13F filer

Chicago Partners Investment Group

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1563525 SEC filings ↗

13F Value

$5.45B

Positions

1,739

Top Position

VOO3.8%

Top 5

13.0%

Latest filing changes

vs Jun 30, 2026

1 SPCX Space Exploration Techn +947.0%+$14.4M

2 NVO Novo Nordisk +963.7%+$8.6M

3 VOO Vanguard 500 Index Fund — ETF Shares +3.7%+$7.4M

4 DFAC Dimensional U.S. Core Equity 2 ETF +16.2%+$6.3M

5 BSX Boston Scientific +293.0%+$6.1M

Holdings1,739

#							Trend (4Q)
1	VOO Vanguard 500 Index Fund — ETF Shares	3.8%	$208.2M	+3.7%	298.0K	3.9%		ETF
2	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.6%	$142.7M	+4.1%	1.77M	2.7%	—	ETF
3	NVDA NVIDIA	2.6%	$141.3M	+2.3%	670.0K	2.7%		Common Stock
4	AAPL Apple	2.3%	$122.7M	+4.8%	353.0K	2.2%		Common Stock
5	DFUS Dimensional U.S. Equity Market ETF	1.7%	$94.9M	-0.2%	1.15M	1.9%		ETF
6	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 155,062 reported quantity $84,073,104 reported value	1.5%	$84.1M	+1.8%	155.1K	1.5%		Common Stock
7	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.5%	$81.6M	+0.9%	940.4K	1.6%	—	ETF
8	EPD Enterprise Products Partners	1.5%	$79.8M	+3.8%	2.15M	1.6%		Common Stock
9	MSFT Microsoft	1.4%	$78.8M	+6.1%	150.2K	1.1%		Common Stock
10	ET Energy Transfer	1.3%	$72.6M	+3.6%	3.55M	1.4%		Partnership Unit
11	IJH iShares Core S&P Mid-Cap ETF	1.2%	$65.0M	-0.4%	898.5K	1.4%		ETF
12	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.2%	$64.3M	+0.3%	84.5K	1.2%		ETF
13	SCHX Schwab U.S. Large-Cap ETF	1.1%	$60.6M	+5.2%	2.03M	1.1%		ETF
14	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.1%	$58.8M	+6.6%	204.7K	1.1%		ETF
15	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$55.3M	+5.8%	148.3K	1.0%		ETF
16	DFAS Dimensional U.S. Small Cap ETF	1.0%	$54.2M	+0.8%	689.8K	1.1%		ETF
17	IVV iShares Core S&P 500 ETF	1.0%	$53.3M	+0.3%	69.8K	1.0%		ETF
18	DFA INVT DIMENSIONS GROUP IN — U.S. HIGH RELATI Dfa Invt Dimensions Group in — U.S. High Relati	0.9%	$48.3M	NEW	1.15M	—		Equity
19	AMZN Amazon	0.8%	$45.5M	+7.9%	183.7K	0.8%		Common Stock
20	DFAC Dimensional U.S. Core Equity 2 ETF	0.8%	$45.2M	+16.2%	1.01M	0.8%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing118

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.