Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2026) About Cbiz Investment Advisory Services, LLCInvestment ActivityCbiz Investment Advisory Services, LLC has $2.74 billion in total holdings as of March 31, 2026.Cbiz Investment Advisory Services, LLC owns shares of 415 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 10.76% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Cbiz Investment Advisory Services, LLC has purchased 768 new stocks and bought additional shares in 32 stocks.Cbiz Investment Advisory Services, LLC sold shares of 241 stocks and completely divested from 359 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $631,788,073Vanguard Value ETF $530,074,245Vanguard FTSE All-World ex-US ETF $401,881,948Vanguard Growth ETF $394,903,933Invesco QQQ $242,810,993 Largest New Holdings this Quarter 46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $4,699,132 Holding46138J577 - Invesco BulletShares 2029 Corporate Bond ETF $79,986 Holding866796105 - Sun Life Financial $5,443 Holding925283103 - VERSANT MEDIA GROUP INC $74 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $5 Holding Largest Purchases this Quarter Vanguard Value ETF 592,200 shares (about $116.19M)Vanguard Small-Cap ETF 343,734 shares (about $90.03M)Vanguard Total Bond Market ETF 572,921 shares (about $42.19M)Vanguard Growth ETF 76,401 shares (about $33.37M)iShares ESG Aware MSCI USA Small-Cap ETF 99,939 shares (about $4.70M) Largest Sales this Quarter Vanguard Mid-Cap ETF 332,670 shares (about $95.54M)Transdigm Group 29,046 shares (about $33.66M)Vanguard FTSE All-World ex-US ETF 33,371 shares (about $2.51M)Apple 3,841 shares (about $974.81K)Alphabet 3,308 shares (about $951.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCbiz Investment Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$631,788,073$42,189,904 â–²7.2%8,579,41423.1%ETFVTVVanguard Value ETF$530,074,245$116,189,623 â–²28.1%2,701,70419.4%ETFVEUVanguard FTSE All-World ex-US ETF$401,881,948$2,506,162 â–¼-0.6%5,351,29114.7%ETFVUGVanguard Growth ETF$394,903,933$33,371,185 â–²9.2%904,10514.4%ETFQQQInvesco QQQ$242,810,993$383,907 â–¼-0.2%420,5958.9%FinanceVBVanguard Small-Cap ETF$124,727,582$90,030,786 â–²259.5%476,2054.6%ETFVWOVanguard FTSE Emerging Markets ETF$106,749,688$172,528 â–¼-0.2%1,975,0173.9%ETFVOVanguard Mid-Cap ETF$85,391,083$95,536,305 â–¼-52.8%297,3433.1%ETFRSPInvesco S&P 500 Equal Weight ETF$49,314,446$959 â–²0.0%257,0351.8%ETFIVViShares Core S&P 500 ETF$38,200,650$863,436 â–¼-2.2%58,3561.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$35,095,132$2,497,947 â–²7.7%441,1151.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$33,149,200$2,464,375 â–²8.0%400,5951.2%ETFVEAVanguard FTSE Developed Markets ETF$10,842,144$328,346 â–¼-2.9%169,1970.4%ETFVTIVanguard Total Stock Market ETF$7,198,230$67,690 â–¼-0.9%22,4380.3%ETFVONEVanguard Russell 1000 ETF$5,215,951$382,771 â–¼-6.8%17,6740.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,699,132$4,699,132 â–²New Holding99,9390.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,637,317$319,832 â–¼-8.1%46,2410.1%ManufacturingAAPLApple$3,607,371$974,807 â–¼-21.3%14,2140.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$2,953,4560.0%16,0270.1%ETFVXUSVanguard Total International Stock ETF$2,105,643$1,971,549 â–²1,470.3%27,3070.1%ETFIWFiShares Russell 1000 Growth ETF$1,429,7190.0%3,3530.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,414,864$872,743 â–¼-38.2%20,9520.1%ETFBSVVanguard Short-Term Bond ETF$1,121,161$835,911 â–²293.0%14,2990.0%ETFVONVVanguard Russell 1000 Value ETF$1,094,133$7,593 â–¼-0.7%11,6720.0%ETFNVDANVIDIA$807,270$847,555 â–¼-51.2%4,6290.0%Computer and TechnologyJPMJPMorgan Chase & Co.$735,370$254,732 â–¼-25.7%2,5000.0%FinanceSPYSPDR S&P 500 ETF Trust$687,243$1,302 â–²0.2%1,0560.0%FinanceMSFTMicrosoft$667,417$572,653 â–¼-46.2%1,8030.0%Computer and TechnologyBRK.BBerkshire Hathaway$651,722$437,516 â–¼-40.2%1,3600.0%FinanceDVYiShares Select Dividend ETF$490,206$521,393 â–¼-51.5%3,2380.0%ETFAVGOBroadcom$483,211$308,314 â–¼-39.0%1,5610.