Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.77M | 4.8% |
| Apple Inc.COM | COM | $6.46M | 4.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $6.27M | 4.5% |
| Microsoft Corp.COM | COM | $5.05M | 3.6% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $4.15M | 3.0% |
| JPMORGAN Chase & COCOM | COM | $4M | 2.9% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $3.81M | 2.7% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $3.03M | 2.2% |
| Amazon Com Inc.COM | COM | $2.81M | 2.0% |
| Thermo Fisher Scientific Inc.COM | COM | $2.66M | 1.9% |
| Pepsico Inc.COM | COM | $2.64M | 1.9% |
| Coca Cola COCOM | COM | $2.31M | 1.7% |
| SPDR Series TrustSTATE STRET SPDR | STATE STRET SPDR | $2.3M | 1.6% |
| Bank America Corp.COM | COM | $2.2M | 1.6% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.07M | 1.5% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $1.96M | 1.4% |
| Citigroup Inc.COM NEW | COM NEW | $1.91M | 1.4% |
| Johnson & JohnsonCOM | COM | $1.64M | 1.2% |
| Leidos Holdings Inc.COM | COM | $1.57M | 1.1% |
| US BancorpCOM NEW | COM NEW | $1.55M | 1.1% |
| Palo Alto Networks Inc.COM | COM | $1.46M | 1.0% |
| L3harris Technologies Inc.COM | COM | $1.45M | 1.0% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $1.44M | 1.0% |
| Costco Wholesale CorporationCOM | COM | $1.42M | 1.0% |
| Innovator ETFS TrustUS EQUT BUFR AUG | US EQUT BUFR AUG | $1.41M | 1.0% |
| Iqvia Hldgs Inc.COM | COM | $1.39M | 1.0% |
| iShares TRMBS ETF | MBS ETF | $1.34M | 1.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.32M | 0.9% |
| iShares TRGNMA BOND ETF | GNMA BOND ETF | $1.31M | 0.9% |
| Chevron CorporationCOM | COM | $1.27M | 0.9% |
| Toast Inc.CL A | CL A | $1.27M | 0.9% |
| Invesco Exch Traded FD TR IITAXABLE MUN BD | TAXABLE MUN BD | $1.19M | 0.9% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $1.17M | 0.8% |
| Mcdonalds Corp.COM | COM | $1.16M | 0.8% |
| CBRE Group Inc.CL A | CL A | $1.16M | 0.8% |
| Wisdomtree TRINDIA ERNGS FD | INDIA ERNGS FD | $1.1M | 0.8% |
| Procter & Gamble COCOM | COM | $1.03M | 0.7% |
| Brookfield Infrastructure PALP INT UNIT | LP INT UNIT | $990K | 0.7% |
| Nvidia CorporationCOM | COM | $972K | 0.7% |
| Innovator ETFS TrustUS EQTY BUFR JUL | US EQTY BUFR JUL | $939K | 0.7% |
| Annaly Capital Management INCOM NEW | COM NEW | $936K | 0.7% |
| Uber Technologies Inc.COM | COM | $929K | 0.7% |
| Visa Inc.COM CL A | COM CL A | $928K | 0.7% |
| Waste Mgmt Inc. DelCOM | COM | $911K | 0.7% |
| Illinois Tool Wks Inc.COM | COM | $902K | 0.6% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $899K | 0.6% |
| Salesforce Inc.COM | COM | $886K | 0.6% |
| Diamondback Energy Inc.COM | COM | $878K | 0.6% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $864K | 0.6% |
| Abbvie Inc.COM | COM | $844K | 0.6% |
Berkshire Hathaway Inc. DelCL B NEW$6.77M
- Class
- CL B NEW
- Share
- 4.8%
Apple Inc.COM$6.46M
- Class
- COM
- Share
- 4.6%
Alphabet Inc.CAP STK CL C$6.27M
- Class
- CAP STK CL C
- Share
- 4.5%
Microsoft Corp.COM$5.05M
- Class
- COM
- Share
- 3.6%
Schwab Strategic TRUS LRG CAP ETF$4.15M
- Class
- US LRG CAP ETF
- Share
- 3.0%
JPMORGAN Chase & COCOM$4M
- Class
- COM
- Share
- 2.9%
Schwab Strategic TRUS BRD MKT ETF$3.81M
- Class
- US BRD MKT ETF
- Share
- 2.7%
Schwab Strategic TRINTL EQTY ETF$3.03M
- Class
- INTL EQTY ETF
- Share
- 2.2%
Amazon Com Inc.COM$2.81M
- Class
- COM
- Share
- 2.0%
Thermo Fisher Scientific Inc.COM$2.66M
- Class
- COM
- Share
- 1.9%
Pepsico Inc.COM$2.64M
- Class
- COM
- Share
- 1.9%
Coca Cola COCOM$2.31M
- Class
- COM
- Share
- 1.7%
SPDR Series TrustSTATE STRET SPDR$2.3M
- Class
- STATE STRET SPDR
- Share
- 1.6%
Bank America Corp.COM$2.2M
- Class
- COM
- Share
- 1.6%
Taiwan Semiconductor ManufacSPONSORED ADS$2.07M
- Class
- SPONSORED ADS
- Share
- 1.5%
Schwab Strategic TRUS DIVIDEND EQ$1.96M
- Class
- US DIVIDEND EQ
- Share
- 1.4%
Citigroup Inc.COM NEW$1.91M
- Class
- COM NEW
- Share
- 1.4%
Johnson & JohnsonCOM$1.64M
- Class
- COM
- Share
- 1.2%
Leidos Holdings Inc.COM$1.57M
- Class
- COM
- Share
- 1.1%
US BancorpCOM NEW$1.55M
- Class
- COM NEW
- Share
- 1.1%
Palo Alto Networks Inc.COM$1.46M
- Class
- COM
- Share
- 1.0%
L3harris Technologies Inc.COM$1.45M
- Class
- COM
- Share
- 1.0%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$1.44M
- Class
- MTG-BKD SECS ETF
- Share
- 1.0%
Costco Wholesale CorporationCOM$1.42M
- Class
- COM
- Share
- 1.0%
Innovator ETFS TrustUS EQUT BUFR AUG$1.41M
- Class
- US EQUT BUFR AUG
- Share
- 1.0%
Iqvia Hldgs Inc.COM$1.39M
- Class
- COM
- Share
- 1.0%
iShares TRMBS ETF$1.34M
- Class
- MBS ETF
- Share
- 1.0%
Vanguard Index FdsS&P 500 ETF SHS$1.32M
- Class
- S&P 500 ETF SHS
- Share
- 0.9%
iShares TRGNMA BOND ETF$1.31M
- Class
- GNMA BOND ETF
- Share
- 0.9%
Chevron CorporationCOM$1.27M
- Class
- COM
- Share
- 0.9%
Toast Inc.CL A$1.27M
- Class
- CL A
- Share
- 0.9%
Invesco Exch Traded FD TR IITAXABLE MUN BD$1.19M
- Class
- TAXABLE MUN BD
- Share
- 0.9%
iShares TRCORE MSCI INTL$1.17M
- Class
- CORE MSCI INTL
- Share
- 0.8%
Mcdonalds Corp.COM$1.16M
- Class
- COM
- Share
- 0.8%
CBRE Group Inc.CL A$1.16M
- Class
- CL A
- Share
- 0.8%
Wisdomtree TRINDIA ERNGS FD$1.1M
- Class
- INDIA ERNGS FD
- Share
- 0.8%
Procter & Gamble COCOM$1.03M
- Class
- COM
- Share
- 0.7%
Brookfield Infrastructure PALP INT UNIT$990K
- Class
- LP INT UNIT
- Share
- 0.7%
Nvidia CorporationCOM$972K
- Class
- COM
- Share
- 0.7%
Innovator ETFS TrustUS EQTY BUFR JUL$939K
- Class
- US EQTY BUFR JUL
- Share
- 0.7%
Annaly Capital Management INCOM NEW$936K
- Class
- COM NEW
- Share
- 0.7%
Uber Technologies Inc.COM$929K
- Class
- COM
- Share
- 0.7%
Visa Inc.COM CL A$928K
- Class
- COM CL A
- Share
- 0.7%
Waste Mgmt Inc. DelCOM$911K
- Class
- COM
- Share
- 0.7%
Illinois Tool Wks Inc.COM$902K
- Class
- COM
- Share
- 0.6%
Schwab Strategic TRUS TIPS ETF$899K
- Class
- US TIPS ETF
- Share
- 0.6%
Salesforce Inc.COM$886K
- Class
- COM
- Share
- 0.6%
Diamondback Energy Inc.COM$878K
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsVALUE ETF$864K
- Class
- VALUE ETF
- Share
- 0.6%
Abbvie Inc.COM$844K
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 265 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2056577
- File number
- 028-25177
- Options
- 0 call, 0 put
- In the 25 largest
- 51.8%
Common questions
What are Chapman Financial Group’s 13F holdings worth?
$140 million across 265 positions for the quarter ended 31 March 2026.
What is Chapman Financial Group’s largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL B NEW) was the largest position at $6.77 million, or 4.8% of reported 13F value, as of 31 March 2026.
How concentrated is Chapman Financial Group’s 13F portfolio?
The ten largest positions accounted for 32.2% of reported value and the twenty-five largest for 51.8%, across 265 positions as of 31 March 2026.
Does Form 13F show everything Chapman Financial Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Chapman Financial Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.