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Chicago Partners Investment Group LLC - Portfolio Stock Holdings

Chicago Partners Investment Group LLC disclosed 1603 stock positions in a recent SEC 13F filing. $5,037,219,247 of stock holdings were filed, with the largest holdings including VOO, VO, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $7,469,533,024 and has 73 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

1603

Est. Stock Holding Value:

$5,037,219,247

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Chicago Partners Investment Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Chicago Partners Investment Group LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.