Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHAPMAN FINANCIAL GROUP, LLC (CIK 2056577) reported $139.8M across 265 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($6.8M, 4.85%), AAPL ($6.5M, 4.62%), GOOG ($6.3M, 4.49%), MSFT ($5.1M, 3.62%), SCHX ($4.1M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.8M | 4.85% | 14,130 | Trimmed |
| 2 | AAPL | APPLE INC | $6.5M | 4.62% | 25,455 | Trimmed |
| 3 | GOOG | ALPHABET INC | $6.3M | 4.49% | 21,871 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $5.1M | 3.62% | 13,650 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $4.1M | 2.97% | 161,736 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.86% | 13,585 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $3.8M | 2.73% | 151,758 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 2.17% | 122,327 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $2.8M | 2.01% | 13,514 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $2.7M | 1.90% | 5,406 | Trimmed |
| 11 | PEP | PEPSICO INC | $2.6M | 1.89% | 17,012 | Trimmed |
| 12 | KO | COCA COLA CO | $2.3M | 1.65% | 30,354 | Trimmed |
| 13 | TIPX | SPDR SERIES TRUST | $2.3M | 1.64% | 119,686 | New |
| 14 | BAC | BANK AMERICA CORP | $2.2M | 1.58% | 45,190 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.1M | 1.48% | 6,115 | Trimmed |
| 16 | SCHD | SCHWAB STRATEGIC TR | $2.0M | 1.41% | 64,024 | Trimmed |
| 17 | C | CITIGROUP INC | $1.9M | 1.36% | 16,808 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $1.6M | 1.18% | 6,718 | Added |
| 19 | LDOS | LEIDOS HOLDINGS INC | $1.6M | 1.12% | 10,072 | Trimmed |
| 20 | USB | US BANCORP | $1.6M | 1.11% | 29,823 | Trimmed |
| 21 | PANW | PALO ALTO NETWORKS INC | $1.5M | 1.05% | 9,130 | Hold |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | $1.5M | 1.04% | 4,204 | Hold |
| 23 | VMBS | VANGUARD SCOTTSDALE FDS | $1.4M | 1.03% | 30,605 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 1.02% | 1,424 | Hold |
| 25 | BAUG | INNOVATOR ETFS TRUST | $1.4M | 1.01% | 28,869 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31