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CIBC Private Wealth Group LLC

Form 13F · CIK 1298088. Holdings on 31 Dec 2025, as filed with the SEC on 12 Feb 2026, each set beside the September 2025 quarter. The 13F on the SEC's site.

CIBC Private Wealth Group LLC reported 3,395 positions worth $59.2B for the December 2025 quarter, on a Form 13F filed 12 Feb 2026; the largest holding was Microsoft Corp., at 5.3% of the fund.

What it bought and sold

The largest moves since the September 2025 quarter, by the dollars that moved: 495 opened, 1,164 added, 1,060 trimmed, 184 sold out.

New position: 495

CompanyValueChange in shares
Akre Focus ETF (AKRE)$5.2M+79,164
Rice Acquisition Corp. 3 (KRSP)$5.1M+499,376
Neos ETF Trust (SPYI)$938.9K+17,874
Solstice Advanced Materials Inc. (SOLS)$753.5K+15,511
Archrock, Inc. (AROC)$723.9K+27,819
Wisdomtree Trust (DLN)$511.6K+5,808
Destiny TECH100 Inc. Com SHS (DXYZ)$468.4K+15,291
Qnity Electronics, Inc. (Q)$454.5K+5,567
Zim Integrated Shipping Serv (ZIM)$424.7K+20,007
Weave Communications Inc. (WEAV)$410.9K+54,137

Added: 1,164

CompanyValueChange in shares
Eli Lilly & Co. (LLY)$819.2M+208,879
SPDR S&P 500 (SPY)$439.3M+417,135
Intuit Inc. (INTU)$303.1M+407,375
iShares Trust (SGOV)$415.8M+2,335,616
Broadcom Inc. (AVGO)$965.9M+268,980
Advanced Micro Devices Inc. (AMD)$136.6M+566,053
iShares Trust (IWF)$563.6M+248,499
Expand Energy Corp. (EXE)$227.7M+806,453
Vanguard Mid Cap Index ETF (VO)$634.2M+335,091
iShares Russell Mid-Cap Growth ETF (IWP)$179.4M+667,479

Trimmed: 1,060

CompanyValueChange in shares
Alphabet Inc. (GOOGL)$2.0B-157,414
Workday, Inc. (WDAY)$15.5M-1,303,715
Microsoft Corp. (MSFT)$3.2B-61,701
Fiserv Inc. (FISV)$5.6M-1,927,388
Chevron Corp. (CVX)$75.1M-1,170,712
Alphabet Inc. (GOOG)$942.7M-130,173
Apple Inc. (AAPL)$2.9B-134,231
AstraZeneca PLC (AZN)$743.0M-72,331
Sea Limited (SE)$672.9K-635,603
Qualcomm Inc. (QCOM)$336.7M-729,065

Sold out: 184

CompanyValue a quarter beforeChange in shares
Cheniere Energy Partners, L.P. (CQP)$7.3M-135,703
BKV Corp. (BKV)$3.5M-150,000
Liberty Latin America Ltd (LILAK)$2.2M-259,778
Light & Wonder Inc. (LNWO)$1.9M-23,104
Kellanova (K)$1.1M-13,488
Natural Health Trends Corp. (NHTC)$715.8K-160,000
Distribution Solutions Group, Inc. (DSGR)$665.9K-22,136
iShares Trust Ibonds 25 TRM TS (IBTF)$429.9K-18,400
Heritage Distilling Hldg Co.$361.2K-440,000
iShares iBonds Dec 2025 Term Co (IBDQ)$335.7K-13,327

Largest holdings

The 100 largest of 3,395, by value.

CompanyValueOf the fundSharesChange in sharesMove
Microsoft Corp. (MSFT)$3.2B5.34%6,533,586-61,701Trimmed
Apple Inc. (AAPL)$2.9B4.86%10,564,205-134,231Trimmed
Amazon.com Inc. (AMZN)$2.3B3.88%9,945,180-626,024Trimmed
NVIDIA Corp. (NVDA)$2.3B3.82%12,103,232-85,498Trimmed
Alphabet Inc. (GOOGL)$2.0B3.41%6,443,532-157,414Trimmed
JPMorgan Chase & Co. (JPM)$1.0B1.72%3,155,380-36,942Trimmed
Broadcom Inc. (AVGO)$965.9M1.63%2,790,816+268,980Added
Meta Platforms, Inc. (META)$960.1M1.62%1,454,564+91,140Added
Visa Inc. (V)$956.6M1.62%2,727,513-35,701Trimmed
Alphabet Inc. (GOOG)$942.7M1.59%3,004,241-130,173Trimmed
Eli Lilly & Co. (LLY)$819.2M1.39%762,246+208,879Added
AstraZeneca PLC (AZN)$743.0M1.26%8,081,817-72,331Trimmed
Old Dominion Freight Line, Inc. (ODFL)$682.9M1.15%4,355,518-11,325Trimmed
Vanguard Mid Cap Index ETF (VO)$634.2M1.07%2,185,156+335,091Added
Blackstone Inc. (BX)$617.2M1.04%4,004,273-59,715Trimmed
RTX Corp. (RTX)$613.8M1.04%3,346,888-830,236Trimmed
NextEra Energy Inc. (NEE)$605.1M1.02%7,537,722-47,944Trimmed
Vanguard S&P 500 (VOO)$590.4M1.00%941,501+118,811Added
iShares Trust (IWF)$563.6M0.95%1,190,695+248,499Added
Abbott Laboratories (ABT)$492.7M0.83%3,932,281-83,810Trimmed
ExxonMobil Holdings Corp. (XOM)$483.1M0.82%4,014,113-54,171Trimmed
Thermo Fisher Scientific Inc. (TMO)$467.6M0.79%806,898-28,067Trimmed
Barclays BK PLC (ATMP)$465.9M0.79%16,193,057+258,631Added
Danaher Corp. (DHR)$465.7M0.79%2,034,341+4,614Added
S&P Global Inc. (SPGI)$463.7M0.78%887,275-18,194Trimmed
Howmet Aerospace Inc. (HWM)$459.9M0.78%2,243,038-74,169Trimmed
CME Group Inc. (CME)$457.3M0.77%1,674,637-27,260Trimmed
TJX Companies Inc. (TJX)$454.5M0.77%2,958,602-32,464Trimmed
SPDR S&P 500 (SPY)$439.3M0.74%644,146+417,135Added
iShares Trust (SGOV)$415.8M0.70%4,141,877+2,335,616Added
Union Pacific Corp. (UNP)$409.4M0.69%1,769,776-25,734Trimmed
ASML Holding N.V. (ASML)$399.2M0.68%373,119+2,027Added
Linde plc (LIN)$384.5M0.65%901,838+92,871Added
Amphenol Corp. (APH)$382.7M0.65%2,831,577-64,569Trimmed
Intercontinental Exchange, Inc. (ICE)$380.4M0.64%2,348,579-27,862Trimmed
Monster Beverage Corp. (MNST)$379.0M0.64%4,942,687-93,853Trimmed
TE Connectivity plc (TEL)$363.5M0.61%1,597,847-496,960Trimmed
Vanguard Small Cap ETF (VB)$360.4M0.61%1,397,042+127,698Added
Jack Henry & Associates Inc. (JKHY)$344.4M0.58%1,887,305-36Held
McDonald's Corp. (MCD)$340.6M0.58%1,114,425-13,478Trimmed
Qualcomm Inc. (QCOM)$336.7M0.57%1,968,164-729,065Trimmed
Prologis, Inc. (PLD)$335.3M0.57%2,626,891-57,405Trimmed
Vanguard Ftse Developed Markets (VEA)$331.7M0.56%5,308,961+611,848Added
UnitedHealth Group Inc. (UNH)$315.4M0.53%955,375-65,547Trimmed
iShares Trust (IWR)$303.2M0.51%3,149,600+189,000Added
Intuit Inc. (INTU)$303.1M0.51%457,562+407,375Added
Stryker Corp. (SYK)$300.1M0.51%853,873-28,962Trimmed
Mastercard Inc. (MA)$296.3M0.50%518,980-14,603Trimmed
Automatic Data Processing Inc. (ADP)$296.0M0.50%1,150,563-39,867Trimmed
Martin Marietta Materials Inc. (MLM)$295.8M0.50%475,138-6,799Trimmed
Cheniere Energy, Inc. (LNG)$295.6M0.50%1,520,843-78,637Trimmed
iShares Core S&P 500 ETF (IVV)$294.9M0.50%430,620+4,426Added
Home Depot, Inc. (HD)$294.0M0.50%854,449-10,140Trimmed
IQVIA Holdings Inc. (IQV)$292.9M0.49%1,299,272-19,432Trimmed
Salesforce, Inc. (CRM)$291.4M0.49%1,100,057-30,684Trimmed
Enterprise Products Partners L.P. (EPD)$287.8M0.49%8,977,239-299,760Trimmed
BlackRock, Inc. (BLK)$277.0M0.47%258,817-2,861Trimmed
General Electric Co. (GE)$276.5M0.47%897,608-12,090Trimmed
AbbVie Inc. (ABBV)$267.1M0.45%1,168,845-10,906Trimmed
Analog Devices Inc. (ADI)$265.6M0.45%979,203-11,034Trimmed
Walt Disney Co. (DIS)$263.6M0.45%2,317,095-41,324Trimmed
Intuitive Surgical Inc. (ISRG)$260.1M0.44%459,184-7,152Trimmed
TransDigm Group Inc. (TDG)$254.6M0.43%191,421+16,738Added
Energy Transfer LP (ET)$253.4M0.43%15,366,720+28,105Added
Roper Technologies Inc. (ROP)$249.5M0.42%560,607-28,720Trimmed
Otis Worldwide Corp. (OTIS)$249.0M0.42%2,850,031-40,451Trimmed
PNC Financial Services Group, Inc. (PNC)$248.6M0.42%1,191,022-15,732Trimmed
IDEXX Laboratories Inc. (IDXX)$245.5M0.41%362,871-7,668Trimmed
Expand Energy Corp. (EXE)$227.7M0.39%2,063,440+806,453Added
GE Vernova Inc. (GEV)$227.7M0.39%348,386-8,828Trimmed
Mondelez International, Inc. (MDLZ)$227.1M0.38%4,218,418-546,970Trimmed
iShares Gold Trust (IAU)$222.1M0.38%2,735,976+84,544Added
Quanta Services, Inc. (PWR)$214.6M0.36%508,475-7,093Trimmed
Dexcom Inc. (DXCM)$207.6M0.35%3,128,114+220,313Added
iShares Trust (IWB)$206.2M0.35%552,047+187,983Added
Eaton Corp. plc (ETN)$205.6M0.35%645,558-1,509Trimmed
American Tower Corp. (AMT)$204.8M0.35%1,166,450-252,845Trimmed
Adobe Inc. (ADBE)$198.2M0.34%566,316-39,294Trimmed
Berkshire Hathaway Inc. Class B (BRKB)$198.1M0.34%394,127-5,358Trimmed
T-Mobile US, Inc. (TMUS)$193.6M0.33%953,411+284,782Added
Fidelity National Information Services, Inc. (FIS)$192.7M0.33%2,899,998-219,618Trimmed
Zoetis Inc. (ZTS)$186.8M0.32%1,484,832-196,474Trimmed
L3Harris Technologies, Inc. (LHX)$186.3M0.32%634,731+164,069Added
Vanguard Value ETF (VTV)$185.7M0.31%972,047+19,288Added
iShares Russell Mid-Cap Growth ETF (IWP)$179.4M0.30%1,309,901+667,479Added
Taiwan Semiconductor Manufacturing Company Limited (TSM)$177.8M0.30%584,987+20,094Added
Charles Schwab Corp. (SCHW)$176.9M0.30%1,770,342-39,995Trimmed
J P Morgan Exchange Traded F (JEPI)$176.3M0.30%3,079,471-149,278Trimmed
Palo Alto Networks Inc. (PANW)$176.1M0.30%955,998-23,733Trimmed
Global X Infrastr Development ETF (pave) (PAVE)$174.5M0.29%3,652,125+229,481Added
Brookfield Corporation (BN)$171.4M0.29%3,735,465+1,244,777Added
iShares Russell 2000 ETF (IWM)$169.8M0.29%689,771+49,149Added
Netflix Inc. (NFLX)$169.4M0.29%1,806,902-502,188Trimmed
Vici Properties Inc. (VICI)$165.9M0.28%5,901,406-748,304Trimmed
Parker-Hannifin Corp. (PH)$163.3M0.28%185,791-3,264Trimmed
Cintas Corp. (CTAS)$159.7M0.27%849,177-37,531Trimmed
O'Reilly Automotive, Inc. (ORLY)$158.1M0.27%1,733,821-61,223Trimmed
Johnson & Johnson (JNJ)$157.8M0.27%762,539-5,772Trimmed
Progressive Corp. (PGR)$157.6M0.27%692,032-75,517Trimmed
Cisco Systems, Inc. (CSCO)$156.4M0.26%2,030,814-62,776Trimmed

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
December 2025 quarter$59.2B3,397
September 2025 quarter$58.4B3,086
June 2025 quarter$56.0B3,074
March 2025 quarter$47.4B3,083
December 2024 quarter$55.2B2,970
September 2024 quarter$55.8B3,114
Every 13F fund · Fund holdings data