CIBC Private Wealth Group LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
3,397
Total value ($000)
$59,158,508
Net value change ($000)
+747,742 (1.3%)
New positions
499
Sold out positions
190
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 412,135 25.7%
LLY 396,952 94.0%
SPY 288,026 190.5%
INTU 268,825 784.4%
SGOV 233,872 128.6%
GOOGL 179,345 23.5%
AAPL 147,842 5.4%
AVGO 133,922 16.1%
AMD 124,983 1076.9%
IWF 122,222 27.7%
Top Reduces (Value $000, Stocks/ETFs)
WDAY -315,718 -95.3%
MSFT -256,256 -7.5%
FISV -253,660 -97.8%
CVX -183,219 -70.9%
SE -113,871 -99.4%
QCOM -112,057 -25.0%
NFLX -107,427 -38.8%
SPOT -99,780 -97.3%
AVAV -98,607 -99.2%
TE CONNECTIVITY PLC -96,347 -21.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type