Chicago Partners Investment Group
Chicago Partners Investment Group reported 1,660 stocks worth $5.4B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VOO (3.8%), VO (2.6%) and NVDA (2.6%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and OKE, added to VOO, VO and NVDA, trimmed DFUS, IJH and IWS and sold out of OKE, XOM and DKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $208M | 3.8% | 298K | +11K (+4%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $143M | 2.6% | 1.8M | +69K (+4%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $141M | 2.6% | 670K | +15K (+2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $123M | 2.3% | 353K | +16K (+5%) | 8 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $94.9M | 1.7% | 1.1M | −2,613 (−0%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $84.1M | 1.5% | 155K | +2,722 (+2%) | 8 of 8 | |
| 7 |  VUG Vanguard Index Fds | $81.6M | 1.5% | 940K | +7,941 (+1%) | 8 of 8 | |
| 8 |  EPD Enterprise Products | $79.8M | 1.5% | 2.2M | +80K (+4%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $78.8M | 1.4% | 150K | +8,668 (+6%) | 8 of 8 | |
| 10 |  ET Energy Transfer L P LP | $72.6M | 1.3% | 3.5M | +122K (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $46.2M | 1.1M |
 OKE Oneok Inc New | $23.4M | 251K |
DIMENSIONAL ETF TRUST | $23.3M | 595K |
 XOM Exxon Mobil Corp | $10.9M | 70K |
DIMENSIONAL US REAL | $6.4M | 240K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
NVDA Nvidia Corporation | Put | $2.5M | 12K | +300 |
 XLF Select Sector Spdr TR | Put | $615K | 11K | −5,000 |
 SPY Spdr S&P 500 ETF TR | Put | $532K | 700 | −800 |
 SLV Ishares Silver Trust | Call | $448K | 9,200 | −1,400 |
 HL Hecla Mng Co | Call | $429K | 31K | −11,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chicago Partners Investment Group 13F FAQ
What does Chicago Partners Investment Group own?
Chicago Partners Investment Group reported 1,660 stocks worth $5.4B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VOO (3.8%), VO (2.6%) and NVDA (2.6%). The table above lists every position in the filing (the top 10 without an account).
What did Chicago Partners Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 232 new positions, 897 added to, 439 trimmed and 93 sold out. New positions include DUHP, DFSV and OKE. It sold all of OKE, XOM and DKNG.
When will Chicago Partners Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Chicago Partners Investment Group's portfolio worth?
The Q3 2026 filing reports $5.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.