Institutional Fund
Chicago Partners Investment Group LLC
Chicago, ILCIK 15635255 filings on record
Portfolio Value
$4.47B
Q1 2026
Holdings
1,443
Reported positions
New Buys
220
Opened this quarter
QoQ Change
+10.3%
from $4.06B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.1%
- Vanguard Index Fds2.8%
- Nvidia Corporation2.6%
- Dimensional ETF Trust1.9%
- Apple Inc1.8%
- Enterprise Prods Partners L1.7%
- Other85.1%
Portfolio Holdings
1,443 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 279.3K | $182.64M | 4.1% | +13.0K | Added |
| 2 | Vanguard Index Fds | 1.62M | $123.79M | 2.8% | +1.23M | Added |
| 3 | Nvidia Corporation | 565.8K | $114.58M | 2.6% | +17.5K | Added |
| 4 | Dimensional ETF Trust | 1.11M | $85.78M | 1.9% | +18.9K | Added |
| 5 | Apple Inc | 301.5K | $82.35M | 1.8% | +7.4K | Added |
| 6 | Enterprise Prods Partners L | 2.07M | $78.00M | 1.7% | +20.0K | Added |
| 7 | Vanguard Index Fds | 904.4K | $75.08M | 1.7% | +755.7K | Added |
| 8 | Berkshire Hathaway Inc Del | 158.7K | $73.84M | 1.7% | +2.4K | Added |
| 9 | Energy Transfer L P | 3.43M | $65.50M | 1.5% | +51.2K | Added |
| 10 | Ishares Tr | 894.3K | $64.96M | 1.5% | −18.3K | Reduced |
1,433 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio