DOSSIER · 13F-HR · Q2 2026

Chancellor Financial Group WB LP

$162M in tracked AUM across 149 positions as of Q2 2026.

CF
CIK 0002059742 · last filed Jun 30, 2026
Total AUM
$162M
as of Q2 2026
Holdings
149
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chancellor Financial Group WB LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$23M79K14.2%
02
MSFT
MICROSOFT CORP
$11M31K7.1%
03
IVV
ISHARES TR
$8M11K5.0%
04
NVDA
NVIDIA CORPORATION
$7M34K4.2%
05
AMZN
AMAZON COM INC
$6M26K3.8%
06
GOOGL
ALPHABET INC
$6M16K3.6%
07
JNJ
JOHNSON & JOHNSON
$4M16K2.6%
08
NEE
NEXTERA ENERGY INC
$4M41K2.2%
09
V
VISA INC
$3M10K2.1%
10
C
CITIGROUP INC
$3M23K2.0%

Filing history

2026Q2Jun 30
$162M 14.3%
149 positionsView →
2026Q1Mar 31
$141M 4.3%
140 positionsView →
2025Q4Dec 31
$148M 4.1%
137 positionsView →
2025Q3Sep 30
$142M 9.5%
132 positionsView →
2025Q2Jun 30
$129M 6.9%
135 positionsLocked
2025Q1Mar 31
$121M 2.5%
133 positionsLocked
2024Q4Dec 31
$124M
128 positionsLocked