Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2026)

About Cbiz Investment Advisory Services, LLC

Investment Activity

Cbiz Investment Advisory Services, LLC has $2.74 billion in total holdings as of June 30, 2026.
Cbiz Investment Advisory Services, LLC owns shares of 415 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
This quarter, Cbiz Investment Advisory Services, LLC has purchased 413 new stocks and bought additional shares in 0 stocks.
Cbiz Investment Advisory Services, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Total Bond Market ETF: $631,788,073
Vanguard Value ETF: $530,074,245
Vanguard FTSE All-World ex-US ETF: $401,881,948
Vanguard Growth ETF: $394,903,933
Invesco QQQ: $242,810,993

Largest New Holdings this Quarter

464287457 - iShares 1-3 Year Treasury Bond ETF: $5 Holding
27829G106 - Eaton Vance Risk-Managed Diversified Equity Income Fund: $1 Holding

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
BND Vanguard Total Bond Market ETF	$631,788,073	0.0%	8,579,414	23.1%	ETF
VTV Vanguard Value ETF	$530,074,245	0.0%	2,701,704	19.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$401,881,948	0.0%	5,351,291	14.7%	ETF
VUG Vanguard Growth ETF	$394,903,933	0.0%	904,105	14.4%	ETF
QQQ Invesco QQQ	$242,810,993	0.0%	420,595	8.9%	ETF
VB Vanguard Small-Cap ETF	$124,727,582	0.0%	476,205	4.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$106,749,688	0.0%	1,975,017	3.9%	ETF
VO Vanguard Mid-Cap ETF	$85,391,083	0.0%	297,343	3.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$49,314,446	0.0%	257,035	1.8%	ETF
IVV iShares Core S&P 500 ETF	$38,200,650	0.0%	58,356	1.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$35,095,132	0.0%	441,115	1.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$33,149,200	0.0%	400,595	1.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$10,842,144	0.0%	169,197	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$7,198,230	0.0%	22,438	0.3%	ETF
VONE Vanguard Russell 1000 ETF	$5,215,951	0.0%	17,674	0.2%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$4,699,132	0.0%	99,939	0.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$3,637,317	0.0%	46,241	0.1%	ETF
AAPL Apple	$3,607,371	0.0%	14,214	0.1%	Technology
VOE Vanguard Mid-Cap Value ETF	$2,953,456	0.0%	16,027	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$2,105,643	0.0%	27,307	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$1,429,719	0.0%	3,353	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,414,864	0.0%	20,952	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$1,121,161	0.0%	14,299	0.0%	ETF
VONV Vanguard Russell 1000 Value ETF	$1,094,133	0.0%	11,672	0.0%	ETF
NVDA NVIDIA	$807,270	0.0%	4,629	0.0%	Technology
JPM JPMorgan Chase & Co.	$735,370	0.0%	2,500	0.0%	Finance
SPY SPDR S&P 500 ETF Trust	$687,243	0.0%	1,056	0.0%	ETF
MSFT Microsoft	$667,417	0.0%	1,803	0.0%	Technology
BRK.B Berkshire Hathaway	$651,722	0.0%	1,360	0.0%	Finance
DVY iShares Select Dividend ETF	$490,206	0.0%	3,238	0.0%	ETF
AVGO Broadcom	$483,211	0.0%	1,561	0.0%	Technology
IJR iShares Core S&P Small-Cap ETF	$479,947	0.0%	3,861	0.0%	ETF
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$450,226	0.0%	8,490	0.0%	ETF
WALMART INC	$438,843	0.0%	3,526	0.0%	COM
SDY SPDR S&P Dividend ETF	$379,444	0.0%	2,600	0.0%	ETF
LLY Eli Lilly and Company	$373,427	0.0%	406	0.0%	Healthcare
PKBK Parke Bancorp	$356,903	0.0%	12,567	0.0%	Finance
GOOG Alphabet	$343,658	0.0%	1,198	0.0%	Communication Services
EFA iShares MSCI EAFE ETF	$306,452	0.0%	2,996	0.0%	ETF
CM Canadian Imperial Bank of Commerce	$291,072	0.0%	3,072	0.0%	Finance
CAT Caterpillar	$287,211	0.0%	405	0.0%	Industrials
XLK Technology Select Sector SPDR Fund	$272,711	0.0%	2,052	0.0%	ETF
GOOGL Alphabet	$271,744	0.0%	945	0.0%	Communication Services
