Chapman Financial Group, LLC 13F Holdings · Q2 2026
Chapman Financial Group, LLC reported 260 securities worth $150.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (5.05%), AAPL (4.85%), BRKB (4.69%). Among its top 25 positions this quarter: 7 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $7.6M | 5.05% | 21,521 | Trimmed |
| 2 | AAPL | APPLE INC | $7.3M | 4.85% | 25,241 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.1M | 4.69% | 14,116 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $5.2M | 3.42% | 13,814 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $4.8M | 3.19% | 163,239 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $4.4M | 2.94% | 13,520 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $4.3M | 2.89% | 150,192 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $3.4M | 2.27% | 123,559 | Added |
| 9 | AMZN | AMAZON COM INC | $3.2M | 2.12% | 13,404 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $3.1M | 2.08% | 9,160 | Added |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.9M | 1.92% | 6,035 | Trimmed |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $2.7M | 1.80% | 5,406 | Hold |
| 13 | BAC | BANK OF AMER CORP | $2.6M | 1.70% | 44,886 | Trimmed |
| 14 | KO | COCA COLA CO | $2.5M | 1.64% | 30,354 | Hold |
| 15 | C | CITIGROUP INC | $2.3M | 1.56% | 16,758 | Trimmed |
| 16 | PEP | PEPSICO INC | $2.3M | 1.53% | 16,962 | Trimmed |
| 17 | TIPX | SPDR SERIES TRUST | $2.3M | 1.53% | 121,436 | Added |
| 18 | SCHD | SCHWAB STRATEGIC TR | $2.0M | 1.34% | 63,624 | Trimmed |
| 19 | USB | US BANCORP | $1.8M | 1.19% | 29,674 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $1.7M | 1.13% | 6,705 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $1.6M | 1.04% | 2,288 | Added |
| 22 | BAUG | INNOVATOR ETFS TRUST | $1.5M | 1.00% | 28,009 | Trimmed |
| 23 | VMBS | VANGUARD SCOTTSDALE FDS | $1.5M | 0.99% | 31,805 | Added |
| 24 | IQV | IQVIA HLDGS INC | $1.5M | 0.98% | 7,630 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $1.3M | 0.89% | 1,424 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR