Cbiz Investment Advisory Services, LLC
CIK:0001795934
Investment Adviser
$11B AUM
737 holdings
Cleveland, OH, USA
CBIZ Investment Advisory Services, LLC, is an SEC-approved investment adviser firm providing investment advisory services.
Latest 13F Filing Activity
Cbiz Investment Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 733 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Vanguard Intl Equity Index F among other positions. Cbiz Investment Advisory Services, LLC reduced exposure to SPDR Ser TR, SPDR Ser TR, Vanguard World FD among others.
Top Buys
Top Holdings
Equity Positions (733)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 22.78% | $514.3M | 6,985,273 | $72.70 | $73.63 | +$19.7M |
V VUG | VANGUARD INDEX FDS | 17.55% | $396.2M | 903,783 | $286.90 | $438.40 | +$74.3M |
V VEU | VANGUARD INTL EQUITY INDEX F | 16.40% | $370.3M | 5,508,749 | $54.37 | $67.22 | +$29.0M |
V VTV | VANGUARD INDEX FDS | 16.10% | $363.6M | 2,056,535 | $146.97 | $176.74 | +$17.6M |
Q QQQ | INVESCO QQQ TR | 10.30% | $232.6M | 421,548 | $482.57 | $551.64 | +$40.7M |
Industry Allocation
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+2.0%
ELECTRONIC COMPUTERS
+0.2%
SERVICES-PREPACKAGED SOFTWARE
+0.1%
SEMICONDUCTORS & RELATED DEVICES
+0.1%
FIRE, MARINE & CASUALTY INSURANCE
+0.1%
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