Cbiz Investment Advisory Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Cbiz Investment Advisory Services, Llc disclosed 415 stock positions valued at approximately $2.74B as of quarter-end June 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 415
- Portfolio Value
- $2.74B
Holdings by Sector
Cbiz Investment Advisory Services, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 23.10% | 8,579,414 | - | - | $631,788,073 |
| VANGUARD INDEX FDS | VTV | Other | 19.38% | 2,701,704 | - | - | $530,074,245 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 14.69% | 5,351,291 | - | - | $401,881,948 |
| VANGUARD INDEX FDS | VUG | Other | 14.44% | 904,105 | - | - | $394,903,933 |
| INVESCO QQQ TR | QQQ | Other | 8.88% | 420,595 | - | - | $242,810,993 |
| VANGUARD INDEX FDS | VB | Other | 4.56% | 476,205 | - | - | $124,727,582 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.90% | 1,975,017 | - | - | $106,749,688 |
| VANGUARD INDEX FDS | VO | Other | 3.12% | 297,343 | - | - | $85,391,083 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.80% | 257,035 | - | - | $49,314,446 |
| ISHARES TR | IVV | Other | 1.40% | 58,356 | - | - | $38,200,650 |
| ISHARES TR | HYG | Other | 1.28% | 441,115 | - | - | $35,095,132 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.21% | 400,595 | - | - | $33,149,200 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.40% | 169,197 | - | - | $10,842,144 |
| VANGUARD INDEX FDS | VTI | Other | 0.26% | 22,438 | - | - | $7,198,230 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 0.19% | 17,674 | - | - | $5,215,951 |
| ISHARES TR | ESML | Other | 0.17% | 99,939 | - | - | $4,699,132 |
| ISHARES INC | EMXC | Other | 0.13% | 46,241 | - | - | $3,637,317 |
| APPLE INC | AAPL | Technology | 0.13% | 14,214 | - | - | $3,607,371 |
| VANGUARD INDEX FDS | VOE | Other | 0.11% | 16,027 | - | - | $2,953,456 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 27,307 | - | - | $2,105,643 |
| ISHARES TR | IWF | Other | 0.05% | 3,353 | - | - | $1,429,719 |
| ISHARES TR | IJH | Other | 0.05% | 20,952 | - | - | $1,414,864 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.04% | 14,299 | - | - | $1,121,161 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.04% | 11,672 | - | - | $1,094,133 |
| NVIDIA CORPORATION | NVDA | Technology | 0.03% | 4,629 | - | - | $807,270 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.03% | 2,500 | - | - | $735,370 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.03% | 1,056 | - | - | $687,243 |
| MICROSOFT CORP | MSFT | Technology | 0.02% | 1,803 | - | - | $667,417 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.02% | 1,360 | - | - | $651,722 |
| ISHARES TR | DVY | Other | 0.02% | 3,238 | - | - | $490,206 |
Showing 30 of 415 holdings in the latest reporting period.