Filed: 1/27/2026ACC: 0002012041-26-000002
📋 What this filing means
CHANEY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $289.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$289.77M
Total AUM (reported)
2.24M
Total Shares
Allocation by class
CORE US AGGBD ET$57.47M19.8%
GROWTH ETF$55.29M19.1%
VALUE ETF$50.36M17.4%
COM$41.95M14.5%
PORTFOLIO EMG MK$19.98M6.9%
UNIT SER 1$18.57M6.4%
CAP STK CL A$12.85M4.4%
Portfolio Concentration
Top 3$163.12M56.3%
4–10$93.14M32.1%
11–25$29.10M10.0%
Rest$4.42M1.5%
Top 3 weight
56.3%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 2.24M
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
2.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings39
Rows:
ISHARES TR
SOLEShares575.38K
TypeSH
Market value$57.47M
19.83%
Sole
0.00
Shared
0.00
None
575.38K
VANGUARD INDEX FDS
SOLEShares113.33K
TypeSH
Market value$55.29M
19.08%
Sole
0.00
Shared
0.00
None
113.33K
VANGUARD INDEX FDS
SOLEShares263.68K
TypeSH
Market value$50.36M
17.38%
Sole
0.00
Shared
0.00
None
263.68K
SPDR INDEX SHS FDS
SOLEShares426.73K
TypeSH
Market value$19.98M
6.89%
Sole
0.00
Shared
0.00
None
426.73K
INVESCO QQQ TR
SOLEShares30.23K
TypeSH
Market value$18.57M
6.41%
Sole
0.00
Shared
0.00
None
30.23K
MICROSOFT CORP
SOLEShares26.64K
TypeSH
Market value$12.88M
4.45%
Sole
0.00
Shared
0.00
None
26.64K
ALPHABET INC
SOLEShares41.07K
TypeSH
Market value$12.85M
4.44%
Sole
0.00
Shared
0.00
None
41.07K
INVESCO EXCH TRADED FD TR II
SOLEShares363.14K
TypeSH
Market value$12.76M
4.40%
Sole
0.00
Shared
0.00
None
363.14K
APPLE INC
SOLEShares33.75K
TypeSH
Market value$9.18M
3.17%
Sole
0.00
Shared
0.00
None
33.75K
AMAZON COM INC
SOLEShares29.95K
TypeSH
Market value$6.91M
2.39%
Sole
0.00
Shared
0.00
None
29.95K
VANGUARD WHITEHALL FDS
SOLEShares44.63K
TypeSH
Market value$6.41M
2.21%
Sole
0.00
Shared
0.00
None
44.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.80K
TypeSH
Market value$4.43M
1.53%
Sole
0.00
Shared
0.00
None
8.80K
ISHARES TR
SOLEShares54.25K
TypeSH
Market value$4.33M
1.49%
Sole
0.00
Shared
0.00
None
54.25K
SCHWAB CHARLES CORP
SOLEShares31.48K
TypeSH
Market value$3.15M
1.09%
Sole
0.00
Shared
0.00
None
31.48K
NVIDIA CORPORATION
SOLEShares7.96K
TypeSH
Market value$1.48M
0.51%
Sole
0.00
Shared
0.00
None
7.96K
BLUE OWL CAPITAL CORPORATION
SOLEShares118.84K
TypeSH
Market value$1.48M
0.51%
Sole
0.00
Shared
0.00
None
118.84K
META PLATFORMS INC
SOLEShares2.16K
TypeSH
Market value$1.42M
0.49%
Sole
0.00
Shared
0.00
None
2.16K
TESLA INC
SOLEShares2.71K
TypeSH
Market value$1.22M
0.42%
Sole
0.00
Shared
0.00
None
2.71K
COSTCO WHSL CORP NEW
SOLEShares1.41K
TypeSH
Market value$1.21M
0.42%
Sole
0.00
Shared
0.00
None
1.41K
BROWN & BROWN INC
SOLEShares10.86K
TypeSH
Market value$865.9K
0.30%
Sole
0.00
Shared
0.00
None
10.86K
ALPHABET INC
SOLEShares2.70K
TypeSH
Market value$848.1K
0.29%
Sole
0.00
Shared
0.00
None
2.70K
STARBUCKS CORP
SOLEShares7.94K
TypeSH
Market value$669.0K
0.23%
Sole
0.00
Shared
0.00
None
7.94K
BOEING CO
SOLEShares2.51K
TypeSH
Market value$545.0K
0.19%
Sole
0.00
Shared
0.00
None
2.51K
CISCO SYS INC
SOLEShares6.95K
TypeSH
Market value$535.1K
0.18%
Sole
0.00
Shared
0.00
None
6.95K
VANGUARD WORLD FD
SOLEShares674.00
TypeSH
Market value$508.3K
0.18%
Sole
0.00
Shared
0.00
None
674.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 575.38K | SH | $57.47M 19.83% | 0.00 | 0.00 | 575.38K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 113.33K | SH | $55.29M 19.08% | 0.00 | 0.00 | 113.33K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 263.68K | SH | $50.36M 17.38% | 0.00 | 0.00 | 263.68K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 426.73K | SH | $19.98M 6.89% | 0.00 | 0.00 | 426.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.23K | SH | $18.57M 6.41% | 0.00 | 0.00 | 30.23K |
MICROSOFT CORPSOLE | COM | 26.64K | SH | $12.88M 4.45% | 0.00 | 0.00 | 26.64K |
ALPHABET INCSOLE | CAP STK CL A | 41.07K | SH | $12.85M 4.44% | 0.00 | 0.00 | 41.07K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 363.14K | SH | $12.76M 4.40% | 0.00 | 0.00 | 363.14K |
APPLE INCSOLE | COM | 33.75K | SH | $9.18M 3.17% | 0.00 | 0.00 | 33.75K |
AMAZON COM INCSOLE | COM | 29.95K | SH | $6.91M 2.39% | 0.00 | 0.00 | 29.95K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 44.63K | SH | $6.41M 2.21% | 0.00 | 0.00 | 44.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.80K | SH | $4.43M 1.53% | 0.00 | 0.00 | 8.80K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 54.25K | SH | $4.33M 1.49% | 0.00 | 0.00 | 54.25K |
SCHWAB CHARLES CORPSOLE | COM | 31.48K | SH | $3.15M 1.09% | 0.00 | 0.00 | 31.48K |
NVIDIA CORPORATIONSOLE | COM | 7.96K | SH | $1.48M 0.51% | 0.00 | 0.00 | 7.96K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 118.84K | SH | $1.48M 0.51% | 0.00 | 0.00 | 118.84K |
META PLATFORMS INCSOLE | CL A | 2.16K | SH | $1.42M 0.49% | 0.00 | 0.00 | 2.16K |
TESLA INCSOLE | COM | 2.71K | SH | $1.22M 0.42% | 0.00 | 0.00 | 2.71K |
COSTCO WHSL CORP NEWSOLE | COM | 1.41K | SH | $1.21M 0.42% | 0.00 | 0.00 | 1.41K |
BROWN & BROWN INCSOLE | COM | 10.86K | SH | $865.9K 0.30% | 0.00 | 0.00 | 10.86K |
ALPHABET INCSOLE | CAP STK CL C | 2.70K | SH | $848.1K 0.29% | 0.00 | 0.00 | 2.70K |
STARBUCKS CORPSOLE | COM | 7.94K | SH | $669.0K 0.23% | 0.00 | 0.00 | 7.94K |
BOEING COSOLE | COM | 2.51K | SH | $545.0K 0.19% | 0.00 | 0.00 | 2.51K |
CISCO SYS INCSOLE | COM | 6.95K | SH | $535.1K 0.18% | 0.00 | 0.00 | 6.95K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 674.00 | SH | $508.3K 0.18% | 0.00 | 0.00 | 674.00 |
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