Chicago Partners Investment Group LLC
Q3 2026 13F filing
Updated 9 days ago1,784 disclosed positions worth $5.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $208.2M | 298.0K | 3.82% | Added(+3.7%) |
| 2 | V VANGUARD INDEX FDS | $142.7M | 1.77M | 2.62% | Added(+4.1%) |
| 3 | N NVIDIA CORPORATION | $141.3M | 670.0K | 2.59% | Added(+13573.2%) |
| 4 | A APPLE INC | $122.7M | 353.0K | 2.25% | Added(+4.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $94.9M | 1.15M | 1.74% | Trimmed(-0.2%) |
| 6 | B BERKSHIRE HATHAWAY INC DEL | $84.1M | 155.1K | 1.54% | Added(+1.8%) |
| 7 | V VANGUARD INDEX FDS | $81.6M | 940.4K | 1.50% | Added(+0.8%) |
| 8 | E ENTERPRISE PRODS PARTNERS L | $79.8M | 2.15M | 1.46% | Added(+42958.0%) |
| 9 | M MICROSOFT CORP | $78.8M | 150.2K | 1.45% | Added(+150102.0%) |
| 10 | E ENERGY TRANSFER L P | $72.6M | 3.55M | 1.33% | Added(+3.6%) |
| 11 | E ISHARES TR | $65M | 898.5K | 1.19% | Trimmed(-0.4%) |
| 12 | S STATE STR SPDR S&P 500 ETF T | $64.3M | 84.5K | 1.18% | Added(+84445.0%) |
| 13 | S SCHWAB STRATEGIC TR | $60.6M | 2.03M | 1.11% | Added(+5.2%) |
| 14 | V VANGUARD INDEX FDS | $58.8M | 204.7K | 1.08% | Added(+6.6%) |
| 15 | V VANGUARD INDEX FDS | $55.3M | 148.3K | 1.01% | Added(+5.8%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $54.2M | 689.8K | 0.99% | Added(+0.8%) |
| 17 | E ISHARES TR | $53.3M | 69.8K | 0.98% | Added(+0.3%) |
| 18 | ? N/A DFA INVT DIMENSIONS GROUP IN | $48.3M | 1.15M | 0.89% | — |
| 19 | A AMAZON COM INC | $45.5M | 183.7K | 0.84% | Added(+7.9%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $45.2M | 1.01M | 0.83% | Added(+16.2%) |
| 21 | E ISHARES TR | $42.2M | 250.4K | 0.77% | Trimmed(-0.3%) |
| 22 | A ADVANCED MICRO DEVICES INC | $41.9M | 81.1K | 0.77% | Added(+0.8%) |
| 23 | S SCHWAB STRATEGIC TR | $41.2M | 1.19M | 0.76% | Added(+8.9%) |
| 24 | ? N/A INNOVATOR ETFS TRUST | $39.3M | 1.00M | 0.72% | Trimmed(-9.0%) |
| 25 | ? N/A AMERICAN CENTY ETF TR | $36.3M | 391.0K | 0.67% | Added(+9.2%) |
| 26 | S SCHWAB STRATEGIC TR | $34.5M | 1.18M | 0.63% | Added(+6.6%) |
| 27 | Q INVESCO QQQ TR | $32.3M | 45.9K | 0.59% | Added(+9074.0%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $32M | 262.2K | 0.59% | Added(+12.7%) |
| 29 | J JPMORGAN CHASE & CO | $31.2M | 94.2K | 0.57% | Trimmed(-2.3%) |
| 30 | E ISHARES TR | $31.2M | 606.3K | 0.57% | Added(+1.6%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $31M | 242.3K | 0.57% | Added(+5.6%) |
| 32 | S SCHWAB STRATEGIC TR | $30.3M | 930.9K | 0.56% | Added(+8.2%) |
| 33 | M STATE STR SPDR S&P MIDCAP 40 | $29.8M | 45.1K | 0.55% | Trimmed(-0.8%) |
| 34 | G ALPHABET INC | $29.3M | 91.6K | 0.54% | Added(+91528.0%) |
| 35 | V VANGUARD INDEX FDS | $29.2M | 129.8K | 0.54% | Added(+4.2%) |
| 36 | M MPLX LP | $29.1M | 492.8K | 0.53% | Added(+0.8%) |
| 37 | C DIMENSIONAL ETF TRUST | $28.6M | 695.0K | 0.53% | Added(+4.5%) |
| 38 | G ALPHABET INC | $27.6M | 86.8K | 0.51% | Added(+3.5%) |
| 39 | B BLACKSTONE INC | $26.6M | 225.5K | 0.49% | Trimmed(-0.1%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $26.4M | 706.6K | 0.48% | Added(+7.0%) |
| 41 | M META PLATFORMS INC | $25.8M | 40.2K | 0.47% | Added(+3.7%) |
| 42 | G GOLDMAN SACHS ETF TR | $25.2M | 251.3K | 0.46% | Trimmed(-13.6%) |
| 43 | ? N/A DFA INVT DIMENSIONS GROUP IN | $24.1M | 621.3K | 0.44% | — |
| 44 | L ELI LILLY & CO | $24.1M | 18.9K | 0.44% | Added(+3.7%) |
| 45 | O ONEOK INC NEW | $24M | 250.7K | 0.44% | — |
| 46 | D DIMENSIONAL ETF TRUST | $22.5M | 624.6K | 0.41% | Trimmed(-1.1%) |
| 47 | H DIMENSIONAL ETF TRUST | $22.4M | 551.7K | 0.41% | Added(+17.1%) |
| 48 | M MICRON TECHNOLOGY INC | $22.2M | 25.3K | 0.41% | Added(+7.7%) |
| 49 | S SPDR SERIES TRUST | $21.9M | 244.8K | 0.40% | Added(+0.9%) |
| 50 | E ISHARES TR | $21.8M | 157.8K | 0.40% | Trimmed(-0.2%) |