StockDriftsStockDriftsTop 50 Cbiz Investment Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 23.1% | 8.58M | $631.8M | +0.00%(+0) | $73.21(-1.31%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 19.38% | 2.70M | $530.1M | +0.00%(+0) | $158.01(+43.99%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 14.69% | 5.35M | $401.9M | +0.00%(+0) | $53.76(+60.25%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 14.44% | 904.1K | $394.9M | -83.33%(-4.52M) | $47.48(+87.82%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 8.88% | 420.6K | $242.8M | +0.00%(+0) | $460.41(+59.10%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.56% | 476.2K | $124.7M | +0.00%(+0) | $240.66(+28.17%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.9% | 1.98M | $106.7M | +0.00%(+0) | $51.80(+16.57%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.12% | 297.3K | $85.4M | -75.00%(-892.03K) | $62.14(+35.71%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.8% | 257.0K | $49.3M | +0.00%(+0) | $163.44(+35.68%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.4% | 58.4K | $38.2M | +0.00%(+0) | $516.08(+50.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.96% | +44.13% | +6.13% | +34.63% |
| Top 20 Holdings Unweighted | +14.81% | +51.34% | +6.94% | +39.88% |
Cbiz Investment Advisory Services LLC reports $2.74B in US-listed equity holdings across 415 positions in its most recent 13F filing. Its largest disclosed positions are BND (23.1%), VTV (19.4%) and VEU (14.7%). The top 20 holdings account for 99.23% of reported assets. Its disclosed equity book has returned +44.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cbiz Investment Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1795934). View Cbiz Investment Advisory Services LLC’s 13F filings on SEC