Chicago Partners Investment Group
$4.3B Assets Reported
1,504 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 279,403 | $183M | 4.3% |
| VO | VANGUARD INDEX FDS | 1,616,123 | $124M | 2.9% |
| DFUS | DIMENSIONAL ETF TRUST | 1,105,861 | $86M | 2.0% |
| AAPL | APPLE INC | 301,461 | $82M | 1.9% |
| EPD | ENTERPRISE PRODS PARTNERS L | 2,066,758 | $78M | 1.8% |
| VUG | VANGUARD INDEX FDS | 904,369 | $75M | 1.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 158,667 | $74M | 1.7% |
| ET | ENERGY TRANSFER L P | 3,434,858 | $66M | 1.5% |
| IJH | ISHARES TR | 894,279 | $65M | 1.5% |
| MSFT | MICROSOFT CORP | 132,466 | $57M | 1.3% |
Track Chicago Partners Investment Group's 13F portfolio: $4.3B in reported holdings, 1,504 positions. Top holdings, AUM, and quarterly changes on SentiSense.