CHAPMAN FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, CHAPMAN FINANCIAL GROUP, LLC held in its portfolio 249 assets valued at $146,774,870 (i.e. $146.78M).
The most valuable assets in the portfolio included: APPLE INC ($7.33M), ALPHABET INC ($7.29M), and BERKSHIRE HATHAWAY INC DEL ($7.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 249 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CHAPMAN FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 26959 | 7329075 | COM |
| ALPHABET INC | 23234 | 7290830 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 14495 | 7285912 | CL B NEW |
| MICROSOFT CORP | 13616 | 6584922 | COM |
| JPMORGAN CHASE & CO. | 14423 | 4647380 | COM |
| SCHWAB STRATEGIC TR | 164881 | 4436958 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 153008 | 4013409 | US BRD MKT ETF |
| THERMO FISHER SCIENTIFIC INC | 5429 | 3145835 | COM |
| AMAZON COM INC | 13537 | 3124611 | COM |
| SCHWAB STRATEGIC TR | 122557 | 2946262 | INTL EQTY ETF |
| BANK AMERICA CORP | 46485 | 2556675 | COM |
| PEPSICO INC | 17499 | 2511410 | COM |
| COCA COLA CO | 30839 | 2155955 | COM |
| CITIGROUP INC | 17225 | 2009986 | COM NEW |
| TAIWAN SEMICONDUCTOR MFG LTD | 6279 | 1908126 | SPONSORED ADS |
| LEIDOS HOLDINGS INC | 10323 | 1862270 | COM |
| IQVIA HLDGS INC | 8121 | 1830555 | COM |
| INNOVATOR ETFS TRUST | 41616 | 1775679 | US EQTY PWR BUF |
| SCHWAB STRATEGIC TR | 64241 | 1762124 | US DIVIDEND EQ |
| INNOVATOR ETFS TRUST | 33992 | 1700943 | US EQUT BUFR AUG |
| TOAST INC | 47795 | 1697201 | CL A |
| PALO ALTO NETWORKS INC | 9130 | 1681746 | COM |
| US BANCORP DEL | 31257 | 1667878 | COM NEW |
| CBRE GROUP INC | 9519 | 1530561 | CL A |
| VANGUARD INDEX FDS | 2260 | 1417623 | S&P 500 ETF SHS |
| JOHNSON & JOHNSON | 6676 | 1381599 | COM |
| ISHARES TR | 14162 | 1348542 | MBS ETF |
| SALESFORCE INC | 4744 | 1256734 | COM |
| ISHARES TR | 28105 | 1251797 | GNMA BOND ETF |
| WISDOMTREE TR | 26723 | 1237008 | INDIA ERNGS FD |
| L3HARRIS TECHNOLOGIES INC | 4204 | 1234169 | COM |
| COSTCO WHSL CORP NEW | 1424 | 1227973 | COM |
| MCDONALDS CORP | 3778 | 1154671 | COM |
| ISHARES TR | 13989 | 1153813 | CORE MSCI INTL |
| INVESCO EXCH TRADED FD TR II | 40875 | 1111800 | TAXABLE MUN BD |
| NVIDIA CORPORATION | 5845 | 1090096 | COM |
| VANGUARD SCOTTSDALE FDS | 23081 | 1086654 | MTG-BKD SECS ETF |
| AMERICAN EXPRESS CO | 2903 | 1073965 | COM |
| VISA INC | 3061 | 1073481 | COM CL A |
| UBER TECHNOLOGIES INC | 13011 | 1063129 | COM |
| PROCTER AND GAMBLE CO | 7173 | 1027963 | COM |
| INNOVATOR ETFS TRUST | 19854 | 1007847 | US EQTY BUFR JUL |
