Chicago Partners Investment Group LLC

CIK 0001563525 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Chicago Partners Investment Group LLC reported 1,588 positions worth $5.00B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VOO (3.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.00B
2026 Q2
Positions
1,588
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.8%
Est. Net Flow (Q)
2026 Q2
10 / 1588 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$195.0M3.90%287,380
2NVDANVIDIA CORPORATIONSH$136.8M2.74%655,205
3VOVANGUARD INDEX FDSSH$136.3M2.73%1,696,716
4AAPLAPPLE INCSH$108.3M2.17%336,798
5DFUSDIMENSIONAL ETF TRUSTSH$92.8M1.86%1,149,698
6EPDENTERPRISE PRODS PARTNERS LSH$80.4M1.61%2,073,101
7VUGVANGUARD INDEX FDSSH$78.1M1.56%932,446
8BRK-BBERKSHIRE HATHAWAY INC DELSH$74.8M1.50%152,340
9ETENERGY TRANSFER L PSH$70.0M1.40%3,426,520
10IJHISHARES TRSH$68.1M1.36%902,005

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Chicago Partners Investment Group LLC hold as of Q2 2026?

Chicago Partners Investment Group LLC reported 1588 positions worth $5.00B in its Q2 2026 13F filing. Largest positions: VOO (3.9%), NVDA (2.7%), VO (2.7%), AAPL (2.2%) and DFUS (1.9%).

What did Chicago Partners Investment Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Chicago Partners Investment Group 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.