Chicago Partners Investment Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Chicago Partners Investment Group LLC reported 1,287 stock positions worth $4.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.2% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 2.8%) and Nvidia (NVDA, 2.5%). Compared with Q3 2025, it opened 125 new positions, sold out of 53, added to 704 and reduced 388. The biggest buy was a new position in Amplify Junior Silver Miners (SILJ) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001563525
- Portfolio Value
- $4.1B (Q4 2025)
- SEC Filing
- 0001563525-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 1,287 stocks · $4.1B
| VOO Vanguard S&P 500 ETF | 4.16% | 266,263 | $168.8M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.85% | 386,482 | $115.4M | Add +1.8% |
| NVDA Nvidia Corp. | 2.54% | 548,367 | $102.9M | Reduce -0.8% |
| DFUS Dimensional US Eq MKT ETF | 2.02% | 1,086,999 | $81.8M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 156,234 | $74.8M | Reduce -1.2% |
| AAPL Apple Inc. | 1.80% | 294,046 | $72.9M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.77% | 148,649 | $71.9M | Add +0.8% |
| EPD Enterprise Products Partners | 1.67% | 2,046,751 | $67.6M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 1.57% | 912,621 | $63.6M | Add +0.8% |
| ET Energy Transfer LP | 1.50% | 3,383,649 | $60.9M | Add +1.3% |
| MSFT Microsoft Corp. | 1.41% | 122,695 | $57.2M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 76,931 | $53.0M | Add +0.9% |
| SFLR Innovator Eqty MGD Floor ETF | 1.24% | 1,356,567 | $50.2M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 1.23% | 667,600 | $49.7M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.17% | 172,254 | $47.3M | Add +7.0% |
| SCHX Schwab US Large-Cap ETF | 1.16% | 1,735,246 | $47.2M | Add +6.4% |
| IVV iShares Core S&P 500 ETF | 1.11% | 65,257 | $45.2M | Add +7.3% |
| DUHP Dimensional US High Profi Et | 1.01% | 1,065,577 | $41.0M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.98% | 116,165 | $39.6M | Add +10.7% |
| IWS iShares Russell Mid-Cap Valu | 0.96% | 263,342 | $39.0M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.86% | 862,871 | $35.0M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.84% | 142,942 | $34.2M | Add +6.5% |
| BX Blackstone Inc. | 0.82% | 221,116 | $33.3M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 0.75% | 951,922 | $30.5M | Add +10.8% |
| MDY State Street SPDR S&P Midcap | 0.72% | 45,582 | $29.0M | Add +1.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.68% | 518,662 | $27.5M | Add +5.3% |
| AVLV Avantis US Large Cap Value | 0.67% | 340,014 | $27.1M | Add +0.1% |
| MPLX MPLX LP | 0.65% | 479,604 | $26.5M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.64% | 87,232 | $26.0M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.64% | 78,777 | $25.8M | Add +1.4% |
| SCHB Schwab US Broad Market ETF | 0.63% | 966,352 | $25.7M | Add +1.5% |
| DUSB Dimension Ultrashort Fi ETF | 0.63% | 505,089 | $25.6M | Reduce -2.0% |
| AVUS Avantis U.S. Equity ETF | 0.62% | 218,141 | $25.1M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.62% | 76,155 | $25.0M | Add +3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 40,012 | $24.9M | Add +6.2% |
| AVUV Avantis US Small Cap Value | 0.59% | 219,548 | $23.8M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 119,698 | $23.7M | Reduce -1.1% |
| DFAI Dimensional International Co. | 0.58% | 592,456 | $23.6M | Add +5.1% |
| SCHA Schwab US Small-Cap ETF | 0.58% | 764,320 | $23.3M | Add +10.2% |
| LLY Eli Lilly & Co. | 0.56% | 21,404 | $22.8M | Add +0.8% |
| DFAX Dimensional World Ex US Core | 0.55% | 644,660 | $22.3M | Reduce -2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 362,648 | $21.2M | Add +13.1% |
| DFIC Dimensional International Co. | 0.52% | 582,498 | $21.1M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.52% | 31,833 | $21.0M | Add +5.3% |
| OKE Oneok Inc. | 0.50% | 261,638 | $20.4M | Reduce -2.2% |
| BN Brookfield Corp. | 0.49% | 422,444 | $19.9M | Reduce -34.5% |
| AMD Advanced Micro Devices | 0.49% | 76,386 | $19.8M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 152,921 | $19.6M | Add +1.1% |
| GBIL Goldman Sachs Access Treasur | 0.48% | 195,548 | $19.6M | Add +0.4% |
| DFSV Dimensional US Small Cap Val | 0.48% | 554,711 | $19.5M | Add +2.3% |
| WMB Williams Cos Inc. | 0.48% | 299,417 | $19.5M | Reduce -2.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.46% | 236,527 | $18.8M | Add +1.6% |
| KMI Kinder Morgan Inc. | 0.45% | 612,523 | $18.1M | Reduce -2.9% |
| DFCF Dimensional Core Fixed Inc. | 0.43% | 410,406 | $17.5M | Add +7.2% |
| BIP Brookfield Infrastructure Pa | 0.43% | 492,770 | $17.4M | Reduce -3.5% |
| IWC iShares Micro-Cap ETF | 0.41% | 95,372 | $16.4M | Add +1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.40% | 200,015 | $16.2M | Add +4.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.40% | 87,092 | $16.1M | Add +1.4% |
| FDM First Trust Dow J Select Mic | 0.39% | 190,478 | $15.8M | Reduce -0.4% |
| DFLV Dim US Large Cap Value ETF | 0.34% | 391,347 | $13.9M | Reduce -4.8% |
| STXE Strive Em Markets Ex-China | 0.34% | 343,402 | $13.6M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 90,062 | $13.6M | Add +5.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.32% | 242,492 | $13.1M | Add +19.3% |
| BND Vanguard Total Bond Market | 0.32% | 175,388 | $13.0M | Add +22.4% |
| UCON First Trust Smith Unconstrai | 0.30% | 489,917 | $12.3M | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.30% | 481,092 | $12.2M | Add +6.1% |
| VGSH Vanguard Short-Term Treasury | 0.30% | 206,647 | $12.1M | Add +0.9% |
| ARCC Ares Capital Corp. | 0.29% | 575,641 | $12.0M | Add +0.6% |
| V Visa Inc. Class A | 0.29% | 36,649 | $12.0M | Reduce -3.0% |
| IWD iShares Russell 1000 Value E | 0.29% | 53,689 | $11.7M | Reduce -0.0% |
| ASTS Ast Spacemobile Inc. | 0.29% | 102,958 | $11.7M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 358,920 | $11.6M | Add +4.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.28% | 96,409 | $11.4M | Add +26.6% |
| ABBV Abbvie Inc. | 0.28% | 51,655 | $11.3M | Reduce -0.4% |
| VCRB Vanguard Core Bond ETF | 0.28% | 144,392 | $11.3M | Add +21.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 41,119 | $10.5M | Reduce -0.1% |
| XEVVX Eaton Vance Ltd. Durat Inc. | 0.26% | 1,050,961 | $10.4M | Add +1.3% |
| IEF iShares 7-10 Year Treasury B | 0.24% | 102,119 | $9.8M | Add +10.7% |
| DFAU Dimensional US Core Equity M | 0.24% | 202,300 | $9.6M | Add +0.3% |
| LDP Cohen & Steers Limited Durat | 0.24% | 448,940 | $9.6M | Add +3.6% |
| AGG iShares Core U.S. Aggregate | 0.23% | 94,763 | $9.5M | Add +14.2% |
| IWM iShares Russell 2000 ETF | 0.23% | 35,481 | $9.4M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.23% | 100,672 | $9.4M | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 40,989 | $9.1M | Add +9.1% |
| KKR KKR & Co. Inc. | 0.23% | 75,270 | $9.1M | Add +6.3% |
| OWL Blue Owl Capital Inc. | 0.22% | 585,709 | $8.9M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.22% | 65,151 | $8.8M | Add +0.5% |
| TRGP Targa Resources Corp. | 0.21% | 45,176 | $8.7M | Reduce -0.1% |
| FYX First Trust Small Cap Core A | 0.21% | 71,341 | $8.6M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.21% | 85,588 | $8.6M | Reduce -3.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.21% | 464,884 | $8.5M | Add +0.6% |
| QFLR Innovator Nasdaq-100 MF ETF | 0.21% | 242,412 | $8.4M | Add +14.0% |
| AVGO Broadcom Inc. | 0.21% | 26,289 | $8.4M | Add +10.9% |
| MU Micron Technology Inc. | 0.20% | 20,794 | $8.3M | Add +5.8% |
| ETR Entergy Corp. | 0.20% | 88,089 | $8.2M | Reduce -0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 66,889 | $8.1M | Add +0.1% |
| TSLA Tesla Inc. | 0.20% | 18,006 | $8.1M | Reduce -1.0% |
| DFSD Dimensional Short Duration | 0.20% | 167,331 | $8.0M | Add +3.2% |
| DEXC Dimensional Em Ex Cce ETF | 0.20% | 122,816 | $8.0M | Add +16.9% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 120,351 | $7.9M | Add +2.8% |
Options reported separately and not counted above: SILJ calls ($789K), ASPI calls ($526K), SLV calls ($399K), NVDA puts ($164K), TMQ calls ($43K).
Other holdings (3): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 630 | $780K | Reduce -14.6% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 399 | $498K | Add +0.5% |
| DRTSW Alpha Tau Medical Ltd. -27 | *W EXP 99/99/999 | 185,824 | $172K | Reduce -13.9% |
Total filed on the 13F, all lines: $4.1B.
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -0.8% | 2.54% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 1.85% | −0.15 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.2% | 2.02% | −0.11 |
| SFLR Innovator Eqty MGD Floor ETF | Reduce -2.1% | 1.24% | −0.10 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -2.0% | 0.63% | −0.05 |
| OWL Blue Owl Capital Inc. | Reduce -5.8% | 0.22% | −0.05 |
| INTU Intuit Inc. | Reduce -6.2% | 0.13% | −0.05 |
| V Visa Inc. Class A | Reduce -3.0% | 0.29% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.17% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.1% | 0.86% | −0.04 |
| BN Brookfield Corp. | Reduce -34.5% | 0.49% | −0.04 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.4% | 0.15% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.0% | 0.09% | −0.04 |
| BIP Brookfield Infrastructure Pa | Reduce -3.5% | 0.43% | −0.03 |
| AMT American Tower Corp. | Reduce -22.7% | 0.09% | −0.03 |
| OBDC Blue Owl Capital Corp. | Reduce -4.7% | 0.17% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -16.8% | 0.11% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.28% | −0.03 |
| AKRO Akero Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -5.9% | 0.06% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -24.5% | 0.06% | −0.03 |
| GRMN Garmin Ltd. | Reduce -34.6% | 0.03% | −0.02 |
| CEG Constellation Energy | Reduce -15.2% | 0.04% | −0.02 |
| UCON First Trust Smith Unconstrai | Reduce -0.6% | 0.30% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -9.8% | 0.13% | −0.02 |
| FTSL First Trust Senior Loan ETF | Reduce -7.4% | 0.16% | −0.02 |
| ZS Zscaler Inc. | Reduce -64.0% | 0.01% | −0.02 |
| XBJL Inn US Eq Acc 9 Buff July | Reduce -34.0% | 0.04% | −0.02 |
| DUK Duke Energy Corp. | Reduce -2.3% | 0.13% | −0.02 |
| CCI Crown Castle Inc. | Reduce -28.4% | 0.03% | −0.02 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.02 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.20% | −0.02 |
| SNOW Snowflake Inc. | Reduce -20.6% | 0.03% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.5% | 0.14% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.1% | 0.26% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -8.2% | 0.07% | −0.02 |
| DELL Dell Technologies -C | Reduce -22.0% | 0.02% | −0.02 |
| ETR Entergy Corp. | Reduce -0.3% | 0.20% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -45.3% | 0.02% | −0.02 |
| RBLX Roblox Corp. Class A | Reduce -7.6% | 0.02% | −0.02 |
| HD Home Depot Inc. | Reduce -9.0% | 0.10% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -10.9% | 0.09% | −0.02 |
| ADBE Adobe Inc. | Reduce -7.9% | 0.04% | −0.02 |
| DASH DoorDash Inc. Class A | Reduce -41.1% | 0.01% | −0.02 |
| LNG Cheniere Energy Inc. | Reduce -1.8% | 0.13% | −0.02 |
| IVOL Quadratic Int Rte Vol Infl H | Reduce -26.0% | 0.03% | −0.02 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -4.9% | 0.09% | −0.01 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −0.01 |
| PWR Quanta Services Inc. | Reduce -17.2% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SILJ Amplify Junior Silver Miners | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.56% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +3.8% | 0.62% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.64% | +0.09 |
| MU Micron Technology Inc. | Add +5.8% | 0.20% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.0% | 1.17% | +0.08 |
| SCHM Schwab US Mid Cap ETF | Add +10.8% | 0.75% | +0.08 |