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$479,947$101,807 â–¼-17.5%3,8610.0%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$450,2260.0%8,4900.0%ETFWALMART INC$438,843$151,591 â–¼-25.7%3,5260.0%COMSDYSPDR S&P Dividend ETF$379,4440.0%2,6000.0%ETFLLYEli Lilly and Company$373,427$160,960 â–¼-30.1%4060.0%MedicalPKBKParke Bancorp$356,9030.0%12,5670.0%FinanceGOOGAlphabet$343,6580.0%1,1980.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$306,452$261,855 â–¼-46.1%2,9960.0%FinanceCMCanadian Imperial Bank of Commerce$291,0720.0%3,0720.0%FinanceCATCaterpillar$287,211$72,335 â–¼-20.1%4050.0%IndustrialsXLKTechnology Select Sector SPDR Fund$272,711$114,294 â–¼-29.5%2,0520.0%ETFGOOGLAlphabet$271,744$951,248 â–¼-77.8%9450.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$254,300$319,572 â–¼-55.7%2,8090.0%ETFVOOVanguard S&P 500 ETF$241,774$84,173 â–¼-25.8%4050.0%ETFVNQVanguard Real Estate ETF$209,916$177 â–²0.1%2,3670.0%ETFBACBank of America$194,563$102,181 â–¼-34.4%3,9910.0%FinanceVGTVanguard Information Technology ETF$170,9970.0%2450.0%ETFAMZNAmazon.com$166,408$725,406 â–¼-81.3%7990.0%Retail/WholesaleIUSViShares Core S&P U.S. Value ETF$135,8900.0%1,3290.0%ManufacturingABRDN FDS$134,948$626 â–²0.5%5,1750.0%ULTRA SHORT MUNICBZCBIZ$126,4640.0%4,7100.0%Business ServicesVDEVanguard Energy ETF$119,130$1,732 â–¼-1.4%6880.0%ETFCEGConstellation Energy$117,844$104,161 â–²761.2%4220.0%EnergyIAUiShares Gold Trust$110,2000.0%1,2500.0%FinanceVZVerizon Communications$109,787$2,861 â–¼-2.5%2,1870.0%Computer and TechnologyABBVAbbVie$109,180$136,801 â–¼-55.6%5020.0%MedicalGLDSPDR Gold Shares$107,5730.0%2500.0%FinanceORCLOracle$104,649$68,589 â–¼-39.6%7110.0%Computer and TechnologyHDHome Depot$89,458$78,605 â–¼-46.8%2720.0%Retail/WholesaleTAT&T$88,246$24,961 â–¼-22.0%3,0440.0%Computer and TechnologyRSGRepublic Services$87,608$9,856 â–¼-10.1%4000.0%Business ServicesGILDGilead Sciences$85,713$29,128 â–¼-25.4%6150.0%MedicalITWIllinois Tool Works$84,332$29,857 â–¼-26.1%3220.0%IndustrialsBSCRInvesco BulletShares 2027 Corporate Bond ETF$83,787$864 â–²1.0%4,2690.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$83,308$859 â–²1.0%4,2660.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$81,360$878 â–²1.1%3,9840.0%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$79,986$79,986 â–²New Holding4,2860.0%ETFXOMExxonMobil$78,835$132,918 â–¼-62.8%4650.0%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$77,9720.0%1,5610.0%ManufacturingDISWalt Disney$77,103$29,685 â–¼-27.8%8000.0%Consumer DiscretionaryCOSTCostco Wholesale$75,729$94,661 â–¼-55.6%760.0%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$74,0550.0%1,5000.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$71,2150.0%5000.0%ETFSIVRabrdn Physical Silver Shares ETF$70,8940.0%9900.0%ETFPSXPhillips 66$68,318$1,640 â–¼-2.3%3750.0%EnergyMCDMcDonald's$67,752$50,037 â–¼-42.5%2180.0%Retail/WholesaleLMTLockheed Martin$64,065$50,164 â–¼-43.9%1060.0%AerospacePNCThe PNC Financial Services Group$62,011$35,792 â–¼-36.6%2980.0%FinanceTRVTravelers Companies$60,669$14,292 â–¼-19.1%2080.0%FinanceVDCVanguard Consumer Staples ETF$57,5140.0%2560.0%ETFCVXChevron$57,311$140,277 â–¼-71.0%2770.0%EnergyESGVVanguard ESG U.S. Stock ETF$56,584$112 â–²0.2%5040.0%ETFKMPRKemper$55,1610.0%1,8050.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$54,9330.0%5990.0%ETFTSLATesla$53,904$386,622 â–¼-87.8%1450.0%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$53,8780.0%2480.0%ETFSCHDSchwab US Dividend Equity ETF$53,800$61 â–²0.1%1,7540.0%ETFRTXRTX$53,240$161,649 â–¼-75.2%2760.0%AerospaceBGRNiShares USD Green Bond ETF$51,9830.0%1,0950.0%ManufacturingKOCocaCola$50,080$100,617 â–¼-66.8%6570.0%Consumer StaplesIBMInternational Business Machines$49,402$49,402 â–¼-50.0%2040.0%Computer and TechnologyMOAltria Group$48,878$12,616 â–¼-20.5%7400.0%Consumer StaplesSPYDSPDR Portfolio S&P 500 High Dividend ETF$48,0460.0%1,0550.0%ETFVBKVanguard Small-Cap Growth ETF$47,1510.0%1560.0%ETFVIGVanguard Dividend Appreciation ETF$44,7320.0%2080.0%ETFPGProcter & Gamble$44,343$47,810 â–¼-51.9%3070.0%Consumer StaplesMARMarriott International$41,538$10,466 â–¼-20.1%1270.0%Consumer DiscretionaryJNJJohnson & Johnson$39,844$124,910 â–¼-75.8%1630.0%MedicalHONHoneywell International$39,555$124,542 â–¼-75.9%1750.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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