Cbiz Investment Advisory Services

$2.7B 13F equity value
415 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Cbiz Investment Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
BNDVANGUARD BD INDEX FDS8,579,414$632M23.1%
VTVVANGUARD INDEX FDS2,701,704$530M19.4%
VEUVANGUARD INTL EQUITY INDEX F5,351,291$402M14.7%
VUGVANGUARD INDEX FDS904,105$395M14.4%
QQQINVESCO QQQ TR420,595$243M8.9%
VBVANGUARD INDEX FDS476,205$125M4.6%
VWOVANGUARD INTL EQUITY INDEX F1,975,017$107M3.9%
VOVANGUARD INDEX FDS297,343$85M3.1%
RSPINVESCO EXCHANGE TRADED FD T257,035$49M1.8%
IVVISHARES TR58,356$38M1.4%

Track Cbiz Investment Advisory Services's 13F portfolio: $2.7B in reported holdings, 415 positions. Top holdings and quarterly changes on SentiSense.

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