CBIZ Investment Advisory Services, LLC

Portfolio Overview

CBIZ Investment Advisory Services, LLC manages a substantial portfolio valued at approximately $2.55 billion as of September 30, 2025. This represents a notable growth of 13.1% from the previous quarter's value of $2.26 billion. The portfolio is highly diversified, comprising 668 total holdings, but it exhibits a distinct "core-satellite" structure heavily weighted toward passive indexing. The overwhelming majority of the assets are concentrated in Exchange Traded Funds (...