account_balance
Investment manager · 13F filer · SEC CIK 1563525
Chicago Partners Investment Group LLC
Reported value$5.44Bas of Sep 30, 2026
Positions1,660 226 new, 87 sold out
Top 10 weight20.3%VOO alone is 4%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
3.8%Added +4%
VOVanguard Index FDS
2.6%Added +4%
NVDANvidia Corporation
2.6%Added +2%
AAPLApple Inc
2.3%Added +5%
DFUSDimensional ETF Trust
1.7%
BRK-BBerkshire Hathaway Inc
1.5%
VUGVanguard Index FDS
1.5%
EPDEnterprise Prods Partners L
1.5%Added +4%
MSFTMicrosoft Corp
1.4%Added +6%
ETEnergy Transfer L P
1.3%Added +4%
IJHiShares Tr
1.2%
SPYState STR SPDR S&P 500 ETF T
1.2%
VOOVanguard Index FDS
3.8%Added +4%
VOVanguard Index FDS
2.6%Added +4%
NVDANvidia Corporation
2.6%Added +2%
AAPLApple Inc
2.3%Added +5%
DFUS1.7%
BRK-B1.5%VUG1.5%
EPD1.5%MSFT1.4%ET1.3%IJH1.2%
SPY1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 3.8% Added +4%
VO Vanguard Index FDS 2.6% Added +4%
NVDA Nvidia Corporation 2.6% Added +2%AAPL Apple Inc 2.3% Added +5%DFUS Dimensional ETF Trust 1.7% Held
BRK-B Berkshire Hathaway Inc 1.5% HeldVUG Vanguard Index FDS 1.5% Held
EPD Enterprise Prods Partners L 1.5% Added +4%MSFT Microsoft Corp 1.4% Added +6%ET Energy Transfer L P 1.3% Added +4%IJH iShares Tr 1.2% Held
SPY State STR SPDR S&P 500 ETF T 1.2% HeldWhat changed