§ 13F · FUND PROFILE
CHAPMAN FINANCIAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145M (13F)Positions · 315Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $6M | 4.5% | −3% |
| 2 | GOOG | ALPHABET INC | 22K | $6M | 4.4% | −6% |
| 3 | AAPL | APPLE INC | 24K | $6M | 4.3% | −6% |
| 4 | MSFT | MICROSOFT CORP | 12K | $4M | 3.1% | ±0% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 148K | $4M | 2.7% | −2% |
| 6 | JPM | JPMORGAN CHASE & CO | 13K | $4M | 2.6% | −6% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 120K | $3M | 2.2% | −1% |
| 8 | AMZN | AMAZON COM INC | 14K | $3M | 2.0% | ±0% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 110K | $3M | 1.9% | ±0% |
| 10 | PEP | PEPSICO INC | 16K | $2M | 1.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHAPMAN SIGNAL
AC read
CHAPMAN FINANCIAL GROUP, LLC is a Other fund managing $145 million in assets. The fund runs a broad portfolio of 315 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed