StockDriftsStockDriftsTop 50 Chapman Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.05% | 21.5K | $7.6M | -1.60%(-350) | $178.93(+95.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.85% | 25.2K | $7.3M | -0.84%(-214) | $232.45(+31.93%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.69% | 14.1K | $7.1M | -0.10%(-14) | $458.47(+14.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.42% | 13.8K | $5.2M | +1.20%(+164) | $435.60(+15.42%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.19% | 163.2K | $4.8M | +0.93%(+1.50K) | $23.22(+31.52%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.94% | 13.5K | $4.4M | -0.48%(-65) | $230.45(+56.87%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.89% | 150.2K | $4.3M | -1.03%(-1.57K) | $23.02(+29.90%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.27% | 123.6K | $3.4M | +1.01%(+1.23K) | $19.91(+42.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.12% | 13.4K | $3.2M | -0.81%(-110) | $202.92(+35.50%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.08% | 9.2K | $3.1M | +0.33%(+30) | $179.67(+110.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.15% |
Chapman Financial Group LLC reports $150.49M in US-listed equity holdings across 260 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.0%), AAPL (4.8%) and BRK.B (4.7%). The top 20 holdings account for 48.84% of reported assets. Its disclosed equity book has returned +16.60% cumulatively over 5 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 Chapman Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056577). View Chapman Financial Group LLC’s 13F filings on SEC