DOSSIER · 13F-HR · Q2 2026

Chicago Partners Investment Group LLC

$5.0B in tracked AUM across 1,639 positions as of Q2 2026.

CP
CIK 0001563525 · last filed Jun 30, 2026
Total AUM
$5.0B
as of Q2 2026
Holdings
1,639
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chicago Partners Investment Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$195M287K3.9%
02
NVDA
NVIDIA CORPORATION
$139M667K2.8%
03
VO
VANGUARD INDEX FDS
$136M1.7M2.7%
04
AAPL
APPLE INC
$108M337K2.2%
05
DFUS
DIMENSIONAL ETF TRUST
$93M1.1M1.9%
06
EPD
ENTERPRISE PRODS PARTNERS L
$81M2.1M1.6%
07
VUG
VANGUARD INDEX FDS
$78M932K1.6%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$75M152K1.5%
09
ET
ENERGY TRANSFER L P
$70M3.4M1.4%
10
IJH
ISHARES TR
$68M902K1.4%

Filing history

2026Q2Jun 30
$5.0B 11.7%
1,639 positionsView →
2026Q1Mar 31
$4.5B 10.4%
1,511 positionsView →
2025Q4Dec 31
$4.1B 6.2%
1,306 positionsView →
2025Q3Sep 30
$3.8B 10.2%
1,218 positionsView →
2025Q2Jun 30
$3.5B 15.3%
1,095 positionsLocked
2025Q1Mar 31
$3.0B 0.0%
933 positionsLocked
2024Q4Dec 31
$3.0B 7.2%
845 positionsLocked
2024Q3Sep 30
$2.8B 8.5%
795 positionsLocked
2024Q2Jun 30
$2.6B 9.9%
743 positionsLocked
2024Q1Mar 31
$2.4B 8.8%
732 positionsLocked
2023Q4Dec 31
$2.2B 16.6%
701 positionsLocked
2023Q3Sep 30
$1.9B 3.6%
657 positionsLocked
Showing 12 of 44