CIBC Private Wealth Group LLC current holdings: USA ETF
CIBC Private Wealth Group LLC reported $7.28 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 856 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are VO, VOO, IWF.
- VO: Country of operation —; Class MID CAP ETF; Shares 2,185,156; Value $634,175,855.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 941,501; Value $590,443,482.
- IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 1,190,695; Value $563,556,087.
- SPY: Country of operation —; Class TR UNIT; Shares 644,146; Value $439,256,195.
Form 13F-HR as filed (SEC CIK 1298088): quarter ended 2025-12-31, filed 2026-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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VO VANGUARD INDEX FDS | | MID CAP ETF | 2,185,156 | $634,175,855 | 2025-12-31 | 2026-02-12 | |
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VOO VANGUARD INDEX FDS | | S&P 500 ETF SHS | 941,501 | $590,443,482 | 2025-12-31 | 2026-02-12 | |
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IWF ISHARES TR | | RUS 1000 GRW ETF | 1,190,695 | $563,556,087 | 2025-12-31 | 2026-02-12 | |
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SPY SPDR S&P 500 ETF TR | | TR UNIT | 644,146 | $439,256,195 | 2025-12-31 | 2026-02-12 | |
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SGOV ISHARES TR | | 0-3 MNTH TREASRY | 4,141,877 | $415,761,653 | 2025-12-31 | 2026-02-12 | |
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VB VANGUARD INDEX FDS | | SMALL CP ETF | 1,397,042 | $360,366,896 | 2025-12-31 | 2026-02-12 | |
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VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 5,308,961 | $331,650,755 | 2025-12-31 | 2026-02-12 | |
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IWR ISHARES TR | | RUS MID CAP ETF | 3,149,600 | $303,211,964 | 2025-12-31 | 2026-02-12 | |
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IVV ISHARES TR | | CORE S&P500 ETF | 430,620 | $294,948,963 | 2025-12-31 | 2026-02-12 | |
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IWB ISHARES TR | | RUS 1000 ETF | 552,047 | $206,156,414 | 2025-12-31 | 2026-02-12 | |
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VTV VANGUARD INDEX FDS | | VALUE ETF | 972,047 | $185,651,188 | 2025-12-31 | 2026-02-12 | |
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IWP ISHARES TR | | RUS MD CP GR ETF | 1,309,901 | $179,377,811 | 2025-12-31 | 2026-02-12 | |
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JEPI J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 3,079,471 | $176,268,934 | 2025-12-31 | 2026-02-12 | |
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PAVE GLOBAL X FDS | | US INFR DEV ETF | 3,652,125 | $174,535,047 | 2025-12-31 | 2026-02-12 | |
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IWM ISHARES TR | | RUSSELL 2000 ETF | 689,771 | $169,793,939 | 2025-12-31 | 2026-02-12 | |
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VWO VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 2,897,248 | $155,756,054 | 2025-12-31 | 2026-02-12 | |
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GVI ISHARES TR | | INTRM GOV CR ETF | 1,263,682 | $135,656,245 | 2025-12-31 | 2026-02-12 | |
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VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 404,365 | $135,571,369 | 2025-12-31 | 2026-02-12 | |
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EFA ISHARES TR | | MSCI EAFE ETF | 1,386,144 | $133,111,370 | 2025-12-31 | 2026-02-12 | |
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QQQ INVESCO QQQ TR | | UNIT SER 1 | 165,274 | $101,529,151 | 2025-12-31 | 2026-02-12 | +17.39% |
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SPYG SPDR SERIES TRUST | | STATE STREET SPD | 847,510 | $90,429,354 | 2025-12-31 | 2026-02-12 | |
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ACWX ISHARES TR | | MSCI ACWI EX US | 1,294,483 | $86,898,644 | 2025-12-31 | 2026-02-12 | |
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RSP INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 452,511 | $86,683,000 | 2025-12-31 | 2026-02-12 | |
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AAXJ ISHARES TR | | MSCI AC ASIA ETF | 707,924 | $65,921,906 | 2025-12-31 | 2026-02-12 | |
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VOT VANGUARD INDEX FDS | | MCAP GR IDXVIP | 174,148 | $48,611,767 | 2025-12-31 | 2026-02-12 | |
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IWD ISHARES TR | | RUS 1000 VAL ETF | 195,334 | $41,086,509 | 2025-12-31 | 2026-02-12 | |
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ACES ALPS ETF TR | | CLEAN ENERGY | 1,262,174 | $40,919,694 | 2025-12-31 | 2026-02-12 | |
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IJH ISHARES TR | | CORE S&P MCP ETF | 547,485 | $36,134,031 | 2025-12-31 | 2026-02-12 | |
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VOE VANGUARD INDEX FDS | | MCAP VL IDXVIP | 193,521 | $34,324,853 | 2025-12-31 | 2026-02-12 | |
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BKLN INVESCO EXCH TRADED FD TR II | | SR LN ETF | 1,631,695 | $34,265,598 | 2025-12-31 | 2026-02-12 | |
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EEM ISHARES TR | | MSCI EMG MKT ETF | 614,394 | $33,613,484 | 2025-12-31 | 2026-02-12 | |
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CGDV CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 765,786 | $33,418,905 | 2025-12-31 | 2026-02-12 | |
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AGG ISHARES TR | | CORE US AGGBD ET | 317,809 | $31,742,803 | 2025-12-31 | 2026-02-12 | |
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IJR ISHARES TR | | CORE S&P SCP ETF | 246,674 | $29,645,228 | 2025-12-31 | 2026-02-12 | |
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VONG VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 224,998 | $27,393,506 | 2025-12-31 | 2026-02-12 | |
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IGF ISHARES TR | | GLB INFRASTR ETF | 420,094 | $25,776,943 | 2025-12-31 | 2026-02-12 | |
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VXF VANGUARD INDEX FDS | | EXTEND MKT ETF | 118,093 | $24,695,695 | 2025-12-31 | 2026-02-12 | |
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MBB ISHARES TR | | MBS ETF | 253,453 | $24,133,747 | 2025-12-31 | 2026-02-12 | |
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SUB ISHARES TR | | SHRT NAT MUN ETF | 225,669 | $24,078,882 | 2025-12-31 | 2026-02-12 | |
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LQD ISHARES TR | | IBOXX INV CP ETF | 215,543 | $23,750,648 | 2025-12-31 | 2026-02-12 | |
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VCSH VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 292,300 | $23,305,054 | 2025-12-31 | 2026-02-12 | |
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IWS ISHARES TR | | RUS MDCP VAL ETF | 163,760 | $23,098,348 | 2025-12-31 | 2026-02-12 | |
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VBK VANGUARD INDEX FDS | | SML CP GRW ETF | 75,583 | $22,834,417 | 2025-12-31 | 2026-02-12 | |
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EPI WISDOMTREE TR | | INDIA ERNGS FD | 489,592 | $22,663,214 | 2025-12-31 | 2026-02-12 | |
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VUG VANGUARD INDEX FDS | | GROWTH ETF | 41,799 | $20,392,304 | 2025-12-31 | 2026-02-12 | |
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IEFA ISHARES TR | | CORE MSCI EAFE | 206,584 | $18,480,963 | 2025-12-31 | 2026-02-12 | |
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SPYV SPDR SERIES TRUST | | STATE STREET SPD | 258,402 | $14,679,839 | 2025-12-31 | 2026-02-12 | |
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MUB ISHARES TR | | NATIONAL MUN ETF | 128,303 | $13,742,531 | 2025-12-31 | 2026-02-12 | |
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VONV VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 142,348 | $13,138,720 | 2025-12-31 | 2026-02-12 | |
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VIG VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 58,360 | $12,826,331 | 2025-12-31 | 2026-02-12 | |
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IYW ISHARES TR | | U.S. TECH ETF | 63,696 | $12,718,889 | 2025-12-31 | 2026-02-12 | |
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IGSB ISHARES TR | | ISHS 1-5YR INVS | 237,615 | $12,565,062 | 2025-12-31 | 2026-02-12 | |
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IWV ISHARES TR | | RUSSELL 3000 ETF | 32,369 | $12,521,987 | 2025-12-31 | 2026-02-12 | |
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EWT ISHARES INC | | MSCI TAIWAN ETF | 192,500 | $12,229,525 | 2025-12-31 | 2026-02-12 | |
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MINT PIMCO ETF TR | | ENHAN SHRT MA AC | 120,199 | $12,060,769 | 2025-12-31 | 2026-02-12 | |
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XLK SELECT SECTOR SPDR TR | | STATE STREET TEC | 78,119 | $11,246,786 | 2025-12-31 | 2026-02-12 | |
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IVW ISHARES TR | | S&P 500 GRWT ETF | 87,141 | $10,741,033 | 2025-12-31 | 2026-02-12 | |
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IBIT ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 211,113 | $10,481,760 | 2025-12-31 | 2026-02-12 | |
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VYM VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 72,144 | $10,354,143 | 2025-12-31 | 2026-02-12 | |
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EWY ISHARES INC | | MSCI STH KOR ETF | 105,286 | $10,235,875 | 2025-12-31 | 2026-02-12 | |
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VGT VANGUARD WORLD FD | | INF TECH ETF | 13,367 | $10,075,914 | 2025-12-31 | 2026-02-12 | |
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ISHG ISHARES TR | | 3YRTB ETF | 127,125 | $9,564,913 | 2025-12-31 | 2026-02-12 | |
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IWN ISHARES TR | | RUS 2000 VAL ETF | 52,470 | $9,508,046 | 2025-12-31 | 2026-02-12 | |
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VBR VANGUARD INDEX FDS | | SM CP VAL ETF | 43,750 | $9,265,806 | 2025-12-31 | 2026-02-12 | |
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PXF INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 133,360 | $8,741,081 | 2025-12-31 | 2026-02-12 | |
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IWO ISHARES TR | | RUS 2000 GRW ETF | 26,849 | $8,672,551 | 2025-12-31 | 2026-02-12 | |
