DOSSIER · 13F-HR · Q1 2026

Chancellor Financial Group WB LP

$141M in tracked AUM across 140 positions as of Q1 2026.

CF
CIK 0002059742 · last filed Mar 31, 2026
Total AUM
$141M
as of Q1 2026
Holdings
140
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Chancellor Financial Group WB LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M77K13.8%
02
MSFT
MICROSOFT CORP
$11M29K7.6%
03
IVV
ISHARES TR
$8M12K5.4%
04
NVDA
NVIDIA CORPORATION
$6M35K4.3%
05
AMZN
AMAZON COM INC
$5M24K3.6%
06
GOOGL
ALPHABET INC
$4M15K3.1%
07
JNJ
JOHNSON & JOHNSON
$4M16K2.8%
08
NEE
NEXTERA ENERGY INC
$4M40K2.7%
09
V
VISA INC
$3M10K2.1%
10
C
CITIGROUP INC
$3M23K1.9%

Filing history

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