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DOSSIER · 13F-HR · Q1 2026

CBIZ Investment Advisory Services, LLC

$2.7B in tracked AUM across 422 positions as of Q1 2026.

CI
CIK 0001795934 · last filed Mar 31, 2026
Total AUM
$2.7B
as of Q1 2026
Holdings
422
positions
Whale Score
70
70
strong
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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