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DVY ISHARES TR | | SELECT DIVID ETF | 58,960 | $8,321,563 | 2025-12-31 | 2026-02-12 | |
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VEU VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 107,908 | $7,937,722 | 2025-12-31 | 2026-02-12 | |
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DIHP DIMENSIONAL ETF TRUST | | INTL HIGH PROFIT | 250,027 | $7,917,105 | 2025-12-31 | 2026-02-12 | |
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SPYM SPDR SERIES TRUST | United States | STATE STREET SPD | 98,584 | $7,908,439 | 2025-12-31 | 2026-02-12 | |
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SDY SPDR SERIES TRUST | | STATE STREET SPD | 53,601 | $7,459,153 | 2025-12-31 | 2026-02-12 | |
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DBJP DBX ETF TR | | XTRACK MSCI JAPN | 71,410 | $6,759,649 | 2025-12-31 | 2026-02-12 | |
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MDY SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 10,721 | $6,467,987 | 2025-12-31 | 2026-02-12 | |
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SCHD SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 234,331 | $6,427,699 | 2025-12-31 | 2026-02-12 | |
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FAS DIREXION SHS ETF TR | | DLY FIN BULL NEW | 36,860 | $6,204,644 | 2025-12-31 | 2026-02-12 | |
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VNQ VANGUARD INDEX FDS | | REAL ESTATE ETF | 69,012 | $6,106,844 | 2025-12-31 | 2026-02-12 | |
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XLU SELECT SECTOR SPDR TR | | STATE STREET UTI | 135,448 | $5,782,294 | 2025-12-31 | 2026-02-12 | |
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PFO FLAHERTY & CRUMRINE PFD INCO | | COM | 588,511 | $5,561,429 | 2025-12-31 | 2026-02-12 | |
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MGK VANGUARD WORLD FD | | MEGA GRWTH IND | 13,232 | $5,461,803 | 2025-12-31 | 2026-02-12 | |
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PFD FLAHERTY & CRUMRINE PFD INCO | | COM | 441,364 | $5,238,991 | 2025-12-31 | 2026-02-12 | |
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AKRE PROFESIONALLY MANAGED PORTFO | United States | AKRE FOCUS ETF | 79,164 | $5,186,034 | 2025-12-31 | 2026-02-12 | |
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XLF SELECT SECTOR SPDR TR | | STATE STREET FIN | 92,275 | $5,053,929 | 2025-12-31 | 2026-02-12 | |
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IGIB ISHARES TR | | ISHS 5-10YR INVT | 93,535 | $5,039,656 | 2025-12-31 | 2026-02-12 | |
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RPG INVESCO EXCHANGE TRADED FD T | | S&P500 PUR GWT | 107,695 | $5,026,664 | 2025-12-31 | 2026-02-12 | |
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IWY ISHARES TR | | RUS TP200 GR ETF | 18,094 | $5,010,959 | 2025-12-31 | 2026-02-12 | |
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SCHX SCHWAB STRATEGIC TR | | US LRG CAP ETF | 166,304 | $4,475,232 | 2025-12-31 | 2026-02-12 | |
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IVE ISHARES TR | | S&P 500 VAL ETF | 20,873 | $4,426,617 | 2025-12-31 | 2026-02-12 | |
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SPSM SPDR SERIES TRUST | | STATE STREET SPD | 90,088 | $4,221,549 | 2025-12-31 | 2026-02-12 | |
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IEMG ISHARES INC | | CORE MSCI EMKT | 60,398 | $4,059,925 | 2025-12-31 | 2026-02-12 | |
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QCLN FIRST TR EXCHANGE-TRADED FD | | NAS CLNEDG GREEN | 90,880 | $4,052,557 | 2025-12-31 | 2026-02-12 | |
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DIA SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 8,264 | $3,971,481 | 2025-12-31 | 2026-02-12 | |
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IUSV ISHARES TR | | CORE S&P US VLU | 36,745 | $3,767,832 | 2025-12-31 | 2026-02-12 | |
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VXUS VANGUARD STAR FDS | | VG TL INTL STK F | 48,182 | $3,634,869 | 2025-12-31 | 2026-02-12 | |
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SHY ISHARES TR | | 1 3 YR TREAS BD | 43,506 | $3,603,196 | 2025-12-31 | 2026-02-12 | |
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IBB ISHARES TR | | ISHARES BIOTECH | 21,114 | $3,563,408 | 2025-12-31 | 2026-02-12 | |
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VGK VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 40,919 | $3,421,269 | 2025-12-31 | 2026-02-12 | |
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HYG ISHARES TR | | IBOXX HI YD ETF | 41,967 | $3,383,811 | 2025-12-31 | 2026-02-12 | |
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FLOT ISHARES TR | | FLTG RATE NT ETF | 64,506 | $3,280,773 | 2025-12-31 | 2026-02-12 | |
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REET ISHARES TR | | GLOBAL REIT ETF | 127,989 | $3,193,326 | 2025-12-31 | 2026-02-12 | |
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FNDE SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 83,732 | $3,019,393 | 2025-12-31 | 2026-02-12 | |
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