Chancellor Financial Group WB LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Chancellor Financial Group WB LP held in its portfolio 134 assets valued at $147,597,007 (i.e. $147.60M).
The most valuable assets in the portfolio included: APPLE INC ($20.91M), MICROSOFT CORP ($14.54M), and ISHARES TR ($7.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 134 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Chancellor Financial Group WB LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 76904 | 20907131 | COM |
| MICROSOFT CORP | 30061 | 14538278 | COM |
| ISHARES TR | 11158 | 7642861 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 32531 | 6066965 | COM |
| AMAZON COM INC | 25806 | 5956541 | COM |
| ALPHABET INC | 15469 | 4841779 | CAP STK CL A |
| VISA INC | 9705 | 3403749 | COM CL A |
| JOHNSON & JOHNSON | 15871 | 3284465 | COM |
| NEXTERA ENERGY INC | 40470 | 3248901 | COM |
| CITIGROUP INC | 22908 | 2673178 | COM NEW |
| JPMORGAN CHASE & CO. | 8183 | 2636836 | COM |
| ALPHABET INC | 8290 | 2601402 | CAP STK CL C |
| BROADCOM INC | 6104 | 2112525 | COM |
| PEPSICO INC | 14233 | 2042734 | COM |
| BANK AMERICA CORP | 35123 | 1931756 | COM |
| CUMMINS INC | 3657 | 1866689 | COM |
| BROWN FORMAN CORP | 67650 | 1762966 | CL B |
| CATERPILLAR INC | 2871 | 1644674 | COM |
| UNITEDHEALTH GROUP INC | 4244 | 1401056 | COM |
| PPL CORP | 39473 | 1382327 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2628 | 1320964 | CL B NEW |
| PROCTER AND GAMBLE CO | 8989 | 1288228 | COM |
| ABBVIE INC | 5384 | 1230241 | COM |
| COSTCO WHSL CORP NEW | 1423 | 1227244 | COM |
| MASTERCARD INCORPORATED | 1977 | 1128740 | CL A |
| HANCOCK JOHN FINL OPPTYS FD | 30988 | 1087074 | SH BEN INT NEW |
| HEICO CORP NEW | 3272 | 1058887 | COM |
| ISHARES TR | 8435 | 1039685 | S&P 500 GRWT ETF |
| GE AEROSPACE | 3263 | 1005220 | COM NEW |
| ELI LILLY & CO | 928 | 997403 | COM |
| VANGUARD SPECIALIZED FUNDS | 4433 | 974238 | DIV APP ETF |
| DEERE & CO | 2089 | 972578 | COM |
| META PLATFORMS INC | 1451 | 957859 | CL A |
| MCDONALDS CORP | 2852 | 871641 | COM |
| DISNEY WALT CO | 7403 | 842263 | COM |
| VERIZON COMMUNICATIONS INC | 20606 | 839289 | COM |
| SPDR SERIES TRUST | 8159 | 835645 | STATE STREET SPD |
| EATON VANCE ENHANCED EQUITY | 34445 | 806351 | COM |
| ARCHER DANIELS MIDLAND CO | 13502 | 776209 | COM |
| VANGUARD INDEX FDS | 2225 | 746133 | TOTAL STK MKT |
| WASTE MGMT INC DEL | 3351 | 736233 | COM |
| EXXON MOBIL CORP | 6060 | 729316 | COM |
| CHEVRON CORP NEW | 4687 | 714419 | COM |
| TESLA INC | 1540 | 692569 | COM |
| QUALCOMM INC | 3977 | 680302 | COM |
| GE VERNOVA INC | 1016 | 664037 | COM |
| MERCK & CO INC | 6282 | 661292 | COM |
| DANAHER CORPORATION | 2861 | 654940 | COM |
| YUM BRANDS INC | 3918 | 592660 | COM |
| BRISTOL-MYERS SQUIBB CO | 10984 | 592476 | COM |
| PHILIP MORRIS INTL INC | 3616 | 580017 | COM |
| RELIANCE INC | 2000 | 577740 | COM |
| WALMART INC | 5008 | 557981 | COM |
| ABBOTT LABS | 4417 | 553428 | COM |
| INVESCO QQQ TR | 899 | 552265 | UNIT SER 1 |
| HOME DEPOT INC | 1482 | 509929 | COM |
| ISHARES TR | 1975 | 486071 | RUSSELL 2000 ETF |
| TRUIST FINL CORP | 9746 | 479601 | COM |
| ISHARES TR | 3383 | 477523 | SELECT DIVID ETF |
| ISHARES TR | 7197 | 474986 | CORE S&P MCP ETF |
| RTX CORPORATION | 2476 | 454163 | COM |
| THERMO FISHER SCIENTIFIC INC | 781 | 452550 | COM |
| ISHARES TR | 4403 | 439775 | CORE US AGGBD ET |
