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CIBC Private Wealth Group LLC Current Holdings: USA ETF

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.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
VO
VANGUARD INDEX FDS
MID CAP ETF2,185,156$634,175,8552025-12-312026-02-12
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS941,501$590,443,4822025-12-312026-02-12
IWF
ISHARES TR
RUS 1000 GRW ETF1,190,695$563,556,0872025-12-312026-02-12
SPY
SPDR S&P 500 ETF TR
TR UNIT644,146$439,256,1952025-12-312026-02-12
SGOV
ISHARES TR
0-3 MNTH TREASRY4,141,877$415,761,6532025-12-312026-02-12
VB
VANGUARD INDEX FDS
SMALL CP ETF1,397,042$360,366,8962025-12-312026-02-12
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT5,308,961$331,650,7552025-12-312026-02-12
IWR
ISHARES TR
RUS MID CAP ETF3,149,600$303,211,9642025-12-312026-02-12
IVV
ISHARES TR
CORE S&P500 ETF430,620$294,948,9632025-12-312026-02-12
IWB
ISHARES TR
RUS 1000 ETF552,047$206,156,4142025-12-312026-02-12
VTV
VANGUARD INDEX FDS
VALUE ETF972,047$185,651,1882025-12-312026-02-12
IWP
ISHARES TR
RUS MD CP GR ETF1,309,901$179,377,8112025-12-312026-02-12
JEPI
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM3,079,471$176,268,9342025-12-312026-02-12
PAVE
GLOBAL X FDS
US INFR DEV ETF3,652,125$174,535,0472025-12-312026-02-12
IWM
ISHARES TR
RUSSELL 2000 ETF689,771$169,793,9392025-12-312026-02-12
VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF2,897,248$155,756,0542025-12-312026-02-12
GVI
ISHARES TR
INTRM GOV CR ETF1,263,682$135,656,2452025-12-312026-02-12
VTI
VANGUARD INDEX FDS
TOTAL STK MKT404,365$135,571,3692025-12-312026-02-12
EFA
ISHARES TR
MSCI EAFE ETF1,386,144$133,111,3702025-12-312026-02-12
QQQ
INVESCO QQQ TR
UNIT SER 1165,274$101,529,1512025-12-312026-02-12+17.39%
SPYG
SPDR SERIES TRUST
STATE STREET SPD847,510$90,429,3542025-12-312026-02-12
ACWX
ISHARES TR
MSCI ACWI EX US1,294,483$86,898,6442025-12-312026-02-12
RSP
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT452,511$86,683,0002025-12-312026-02-12
AAXJ
ISHARES TR
MSCI AC ASIA ETF707,924$65,921,9062025-12-312026-02-12
VOT
VANGUARD INDEX FDS
MCAP GR IDXVIP174,148$48,611,7672025-12-312026-02-12
IWD
ISHARES TR
RUS 1000 VAL ETF195,334$41,086,5092025-12-312026-02-12
ACES
ALPS ETF TR
CLEAN ENERGY1,262,174$40,919,6942025-12-312026-02-12
IJH
ISHARES TR
CORE S&P MCP ETF547,485$36,134,0312025-12-312026-02-12
VOE
VANGUARD INDEX FDS
MCAP VL IDXVIP193,521$34,324,8532025-12-312026-02-12
BKLN
INVESCO EXCH TRADED FD TR II
SR LN ETF1,631,695$34,265,5982025-12-312026-02-12
EEM
ISHARES TR
MSCI EMG MKT ETF614,394$33,613,4842025-12-312026-02-12
CGDV
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI765,786$33,418,9052025-12-312026-02-12
AGG
ISHARES TR
CORE US AGGBD ET317,809$31,742,8032025-12-312026-02-12
IJR
ISHARES TR
CORE S&P SCP ETF246,674$29,645,2282025-12-312026-02-12
VONG
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW224,998$27,393,5062025-12-312026-02-12
IGF
ISHARES TR
GLB INFRASTR ETF420,094$25,776,9432025-12-312026-02-12
VXF
VANGUARD INDEX FDS
EXTEND MKT ETF118,093$24,695,6952025-12-312026-02-12
MBB
ISHARES TR
MBS ETF253,453$24,133,7472025-12-312026-02-12
SUB
ISHARES TR
SHRT NAT MUN ETF225,669$24,078,8822025-12-312026-02-12
LQD
ISHARES TR
IBOXX INV CP ETF215,543$23,750,6482025-12-312026-02-12
VCSH
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD292,300$23,305,0542025-12-312026-02-12
IWS
ISHARES TR
RUS MDCP VAL ETF163,760$23,098,3482025-12-312026-02-12
VBK
VANGUARD INDEX FDS
SML CP GRW ETF75,583$22,834,4172025-12-312026-02-12
EPI
WISDOMTREE TR
INDIA ERNGS FD489,592$22,663,2142025-12-312026-02-12
VUG
VANGUARD INDEX FDS
GROWTH ETF41,799$20,392,3042025-12-312026-02-12
IEFA
ISHARES TR
CORE MSCI EAFE206,584$18,480,9632025-12-312026-02-12
SPYV
SPDR SERIES TRUST
STATE STREET SPD258,402$14,679,8392025-12-312026-02-12
MUB
ISHARES TR
NATIONAL MUN ETF128,303$13,742,5312025-12-312026-02-12
VONV
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL142,348$13,138,7202025-12-312026-02-12
VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF58,360$12,826,3312025-12-312026-02-12
IYW
ISHARES TR
U.S. TECH ETF63,696$12,718,8892025-12-312026-02-12
IGSB
ISHARES TR
ISHS 1-5YR INVS237,615$12,565,0622025-12-312026-02-12
IWV
ISHARES TR
RUSSELL 3000 ETF32,369$12,521,9872025-12-312026-02-12
EWT
ISHARES INC
MSCI TAIWAN ETF192,500$12,229,5252025-12-312026-02-12
MINT
PIMCO ETF TR
ENHAN SHRT MA AC120,199$12,060,7692025-12-312026-02-12
XLK
SELECT SECTOR SPDR TR
STATE STREET TEC78,119$11,246,7862025-12-312026-02-12
IVW
ISHARES TR
S&P 500 GRWT ETF87,141$10,741,0332025-12-312026-02-12
IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT211,113$10,481,7602025-12-312026-02-12
VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD72,144$10,354,1432025-12-312026-02-12
EWY
ISHARES INC
MSCI STH KOR ETF105,286$10,235,8752025-12-312026-02-12
VGT
VANGUARD WORLD FD
INF TECH ETF13,367$10,075,9142025-12-312026-02-12
ISHG
ISHARES TR
3YRTB ETF127,125$9,564,9132025-12-312026-02-12
IWN
ISHARES TR
RUS 2000 VAL ETF52,470$9,508,0462025-12-312026-02-12
VBR
VANGUARD INDEX FDS
SM CP VAL ETF43,750$9,265,8062025-12-312026-02-12
PXF
INVESCO EXCH TRADED FD TR II
RAFI DVLPD MRKTS133,360$8,741,0812025-12-312026-02-12
IWO
ISHARES TR
RUS 2000 GRW ETF26,849$8,672,5512025-12-312026-02-12
DVY
ISHARES TR
SELECT DIVID ETF58,960$8,321,5632025-12-312026-02-12
VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US107,908$7,937,7222025-12-312026-02-12
DIHP
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT250,027$7,917,1052025-12-312026-02-12
SPYM
SPDR SERIES TRUST
United StatesSTATE STREET SPD98,584$7,908,4392025-12-312026-02-12
SDY
SPDR SERIES TRUST
STATE STREET SPD53,601$7,459,1532025-12-312026-02-12
DBJP
DBX ETF TR
XTRACK MSCI JAPN71,410$6,759,6492025-12-312026-02-12
MDY
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP10,721$6,467,9872025-12-312026-02-12
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ234,331$6,427,6992025-12-312026-02-12
FAS
DIREXION SHS ETF TR
DLY FIN BULL NEW36,860$6,204,6442025-12-312026-02-12
VNQ
VANGUARD INDEX FDS
REAL ESTATE ETF69,012$6,106,8442025-12-312026-02-12
XLU
SELECT SECTOR SPDR TR
STATE STREET UTI135,448$5,782,2942025-12-312026-02-12
PFO
FLAHERTY & CRUMRINE PFD INCO
COM588,511$5,561,4292025-12-312026-02-12
MGK
VANGUARD WORLD FD
MEGA GRWTH IND13,232$5,461,8032025-12-312026-02-12
PFD
FLAHERTY & CRUMRINE PFD INCO
COM441,364$5,238,9912025-12-312026-02-12
AKRE
PROFESIONALLY MANAGED PORTFO
United StatesAKRE FOCUS ETF79,164$5,186,0342025-12-312026-02-12
XLF
SELECT SECTOR SPDR TR
STATE STREET FIN92,275$5,053,9292025-12-312026-02-12
IGIB
ISHARES TR
ISHS 5-10YR INVT93,535$5,039,6562025-12-312026-02-12
RPG
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT107,695$5,026,6642025-12-312026-02-12
IWY
ISHARES TR
RUS TP200 GR ETF18,094$5,010,9592025-12-312026-02-12
SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF166,304$4,475,2322025-12-312026-02-12
IVE
ISHARES TR
S&P 500 VAL ETF20,873$4,426,6172025-12-312026-02-12
SPSM
SPDR SERIES TRUST
STATE STREET SPD90,088$4,221,5492025-12-312026-02-12
IEMG
ISHARES INC
CORE MSCI EMKT60,398$4,059,9252025-12-312026-02-12
QCLN
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN90,880$4,052,5572025-12-312026-02-12
DIA
SPDR DOW JONES INDL AVERAGE
UT SER 18,264$3,971,4812025-12-312026-02-12
IUSV
ISHARES TR
CORE S&P US VLU36,745$3,767,8322025-12-312026-02-12
VXUS
VANGUARD STAR FDS
VG TL INTL STK F48,182$3,634,8692025-12-312026-02-12
SHY
ISHARES TR
1 3 YR TREAS BD43,506$3,603,1962025-12-312026-02-12
IBB
ISHARES TR
ISHARES BIOTECH21,114$3,563,4082025-12-312026-02-12
VGK
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF40,919$3,421,2692025-12-312026-02-12
HYG
ISHARES TR
IBOXX HI YD ETF41,967$3,383,8112025-12-312026-02-12
FLOT
ISHARES TR
FLTG RATE NT ETF64,506$3,280,7732025-12-312026-02-12
REET
ISHARES TR
GLOBAL REIT ETF127,989$3,193,3262025-12-312026-02-12
FNDE
SCHWAB STRATEGIC TR
FUNDAMENTAL EMER83,732$3,019,3932025-12-312026-02-12

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