Filed: 11/12/2025ACC: 0002012041-25-000011
📋 What this filing means
CHANEY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $281.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$281.97M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
CORE US AGGBD ET$55.87M19.8%
GROWTH ETF$55.23M19.6%
VALUE ETF$48.60M17.2%
COM$42.03M14.9%
PORTFOLIO EMG MK$19.93M7.1%
UNIT SER 1$18.12M6.4%
S&P INTL QULTY$11.75M4.2%
Portfolio Concentration
Top 3$159.70M56.6%
4–10$89.14M31.6%
11–25$29.14M10.3%
Rest$3.99M1.4%
Top 3 weight
56.6%
Top 10 weight
88.3%
Voting Authority Distribution
Total shares with voting rights: 2.21M
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
2.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings38
Rows:
ISHARES TR
SOLEShares557.33K
TypeSH
Market value$55.87M
19.82%
Sole
0.00
Shared
0.00
None
557.33K
VANGUARD INDEX FDS
SOLEShares115.15K
TypeSH
Market value$55.23M
19.59%
Sole
0.00
Shared
0.00
None
115.15K
VANGUARD INDEX FDS
SOLEShares260.60K
TypeSH
Market value$48.60M
17.24%
Sole
0.00
Shared
0.00
None
260.60K
SPDR INDEX SHS FDS
SOLEShares425.74K
TypeSH
Market value$19.93M
7.07%
Sole
0.00
Shared
0.00
None
425.74K
INVESCO QQQ TR
SOLEShares30.18K
TypeSH
Market value$18.12M
6.43%
Sole
0.00
Shared
0.00
None
30.18K
MICROSOFT CORP
SOLEShares26.71K
TypeSH
Market value$13.84M
4.91%
Sole
0.00
Shared
0.00
None
26.71K
INVESCO EXCH TRADED FD TR II
SOLEShares349.24K
TypeSH
Market value$11.75M
4.17%
Sole
0.00
Shared
0.00
None
349.24K
ALPHABET INC
SOLEShares41.81K
TypeSH
Market value$10.16M
3.60%
Sole
0.00
Shared
0.00
None
41.81K
APPLE INC
SOLEShares34.55K
TypeSH
Market value$8.80M
3.12%
Sole
0.00
Shared
0.00
None
34.55K
AMAZON COM INC
SOLEShares29.79K
TypeSH
Market value$6.54M
2.32%
Sole
0.00
Shared
0.00
None
29.79K
VANGUARD WHITEHALL FDS
SOLEShares45.11K
TypeSH
Market value$6.36M
2.26%
Sole
0.00
Shared
0.00
None
45.11K
ISHARES TR
SOLEShares53.23K
TypeSH
Market value$4.40M
1.56%
Sole
0.00
Shared
0.00
None
53.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.75K
TypeSH
Market value$4.40M
1.56%
Sole
0.00
Shared
0.00
None
8.75K
SCHWAB CHARLES CORP
SOLEShares31.19K
TypeSH
Market value$2.98M
1.06%
Sole
0.00
Shared
0.00
None
31.19K
META PLATFORMS INC
SOLEShares2.16K
TypeSH
Market value$1.58M
0.56%
Sole
0.00
Shared
0.00
None
2.16K
BLUE OWL CAPITAL CORPORATION
SOLEShares118.84K
TypeSH
Market value$1.52M
0.54%
Sole
0.00
Shared
0.00
None
118.84K
NVIDIA CORPORATION
SOLEShares7.80K
TypeSH
Market value$1.45M
0.52%
Sole
0.00
Shared
0.00
None
7.80K
COSTCO WHSL CORP NEW
SOLEShares1.41K
TypeSH
Market value$1.30M
0.46%
Sole
0.00
Shared
0.00
None
1.41K
TESLA INC
SOLEShares2.64K
TypeSH
Market value$1.17M
0.42%
Sole
0.00
Shared
0.00
None
2.64K
BROWN & BROWN INC
SOLEShares10.86K
TypeSH
Market value$1.02M
0.36%
Sole
0.00
Shared
0.00
None
10.86K
STARBUCKS CORP
SOLEShares8.16K
TypeSH
Market value$690.3K
0.24%
Sole
0.00
Shared
0.00
None
8.16K
ALPHABET INC
SOLEShares2.70K
TypeSH
Market value$657.7K
0.23%
Sole
0.00
Shared
0.00
None
2.70K
BOEING CO
SOLEShares2.93K
TypeSH
Market value$631.6K
0.22%
Sole
0.00
Shared
0.00
None
2.93K
VANGUARD WORLD FD
SOLEShares674.00
TypeSH
Market value$503.5K
0.18%
Sole
0.00
Shared
0.00
None
674.00
VANGUARD SPECIALIZED FUNDS
SOLEShares2.15K
TypeSH
Market value$465.0K
0.16%
Sole
0.00
Shared
0.00
None
2.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 557.33K | SH | $55.87M 19.82% | 0.00 | 0.00 | 557.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 115.15K | SH | $55.23M 19.59% | 0.00 | 0.00 | 115.15K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 260.60K | SH | $48.60M 17.24% | 0.00 | 0.00 | 260.60K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 425.74K | SH | $19.93M 7.07% | 0.00 | 0.00 | 425.74K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.18K | SH | $18.12M 6.43% | 0.00 | 0.00 | 30.18K |
MICROSOFT CORPSOLE | COM | 26.71K | SH | $13.84M 4.91% | 0.00 | 0.00 | 26.71K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 349.24K | SH | $11.75M 4.17% | 0.00 | 0.00 | 349.24K |
ALPHABET INCSOLE | CAP STK CL A | 41.81K | SH | $10.16M 3.60% | 0.00 | 0.00 | 41.81K |
APPLE INCSOLE | COM | 34.55K | SH | $8.80M 3.12% | 0.00 | 0.00 | 34.55K |
AMAZON COM INCSOLE | COM | 29.79K | SH | $6.54M 2.32% | 0.00 | 0.00 | 29.79K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.11K | SH | $6.36M 2.26% | 0.00 | 0.00 | 45.11K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 53.23K | SH | $4.40M 1.56% | 0.00 | 0.00 | 53.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.75K | SH | $4.40M 1.56% | 0.00 | 0.00 | 8.75K |
SCHWAB CHARLES CORPSOLE | COM | 31.19K | SH | $2.98M 1.06% | 0.00 | 0.00 | 31.19K |
META PLATFORMS INCSOLE | CL A | 2.16K | SH | $1.58M 0.56% | 0.00 | 0.00 | 2.16K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 118.84K | SH | $1.52M 0.54% | 0.00 | 0.00 | 118.84K |
NVIDIA CORPORATIONSOLE | COM | 7.80K | SH | $1.45M 0.52% | 0.00 | 0.00 | 7.80K |
COSTCO WHSL CORP NEWSOLE | COM | 1.41K | SH | $1.30M 0.46% | 0.00 | 0.00 | 1.41K |
TESLA INCSOLE | COM | 2.64K | SH | $1.17M 0.42% | 0.00 | 0.00 | 2.64K |
BROWN & BROWN INCSOLE | COM | 10.86K | SH | $1.02M 0.36% | 0.00 | 0.00 | 10.86K |
STARBUCKS CORPSOLE | COM | 8.16K | SH | $690.3K 0.24% | 0.00 | 0.00 | 8.16K |
ALPHABET INCSOLE | CAP STK CL C | 2.70K | SH | $657.7K 0.23% | 0.00 | 0.00 | 2.70K |
BOEING COSOLE | COM | 2.93K | SH | $631.6K 0.22% | 0.00 | 0.00 | 2.93K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 674.00 | SH | $503.5K 0.18% | 0.00 | 0.00 | 674.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.15K | SH | $465.0K 0.16% | 0.00 | 0.00 | 2.15K |
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