| ISHARES TR | 2598 | 438533 | ISHARES BIOTECH |
| INVESCO EXCHANGE TRADED FD T | 3363 | 427449 | LARGE CAP GROWTH |
| QUANTA SVCS INC | 988 | 416995 | COM |
| MONDELEZ INTL INC | 7713 | 415215 | CL A |
| AMETEK INC | 2000 | 410620 | COM |
| CALAMOS CONV & HIGH INCOME F | 35605 | 402692 | COM SHS |
| LEIDOS HOLDINGS INC | 2200 | 396880 | COM |
| ENERGY TRANSFER L P | 23597 | 389115 | COM UT LTD PTN |
| BROADRIDGE FINL SOLUTIONS IN | 1739 | 388093 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1272 | 386500 | SPONSORED ADS |
| BOEING CO | 1773 | 384954 | COM |
| AT&T INC | 15423 | 383105 | COM |
| PFIZER INC | 15189 | 378196 | COM |
| INTERNATIONAL BUSINESS MACHS | 1267 | 375298 | COM |
| ALTRIA GROUP INC | 6508 | 375231 | COM |
| AMERICAN TOWER CORP NEW | 2120 | 372208 | COM |
| CISCO SYS INC | 4824 | 371565 | COM |
| COCA COLA CO | 5177 | 361910 | COM |
| ISHARES TR | 3743 | 352441 | MSCI USA MIN VOL |
| CANADIAN NATL RY CO | 3455 | 341544 | COM |
| SALESFORCE INC | 1286 | 340674 | COM |
| BLACKROCK INC | 317 | 339298 | COM |
| FORTUNE BRANDS INNOVATIONS I | 6700 | 335134 | COM |
| VANGUARD INDEX FDS | 528 | 331415 | S&P 500 ETF SHS |
| WISDOMTREE TR | 6116 | 324491 | EUROPE HEDGED EQ |
| ISHARES TR | 2682 | 322373 | CORE S&P SCP ETF |
| VANGUARD ADMIRAL FDS INC | 725 | 322342 | 500 GRTH IDX F |
| ORACLE CORP | 1642 | 320042 | COM |
| AUTOMATIC DATA PROCESSING IN | 1238 | 318451 | COM |
| TJX COS INC NEW | 2068 | 317665 | COM |
| COHERENT CORP | 1710 | 315615 | COM |
| UBER TECHNOLOGIES INC | 3839 | 313685 | COM |
| UNION PAC CORP | 1356 | 313670 | COM |
| SPDR S&P 500 ETF TR | 451 | 307575 | TR UNIT |
| ISHARES TR | 1514 | 300792 | MSCI USA QLT FCT |
| BLACKROCK UTILS INFRASTRUCTU | 11507 | 295605 | COM |
| NUVEEN NASDAQ 100 DYNAMIC OV | 10208 | 291135 | COM SHS |
| ACCENTURE PLC IRELAND | 1068 | 286544 | SHS CLASS A |
| PACER FDS TR | 4760 | 286409 | US CASH COWS 100 |
| ENTERPRISE PRODS PARTNERS L | 8880 | 284682 | COM |
| KIMBERLY-CLARK CORP | 2777 | 280172 | COM |
| PLAINS ALL AMERN PIPELINE L | 15457 | 277608 | UNIT LTD PARTN |
| ISHARES TR | 2855 | 274810 | RUS MID CAP ETF |
| MSCI INC | 467 | 267932 | COM |
| ISHARES TR | 1068 | 267331 | MSCI USA MMENTM |
| INTERCONTINENTAL EXCHANGE IN | 1643 | 266100 | COM |
| NUVEEN PENNSYLVANIA QLT MUN | 22218 | 264172 | COM |
| LOWES COS INC | 1083 | 261285 | COM |
| CNB FINL CORP PA | 9901 | 259117 | COM |
| WELLS FARGO CO NEW | 2771 | 258257 | COM |
| DELL TECHNOLOGIES INC | 2020 | 254278 | CL C |
| SCHWAB STRATEGIC TR | 10077 | 252723 | INT-TRM U.S TRES |
| BARRICK MNG CORP | 5575 | 242791 | COM SHS |
| GORMAN RUPP CO | 5000 | 238750 | COM |
| ENERPAC TOOL GROUP CORP | 6025 | 230396 | CL A COM |
| AON PLC | 642 | 226549 | SHS CL A |
| NOVO-NORDISK A S | 4414 | 224584 | ADR |
| SIMON PPTY GROUP INC NEW | 1210 | 223983 | COM |
| INTUIT | 337 | 223236 | COM |
| AMGEN INC | 676 | 221262 | COM |
| PACCAR INC | 2018 | 221040 | COM |
| CHUBB LIMITED | 705 | 220045 | COM |
| VANGUARD INDEX FDS | 442 | 215773 | GROWTH ETF |
| T-MOBILE US INC | 1053 | 213801 | COM |
| PNC FINL SVCS GROUP INC | 1022 | 213322 | COM |
| CORNING INC | 2428 | 212556 | COM |
| ADVANCED MICRO DEVICES INC | 972 | 208164 | COM |
| GABELLI EQUITY TR INC | 19620 | 121055 | COM |
| TTEC HLDGS INC | 32390 | 116604 | COM |
| EVOLUTION PETE CORP | 11850 | 41949 | COM |
| BITFARMS LTD | 17231 | 40493 | COM |
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