§ 13F · FUND PROFILE
CBIZ Investment Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2258.2T (13F)Positions · 742Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 8.01M | $593.0T | 22.4% | +5% |
| 2 | VUG | VANGUARD INDEX FDS | 828K | $403.8T | 15.3% | ±0% |
| 3 | VTV | VANGUARD INDEX FDS | 2.11M | $402.9T | 15.2% | +2% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 5.38M | $396.1T | 15.0% | +1% |
| 5 | QQQ | INVESCO QQQ TR | 421K | $258.8T | 9.8% | ±0% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 1.97M | $106.2T | 4.0% | — |
| 7 | VO | VANGUARD INDEX FDS | 357K | $102.1T | 3.9% | +3% |
| 8 | VO | VANGUARD INDEX FDS | 273K | $79.3T | 3.0% | −22% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 257K | $49.1T | 1.9% | +20% |
| 10 | TDG | TRANSDIGM GROUP INC | 29K | $38.6T | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CBIZ SIGNAL
AC read
CBIZ Investment Advisory Services, LLC is a Other fund managing $2258242.2 trillion in assets. The fund runs a broad portfolio of 742 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed