13F Insight
DOSSIER · 13F-HR · Q1 2026

Chicago Partners Investment Group LLC

Chicago Investment's holding co. based in San Francisco, CA — $4.5B in tracked AUM across 1,511 positions as of Q1 2026.

CI
Chicago Investment·San Francisco, CA·Holding Co.
CIK 0001563525 · last filed Mar 31, 2026
Total AUM
$4.5B
▼ 6.8%
vs prior
Holdings
1,511
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Chicago Partners Investment Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$183M279K4.1%
02
VO
VANGUARD INDEX FDS
$124M1.6M2.8%
03
NVDA
NVIDIA CORPORATION
$117M577K2.6%
04
DFUS
DIMENSIONAL ETF TRUST
$86M1.1M1.9%
05
AAPL
APPLE INC
$82M301K1.8%
06
EPD
ENTERPRISE PRODS PARTNERS L
$78M2.1M1.7%
07
VUG
VANGUARD INDEX FDS
$75M904K1.7%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$74M159K1.6%
09
ET
ENERGY TRANSFER L P
$66M3.4M1.5%
10
IJH
ISHARES TR
$65M894K1.5%

Filing history

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