| ACCENTURE PLC IRELAND | 3654 | 980369 | SHS CLASS A |
| TWO HARBORS INVENTMENT CORPO | 950000 | 977129 | NOTE 6.250% 1/1 |
| ANNALY CAPITAL MANAGEMENT IN | 42768 | 956288 | COM NEW |
| BROOKFIELD INFRAST PARTNERS | 27407 | 952121 | LP INT UNIT |
| CHEVRON CORP NEW | 6148 | 937017 | COM |
| ABBVIE INC | 4016 | 917617 | COM |
| INVESCO QQQ TR | 1458 | 895971 | UNIT SER 1 |
| KEURIG DR PEPPER INC | 31419 | 880047 | COM |
| WASTE MGMT INC DEL | 3963 | 870711 | COM |
| VANGUARD INDEX FDS | 4552 | 869462 | VALUE ETF |
| SCHWAB STRATEGIC TR | 32326 | 856316 | US TIPS ETF |
| ILLINOIS TOOL WKS INC | 3466 | 853676 | COM |
| AMERICAN TOWER CORP NEW | 4699 | 825076 | COM |
| STARBUCKS CORP | 9264 | 780122 | COM |
| INVESCO EXCHANGE TRADED FD T | 16590 | 778419 | RAFI US 1000 ETF |
| ISHARES TR | 18134 | 755463 | INTL TREA BD ETF |
| ELI LILLY & CO | 690 | 741530 | COM |
| VIKING HOLDINGS LTD | 10285 | 734452 | ORD SHS |
| HOME DEPOT INC | 2019 | 694738 | COM |
| DIAMONDBACK ENERGY INC | 4513 | 678495 | COM |
| SCHWAB STRATEGIC TR | 25281 | 649090 | MORTGAGE BACKED |
| DIMENSIONAL ETF TRUST | 16169 | 640131 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 18862 | 615279 | US LCAP GR ETF |
| ISHARES TR | 896 | 613707 | CORE S&P500 ETF |
| FEDEX CORP | 2096 | 605451 | COM |
| VANGUARD STAR FDS | 7933 | 598466 | VG TL INTL STK F |
| INNOVATOR ETFS TRUST | 14736 | 576473 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 11521 | 574438 | LADERD ALCTN PWR |
| WORKDAY INC | 2662 | 571745 | CL A |
| ASML HOLDING N V | 501 | 536000 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 1093 | 533231 | GROWTH ETF |
| DOMINION ENERGY INC | 8910 | 522037 | COM |
| VANGUARD INDEX FDS | 2416 | 511686 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 1509 | 505923 | TOTAL STK MKT |
| WW GRAINGER INC | 500 | 504525 | COM |
| SCHWAB STRATEGIC TR | 16737 | 503274 | US MID-CAP ETF |
| DEERE & CO | 1077 | 501419 | COM |
| ZOETIS INC | 3929 | 494347 | CL A |
| FRANKLIN TEMPLETON ETF TR | 14175 | 488329 | FTSE JAPAN ETF |
| ABBOTT LABS | 3845 | 481741 | COM |
| EMERSON ELEC CO | 3586 | 475935 | COM |
| CHIPOTLE MEXICAN GRILL INC | 12313 | 455581 | COM |
| NOVARTIS AG | 3249 | 447940 | SPONSORED ADR |
| BROADCOM INC | 1273 | 440586 | COM |
| INVESCO EXCH TRADED FD TR II | 18297 | 436924 | INTL CORP BD |
| J P MORGAN EXCHANGE TRADED F | 7528 | 430903 | EQUITY PREMIUM |
| SCHWAB STRATEGIC TR | 16100 | 414736 | MUN BD ETF |
| BROOKFIELD INFRASTRUCTURE CO | 8946 | 406149 | COM SUB VTG A |
| VANGUARD MALVERN FDS | 7825 | 387025 | STRM INFPROIDX |
| ENTERPRISE PRODS PARTNERS L | 11579 | 371223 | COM |
| SCHWAB STRATEGIC TR | 12156 | 359940 | US LCAP VA ETF |
| INTERNATIONAL BUSINESS MACHS | 1204 | 356637 | COM |
| SPDR SERIES TRUST | 4203 | 339255 | STATE STREET SPD |
| INNOVATOR ETFS TRUST | 9155 | 335394 | LADDERED ALC BFR |
| ISHARES TR | 3638 | 325457 | CORE MSCI EAFE |
| EXXON MOBIL CORP | 2682 | 322752 | COM |
| FIRST CTZNS BANCSHARES INC D | 150 | 321927 | CL A |
| ELEVANCE HEALTH INC FORMERLY | 917 | 321455 | COM |
| WALMART INC | 2850 | 317519 | COM |
| ISHARES TR | 7185 | 315997 | MSCI UK ETF NEW |
| AMERICAN CENTY ETF TR | 2735 | 305719 | US EQT ETF |
| MERCK & CO INC | 2743 | 288729 | COM |
| SCHWAB STRATEGIC TR | 12330 | 288153 | US AGGREGATE B |
| DISNEY WALT CO | 2369 | 269522 | COM |
| VANGUARD MUN BD FDS | 2625 | 264679 | INTERMEDIATE TRM |
| UNITED PARCEL SERVICE INC | 2668 | 264639 | CL B |
| VANGUARD BD INDEX FDS | 3542 | 262355 | TOTAL BND MRKT |
| ALPHABET INC | 820 | 256660 | CAP STK CL A |
| ONEOK INC NEW | 3490 | 256515 | COM |
| PFIZER INC | 10187 | 253657 | COM |
| NORTHROP GRUMMAN CORP | 444 | 253174 | COM |
| LOWES COS INC | 1045 | 252013 | COM |
| UNION PAC CORP | 1089 | 251908 | COM |
| M & T BK CORP | 1250 | 251850 | COM |
| VANGUARD WORLD FD | 334 | 251763 | INF TECH ETF |
| ISHARES TR | 2570 | 247132 | 7-10 YR TRSY BD |
| ZIMMER BIOMET HOLDINGS INC | 2604 | 234153 | COM |
| VANGUARD SCOTTSDALE FDS | 3771 | 225997 | INTER TERM TREAS |
| SCHWAB STRATEGIC TR | 8650 | 216942 | INT-TRM U.S TRES |
| INVESCO EXCHANGE TRADED FD T | 1120 | 214640 | S&P500 EQL WGT |
| VANGUARD ADMIRAL FDS INC | 475 | 211021 | 500 GRTH IDX F |
| SPDR INDEX SHS FDS | 5775 | 207438 | MSCI ACWI EXUS |
| JACOBS SOLUTIONS INC | 1555 | 205976 | COM |
| ISHARES TR | 1854 | 204293 | IBOXX INV CP ETF |
| VANGUARD INTL EQUITY INDEX F | 2711 | 199422 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 6001 | 196537 | EMRG MKTEQ ETF |
| FASTENAL CO | 4800 | 192624 | COM |
| INNOVATOR ETFS TRUST | 4003 | 192064 | US EQT BUFR APR |
| BRISTOL-MYERS SQUIBB CO | 3392 | 182965 | COM |
| CSX CORP | 5042 | 182773 | COM |
| BOEING CO | 833 | 180862 | COM |
| DBX ETF TR | 3513 | 169011 | XTRACK MSCI EAFE |
| TREX CO INC | 4795 | 168209 | COM |
| CISCO SYS INC | 2089 | 160916 | COM |
| VANGUARD INDEX FDS | 889 | 157682 | MCAP VL IDXVIP |
| KAYNE ANDERSON ENERGY INFRST | 12602 | 156013 | COM |
| EOG RES INC | 1405 | 147575 | COM |
| CONSTELLATION ENERGY CORP | 400 | 141308 | COM |
| VANGUARD INDEX FDS | 1508 | 133482 | REAL ESTATE ETF |
| INNOVATOR ETFS TRUST | 3930 | 131687 | INTRNL DEV JULY |
| FORD MTR CO | 9840 | 129101 | COM |
| SPROTT ASSET MANAGEMENT LP | 2800 | 128240 | PHYSICAL GOLD AN |
| VANGUARD BD INDEX FDS | 1600 | 126096 | SHORT TRM BOND |
| MASTERCARD INCORPORATED | 208 | 118797 | CL A |
| INNOVATOR ETFS TRUST | 4800 | 118632 | PREM INCM 20 BAR |
| HUNTINGTON INGALLS INDS INC | 337 | 114604 | COM |
| BUILDERS FIRSTSOURCE INC | 1095 | 112665 | COM |
| LYONDELLBASELL INDUSTRIES N | 2475 | 107168 | SHS - A - |
| ISHARES TR | 683 | 101556 | CORE S&P TTL STK |
| ISHARES TR | 2257 | 99758 | CR 5 10 YR ETF |
| NORFOLK SOUTHN CORP | 311 | 89792 | COM |
| VANGUARD SCOTTSDALE FDS | 1122 | 89419 | SHRT TRM CORP BD |
| SELECT SECTOR SPDR TR | 1588 | 86975 | STATE STREET FIN |
| VANGUARD INDEX FDS | 283 | 85498 | SML CP GRW ETF |
| DUKE ENERGY CORP NEW | 654 | 76656 | COM NEW |
| ISHARES TR | 628 | 75474 | CORE S&P SCP ETF |
| SUPER MICRO COMPUTER INC | 2556 | 74815 | COM NEW |
| MEDTRONIC PLC | 777 | 74640 | SHS |
| INTEL CORP | 1989 | 73395 | COM |
| SOUTHERN CO | 840 | 73248 | COM |
| AUTOMATIC DATA PROCESSING IN | 275 | 70739 | COM |
| SCHWAB STRATEGIC TR | 2437 | 69406 | US SML CAP ETF |
| EDWARDS LIFESCIENCES CORP | 800 | 68200 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 850 | 64524 | COM NEW |
| AST SPACEMOBILE INC | 878 | 63770 | COM CL A |
| PPG INDS INC | 622 | 63764 | COM |
| SCHWAB STRATEGIC TR | 1391 | 63333 | INTL SCEQT ETF |
| EXELON CORP | 1433 | 62447 | COM |
| YUM BRANDS INC | 398 | 60210 | COM |
| METLIFE INC | 700 | 55258 | COM |
| UNILEVER PLC | 843 | 55133 | SPON ADR NEW |
| WISDOMTREE TR | 1000 | 54810 | US EFFICIENT COR |
| CANADIAN PACIFIC KANSAS CITY | 703 | 51762 | COM |
| GENERAL DYNAMICS CORP | 148 | 49826 | COM |
| ISHARES TR | 946 | 49779 | US INFRASTRUC |
| GLOBAL X FDS | 2233 | 47117 | DATA CTR & DIGIT |
| BLACKROCK MUN TARGET TERM TR | 2000 | 45640 | COM SHS BEN IN |
| ALTRIA GROUP INC | 786 | 45321 | COM |
| INNOVATOR ETFS TRUST | 1200 | 44886 | US EQT ULTRA BF |
| AMERICAN CENTY ETF TR | 398 | 40589 | US SML CP VALU |
| INNOVATOR ETFS TRUST | 700 | 38538 | US EQTY BUFR JAN |
| VANGUARD SCOTTSDALE FDS | 447 | 37437 | INT-TERM CORP |
| GXO LOGISTICS INCORPORATED | 699 | 36796 | COMMON STOCK |
| TESLA INC | 81 | 36428 | COM |
| ULTA BEAUTY INC | 60 | 36301 | COM |
| ISHARES TR | 385 | 36252 | MSCI USA MIN VOL |
| INNOVATOR ETFS TRUST | 800 | 35853 | US EQTY BUFR MAY |
| SPDR S&P 500 ETF TR | 52 | 35460 | TR UNIT |
| SPDR GOLD TR | 85 | 33687 | GOLD SHS |
| ISHARES TR | 615 | 31033 | TRS FLT RT BD |
| STANLEY BLACK & DECKER INC | 380 | 28227 | COM |
| ISHARES TR | 250 | 25598 | 0-5 YR TIPS ETF |
| INNOVATOR ETFS TRUST | 500 | 24713 | US EQTY BUF OCT |
| LOCKHEED MARTIN CORP | 50 | 24184 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 300 | 24090 | COM |
| CATERPILLAR INC | 42 | 24061 | COM |
| VANGUARD INDEX FDS | 90 | 23216 | SMALL CP ETF |
| APPLIED MATLS INC | 70 | 17990 | COM |
| INVESCO EXCH TRADED FD TR II | 800 | 16800 | SR LN ETF |
| DIMENSIONAL ETF TRUST | 330 | 16467 | INTERNATNAL VAL |
| INNOVATOR ETFS TRUST | 300 | 15915 | US EQTY BUFR MAR |
| INNOVATOR ETFS TRUST | 300 | 14775 | US EQTY BUF SEP |
| ISHARES TR | 86 | 14443 | CORE S&P US GWT |
| ISHARES TR | 130 | 13331 | CORE S&P US VLU |
| OGE ENERGY CORP | 300 | 12810 | COM |
| SELECT SECTOR SPDR TR | 300 | 12807 | STATE STREET UTI |
| DIMENSIONAL ETF TRUST | 267 | 12803 | SHORT DURATION F |
| UNITEDHEALTH GROUP INC | 33 | 10894 | COM |
| AMGEN INC | 33 | 10802 | COM |
| MONDELEZ INTL INC | 200 | 10766 | CL A |
| SCHWAB STRATEGIC TR | 436 | 10626 | SHT TM US TRES |
| ISHARES TR | 97 | 9862 | 10-20 YR TRS ETF |
| SELECT SECTOR SPDR TR | 220 | 9837 | STATE STREET ENE |
| RIVIAN AUTOMOTIVE INC | 450 | 8870 | COM CL A |
| ISHARES TR | 42 | 8835 | RUS 1000 VAL ETF |
| CS DISCO INC | 1000 | 7760 | COM |
| ISHARES INC | 113 | 7596 | CORE MSCI EMKT |
| ISHARES TR | 59 | 7273 | S&P 500 GRWT ETF |
| VANGUARD WORLD FD | 50 | 6720 | FINANCIALS ETF |
| ISHARES TR | 122 | 6102 | CORE INTL AGGR |
| ISHARES TR | 28 | 5938 | S&P 500 VAL ETF |
| REALTY INCOME CORP | 100 | 5637 | COM |
| BANK AMERICA CORP | 4 | 5008 | 7.25%CNV PFD L |
| CROWDSTRIKE HLDGS INC | 10 | 4688 | CL A |
| BACKBLAZE INC | 1000 | 4660 | COM CL A |
| AMBARELLA INC | 65 | 4605 | SHS |
| FIDELITY COVINGTON TRUST | 16 | 3649 | MSCI INFO TECH I |
| FIDELITY COVINGTON TRUST | 49 | 3603 | MSCI COMMNTN SVC |
| VANGUARD INDEX FDS | 10 | 2842 | MCAP GR IDXVIP |
| ISHARES TR | 29 | 2793 | JPMORGAN USD EMG |
| ISHARES GOLD TR | 34 | 2760 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 50 | 2688 | FTSE EMR MKT ETF |
| ISHARES TR | 13 | 2596 | U.S. TECH ETF |
| ASTERA LABS INC | 15 | 2496 | COM |
| ISHARES TR | 48 | 2485 | USD INV GRDE ETF |
| IONQ INC | 32 | 1436 | COM |
| SCHWAB STRATEGIC TR | 58 | 1333 | 5 10YR CORP BD |
| KRANESHARES TRUST | 23 | 703 | ELEC VEH FUTUR |
| AIRBNB INC | 5 | 679 | COM CL A |
| BRITISH AMERN TOB PLC | 10 | 567 | SPONSORED ADR |
| ISHARES TR | 12 | 449 | BROAD USD HIGH |
| QUANTUMSCAPE CORP | 40 | 417 | COM CL A |
| SOUTHWEST AIRLS CO | 10 | 414 | COM |
| PELOTON INTERACTIVE INC | 30 | 185 | CL A COM |
| MODERNA INC | 5 | 148 | COM |
| SCHWAB STRATEGIC TR | 7 | 147 | US REIT ETF |
| LEMONADE INC | 1 | 72 | COM |
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