DOSSIER · 13F-HR · Q3 2026

CHAPMAN FINANCIAL GROUP, LLC

$152M in tracked AUM across 314 positions as of Q3 2026.

CF
CIK 0002056577 · last filed Sep 30, 2026
Total AUM
$152M
as of Q3 2026
Holdings
314
+3 QoQ
positions
Whale Score
48
48
tracked
Activity
111
+13 new, −10 sold
changes this Q
AI Analysis · Q3 2026

CHAPMAN FINANCIAL GROUP, LLC filed its latest 13F-HR for Q3 2026. 111 position changes this quarter — 13 new, 10 exited, 19 added, 69 trimmed.

Quarter at a glance — Q3 2026

111 material changes this filing.

TRIM
MSFTMICROSOFT CORP
-317 sh
+$2M
4.6%
TRIM
TMOTHERMO FISHER SCIENTIFIC INC
-38 sh
+$913K
2.4%
TRIM
AAPLAPPLE INC
-597 sh
+$903K
5.4%
TRIM
GOOGALPHABET INC
-994 sh
$-610K
4.6%
ADD
LLYELI LILLY & CO
+522 sh
+$574K
0.9%
TRIM
IQVIQVIA HLDGS INC
-25 sh
+$570K
1.3%
TRIM
DDOMINION ENERGY INC
-7K sh
$-508K
0.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$8M25K5.4%
02
GOOG
ALPHABET INC
$7M21K4.6%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K4.6%
04
MSFT
MICROSOFT CORP
$7M13K4.6%
05
SCHX
SCHWAB STRATEGIC TR
$5M159K3.1%
06
JPM
JPMORGAN CHASE & CO
$4M13K2.9%
07
SCHB
SCHWAB STRATEGIC TR
$4M147K2.8%
08
TMO
THERMO FISHER SCIENTIFIC INC
$4M5K2.4%
09
SCHF
SCHWAB STRATEGIC TR
$3M123K2.2%
10
PANW
PALO ALTO NETWORKS INC
$3M8K2.2%

Filing history

2026Q3Sep 30
$152M▲ 1.1%
314 positionsView →
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 positionsLocked
2025Q2Jun 30
$118M▼ 5.7%
216 positionsLocked
2024Q4Dec 31
$125M—
228 positionsLocked