IEFA iShares Core MSCI EAFE ETF	$254,300	0.0%	2,809	0.0%	ETF
VOO Vanguard S&P 500 ETF	$241,774	0.0%	405	0.0%	ETF
VNQ Vanguard Real Estate ETF	$209,916	0.0%	2,367	0.0%	ETF
BAC Bank of America	$194,563	0.0%	3,991	0.0%	Finance
VGT Vanguard Information Technology ETF	$170,997	0.0%	245	0.0%	ETF
AMZN Amazon.com	$166,408	0.0%	799	0.0%	Consumer Discretionary
IUSV iShares Core S&P U.S. Value ETF	$135,890	0.0%	1,329	0.0%	ETF
ABRDN FDS	$134,948	0.0%	5,175	0.0%	ULTRA SHORT ETF
CBZ CBIZ	$126,464	0.0%	4,710	0.0%	Industrials
VDE Vanguard Energy ETF	$119,130	0.0%	688	0.0%	ETF
CEG Constellation Energy	$117,844	0.0%	422	0.0%	Utilities
IAU iShares Gold Trust	$110,200	0.0%	1,250	0.0%	ETF
VZ Verizon Communications	$109,787	0.0%	2,187	0.0%	Communication Services
ABBV AbbVie	$109,180	0.0%	502	0.0%	Healthcare
GLD SPDR Gold Shares	$107,573	0.0%	250	0.0%	ETF
ORCL Oracle	$104,649	0.0%	711	0.0%	Technology
HD Home Depot	$89,458	0.0%	272	0.0%	Consumer Discretionary
T AT&T	$88,246	0.0%	3,044	0.0%	Communication Services
RSG Republic Services	$87,608	0.0%	400	0.0%	Industrials
GILD Gilead Sciences	$85,713	0.0%	615	0.0%	Healthcare
ITW Illinois Tool Works	$84,332	0.0%	322	0.0%	Industrials
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$83,787	0.0%	4,269	0.0%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$83,308	0.0%	4,266	0.0%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$81,360	0.0%	3,984	0.0%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$79,986	0.0%	4,286	0.0%	ETF
XOM ExxonMobil	$78,835	0.0%	465	0.0%	Energy
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$77,972	0.0%	1,561	0.0%	ETF
DIS Walt Disney	$77,103	0.0%	800	0.0%	Communication Services
COST Costco Wholesale	$75,729	0.0%	76	0.0%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$74,055	0.0%	1,500	0.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$71,215	0.0%	500	0.0%	ETF
SIVR abrdn Physical Silver Shares ETF	$70,894	0.0%	990	0.0%	ETF
PSX Phillips 66	$68,318	0.0%	375	0.0%	Energy
MCD McDonald's	$67,752	0.0%	218	0.0%	Consumer Discretionary
LMT Lockheed Martin	$64,065	0.0%	106	0.0%	Industrials
PNC The PNC Financial Services Group	$62,011	0.0%	298	0.0%	Finance
TRV Travelers Companies	$60,669	0.0%	208	0.0%	Finance
VDC Vanguard Consumer Staples ETF	$57,514	0.0%	256	0.0%	ETF
CVX Chevron	$57,311	0.0%	277	0.0%	Energy
ESGV Vanguard ESG U.S. Stock ETF	$56,584	0.0%	504	0.0%	ETF
KMPR Kemper	$55,161	0.0%	1,805	0.0%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$54,933	0.0%	599	0.0%	ETF
TSLA Tesla	$53,904	0.0%	145	0.0%	Consumer Discretionary
VBR Vanguard Small-Cap Value ETF	$53,878	0.0%	248	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$53,800	0.0%	1,754	0.0%	ETF
RTX RTX	$53,240	0.0%	276	0.0%	Industrials
BGRN iShares USD Green Bond ETF	$51,983	0.0%	1,095	0.0%	ETF
KO CocaCola	$50,080	0.0%	657	0.0%	Consumer Staples
IBM International Business Machines	$49,402	0.0%	204	0.0%	Technology
MO Altria Group	$48,878	0.0%	740	0.0%	Consumer Staples
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$48,046	0.0%	1,055	0.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$47,151	0.0%	156	0.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$44,732	0.0%	208	0.0%	ETF
PG Procter & Gamble	$44,343	0.0%	307	0.0%	Consumer Staples
MAR Marriott International	$41,538	0.0%	127	0.0%	Consumer Discretionary
JNJ Johnson & Johnson	$39,844	0.0%	163	0.0%	Healthcare
HON Honeywell International	$39,555	0.0%	175	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2026)

About Cbiz Investment Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2026)

About Cbiz Investment Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCbiz Investment Advisory Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools