DOSSIER · 13F-HR · Q2 2026

CHAPMAN FINANCIAL GROUP, LLC

$150M in tracked AUM across 311 positions as of Q2 2026.

CF
CIK 0002056577 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
311
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CHAPMAN FINANCIAL GROUP, LLC 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
GOOG
ALPHABET INC
$8M22K5.1%
02
AAPL
APPLE INC
$7M25K4.9%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K4.7%
04
MSFT
MICROSOFT CORP
$5M14K3.4%
05
SCHX
SCHWAB STRATEGIC TR
$5M163K3.2%
06
JPM
JPMORGAN CHASE & CO
$4M14K2.9%
07
SCHB
SCHWAB STRATEGIC TR
$4M150K2.9%
08
SCHF
SCHWAB STRATEGIC TR
$3M124K2.3%
09
AMZN
AMAZON COM INC
$3M13K2.1%
10
PANW
PALO ALTO NETWORKS INC
$3M9K2.1%

Filing history

2026Q2Jun 30
$150M 7.7%
311 positionsView →
2026Q1Mar 31
$140M 4.8%
315 positionsView →
2025Q4Dec 31
$147M 177.1%
305 positionsView →
2025Q3Sep 30
$53M 55.1%
144 positionsView →
2025Q2Jun 30
$118M 5.7%
216 positionsLocked
2024Q4Dec 31
$125M
228 positionsLocked