CIBC PRIVATE WEALTH GROUP LLC
Q4 2025 Form 13-F

ATLANTA, GEORGIA
CIK 0001298088 · Institutional investment manager
Consolidated report · includes 3 managers since Q1 2014
$59.2B Reported Value Total
Reported value
$59.2B
Quarter over quarter
+1.5%
Holdings
3,394
Top-10 concentration
29.5%

Filing Structure

Reports holdings for

  • CIBC Bancorp USA Inc · File #028-21342 · Q2 2021 – Q4 2024 · declared by one filing
  • Hardman Johnston Global Advisors LLC · File #028-05210 · Q1 2020 – Q3 2020 · declared by one filing
  • Zuckerman Investment Group LLC · File #028-12893 · Q1 2020 – Q3 2020 · declared by one filing
  • William Blair and Co (not a 13F filer in our records) · File #028-02698 · Q1 2020 – Q3 2020 · declared by one filing
  • Mesirow Financial (not a 13F filer in our records) · File #028-28816 · Q1 2020 – Q3 2020 · declared by one filing
  • Harris Associates (not a 13F filer in our records) · File #028-41992 · Q1 2020 – Q3 2020 · declared by one filing
  • PJ Schmidt Invesment Mgmt Inc (not a 13F filer in our records) · Q3 2020 – Q3 2020 · declared by one filing
  • Schlindwein and Assoc(Agg Grwth) (not a 13F filer in our records) · Q3 2020 – Q3 2020 · declared by one filing
  • Schlindwein and Assoc (Bal-Grth) (not a 13F filer in our records) · Q3 2020 – Q3 2020 · declared by one filing
  • Schlindwein and Assoc(Growth) (not a 13F filer in our records) · Q1 2020 – Q3 2020 · declared by one filing
  • Schlindwein and Assoc(Grwth-Inc) (not a 13F filer in our records) · Q3 2020 – Q3 2020 · declared by one filing
  • Schlindwein and Assoc(Inc-Grwth) (not a 13F filer in our records) · Q3 2020 – Q3 2020 · declared by one filing
  • PJ Schmidt Investment Management Inc (not a 13F filer in our records) · Q1 2020 – Q1 2020 · declared by one filing
  • Schlindwein and Ascoc (Bal-Grth) (not a 13F filer in our records) · Q1 2020 – Q1 2020 · declared by one filing
  • Schlindwein and Assoc (Growth-Inc) (not a 13F filer in our records) · Q1 2020 – Q1 2020 · declared by one filing
  • Schlindwein and Assoc (Inc-Growth) (not a 13F filer in our records) · Q1 2020 – Q1 2020 · declared by one filing
  • Sclindwein and Assoc (Agg Growth) (not a 13F filer in our records) · Q1 2020 – Q1 2020 · declared by one filing

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Mary E. Antunes
Executive Director, Private Wealth Compliance
Q3 2025

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2025 13F filing summary

Period of report December 31, 2025
Filed February 12, 2026
Form 13F-HR
Reported value $59.2B
Positions 3,394
Change in reported value +1.3%
New positions 506
Exited positions 196
Position turnover 19.6%
Top-10 concentration 29.5%

13F filings by quarter

Quarter Positions Value
Q4 2025 13F
Filed Feb 12, 2026
 3,394 $59.2B
Q3 2025 13F
Filed Nov 24, 2025
 3,081 $58.4B
Q2 2025 13F
Filed Aug 12, 2025
 3,066 $56.0B
Q1 2025 13F
Filed May 14, 2025
 3,075 $47.4B
Q4 2024 13F
Filed Feb 12, 2025
 2,966 $55.2B
Q3 2024 13F
Filed Nov 13, 2024
 3,106 $55.8B
Q2 2024 13F
Filed Aug 9, 2024
 3,138 $53.3B
Q1 2024 13F
Filed May 10, 2024
 3,060 $51.1B
Q4 2023 13F
Filed Feb 13, 2024
 1,141 $47.2B
Q3 2023 13F
Filed Nov 13, 2023
 1,077 $42.3B
Q2 2023 13F
Filed Aug 10, 2023
 876 $45.7B
Q1 2023 13F
Filed May 12, 2023
 886 $45.2B
Q4 2022 13F
Filed Feb 13, 2023
 858 $29.8B
Q3 2022 13F
Filed Nov 15, 2022
 908 $37.1B
Q2 2022 13F
Filed Aug 3, 2022
 1,155 $38.5B
Q1 2022 13F
Filed May 16, 2022
 1,228 $45.8B
Q4 2021 13F
Filed Feb 8, 2022
 1,008 $48.2B
Q3 2021 13F
Filed Nov 12, 2021
 927 $43.0B
Q2 2021 13F
Filed Aug 16, 2021
 1,022 $43.5B
Q1 2021 13F
Filed May 12, 2021
 1,021 $39.7B

28 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q4 2025

# Holding Reported value % of portfolio
1 MSFT MICROSOFT CORP $3.2B 5.34%
2 AAPL APPLE INC $2.9B 4.85%
3 AMZN AMAZON COM INC $2.3B 3.88%
4 NVDA NVIDIA CORPORATION $2.3B 3.82%
5 GOOGL ALPHABET INC $2.0B 3.41%
6 JPM JPMORGAN CHASE & CO. $1.0B 1.72%
7 AVGO BROADCOM INC $965.9M 1.63%
8 META META PLATFORMS INC $960.1M 1.62%
9 V VISA INC $956.6M 1.62%
10 GOOG ALPHABET INC $942.7M 1.59%
11 LLY ELI LILLY & CO $819.2M 1.38%
12 AZN ASTRAZENECA PLC $743.0M 1.26%
13 ODFL OLD DOMINION FREIGHT LINE IN $682.9M 1.15%
14 VO VANGUARD INDEX FDS $634.2M 1.07%
15 BX BLACKSTONE INC $617.2M 1.04%
16 RTX RTX CORPORATION $613.8M 1.04%
17 NEE NEXTERA ENERGY INC $605.1M 1.02%
18 VOO VANGUARD INDEX FDS $590.4M 1.0%
19 IWF ISHARES TR $563.6M 0.95%
20 ABT ABBOTT LABS $492.7M 0.83%

Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.

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