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
According to SEC Form 13F-HR filings in this corpus, CIBC Private Wealth Group LLC ranks #20 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $7.3B across 3,086 positions, a broadly diversified portfolio.
- $7.3B
- reported 13F value
- 3,086
- disclosed positions
- 6.1%
- in ISHARES TR
- #20
- of 360 filers
Top-5 share 18.8% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, CIBC Private Wealth Group LLC ranks #20 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where CIBC Private Wealth Group LLC sits by disclosed position count
CIBC Private Wealth Group LLC reports 3,086 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
CIBC Private Wealth Group LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
3,086 6th of 360 higher than 354 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
CIBC Private Wealth Group LLC reports $7.28B across 3,086 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1298088 · Q3 2025 $7.3B book
BOOK-HEAVY · POS-MEGA · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #20/360
- POS-MEGA 3,086 names
- CONC-MID 19% top-5
- LEAD-MIX 6.1% top
- PHOTO-FINISH Polar Asset Partners .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Polar Asset Management Partners Inc.
Read with: How to read 13F filings - 3,086 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · CIBC Private Wealth Group LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$7.3B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
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)
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.
- Where does CIBC Private Wealth Group LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, CIBC Private Wealth Group LLC ranks #20 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- 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.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for CIBC Private Wealth Group LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($7.3B here).
Similar holding count
Nearest filers by number of disclosed positions (3,086 here).
Using this filing
- The rankings sort every tracked filer the same way CIBC Private Wealth Group LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Polar Asset Management Partners Inc. reported the nearest book value ($7.4B) this quarter, a useful scale comparison for CIBC Private Wealth Group LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 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.
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.