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Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC is an Investment Adviser institutional filer with the SEC under CIK 1563525, reporting 1,521 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-29

Top 10 portfolio positions

The largest reported holdings in Chicago Partners Investment Group LLC's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VOO)
  2. NVIDIA CORPORATION (NVDA)
  3. VANGUARD INDEX FDS (VO)
  4. APPLE INC (AAPL)
  5. DIMENSIONAL ETF TRUST (DFUS)
  6. ENTERPRISE PRODS PARTNERS L (EPD)
  7. VANGUARD INDEX FDS (VUG)
  8. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  9. ENERGY TRANSFER L P (ET)
  10. ISHARES TR (IJH)
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