CIBC Private Wealth Group LLC
CIK 1298088 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- MSFT5.34%
- AAPL4.85%
- AMZN3.88%
- NVDA3.82%
- GOOGL3.41%
- JPM1.72%
- AVGO1.63%
- META1.62%
- V1.62%
- GOOG1.59%
Share classes counted separately29.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +0.66 pp2.75% → 3.41%Shares -157.41K (-2.38%)
- LLYWeight increased · +0.66 pp0.72% → 1.38%Shares +208.88K (+37.75%)
- MSFTWeight decreased · -0.51 pp5.85% → 5.34%Shares -61.70K (-0.94%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $3.16B | 5.34% | 6.53M shares | 5.85% → 5.34%-0.51 pp -61.70K (-0.94%) | Reduced | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $2.87B | 4.85% | 10.56M shares | 4.66% → 4.85%+0.19 pp -134.23K (-1.25%) | Reduced | ▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $2.30B | 3.88% | 9.95M shares | 3.97% → 3.88%-0.09 pp -626.02K (-5.92%) | Reduced | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $2.26B | 3.82% | 12.10M shares | 3.89% → 3.82%-0.07 pp -85.50K (-0.70%) | Reduced | ▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.02B | 3.41% | 6.44M shares | 2.75% → 3.41%+0.66 pp -157.41K (-2.38%) | Reduced | ▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $1.02B | 1.72% | 3.16M shares | 1.72% → 1.72%+0.00 pp -36.94K (-1.16%) | Reduced | ▾ |
| 07 | AVGOBROADCOM INC View history and evidence | $965.90M | 1.63% | 2.79M shares | 1.42% → 1.63%+0.21 pp +268.98K (+10.67%) | Added | ▾ |
| 08 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $960.14M | 1.62% | 1.45M shares | 1.71% → 1.62%-0.09 pp +91.14K (+6.68%) | Added | ▾ |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $956.57M | 1.62% | 2.73M shares | 1.61% → 1.62%+0.01 pp -35.70K (-1.29%) | Reduced | ▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $942.73M | 1.59% | 3.00M shares | 1.31% → 1.59%+0.28 pp -130.17K (-4.15%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 187
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CQP CHENIERE ENERGY PARTNERS LP | Non-derivative | -135,703 | -$7.30M | SEC filing ↗ | SEC filing ↗ |
| BKV BKV CORPORATION | Non-derivative | -150,000 | -$3.47M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC | Non-derivative | -57,243 | -$3.39M | SEC filing ↗ | SEC filing ↗ |
3 / 187 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1298088 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 59158508421
}Research all 3,397 reported holdings.
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