Filed: 8/12/2025ACC: 0002012041-25-000009
📋 What this filing means
CHANEY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $254.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$254.92M
Total AUM (reported)
2.10M
Total Shares
Allocation by class
CORE US AGGBD ET$51.24M20.1%
GROWTH ETF$50.78M19.9%
VALUE ETF$45.07M17.7%
COM$38.28M15.0%
PORTFOLIO EMG MK$17.78M7.0%
UNIT SER 1$16.47M6.5%
S&P INTL QULTY$10.71M4.2%
Portfolio Concentration
Top 3$147.08M57.7%
4–10$78.86M30.9%
11–25$26.22M10.3%
Rest$2.75M1.1%
Top 3 weight
57.7%
Top 10 weight
88.6%
Voting Authority Distribution
Total shares with voting rights: 2.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
ISHARES TR
SOLEShares516.51K
TypeSH
Market value$51.24M
20.10%
Sole
0.00
Shared
0.00
None
516.51K
VANGUARD INDEX FDS
SOLEShares115.83K
TypeSH
Market value$50.78M
19.92%
Sole
0.00
Shared
0.00
None
115.83K
VANGUARD INDEX FDS
SOLEShares254.99K
TypeSH
Market value$45.07M
17.68%
Sole
0.00
Shared
0.00
None
254.99K
SPDR INDEX SHS FDS
SOLEShares416.11K
TypeSH
Market value$17.78M
6.98%
Sole
0.00
Shared
0.00
None
416.11K
INVESCO QQQ TR
SOLEShares29.86K
TypeSH
Market value$16.47M
6.46%
Sole
0.00
Shared
0.00
None
29.86K
MICROSOFT CORP
SOLEShares26.37K
TypeSH
Market value$13.12M
5.15%
Sole
0.00
Shared
0.00
None
26.37K
INVESCO EXCH TRADED FD TR II
SOLEShares324.82K
TypeSH
Market value$10.71M
4.20%
Sole
0.00
Shared
0.00
None
324.82K
ALPHABET INC
SOLEShares41.64K
TypeSH
Market value$7.34M
2.88%
Sole
0.00
Shared
0.00
None
41.64K
APPLE INC
SOLEShares33.97K
TypeSH
Market value$6.97M
2.73%
Sole
0.00
Shared
0.00
None
33.97K
AMAZON COM INC
SOLEShares29.46K
TypeSH
Market value$6.46M
2.54%
Sole
0.00
Shared
0.00
None
29.46K
VANGUARD WHITEHALL FDS
SOLEShares45.68K
TypeSH
Market value$6.09M
2.39%
Sole
0.00
Shared
0.00
None
45.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.07K
TypeSH
Market value$4.41M
1.73%
Sole
0.00
Shared
0.00
None
9.07K
ISHARES TR
SOLEShares50.82K
TypeSH
Market value$4.08M
1.60%
Sole
0.00
Shared
0.00
None
50.82K
SCHWAB CHARLES CORP
SOLEShares30.86K
TypeSH
Market value$2.82M
1.10%
Sole
0.00
Shared
0.00
None
30.86K
BLUE OWL CAPITAL CORPORATION
SOLEShares100.84K
TypeSH
Market value$1.45M
0.57%
Sole
0.00
Shared
0.00
None
100.84K
NVIDIA CORPORATION
SOLEShares7.68K
TypeSH
Market value$1.21M
0.48%
Sole
0.00
Shared
0.00
None
7.68K
BROWN & BROWN INC
SOLEShares10.86K
TypeSH
Market value$1.20M
0.47%
Sole
0.00
Shared
0.00
None
10.86K
COSTCO WHSL CORP NEW
SOLEShares1.06K
TypeSH
Market value$1.05M
0.41%
Sole
0.00
Shared
0.00
None
1.06K
TESLA INC
SOLEShares2.48K
TypeSH
Market value$788.1K
0.31%
Sole
0.00
Shared
0.00
None
2.48K
STARBUCKS CORP
SOLEShares8.21K
TypeSH
Market value$752.3K
0.30%
Sole
0.00
Shared
0.00
None
8.21K
BOEING CO
SOLEShares2.87K
TypeSH
