Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CBIZ Investment Advisory Services, LLC (CIK 1795934) reported $2.74B across 413 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($631.8M, 23.10%), VTV ($530.1M, 19.38%), VEU ($401.9M, 14.69%), VUG ($394.9M, 14.44%), QQQ ($242.8M, 8.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $631.8M | 23.10% | 8.6M | Hold |
| 2 | VTV | VANGUARD INDEX FDS | $530.1M | 19.38% | 2.7M | Hold |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $401.9M | 14.69% | 5.4M | Hold |
| 4 | VUG | VANGUARD INDEX FDS | $394.9M | 14.44% | 904,105 | Hold |
| 5 | QQQ | INVESCO QQQ TR | $242.8M | 8.88% | 420,595 | Hold |
| 6 | VB | VANGUARD INDEX FDS | $124.7M | 4.56% | 476,205 | Hold |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $106.7M | 3.90% | 2.0M | Hold |
| 8 | VO | VANGUARD INDEX FDS | $85.4M | 3.12% | 297,343 | Hold |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $49.3M | 1.80% | 257,035 | Hold |
| 10 | IVV | ISHARES TR | $38.2M | 1.40% | 58,356 | Hold |
| 11 | HYG | ISHARES TR | $35.1M | 1.28% | 441,115 | Hold |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $33.1M | 1.21% | 400,595 | Hold |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $10.8M | 0.40% | 169,197 | Hold |
| 14 | VTI | VANGUARD INDEX FDS | $7.2M | 0.26% | 22,438 | Hold |
| 15 | VONE | VANGUARD SCOTTSDALE FDS | $5.2M | 0.19% | 17,674 | Hold |
| 16 | ESML | ISHARES TR | $4.7M | 0.17% | 99,939 | Hold |
| 17 | EMXC | ISHARES INC | $3.6M | 0.13% | 46,241 | Hold |
| 18 | AAPL | APPLE INC | $3.6M | 0.13% | 14,214 | Hold |
| 19 | VOE | VANGUARD INDEX FDS | $3.0M | 0.11% | 16,027 | Hold |
| 20 | VXUS | VANGUARD STAR FDS | $2.1M | 0.08% | 27,307 | Hold |
| 21 | IJH | ISHARES TR | $1.4M | 0.05% | 20,952 | Hold |
| 22 | IWF | ISHARES TR | $1.4M | 0.05% | 3,353 | Hold |
| 23 | BSV | VANGUARD BD INDEX FDS | $1.1M | 0.04% | 14,299 | Hold |
| 24 | VONV | VANGUARD SCOTTSDALE FDS | $1.1M | 0.04% | 11,672 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $735,370 | 0.03% | 2,500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30