Chicago Partners Investment Group LLC - Portfolio overview

Chicago Partners Investment Group LLC has 1514 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 4.05%
2. VO - VANGUARD INDEX FDS, 2.74%
3. NVDA - NVIDIA CORPORATION, 2.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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