Chicago Partners Investment Group LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$9B
Holdings
1,440
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.1%
02
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.8%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.6%
04
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.9%
05
$AAPL
APPLE INC
Held since at least Q1 2024
1.9%
06
$EPD
ENTERPRISE PRODS PARTNERS L
Held since at least Q1 2024
1.8%
07
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
1.7%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
1.7%
09
$ET
ENERGY TRANSFER L P
Held since at least Q1 2024
1.5%
10
$IJH
ISHARES TR
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:43 UTC.