2	$6.9M		111k	61.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.9M		43k	159.56	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$6.8M	+12%	17k	404.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.8M		65k	103.87	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.2	$6.8M		215k	31.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.7M	+7%	113k	58.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$6.5M	-10%	103k	62.97	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$6.3M		140k	45.06	View chart
Ge Aerospace Com New (GE)	0.1	$6.3M	+14%	23k	276.29	View chart
Cheniere Energy Com New (LNG)	0.1	$6.3M	-3%	24k	257.48	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$6.3M		539k	11.61	View chart
Nuveen Muni Value Fund (NUV)	0.1	$6.2M	-3%	683k	9.14	View chart
Johnson & Johnson (JNJ)	0.1	$6.2M	+13%	27k	226.10	View chart
Apollo Global Mgmt (APO)	0.1	$6.2M	+2%	48k	129.06	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$6.2M		80k	77.58	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.1M	+4%	49k	125.25	View chart
International Business Machines (IBM)	0.1	$6.1M	+5%	24k	251.86	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$6.0M	+2%	179k	33.64	View chart
Oracle Corporation (ORCL)	0.1	$6.0M	+10%	32k	187.50	View chart
Rocket Lab Corp (RKLB)	0.1	$6.0M		66k	90.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.0M		15k	389.66	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$5.9M	+2%	600k	9.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$5.9M		116k	50.56	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.9M		56k	105.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$5.9M	-2%	17k	336.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.8M		65k	89.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$5.8M	+3%	37k	158.09	View chart
Abbott Laboratories (ABT)	0.1	$5.7M	-4%	62k	91.70	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$5.5M	+2%	219k	25.16	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$5.5M	+5%	61k	90.81	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$5.5M		62k	88.74	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$5.4M	+21%	80k	67.59	View chart
Procter & Gamble Company (PG)	0.1	$5.4M	+10%	38k	142.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.4M		60k	89.82	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$5.4M	+28%	200k	26.89	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$5.3M		137k	38.48	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$5.2M		48k	108.33	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$5.2M	+6%	68k	77.19	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	0.1	$5.2M	+280%	95k	54.41	View chart
Iren Ordinary Shares (IREN)	0.1	$5.2M	+40%	107k	48.39	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$5.1M		35k	145.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.1M	-2%	10k	510.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.1M	+64%	45k	111.39	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$5.0M	NEW	213k	23.62	View chart
Ishares Tr Ibonds 2030 Term (IBHJ)	0.1	$5.0M	NEW	190k	26.54	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$5.0M	-2%	20k	245.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.0M	-9%	53k	94.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.8M		10k	478.85	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$4.7M	+7%	101k	46.93	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$4.7M	+2%	21k	221.11	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$4.7M	+755%	185k	25.33	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$4.7M	-2%	25k	184.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.7M	+484%	45k	103.03	View chart
Intuit (INTU)	0.1	$4.6M	+17%	11k	408.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$4.6M	+28%	29k	157.86	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$4.6M		64k	71.80	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$4.5M		106k	42.92	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.5M		17k	265.55	View chart
Pepsi (PEP)	0.1	$4.5M	+32%	29k	153.79	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.5M		191k	23.53	View chart
Airbnb Com Cl A (ABNB)	0.1	$4.5M	+27%	31k	144.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.5M	+15%	24k	190.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.4M		61k	72.92	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$4.4M		88k	50.59	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$4.4M	-5%	44k	101.00	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$4.4M	+1647%	208k	21.02	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$4.4M	+1643%	188k	23.29	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$4.4M	+1669%	199k	21.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.4M	+7%	28k	154.82	View chart
Chevron Corporation (CVX)	0.1	$4.4M	+11%	23k	186.32	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$4.4M		205k	21.20	View chart
Arista Networks Com Shs (ANET)	0.1	$4.4M	+10%	25k	177.73	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.3M		3.7k	1187.74	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$4.3M	+4%	41k	106.55	View chart
Merck & Co (MRK)	0.1	$4.3M		38k	112.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.2M	-11%	19k	220.16	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$4.2M		183k	22.94	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.2M		88k	47.51	View chart
Cisco Systems (CSCO)	0.1	$4.1M	+8%	46k	89.80	View chart
Intel Corporation (INTC)	0.1	$4.1M	-3%	63k	65.27	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.1M	+14%	37k	111.77	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$4.0M		40k	102.17	View chart
Carlyle Group (CG)	0.1	$4.0M		77k	51.28	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.9M	+5%	74k	52.75	View chart
Home Depot (HD)	0.1	$3.9M	+9%	12k	339.50	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$3.9M	-8%	488k	7.96	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$3.9M		26k	147.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.8M	+52%	19k	207.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.8M		41k	92.81	View chart
Comfort Systems USA (FIX)	0.1	$3.8M	+46%	2.2k	1724.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.8M	-3%	60k	63.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.8M	-22%	8.7k	435.25	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$3.8M	+20%	31k	121.05	View chart
Bristol Myers Squibb (BMY)	0.1	$3.8M	+46%	64k	58.80	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$3.8M	+7%	95k	39.67	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$3.7M		83k	44.88	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.7M		50k	74.04	View chart
Goldman Sachs (GS)	0.1	$3.7M	+9%	4.0k	934.89	View chart
Western Digital (WDC)	0.1	$3.7M	+23%	9.5k	389.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.7M	+9%	73k	50.43	View chart
Quanta Services (PWR)	0.1	$3.7M		6.0k	613.77	View chart
Enbridge (ENB)	0.1	$3.6M		70k	51.80	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$3.6M	-5%	34k	106.82	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.6M	+4%	61k	58.97	View chart
Applied Materials (AMAT)	0.1	$3.6M	+11%	8.9k	403.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.6M	-4%	68k	51.91	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.5M		66k	53.87	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.5M		70k	50.17	View chart
Citigroup Com New Call Option (C)	0.1	$3.5M	+13%	27k	129.73	View chart
Netflix Call Option (NFLX)	0.1	$3.5M	+27%	37k	93.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.3M	+9%	22k	151.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.3M		22k	152.62	View chart
Coca-Cola Company (KO)	0.1	$3.3M	+6%	44k	74.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.3M		12k	283.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M		16k	202.46	View chart
Wells Fargo & Company (WFC)	0.1	$3.3M	+11%	40k	80.58	View chart
Wisdomtree Tr True Emerging Mk (XC)	0.1	$3.2M		99k	32.84	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.2M	-11%	30k	107.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$3.2M		26k	123.21	View chart
Nexgen Energy (NXE)	0.1	$3.2M	+37%	245k	13.10	View chart
Mach Natural Resources Com Unit Ltd Par (MNR)	0.1	$3.2M		247k	12.99	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.2M		14k	222.07	View chart
American Tower Reit (AMT)	0.1	$3.1M	-8%	18k	176.31	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.1M	+16%	34k	91.71	View chart
Teradyne (TER)	0.1	$3.1M	+38%	8.1k	385.19	View chart
Strategy Cl A New (MSTR)	0.1	$3.1M	+5%	17k	179.36	View chart
Bank of America Corporation (BAC)	0.1	$3.1M	+11%	59k	53.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.1M	+55%	80k	38.58	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.1M		30k	103.72	View chart
Boeing Company (BA)	0.1	$3.0M	+24%	13k	231.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.0M	+55%	5.4k	555.42	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$3.0M		23k	133.35	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$2.9M		103k	28.34	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 2026 Q1 filed May 4, 2026
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

View all past filings

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