Chicago Partners Investment Group LLC
Q2 2026 13F filing
Updated 42 days ago1,639 disclosed positions worth $5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $195M | 287.4K | 3.90% | Added(+287280.0%) |
| 2 | N NVDA NVIDIA CORPORATION | $136.8M | 655.2K | 2.74% | Added(+15.8%) |
| 3 | V VGES VANGUARD INDEX FDS | $136.3M | 1.70M | 2.73% | Added(+5.0%) |
| 4 | A AAPL APPLE INC | $108.3M | 336.8K | 2.17% | Added(+11.7%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $92.8M | 1.15M | 1.86% | Added(+4.0%) |
| 6 | E EPDU ENTERPRISE PRODS PARTNERS L | $80.4M | 2.07M | 1.61% | Added(+0.3%) |
| 7 | V VGES VANGUARD INDEX FDS | $78.1M | 932.4K | 1.56% | Added(+3.1%) |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $74.8M | 152.3K | 1.50% | Trimmed(-4.0%) |
| 9 | E ET-PI ENERGY TRANSFER L P | $70M | 3.43M | 1.40% | Trimmed(-0.2%) |
| 10 | E ETHA ISHARES TR | $68.1M | 902.0K | 1.36% | Added(+0.9%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $62.2M | 84.3K | 1.24% | Added(+16765.0%) |
| 12 | V VGES VANGUARD INDEX FDS | $56.6M | 192.1K | 1.13% | Added(+5.1%) |
| 13 | S SCHW-PJ SCHWAB STRATEGIC TR | $56M | 1.93M | 1.12% | Added(+5.0%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $55.1M | 684.5K | 1.10% | Added(+0.5%) |
| 15 | M MSFT MICROSOFT CORP | $54M | 141.5K | 1.08% | Added(+6.8%) |
| 16 | E ETHA ISHARES TR | $51.6M | 69.6K | 1.03% | Added(+3.6%) |
| 17 | V VGES VANGUARD INDEX FDS | $51.1M | 140.1K | 1.02% | Added(+140026.0%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $46.2M | 1.12M | 0.92% | Added(+2.4%) |
| 19 | A AMD ADVANCED MICRO DEVICES INC | $43.4M | 80.4K | 0.87% | Added(+5.5%) |
| 20 | ? N/A INNOVATOR ETFS TRUST | $42.2M | 1.10M | 0.84% | Trimmed(-13.6%) |
| 21 | E ETHA ISHARES TR | $41.4M | 251.1K | 0.83% | Trimmed(-1.6%) |
| 22 | A AMZN AMAZON COM INC | $39.8M | 170.2K | 0.80% | Added(+170052.0%) |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $38.6M | 1.10M | 0.77% | Added(+7.8%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $38.3M | 869.9K | 0.77% | Trimmed(-3.0%) |
| 25 | J JPM-PM JPMORGAN CHASE & CO | $33.7M | 96.4K | 0.67% | Added(+2.9%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $32.8M | 358.0K | 0.66% | Added(+3.2%) |
| 27 | S SCHW-PJ SCHWAB STRATEGIC TR | $31.7M | 1.11M | 0.63% | Added(+14.4%) |
| 28 | M MDY STATE STR SPDR S&P MIDCAP 40 | $31.3M | 45.5K | 0.63% | Trimmed(-0.4%) |
| 29 | E ETHA ISHARES TR | $31M | 596.5K | 0.62% | Added(+4.7%) |
| 30 | Q QQQ INVESCO QQQ TR | $29.6M | 42.8K | 0.59% | Added(+4.2%) |
| 31 | S SCHW-PJ SCHWAB STRATEGIC TR | $29.5M | 860.5K | 0.59% | Added(+4.8%) |
| 32 | G GS-PD GOLDMAN SACHS ETF TR | $29.1M | 290.9K | 0.58% | Added(+13.9%) |
| 33 | ? N/A AMERICAN CENTY ETF TR | $29.1M | 229.4K | 0.58% | Added(+3.0%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $29M | 232.7K | 0.58% | Added(+6.9%) |
| 35 | M MPLXP MPLX LP | $28.1M | 488.7K | 0.56% | Added(+0.4%) |
| 36 | B BX BLACKSTONE INC | $28.1M | 225.7K | 0.56% | Added(+0.7%) |
| 37 | G GOOGN ALPHABET INC | $27.7M | 87.3K | 0.55% | Added(+4.1%) |
| 38 | V VGES VANGUARD INDEX FDS | $27.4M | 124.6K | 0.55% | Trimmed(-0.8%) |
| 39 | C CRDO DIMENSIONAL ETF TRUST | $27.4M | 665.1K | 0.55% | Added(+4.9%) |
| 40 | G GOOGN ALPHABET INC | $26.7M | 83.9K | 0.53% | Added(+5.4%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $24.6M | 660.7K | 0.49% | Added(+9.3%) |
| 42 | M META META PLATFORMS INC | $23.5M | 38.7K | 0.47% | Added(+17.7%) |
| 43 | O OKE ONEOK INC NEW | $23.4M | 251.1K | 0.47% | Trimmed(-0.9%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $23.3M | 594.8K | 0.47% | Added(+3.9%) |
| 45 | M MU MICRON TECHNOLOGY INC | $23.3M | 23.5K | 0.47% | Trimmed(-8.0%) |
| 46 | E ETHA ISHARES TR | $22.9M | 158.1K | 0.46% | Added(+0.6%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $22.9M | 631.2K | 0.46% | Trimmed(-1.8%) |
| 48 | A AVGO BROADCOM INC | $22.6M | 57.5K | 0.45% | Added(+29.2%) |
| 49 | E ETHA ISHARES INC | $22M | 233.7K | 0.44% | Trimmed(-1.7%) |
| 50 | L LLY ELI LILLY & CO | $21.6M | 18.2K | 0.43% | Trimmed(-17.1%) |