Filed: 5/11/2026ACC: 0002012041-26-000004
📋 What this filing means
CHANEY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $283.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$283.66M
Total AUM (reported)
2.30M
Total Shares
Allocation by class
CORE US AGGBD ET$57.17M20.2%
VALUE ETF$51.27M18.1%
GROWTH ETF$51.13M18.0%
COM$40.33M14.2%
STATE STREET SPD$20.18M7.1%
UNIT SER 1$18.13M6.4%
S&P INTL QULTY$13.93M4.9%
Portfolio Concentration
Top 3$159.57M56.3%
4–10$90.81M32.0%
11–25$28.53M10.1%
Rest$4.76M1.7%
Top 3 weight
56.3%
Top 10 weight
88.3%
Voting Authority Distribution
Total shares with voting rights: 2.30M
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
2.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
ISHARES TR
SOLEShares575.87K
TypeSH
Market value$57.17M
20.15%
Sole
0.00
Shared
0.00
None
574.22K
VANGUARD INDEX FDS
SOLEShares261.33K
TypeSH
Market value$51.27M
18.08%
Sole
0.00
Shared
0.00
None
261.33K
VANGUARD INDEX FDS
SOLEShares117.06K
TypeSH
Market value$51.13M
18.03%
Sole
0.00
Shared
0.00
None
117.06K
SPDR INDEX SHS FDS
SOLEShares430.12K
TypeSH
Market value$20.18M
7.11%
Sole
0.00
Shared
0.00
None
430.12K
INVESCO QQQ TR
SOLEShares31.41K
TypeSH
Market value$18.13M
6.39%
Sole
0.00
Shared
0.00
None
31.41K
INVESCO EXCH TRADED FD TR II
SOLEShares393.76K
TypeSH
Market value$13.93M
4.91%
Sole
0.00
Shared
0.00
None
393.76K
ALPHABET INC
SOLEShares39.93K
TypeSH
Market value$11.48M
4.05%
Sole
0.00
Shared
0.00
None
39.93K
MICROSOFT CORP
SOLEShares27.92K
TypeSH
Market value$10.33M
3.64%
Sole
0.00
Shared
0.00
None
27.92K
APPLE INC
SOLEShares38.17K
TypeSH
Market value$9.69M
3.42%
Sole
0.00
Shared
0.00
None
38.17K
AMAZON COM INC
SOLEShares33.95K
TypeSH
Market value$7.07M
2.49%
Sole
0.00
Shared
0.00
None
33.95K
VANGUARD WHITEHALL FDS
SOLEShares41.72K
TypeSH
Market value$6.18M
2.18%
Sole
0.00
Shared
0.00
None
41.72K
ISHARES TR
SOLEShares59.31K
TypeSH
Market value$4.67M
1.65%
Sole
0.00
Shared
0.00
None
59.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.75K
TypeSH
Market value$4.19M
1.48%
Sole
0.00
Shared
0.00
None
8.75K
SCHWAB CHARLES CORP
SOLEShares31.71K
TypeSH
Market value$2.98M
1.05%
Sole
0.00
Shared
0.00
None
31.71K
NVIDIA CORPORATION
SOLEShares10.77K
TypeSH
Market value$1.88M
0.66%
Sole
0.00
Shared
0.00
None
10.77K
COSTCO WHOLESALE CORPORATION
SOLEShares1.65K
TypeSH
Market value$1.64M
0.58%
Sole
0.00
Shared
0.00
None
1.65K
BLUE OWL CAPITAL CORPORATION
SOLEShares119.81K
TypeSH
Market value$1.33M
0.47%
Sole
0.00
Shared
0.00
None
119.81K
META PLATFORMS INC
SOLEShares2.24K
TypeSH
Market value$1.28M
0.45%
Sole
0.00
Shared
0.00
None
2.24K
ALPHABET INC
SOLEShares2.94K
TypeSH
Market value$843.9K
0.30%
Sole
0.00
Shared
0.00
None
2.94K
TESLA INC
SOLEShares2.23K
TypeSH
Market value$830.9K
0.29%
Sole
0.00
Shared
0.00
None
2.23K
BROWN & BROWN INC
SOLEShares10.86K
TypeSH
Market value$708.4K
0.25%
Sole
0.00
Shared
0.00
None
10.86K
CISCO SYS INC
SOLEShares6.95K
TypeSH
Market value$539.0K
0.19%
Sole
0.00
Shared
0.00
None
6.95K
STARBUCKS CORP
SOLEShares5.57K
TypeSH
Market value$499.2K
0.18%
Sole
0.00
Shared
0.00
None
5.57K
BOEING CO
SOLEShares2.45K
TypeSH
Market value$488.1K
0.17%
Sole
0.00
Shared
0.00
None
2.45K
VANGUARD WORLD FD
SOLEShares674.00
TypeSH
Market value$470.5K
0.17%
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 | 575.87K | SH | $57.17M 20.15% | 0.00 | 0.00 | 574.22K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 261.33K | SH | $51.27M 18.08% | 0.00 | 0.00 | 261.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 117.06K | SH | $51.13M 18.03% | 0.00 | 0.00 | 117.06K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 430.12K | SH | $20.18M 7.11% | 0.00 | 0.00 | 430.12K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 31.41K | SH | $18.13M 6.39% | 0.00 | 0.00 | 31.41K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 393.76K | SH | $13.93M 4.91% | 0.00 | 0.00 | 393.76K |
ALPHABET INCSOLE | CAP STK CL A | 39.93K | SH | $11.48M 4.05% | 0.00 | 0.00 | 39.93K |
MICROSOFT CORPSOLE | COM | 27.92K | SH | $10.33M 3.64% | 0.00 | 0.00 | 27.92K |
APPLE INCSOLE | COM | 38.17K | SH | $9.69M 3.42% | 0.00 | 0.00 | 38.17K |
AMAZON COM INCSOLE | COM | 33.95K | SH | $7.07M 2.49% | 0.00 | 0.00 | 33.95K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 41.72K | SH | $6.18M 2.18% | 0.00 | 0.00 | 41.72K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 59.31K | SH | $4.67M 1.65% | 0.00 | 0.00 | 59.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.75K | SH | $4.19M 1.48% | 0.00 | 0.00 | 8.75K |
SCHWAB CHARLES CORPSOLE | COM | 31.71K | SH | $2.98M 1.05% | 0.00 | 0.00 | 31.71K |
NVIDIA CORPORATIONSOLE | COM | 10.77K | SH | $1.88M 0.66% | 0.00 | 0.00 | 10.77K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.65K | SH | $1.64M 0.58% | 0.00 | 0.00 | 1.65K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 119.81K | SH | $1.33M 0.47% | 0.00 | 0.00 | 119.81K |
META PLATFORMS INCSOLE | CL A | 2.24K | SH | $1.28M 0.45% | 0.00 | 0.00 | 2.24K |
ALPHABET INCSOLE | CAP STK CL C | 2.94K | SH | $843.9K 0.30% | 0.00 | 0.00 | 2.94K |
TESLA INCSOLE | COM | 2.23K | SH | $830.9K 0.29% | 0.00 | 0.00 | 2.23K |
BROWN & BROWN INCSOLE | COM | 10.86K | SH | $708.4K 0.25% | 0.00 | 0.00 | 10.86K |
CISCO SYS INCSOLE | COM | 6.95K | SH | $539.0K 0.19% | 0.00 | 0.00 | 6.95K |
STARBUCKS CORPSOLE | COM | 5.57K | SH | $499.2K 0.18% | 0.00 | 0.00 | 5.57K |
BOEING COSOLE | COM | 2.45K | SH | $488.1K 0.17% | 0.00 | 0.00 | 2.45K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 674.00 | SH | $470.5K 0.17% | 0.00 | 0.00 | 674.00 |
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