Filed: 8/15/2025ACC: 0002056577-25-000003
📋 What this filing means
CHAPMAN FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $117.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$117.85M
Total AUM (reported)
2.53M
Total Shares
Allocation by class
COM$58.14M49.3%
CL B NEW$6.63M5.6%
CL A$4.99M4.2%
CAP STK CL C$4.20M3.6%
COM NEW$3.76M3.2%
US LRG CAP ETF$3.65M3.1%
US BRD MKT ETF$2.76M2.3%
Portfolio Concentration
Top 3$17.87M15.2%
4–10$22.30M18.9%
11–25$24.84M21.1%
Rest$52.84M44.8%
Top 3 weight
15.2%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Sole
Full voting authority
1.65M
shares
% of voting shares65.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
875.79K
shares
% of voting shares34.6%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeSole · 65.4% of voting shares
Institutional Holdings216
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.65K
TypeSH
Market value$6.63M
5.63%
Sole
8.71K
Shared
0.00
None
4.94K
MICROSOFT CORP
SOLEShares11.86K
TypeSH
Market value$5.90M
5.00%
Sole
9.51K
Shared
0.00
None
2.34K
APPLE INC
SOLEShares26.01K
TypeSH
Market value$5.34M
4.53%
Sole
20.87K
Shared
0.00
None
5.14K
ALPHABET INC
SOLEShares23.67K
TypeSH
Market value$4.20M
3.56%
Sole
17.11K
Shared
0.00
None
6.55K
JPMORGAN CHASE & CO.
SOLEShares13.63K
TypeSH
Market value$3.95M
3.35%
Sole
11.72K
Shared
0.00
None
1.91K
SCHWAB STRATEGIC TR
SOLEShares149.25K
TypeSH
Market value$3.65M
3.10%
Sole
140.61K
Shared
0.00
None
8.64K
AMAZON COM INC
SOLEShares13.73K
TypeSH
Market value$3.01M
2.56%
Sole
7.68K
Shared
0.00
None
6.04K
SCHWAB STRATEGIC TR
SOLEShares116K
TypeSH
Market value$2.76M
2.35%
Sole
33.73K
Shared
0.00
None
82.26K
SCHWAB STRATEGIC TR
SOLEShares113.12K
TypeSH
Market value$2.50M
2.12%
Sole
104.99K
Shared
0.00
None
8.13K
BANK AMERICA CORP
SOLEShares47.03K
TypeSH
Market value$2.23M
1.89%
Sole
39.93K
Shared
0.00
None
7.10K
PEPSICO INC
SOLEShares16.46K
TypeSH
Market value$2.17M
1.84%
Sole
12.56K
Shared
0.00
None
3.91K
TOAST INC
SOLEShares48.47K
TypeSH
Market value$2.15M
1.82%
Sole
17.02K
Shared
0.00
None
31.45K
COCA COLA CO
SOLEShares29.23K
TypeSH
Market value$2.07M
1.75%
Sole
24.58K
Shared
0.00
None
4.65K
THERMO FISHER SCIENTIFIC INC
SOLEShares4.93K
TypeSH
Market value$2.00M
1.70%
Sole
4.55K
Shared
0.00
None
377.00
LEIDOS HOLDINGS INC
SOLEShares12.32K
TypeSH
Market value$1.94M
1.65%
Sole
12.32K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares8.41K
TypeSH
Market value$1.72M
1.46%
Sole
3.78K
Shared
0.00
None
4.64K
INNOVATOR ETFS TRUST
SOLEShares35.55K
TypeSH
Market value$1.64M
1.39%
Sole
35.34K
Shared
0.00
None
200.00
CITIGROUP INC
SOLEShares17.32K
TypeSH
Market value$1.47M
1.25%
Sole
17.32K
Shared
0.00
None
0.00
US BANCORP DEL
SOLEShares32.31K
TypeSH
Market value$1.46M
1.24%
Sole
18.82K
Shared
0.00
None
13.49K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.28K
TypeSH
Market value$1.42M
1.21%
Sole
4.38K
Shared
0.00
None
1.90K
AMERICAN TOWER CORP NEW
SOLEShares6.42K
TypeSH
Market value$1.42M
1.20%
Sole
4.12K
Shared
0.00
None
2.30K
VANGUARD INDEX FDS
SOLEShares2.39K
TypeSH
Market value$1.36M
1.15%
Sole
2.33K
Shared
0.00
None
58.00
SCHWAB STRATEGIC TR
SOLEShares51.18K
TypeSH
Market value$1.36M
1.15%
Sole
46.23K
Shared
0.00
None
4.95K
CBRE GROUP INC
SOLEShares9.52K
TypeSH
Market value$1.33M
1.13%
Sole
8.87K
Shared
0.00
None
650.00
IQVIA HLDGS INC
SOLEShares8.43K
TypeSH
Market value$1.33M
1.13%
Sole
5.52K
Shared
0.00
None
2.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.65K | SH | $6.63M 5.63% | 8.71K | 0.00 | 4.94K |
MICROSOFT CORPSOLE | COM | 11.86K | SH | $5.90M 5.00% | 9.51K | 0.00 | 2.34K |
APPLE INCSOLE | COM | 26.01K | SH | $5.34M 4.53% | 20.87K | 0.00 | 5.14K |
ALPHABET INCSOLE | CAP STK CL C | 23.67K | SH | $4.20M 3.56% | 17.11K | 0.00 | 6.55K |
JPMORGAN CHASE & CO.SOLE | COM | 13.63K | SH | $3.95M 3.35% | 11.72K | 0.00 | 1.91K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 149.25K | SH | $3.65M 3.10% | 140.61K | 0.00 | 8.64K |
AMAZON COM INCSOLE | COM | 13.73K | SH | $3.01M 2.56% | 7.68K | 0.00 | 6.04K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 116K | SH | $2.76M 2.35% | 33.73K | 0.00 | 82.26K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 113.12K | SH | $2.50M 2.12% | 104.99K | 0.00 | 8.13K |
BANK AMERICA CORPSOLE | COM | 47.03K | SH | $2.23M 1.89% | 39.93K | 0.00 | 7.10K |
PEPSICO INCSOLE | COM | 16.46K | SH | $2.17M 1.84% | 12.56K | 0.00 | 3.91K |
TOAST INCSOLE | CL A | 48.47K | SH | $2.15M 1.82% | 17.02K | 0.00 | 31.45K |
COCA COLA COSOLE | COM | 29.23K | SH | $2.07M 1.75% | 24.58K | 0.00 | 4.65K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 4.93K | SH | $2.00M 1.70% | 4.55K | 0.00 | 377.00 |
LEIDOS HOLDINGS INCSOLE | COM | 12.32K | SH | $1.94M 1.65% | 12.32K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 8.41K | SH | $1.72M 1.46% | 3.78K | 0.00 | 4.64K |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 35.55K | SH | $1.64M 1.39% | 35.34K | 0.00 | 200.00 |
CITIGROUP INCSOLE | COM NEW | 17.32K | SH | $1.47M 1.25% | 17.32K | 0.00 | 0.00 |
US BANCORP DELSOLE | COM NEW | 32.31K | SH | $1.46M 1.24% | 18.82K | 0.00 | 13.49K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.28K | SH | $1.42M 1.21% | 4.38K | 0.00 | 1.90K |
AMERICAN TOWER CORP NEWSOLE | COM | 6.42K | SH | $1.42M 1.20% | 4.12K | 0.00 | 2.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.39K | SH | $1.36M 1.15% | 2.33K | 0.00 | 58.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 51.18K | SH | $1.36M 1.15% | 46.23K | 0.00 | 4.95K |
CBRE GROUP INCSOLE | CL A | 9.52K | SH | $1.33M 1.13% | 8.87K | 0.00 | 650.00 |
IQVIA HLDGS INCSOLE | COM | 8.43K | SH | $1.33M 1.13% | 5.52K | 0.00 | 2.91K |
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