StockDriftsStockDriftsTop 50 Chancellor Financial Group WB LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.15% | 79.0K | $22.9M | +2.48%(+1.92K) | $233.30(+31.45%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.11% | 30.8K | $11.5M | +6.62%(+1.91K) | $425.78(+18.08%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.04% | 10.9K | $8.1M | -6.45%(-750) | $586.34(+32.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.2% | 33.9K | $6.8M | -3.67%(-1.29K) | $132.97(+65.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.78% | 25.6K | $6.1M | +6.04%(+1.46K) | $204.84(+34.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.59% | 16.2K | $5.8M | +5.47%(+841) | $184.50(+90.49%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.57% | 16.4K | $4.2M | +2.81%(+447) | $156.71(+67.61%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 2.2% | 40.5K | $3.6M | +0.03%(+11) | $78.05(+9.63%) | 2026-06-30 | |
| V | VISA INC | 2.05% | 9.7K | $3.3M | +0.36%(+35) | $295.92(+22.14%) | 2026-06-30 | |
| C | CITIGROUP INC | 2.01% | 23.2K | $3.2M | -0.57%(-133) | $68.11(+100.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.69% |
Chancellor Financial Group WB LP reports $161.53M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.2%), MSFT (7.1%) and IVV (5.0%). The top 20 holdings account for 59.86% of reported assets. Its disclosed equity book has returned +19.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chancellor Financial Group WB LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059742). View Chancellor Financial Group WB LP’s 13F filings on SEC