CBIZ Investment Advisory Services, LLC

INDEPENDENCE, OH · CIK 1795934 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$12.8bn
Staff93 · 87 in investment roles
Main clients (by assets)Pension plans 64%, State and local governments 14%, High net worth individuals 3%
Main officeCleveland, OH
Form ADV · 2026-03-20SEC adviser record

Kindinstitutions
Others nearbyIndependence, OH, Media, PA, Leawood, KS, Memphis, TN, Cumberland, MD, Phoenix, AZ

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Cleveland, OH (main office)United States	United States	about 31
Cumberland, MDUnited States	United States	7
Kansas City, MOUnited States	United States	7
Media, PAUnited States	United States	7
Memphis, TNUnited States	United States	7
Phoenix, AZUnited States	United States	5
Columbia, MDUnited States	United States	2
Denver, COUnited States	United States	2
Indianapolis, INUnited States	United States	2
Maitland, FLUnited States	United States	2
San Jose, CAUnited States	United States	2
St. Louis, MOUnited States	United States	2

10 more cities

West Conshohocken, PAUnited States	United States	2
Atlanta, GAUnited States	United States	1
Boca Raton, FLUnited States	United States	1
Chicago, ILUnited States	United States	1
Irving, TXUnited States	United States	1
Minneapolis, MNUnited States	United States	1
Philadelphia, PAUnited States	United States	1
Providence, RIUnited States	United States	1
Roanoke, VAUnited States	United States	1
Woodstock, GAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.7bn reported value +0.0% vs Q1 2026

415positions

95.3%in top 10

0 new 1 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	8,579,414	$631.8m23.10%	23.10%	Unchanged
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,701,704	$530.1m19.38%	19.38%	Unchanged
3	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	5,351,291	$401.9m14.69%	14.69%	Unchanged
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	904,105	$394.9m14.44%	14.44%	Reduced -4.5m	-4,520,525 -83.3%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	420,595	$242.8m8.88%	8.88%	Unchanged
6	VANGUARD INDEX FDS SMALL CP ETF VB	VB	476,205	$124.7m4.56%	4.56%	Unchanged
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,975,017	$106.7m3.90%	3.90%	Unchanged
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	297,343	$85.4m3.12%	3.12%	Reduced -892.0k	-892,029 -75.0%
9	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	257,035	$49.3m1.80%	1.80%	Unchanged
10	ISHARES TR CORE S&P500 ETF IVV	IVV	58,356	$38.2m1.40%	1.40%	Unchanged
11	ISHARES TR IBOXX HI YD ETF HYG	HYG	441,115	$35.1m1.28%	1.28%	Unchanged
12	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	400,595	$33.1m1.21%	1.21%	Unchanged
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	169,197	$10.8m0.40%	0.40%	Unchanged
14	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	22,438	$7.2m0.26%	0.26%	Unchanged
15	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	17,674	$5.2m0.19%	0.19%	Unchanged
16	ISHARES TR ESG AWARE MSCI ESML	ESML	99,939	$4.7m0.17%	0.17%	Unchanged
17	ISHARES INC MSCI EMRG CHN EMXC	EMXC	46,241	$3.6m0.13%	0.13%	Unchanged
18	APPLE INC COM AAPL	AAPL	14,214	$3.6m0.13%	0.13%	Unchanged
19	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	16,027	$3.0m0.11%	0.11%	Unchanged
20	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	27,307	$2.1m0.08%	0.08%	Unchanged
21	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,353	$1.4m0.05%	0.05%	Reduced -10.1k	-10,059 -75.0%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	20,952	$1.4m0.05%	0.05%	Unchanged
23	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	14,299	$1.1m0.04%	0.04%	Unchanged
24	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	11,672	$1.1m0.04%	0.04%	Unchanged
25	NVIDIA CORPORATION COM NVDA	NVDA	4,629	$807.3k0.03%	0.03%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	2,500	$735.4k0.03%	0.03%	Unchanged
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,056	$687.2k0.03%	0.03%	Unchanged
28	MICROSOFT CORP COM MSFT	MSFT	1,803	$667.4k0.02%	0.02%	Unchanged
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,360	$651.7k0.02%	0.02%	Unchanged
30	ISHARES TR SELECT DIVID ETF DVY	DVY	3,238	$490.2k0.02%	0.02%	Unchanged
31	BROADCOM INC COM AVGO	AVGO	1,561	$483.2k0.02%	0.02%	Unchanged
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,861	$479.9k0.02%	0.02%	Unchanged
33	SPDR SER TR SPDR S&P 500 ETF SPYX	SPYX	8,490	$450.2k0.02%	0.02%	Unchanged
34	WALMART INC COM WMT	WMT	3,526	$438.8k0.02%	0.02%	Unchanged
35	SPDR SER TR S&P DIVID ETF SDY	SDY	2,600	$379.4k0.01%	0.01%	Unchanged
36	ELI LILLY & CO COM LLY	LLY	406	$373.4k0.01%	0.01%	Unchanged
37	PARKE BANCORP INC COM PKBK	PKBK	12,567	$356.9k0.01%	0.01%	Unchanged
38	ALPHABET INC CAP STK CL C GOOG	GOOG	1,198	$343.7k0.01%	0.01%	Unchanged
39	ISHARES TR MSCI EAFE ETF EFA	EFA	2,996	$306.5k0.01%	0.01%	Unchanged
40	CANADIAN IMPERIAL BANK OF CO COM CM	CM	3,072	$291.1k0.01%	0.01%	Unchanged
41	CATERPILLAR INC COM CAT	CAT	405	$287.2k0.01%	0.01%	Unchanged
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,052	$272.7k0.01%	0.01%	Unchanged
43	ALPHABET INC CAP STK CL A GOOGL	GOOGL	945	$271.7k0.01%	0.01%	Unchanged
44	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,809	$254.3k0.01%	0.01%	Unchanged
45	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	405	$241.8k0.01%	0.01%	Unchanged
46	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,367	$209.9k0.01%	0.01%	Unchanged
47	BANK AMERICA CORP COM BAC	BAC	3,991	$194.6k0.01%	0.01%	Unchanged
48	VANGUARD WORLD FD INF TECH ETF VGT	VGT	245	$171.0k0.01%	0.01%	Reduced -1.7k	-1,715 -87.5%
49	AMAZON COM INC COM AMZN	AMZN	799	$166.4k0.01%	0.01%	Unchanged
50	ISHARES TR CORE S&P US VLU IUSV	IUSV	1,329	$135.9k0.00%	0.00%	Unchanged
51	ABRDN FDS ULTRA SHORT MUNI AMUN	AMUN	5,175	$134.9k0.00%	0.00%	Unchanged
52	CBIZ INC COM CBZ	CBZ	4,710	$126.5k0.00%	0.00%	Unchanged
53	VANGUARD WORLD FD ENERGY ETF VDE	VDE	688	$119.1k0.00%	0.00%	Unchanged
54	CONSTELLATION ENERGY CORP COM CEG	CEG	422	$117.8k0.00%	0.00%	Unchanged
55	ISHARES GOLD TR ISHARES NEW IAU	IAU	1,250	$110.2k0.00%	0.00%	Unchanged
56	VERIZON COMMUNICATIONS INC COM VZ	VZ	2,187	$109.8k0.00%	0.00%	Unchanged
57	ABBVIE INC COM ABBV	ABBV	502	$109.2k0.00%	0.00%	Unchanged
58	SPDR GOLD TR GOLD SHS GLD	GLD	250	$107.6k0.00%	0.00%	Unchanged
59	ORACLE CORP COM ORCL	ORCL	711	$104.6k0.00%	0.00%	Unchanged
60	HOME DEPOT INC COM HD	HD	272	$89.5k0.00%	0.00%	Unchanged
61	AT&T INC COM T	T	3,044	$88.2k0.00%	0.00%	Unchanged
62	REPUBLIC SVCS INC COM RSG	RSG	400	$87.6k0.00%	0.00%	Unchanged
63	GILEAD SCIENCES INC COM GILD	GILD	615	$85.7k0.00%	0.00%	Unchanged
64	ILLINOIS TOOL WKS INC COM ITW	ITW	322	$84.3k0.00%	0.00%	Unchanged
65	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	4,269	$83.8k0.00%	0.00%	Unchanged
66	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	4,266	$83.3k0.00%	0.00%	Unchanged
67	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	3,984	$81.4k0.00%	0.00%	Unchanged
68	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	4,286	$80.0k0.00%	0.00%	Unchanged
69	EXXON MOBIL CORP COM XOM	XOM	465	$78.8k0.00%	0.00%	Unchanged
70	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	1,561	$78.0k0.00%	0.00%	Unchanged
71	DISNEY WALT CO COM DIS	DIS	800	$77.1k0.00%	0.00%	Unchanged
72	COSTCO WHSL CORP NEW COM COST	COST	76	$75.7k0.00%	0.00%	Unchanged
73	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	1,500	$74.1k0.00%	0.00%	Unchanged
74	ISHARES TR CORE S&P TTL STK ITOT	ITOT	500	$71.2k0.00%	0.00%	Unchanged
75	ABRDN SILVER ETF TRUST PHYSCL SILVR SHS SIVR	SIVR	990	$70.9k0.00%	0.00%	Unchanged
76	PHILLIPS 66 COM PSX	PSX	375	$68.3k0.00%	0.00%	Unchanged
77	MCDONALDS CORP COM MCD	MCD	218	$67.8k0.00%	0.00%	Unchanged
78	LOCKHEED MARTIN CORP COM LMT	LMT	106	$64.1k0.00%	0.00%	Unchanged
79	PNC FINL SVCS GROUP INC COM PNC	PNC	298	$62.0k0.00%	0.00%	Unchanged
80	TRAVELERS COMPANIES INC COM TRV	TRV	208	$60.7k0.00%	0.00%	Unchanged
81	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	256	$57.5k0.00%	0.00%	Unchanged
82	CHEVRON CORP NEW COM CVX	CVX	277	$57.3k0.00%	0.00%	Unchanged
83	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	504	$56.6k0.00%	0.00%	Unchanged
84	KEMPER CORP COM KMPR	KMPR	1,805	$55.2k0.00%	0.00%	Unchanged
85	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	599	$54.9k0.00%	0.00%	Unchanged
86	TESLA INC COM TSLA	TSLA	145	$53.9k0.00%	0.00%	Unchanged
87	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	248	$53.9k0.00%	0.00%	Unchanged
88	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	1,754	$53.8k0.00%	0.00%	Unchanged
89	RTX CORPORATION COM RTX	RTX	276	$53.2k0.00%	0.00%	Unchanged
90	ISHARES TR USD GRN BOND ETF BGRN	BGRN	1,095	$52.0k0.00%	0.00%	Unchanged
91	COCA COLA CO COM KO	KO	657	$50.1k0.00%	0.00%	Unchanged
92	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	204	$49.4k0.00%	0.00%	Unchanged
93	ALTRIA GROUP INC COM MO	MO	740	$48.9k0.00%	0.00%	Unchanged
94	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	1,055	$48.0k0.00%	0.00%	Unchanged
95	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	156	$47.2k0.00%	0.00%	Unchanged
96	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	208	$44.7k0.00%	0.00%	Unchanged
97	PROCTER AND GAMBLE CO COM PG	PG	307	$44.3k0.00%	0.00%	Unchanged
98	MARRIOTT INTL INC NEW CL A MAR	MAR	127	$41.5k0.00%	0.00%	Unchanged
99	JOHNSON & JOHNSON COM JNJ	JNJ	163	$39.8k0.00%	0.00%	Unchanged
100	HONEYWELL INTL INC COM COM		175	$39.6k0.00%	0.00%	Added +88	+88 100.0%