Data as of Q4 2025 (Dec 31, 2025)

CIBC Private Wealth Group LLC

โ€ขCIK: 1298088โ€ขFiling: Q4 2025

CIBC Private Wealth Group, LLC, managed by the seasoned team at CIBC, holds $59.2 billion in assets, with a tech-heavy portfolio featuring top positions in MSFT, AAPL, and AMZN. Recently, the fund has made notable moves by adding KGS and VONG, which have surged by 3083% and 2076% respectively, while exiting positions in CQP and BKV.

Total AUM
$59.2B
QoQ Performance
+1.3%
Positions
2,701
Top 10 Concentration
32.1%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
MSFT5.3%
AAPL4.9%
AMZN3.9%
NVDA3.8%
GOOGL3.4%
JPM1.7%
AVGO1.6%
META1.6%

๐Ÿ“ˆ Biggest Buys

SPY
SPDR S&P 500 ETF TR
+183.8%
0.7% of portfolio
INTU
INTUIT
+811.7%
0.5% of portfolio
SGOV
ISHARES TR
+129.3%
0.7% of portfolio
LLY
ELI LILLY & CO
+37.7%
1.4% of portfolio
NFLX
NETFLIX INC
+682.5%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

CHV
CHEVRON CORP NEW
-70.4%
0.1% of portfolio
RTX
RTX CORPORATION
-19.9%
1.0% of portfolio
AMZN
AMAZON COM INC
-5.9%
3.9% of portfolio
QCOM
QUALCOMM INC
-27.0%
0.6% of portfolio
TEL
TE CONNECTIVITY PLC
-23.7%
0.6% of portfolio

Sector Breakdown

Other43.8%
Technology27.4%
Financial6.3%
Consumer6.0%
Healthcare5.9%
Industrial2.6%
ETF2.4%
Communication1.2%

๐Ÿšช Exited Positionssold since Q3 2025

WDAY
WORKDAY INC
SOLD
$331.2M
FISV
FISERV INC
SOLD
$259.3M
SE
SEA LTD
SOLD
$114.5M
NOW
SERVICENOW INC
SOLD
$111.1M
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$102.5M
+2872 more exited positions

Changes from Q3 2025

โ†‘73 increased
โ†“127 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023