Holders — by stockHoldings — by fund
CHAPMAN FINANCIAL GROUP, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2056577
$150.5M
disclosed book value
260
positions
5.1%
largest position share
Positions, as of 2026-06-30
top 100 of 260 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 21,521 | $7.6M | 5.1% |
| 2 | AAPLAPPLE INC | 25,241 | $7.3M | 4.9% |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,116 | $7.1M | 4.7% |
| 4 | MSFTMICROSOFT CORP | 13,814 | $5.2M | 3.4% |
| 5 | SCHXSCHWAB STRATEGIC TR | 163,239 | $4.8M | 3.2% |
| 6 | JPMJPMORGAN CHASE & CO | 13,520 | $4.4M | 2.9% |
| 7 | SCHBSCHWAB STRATEGIC TR | 150,192 | $4.3M | 2.9% |
| 8 | SCHFSCHWAB STRATEGIC TR | 123,559 | $3.4M | 2.3% |
| 9 | AMZNAMAZON COM INC | 13,404 | $3.2M | 2.1% |
| 10 | PANWPALO ALTO NETWORKS INC | 9,160 | $3.1M | 2.1% |
| 11 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 6,035 | $2.9M | 1.9% |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 5,406 | $2.7M | 1.8% |
| 13 | BACBANK OF AMER CORP | 44,886 | $2.6M | 1.7% |
| 14 | KOCOCA COLA CO | 30,354 | $2.5M | 1.6% |
| 15 | CCITIGROUP INC | 16,758 | $2.3M | 1.6% |
| 16 | TIPXSPDR SERIES TRUST | 121,436 | $2.3M | 1.5% |
| 17 | PEPPEPSICO INC | 16,962 | $2.3M | 1.5% |
| 18 | SCHDSCHWAB STRATEGIC TR | 63,624 | $2.0M | 1.3% |
| 19 | USBUS BANCORP | 29,674 | $1.8M | 1.2% |
| 20 | JNJJOHNSON & JOHNSON | 6,705 | $1.7M | 1.1% |
| 21 | VOOVANGUARD INDEX FDS | 2,288 | $1.6M | 1% |
| 22 | INNOVATOR ETFS TRUST | 28,009 | $1.5M | 1% |
| 23 | VMBSVANGUARD SCOTTSDALE FDS | 31,805 | $1.5M | 1% |
| 24 | IQVIQVIA HLDGS INC | 7,630 | $1.5M | 1% |
| 25 | COSTCOSTCO WHOLESALE CORPORATION | 1,424 | $1.3M | 0.9% |
| 26 | MBBISHARES TR | 14,020 | $1.3M | 0.9% |
| 27 | TOSTTOAST INC | 47,554 | $1.3M | 0.9% |
| 28 | ISHARES TR | 29,061 | $1.3M | 0.9% |
| 29 | IDEVISHARES TR | 13,989 | $1.2M | 0.8% |
| 30 | LHXL3HARRIS TECHNOLOGIES INC | 4,204 | $1.2M | 0.8% |
| 31 | BABINVESCO EXCH TRADED FD TR II | 45,375 | $1.2M | 0.8% |
| 32 | CBRECBRE GROUP INC | 8,538 | $1.1M | 0.8% |
| 33 | EPIWISDOMTREE TR | 26,623 | $1.1M | 0.8% |
| 34 | NVDANVIDIA CORPORATION | 5,576 | $1.1M | 0.7% |
| 35 | NLYANNALY CAPITAL MANAGEMENT IN | 49,875 | $1.1M | 0.7% |
| 36 | QQQINVESCO QQQ TR | 1,459 | $1.1M | 0.7% |
| 37 | VIKING HOLDINGS LTD | 10,235 | $1.1M | 0.7% |
| 38 | VVISA INC | 3,071 | $1.1M | 0.7% |
| 39 | PGPROCTER & GAMBLE CO | 7,084 | $1.0M | 0.7% |
| 40 | LDOSLEIDOS HOLDINGS INC | 10,072 | $1.0M | 0.7% |
| 41 | KDPKEURIG DR PEPPER INC | 31,096 | $1.0M | 0.7% |
| 42 | MCDMCDONALDS CORP | 3,746 | $1.0M | 0.7% |
| 43 | ASML HLDG NV | 503 | $1.0M | 0.7% |
| 44 | BROOKFIELD INFRASTRUCTURE PA | 27,407 | $1.0M | 0.7% |
| 45 | CVXCHEVRON CORPORATION | 6,010 | $996,218 | 0.7% |
| 46 | ABBVABBVIE INC | 3,882 | $976,867 | 0.6% |
| 47 | VTVVANGUARD INDEX FDS | 4,401 | $959,196 | 0.6% |
| 48 | ITWILLINOIS TOOL WKS INC | 3,466 | $937,450 | 0.6% |
| 49 | UBERUBER TECHNOLOGIES INC | 12,811 | $924,442 | 0.6% |
