Reported book
$7.3B
13F equity value
Institutional filer · SEC 13F · Q3 2025
CIBC Private Wealth Group LLC
The reported 13F portfolio of CIBC Private Wealth Group LLC (CIK 1298088) - top holdings, how concentrated the book is, and what changed last quarter.
- $7.3B
- Reported book
- 3,086
- Positions
- #20
- of 360 filers
The verdict
CIBC Private Wealth Group LLC runs a large institutional book - $7.3B across 3,086 reported positions as of Q3 2025, a broadly diversified portfolio.
- $7.3B
- reported 13F value
- 3,086
- disclosed positions
- 6.1%
- in ISHARES TR
- #20
- of 360 filers
Reflects long US-equity positions reported to the SEC as of Q3 2025; 13F excludes shorts, cash, non-US and most derivatives, so this is not total AUM.
How to read this page
This page reconstructs an institutional manager's reported equity portfolio from its quarterly SEC Form 13F-HR filings. Any investment manager with at least $100 million in qualifying US-listed equity assets must file a 13F with the Securities and Exchange Commission within 45 days of each quarter-end, disclosing the long positions it held on the last day of that quarter. The "reported book" shown here is the total market value of those disclosed positions, it is not the firm's total assets under management, because 13F covers only long US-listed equities and a defined set of options and convertibles. Short positions, cash, private holdings, sovereign debt, most fixed income, non-US equities, and derivatives are all excluded by rule, so a manager's true economic exposure can differ materially from what appears here. "Positions" counts the distinct securities disclosed; "% of book" shows how much weight each holding carries. Treat these figures as a quarter-lagged snapshot for understanding how a manager is positioned - not as live holdings or investment advice. Each line traces back to a specific filing on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Positions
3,086
Disclosed securities
Top-5 weight
19%
Of reported book
Largest position
6.1%
ISHARES TR
Diversified book Top 10% by size
Top-5 position weight
Top-5 position weight 18.8%
The five largest positions make up about 19% of CIBC Private Wealth Group LLC's reported book as of Q3 2025.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $441.3M | 6.1% |
| 2 | ISHARES TR | $285.3M | 3.9% |
| 3 | ENERGY TRANSFER L P | $263.2M | 3.6% |
| 4 | ISHARES GOLD TR | $192.9M | 2.6% |
| 5 | J P MORGAN EXCHANGE TRADED F | $184.4M | 2.5% |
| 6 | VANGUARD INDEX FDS | $177.7M | 2.4% |
| 7 | ISHARES TR | $155.0M | 2.1% |
| 8 | SPDR S&P 500 ETF TR | $151.2M | 2.1% |
| 9 | VANGUARD INTL EQUITY INDEX F | $148.3M | 2.0% |
| 10 | MPLX LP | $134.3M | 1.8% |
| 11 | ISHARES TR | $133.1M | 1.8% |
| 12 | ISHARES TR | $126.5M | 1.7% |
| 13 | VANGUARD INDEX FDS | $124.4M | 1.7% |
| 14 | AEROVIRONMENT INC | $99.4M | 1.4% |
| 15 | ISHARES TR | $91.5M | 1.3% |
| 16 | PLAINS ALL AMERN PIPELINE L | $87.0M | 1.2% |
| 17 | AUTOZONE INC | $85.3M | 1.2% |
| 18 | CENCORA INC | $83.1M | 1.1% |
| 19 | DATADOG INC | $78.1M | 1.1% |
| 20 | UBS AG LONDON BRANCH | $77.9M | 1.1% |
| 21 | INVESCO EXCHANGE TRADED FD T | $71.5M | 1.0% |
| 22 | ROSS STORES INC | $70.8M | 1.0% |
| 23 | SPDR SERIES TRUST | $62.9M | 0.9% |
| 24 | MATADOR RES CO | $60.8M | 0.8% |
| 25 | DRAFTKINGS INC NEW | $60.8M | 0.8% |
Latest Quarter Trades · Q3 2025
New positions (200)
ISHARES TR $441.3M
ISHARES TR $285.3M
ENERGY TRANSFER L P LP $263.2M
ISHARES GOLD ETF $192.9M
JPMORGAN EQUITY PREMIUM $184.4M
VANGUARD VALUE ETF $177.7M
Reading CIBC Private Wealth Group LLC's book
A broadly diversified book across many names.
- Open any holding to see who else owns it and how concentrated that stock is. Browse stocks
- Compare this manager against the largest 13F filers by book size. Top funds by AUM
- Remember 13F shows long positions only, not total AUM, shorts or non-US holdings. 13F limitations
Informational only, not investment advice. 13F is a 45-day-lagged quarterly snapshot; positions may have changed since the filing date.
Frequently Asked Questions
How big is CIBC Private Wealth Group LLC's 13F portfolio?▼
CIBC Private Wealth Group LLC reports $7.3B of long US-equity positions across 3,086 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
What is CIBC Private Wealth Group LLC's largest position?▼
CIBC Private Wealth Group LLC's largest reported position is ISHARES TR at $441.3M, about 6.1% of its reported book as of Q3 2025.
What did CIBC Private Wealth Group LLC trade last quarter?▼
In its Q3 2025 filing, CIBC Private Wealth Group LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Where does CIBC Private Wealth Group LLC's holdings data come from?▼
Every figure renders live from CIBC Private Wealth Group LLC's SEC Form 13F-HR filings in EDGAR, a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of quarter-end.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.