CBIZ Investment Advisory Services, LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,735,301
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 415 | 2,735,301 | 13F-HR | CBIZ Investment Advisory Services, LLC |
| Q1 2026 | 5/12/2026 | 415 | 2,735,301 | 13F-HR | CBIZ Investment Advisory Services, LLC |
| Q4 2025 | 2/9/2026 | 769 | 2,644,396 | 13F-HR | CBIZ Investment Advisory Services, LLC |
| Q3 2025 | 11/6/2025 | 665 | 2,553,949 | 13F-HR | CBIZ Investment Advisory Services, LLC |
| Q2 2025 | 8/11/2025 | 741 | 2,258,242 | 13F-HR | CBIZ Investment Advisory Services, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.33 K | 0.5% | 0 | 150 | -150 |
| ETFs | 2.721 M | 99.5% | 150 | 0 | 150 |
| Debt | 1.173 K | 0.0% | 0 | 0 | 0 |
| Other | 4 | 0.0% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
2,735,301
Holdings
415
QoQ value change ($000)
0
(0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.