Market value$601.8K
0.24%
Sole
0.00
Shared
0.00
None
2.87K
ALPHABET INC
SOLEShares2.77K
TypeSH
Market value$490.7K
0.19%
Sole
0.00
Shared
0.00
None
2.77K
VANGUARD SPECIALIZED FUNDS
SOLEShares2.15K
TypeSH
Market value$441.1K
0.17%
Sole
0.00
Shared
0.00
None
2.15K
CISCO SYS INC
SOLEShares6.17K
TypeSH
Market value$428.0K
0.17%
Sole
0.00
Shared
0.00
None
6.17K
MEDTRONIC PLC
SOLEShares4.80K
TypeSH
Market value$418.4K
0.16%
Sole
0.00
Shared
0.00
None
4.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 516.51K | SH | $51.24M 20.10% | 0.00 | 0.00 | 516.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 115.83K | SH | $50.78M 19.92% | 0.00 | 0.00 | 115.83K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 254.99K | SH | $45.07M 17.68% | 0.00 | 0.00 | 254.99K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 416.11K | SH | $17.78M 6.98% | 0.00 | 0.00 | 416.11K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.86K | SH | $16.47M 6.46% | 0.00 | 0.00 | 29.86K |
MICROSOFT CORPSOLE | COM | 26.37K | SH | $13.12M 5.15% | 0.00 | 0.00 | 26.37K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 324.82K | SH | $10.71M 4.20% | 0.00 | 0.00 | 324.82K |
ALPHABET INCSOLE | CAP STK CL A | 41.64K | SH | $7.34M 2.88% | 0.00 | 0.00 | 41.64K |
APPLE INCSOLE | COM | 33.97K | SH | $6.97M 2.73% | 0.00 | 0.00 | 33.97K |
AMAZON COM INCSOLE | COM | 29.46K | SH | $6.46M 2.54% | 0.00 | 0.00 | 29.46K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.68K | SH | $6.09M 2.39% | 0.00 | 0.00 | 45.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.07K | SH | $4.41M 1.73% | 0.00 | 0.00 | 9.07K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 50.82K | SH | $4.08M 1.60% | 0.00 | 0.00 | 50.82K |
SCHWAB CHARLES CORPSOLE | COM | 30.86K | SH | $2.82M 1.10% | 0.00 | 0.00 | 30.86K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 100.84K | SH | $1.45M 0.57% | 0.00 | 0.00 | 100.84K |
NVIDIA CORPORATIONSOLE | COM | 7.68K | SH | $1.21M 0.48% | 0.00 | 0.00 | 7.68K |
BROWN & BROWN INCSOLE | COM | 10.86K | SH | $1.20M 0.47% | 0.00 | 0.00 | 10.86K |
COSTCO WHSL CORP NEWSOLE | COM | 1.06K | SH | $1.05M 0.41% | 0.00 | 0.00 | 1.06K |
TESLA INCSOLE | COM | 2.48K | SH | $788.1K 0.31% | 0.00 | 0.00 | 2.48K |
STARBUCKS CORPSOLE | COM | 8.21K | SH | $752.3K 0.30% | 0.00 | 0.00 | 8.21K |
BOEING COSOLE | COM | 2.87K | SH | $601.8K 0.24% | 0.00 | 0.00 | 2.87K |
ALPHABET INCSOLE | CAP STK CL C | 2.77K | SH | $490.7K 0.19% | 0.00 | 0.00 | 2.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.15K | SH | $441.1K 0.17% | 0.00 | 0.00 | 2.15K |
CISCO SYS INCSOLE | COM | 6.17K | SH | $428.0K 0.17% | 0.00 | 0.00 | 6.17K |
MEDTRONIC PLCSOLE | SHS | 4.80K | SH | $418.4K 0.16% | 0.00 | 0.00 | 4.80K |
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