| 50 | PRFINVESCO EXCHANGE TRADED FD T | 16,596 | $896,700 | 0.6% |
| 51 | WMWASTE MGMT INC DEL | 3,963 | $883,274 | 0.6% |
| 52 | AXPAMERICAN EXPRESS CO | 2,585 | $874,377 | 0.6% |
| 53 | CRMSALESFORCE INC | 5,501 | $861,787 | 0.6% |
| 54 | LLYELI LILLY & CO | 700 | $839,601 | 0.6% |
| 55 | SCHPSCHWAB STRATEGIC TR | 29,450 | $780,425 | 0.5% |
| 56 | FANGDIAMONDBACK ENERGY INC | 4,363 | $767,016 | 0.5% |
| 57 | SBUXSTARBUCKS CORP | 7,496 | $766,017 | 0.5% |
| 58 | IGOVISHARES TR | 18,619 | $763,938 | 0.5% |
| 59 | DFACDIMENSIONAL ETF TRUST | 16,169 | $717,257 | 0.5% |
| 60 | PSEPINNOVATOR ETFS TRUST | 15,337 | $706,269 | 0.5% |
| 61 | PFEBINNOVATOR ETFS TRUST | 16,226 | $698,692 | 0.5% |
| 62 | HDHOME DEPOT INC | 1,981 | $698,660 | 0.5% |
| 63 | GWWWW GRAINGER INC | 500 | $680,200 | 0.5% |
| 64 | VXUSVANGUARD STAR FDS | 7,933 | $678,193 | 0.5% |
| 65 | IVVISHARES TR | 896 | $671,006 | 0.4% |
| 66 | BUFFINNOVATOR ETFS TRUST | 12,671 | $667,509 | 0.4% |
| 67 | SMBSSCHWAB STRATEGIC TR | 26,181 | $665,522 | 0.4% |
| 68 | DEDEERE & CO | 1,042 | $660,972 | 0.4% |
| 69 | INVESCO EXCH TRADED FD TR II | 28,096 | $650,704 | 0.4% |
| 70 | SCHGSCHWAB STRATEGIC TR | 18,856 | $638,088 | 0.4% |
| 71 | FDXFEDEX CORP | 1,976 | $618,745 | 0.4% |
| 72 | ULUNILEVER PLC | 9,977 | $599,818 | 0.4% |
| 73 | VUGVANGUARD INDEX FDS | 6,558 | $564,907 | 0.4% |
| 74 | VTIVANGUARD INDEX FDS | 1,509 | $558,391 | 0.4% |
| 75 | VTEIVANGUARD MUN BD FDS | 5,425 | $547,763 | 0.4% |
| 76 | DDOMINION ENERGY INC | 8,010 | $547,003 | 0.4% |
| 77 | FLJPFRANKLIN TEMPLETON ETF TR | 13,675 | $543,582 | 0.4% |
| 78 | PAPRINNOVATOR ETFS TRUST | 12,383 | $522,563 | 0.3% |
| 79 | EMREMERSON ELEC CO | 3,499 | $500,882 | 0.3% |
| 80 | AMTAMERICAN TOWER CORP | 2,941 | $481,060 | 0.3% |
| 81 | INNOVATOR ETFS TRUST | 8,857 | $481,024 | 0.3% |
| 82 | ISHARES INC | 11,263 | $477,890 | 0.3% |
| 83 | AVGOBROADCOM INC | 1,198 | $452,545 | 0.3% |
| 84 | SCHVSCHWAB STRATEGIC TR | 12,156 | $423,151 | 0.3% |
| 85 | AVBAVALONBAY CMNTYS INC | 2,235 | $421,723 | 0.3% |
| 86 | SCMBSCHWAB STRATEGIC TR | 16,100 | $415,702 | 0.3% |
| 87 | SCHMSCHWAB STRATEGIC TR | 11,199 | $412,908 | 0.3% |
| 88 | ACCENTURE PLC IRELAND | 3,294 | $409,906 | 0.3% |
| 89 | EPDENTERPRISE PRODS PARTNERS L | 10,811 | $397,413 | 0.3% |
| 90 | CMGCHIPOTLE MEXICAN GRILL INC | 11,243 | $382,262 | 0.3% |
| 91 | NVSNOVARTIS AG | 2,355 | $369,076 | 0.2% |
| 92 | INNOVATOR ETFS TRUST | 9,010 | $354,184 | 0.2% |
| 93 | IEFAISHARES TR | 3,638 | $351,359 | 0.2% |
| 94 | AVUSAMERICAN CENTY ETF TR | 2,735 | $350,299 | 0.2% |
| 95 | ABTABBOTT LABORATORIES | 3,845 | $348,896 | 0.2% |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 1,229 | $345,608 | 0.2% |
| 97 | EXMOCEXXON MOBIL CORP | 2,500 | $341,800 | 0.2% |
| 98 | WMTWALMART INC | 2,850 | $322,791 | 0.2% |
| 99 | IAUMISHARES GOLD TRUST MICRO | 8,049 | $322,041 | 0.2% |
| 100 | GOOGLALPHABET INC | 900 | $321,633 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.