13F Insight
DOSSIER · 13F-HR · Q1 2026

CHAPMAN FINANCIAL GROUP, LLC

CHAPMAN FINANCIAL's asset manager based in Chicago, IL — $140M in tracked AUM across 315 positions as of Q1 2026.

CF
CHAPMAN FINANCIAL·Chicago, IL·Asset Manager
CIK 0002056577 · last filed Mar 31, 2026
Total AUM
$140M
▼ 15.7%
vs prior
Holdings
315
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CHAPMAN FINANCIAL GROUP, LLC 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
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K4.8%
02
AAPL
APPLE INC
$6M25K4.6%
03
GOOG
ALPHABET INC
$6M22K4.5%
04
MSFT
MICROSOFT CORP
$5M14K3.6%
05
SCHX
SCHWAB STRATEGIC TR
$4M162K3.0%
06
JPM
JPMORGAN CHASE & CO
$4M14K2.9%
07
SCHB
SCHWAB STRATEGIC TR
$4M152K2.7%
08
SCHF
SCHWAB STRATEGIC TR
$3M122K2.2%
09
AMZN
AMAZON COM INC
$3M14K2.0%
10
TMO
THERMO FISHER SCIENTIFIC INC
$3M5K1.9%

Filing history

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