CBIZ Investment Advisory Services, LLC
CBIZ Investment Advisory Services, LLC reported 415 positions worth $2.74B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BND (23.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $631.8M | 23.10% | 8,579,414 | — | — | |
| ▸ 2 | VTV | SH | $530.1M | 19.38% | 2,701,704 | — | — | |
| ▸ 3 | VEU | SH | $401.9M | 14.69% | 5,351,291 | — | — | |
| ▸ 4 | VUG | SH | $394.9M | 14.44% | 904,105 | — | — | |
| ▸ 5 | QQQ | SH | $242.8M | 8.88% | 420,595 | — | — | |
| ▸ 6 | VB | SH | $124.7M | 4.56% | 476,205 | — | — | |
| ▸ 7 | VWO | SH | $106.7M | 3.90% | 1,975,017 | — | — | |
| ▸ 8 | VO | SH | $85.4M | 3.12% | 297,343 | — | — | |
| ▸ 9 | RSP | SH | $49.3M | 1.80% | 257,035 | — | — | |
| ▸ 10 | IVV | SH | $38.2M | 1.40% | 58,356 | — | — |
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Frequently Asked Questions
What stocks does CBIZ Investment Advisory Services, LLC hold as of Q2 2026?
CBIZ Investment Advisory Services, LLC reported 415 positions worth $2.74B in its Q2 2026 13F filing. Largest positions: BND (23.1%), VTV (19.4%), VEU (14.7%), VUG (14.4%) and QQQ (8.9%).
What did CBIZ Investment Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CBIZ Investment Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.