| AKRE Akre Focus ETF | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | Add +58.9% | 0.13% | +0.06 |
| SCHA Schwab US Small-Cap ETF | Add +10.2% | 0.58% | +0.06 |
| NXE Nexgen Energy Ltd. | New | 0.06% | +0.06 |
| FTHI Fthi/First Trust Exchange-TR | Add +111.0% | 0.11% | +0.05 |
| CAIE Calamos Autocallable Inc. ETF | Add +105.4% | 0.10% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.7% | 0.98% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +2.3% | 1.23% | +0.05 |
| URNJ Sprott Jr Uranium Miners ETF | New | 0.04% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +13.1% | 0.52% | +0.04 |
| BND Vanguard Total Bond Market | Add +22.4% | 0.32% | +0.04 |
| DFIC Dimensional International Co. | Add +5.3% | 0.52% | +0.04 |
| AMZN Amazon.com Inc. | Add +6.5% | 0.84% | +0.04 |
| DFAI Dimensional International Co. | Add +5.1% | 0.58% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +26.6% | 0.28% | +0.03 |
| EFAA Invesco MSCI Eafe Income Adv | New | 0.03% | +0.03 |
| CNC Centene Corp. | Add +114.1% | 0.05% | +0.03 |
| DEXC Dimensional Em Ex Cce ETF | Add +16.9% | 0.20% | +0.03 |
| EU Encore Energy Corp. | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +19.3% | 0.32% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +84.8% | 0.06% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +33.2% | 0.16% | +0.03 |
| VCRB Vanguard Core Bond ETF | Add +21.2% | 0.28% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +65.8% | 0.08% | +0.03 |
| SNTH MRP Synthequity ETF | Add +48.1% | 0.17% | +0.03 |
| DFSV Dimensional US Small Cap Val | Add +2.3% | 0.48% | +0.03 |
| DNN Denison Mines Corp. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +17.2% | 0.10% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +343.2% | 0.03% | +0.03 |
| NEM Newmont Corp. | Add +73.5% | 0.04% | +0.02 |
| WDC Western Digital Corp. | Add +21.4% | 0.04% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +116.4% | 0.04% | +0.02 |
| GEV GE Vernova Inc. | Add +8.3% | 0.15% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.6% | 0.46% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.22% | +0.02 |
| LMT Lockheed Martin Corp. | Add +50.2% | 0.05% | +0.02 |
| AMAT Applied Materials Inc. | Add +11.5% | 0.06% | +0.02 |
| EIX Edison International | Add +128.7% | 0.04% | +0.02 |
| ILMN Illumina Inc. | Add +24.4% | 0.05% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +46.9% | 0.05% | +0.02 |
| CASY Casey's General Stores Inc. | New | 0.02% | +0.02 |
| IWC iShares Micro-Cap ETF | Add +1.9% | 0.41% | +0.02 |
| MCD McDonald's Corp. | Add +16.7% | 0.19% | +0.02 |
Options Activity Q3 2025 → Q4 2025
| SILJ Amplify Junior Silver Miners | call | New | 56,000 | $789K |
| ASPI Asp Isotopes Inc. | call | New | 210,200 | $526K |
| SLV iShares Silver Trust | call | New | 9,000 | $399K |
| NVDA Nvidia Corp. | put | New | 11,500 | $164K |
| TMQ Trilogy Metals Inc. | call | New | 24,000 | $43K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -14.6% | 630 | $780K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.5% | 399 | $498K |
| DRTSW Alpha Tau Medical Ltd. -27 | *W EXP 99/99/999 | Reduce -13.9% | 185,824 | $172K |
| BLACKROCK INCOME TR-RT | RIGHT 10/20/2025 | Sold out | 47,784 | $5Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,517 | $5.0B | VOO, NVDA, VO, AAPL, DFUS |
| Q1 2026 | 1,437 | $4.5B | VOO, VO, NVDA, DFUS, AAPL |
| Q4 2025 | 1,287 | $4.1B | VOO, VO, NVDA, DFUS, BRK.B |
| Q3 2025 | 1,214 | $3.8B | VOO, VO, NVDA, DFUS, BRK.B |
| Q2 2025 | 1,092 | $3.5B | VOO, VO, NVDA, BRK.B, DFUS |
| Q1 2025 | 930 | $3.0B | VOO, VO, BRK.B, DFUS, EPD |
| Q4 2024 | 842 | $3.0B | VOO, VO, BRK.B, NVDA, DFUS |
| Q3 2024 | 792 | $2.8B | VOO, VO, BRK.B, NVDA, DFUS |
| Q2 2024 | 740 | $2.6B | VOO, VO, BRK.B, DFUS, IJH |
| Q1 2024 | 729 | $2.4B | VOO, VO, BRK.B, IJH, EPD |