Filed: 11/12/2025ACC: 0002056577-25-000004
📋 What this filing means
CHAPMAN FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 269 equity positions with a total reported market value of $144.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
269
Positions
$144.68M
Total AUM (reported)
2.88M
Total Shares
Allocation by class
COM$68.12M47.1%
CL B NEW$7.30M5.0%
CAP STK CL C$5.79M4.0%
CL A$5.19M3.6%
US LRG CAP ETF$4.43M3.1%
COM NEW$4.39M3.0%
US BRD MKT ETF$3.86M2.7%
Portfolio Concentration
Top 3$21.31M14.7%
4–10$27.27M18.8%
11–25$27.21M18.8%
Rest$68.90M47.6%
Top 3 weight
14.7%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 2.88M
Sole
Full voting authority
1.71M
shares
% of voting shares59.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.17M
shares
% of voting shares40.7%
Investment Discretion (by position count)
Sole244
Shared0
Other25
Dominant voting typeSole · 59.3% of voting shares
Institutional Holdings269
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.52K
TypeSH
Market value$7.30M
5.05%
Sole
8.56K
Shared
0.00
None
5.96K
MICROSOFT CORP
SOLEShares13.59K
TypeSH
Market value$7.04M
4.86%
Sole
9.24K
Shared
0.00
None
4.34K
APPLE INC
SOLEShares27.36K
TypeSH
Market value$6.97M
4.82%
Sole
20.65K
Shared
0.00
None
6.72K
ALPHABET INC
SOLEShares23.76K
TypeSH
Market value$5.79M
4.00%
Sole
17.01K
Shared
0.00
None
6.75K
JPMORGAN CHASE & CO.
SOLEShares14.61K
TypeSH
Market value$4.61M
3.18%
Sole
11.62K
Shared
0.00
None
2.98K
SCHWAB STRATEGIC TR
SOLEShares168.32K
TypeSH
Market value$4.43M
3.06%
Sole
142.31K
Shared
0.00
None
26.01K
SCHWAB STRATEGIC TR
SOLEShares150.01K
TypeSH
Market value$3.86M
2.67%
Sole
33.73K
Shared
0.00
None
116.28K
AMAZON COM INC
SOLEShares13.78K
TypeSH
Market value$3.03M
2.09%
Sole
7.68K
Shared
0.00
None
6.09K
SCHWAB STRATEGIC TR
SOLEShares125.74K
TypeSH
Market value$2.93M
2.02%
Sole
104.99K
Shared
0.00
None
20.75K
THERMO FISHER SCIENTIFIC INC
SOLEShares5.43K
TypeSH
Market value$2.63M
1.82%
Sole
4.54K
Shared
0.00
None
885.00
PEPSICO INC
SOLEShares17.70K
TypeSH
Market value$2.49M
1.72%
Sole
12.56K
Shared
0.00
None
5.14K
BANK AMERICA CORP
SOLEShares46.53K
TypeSH
Market value$2.40M
1.66%
Sole
39.44K
Shared
0.00
None
7.10K
LEIDOS HOLDINGS INC
SOLEShares12.04K
TypeSH
Market value$2.27M
1.57%
Sole
12.04K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares30.84K
TypeSH
Market value$2.05M
1.41%
Sole
24.41K
Shared
0.00
None
6.43K
PALO ALTO NETWORKS INC
SOLEShares9.45K
TypeSH
Market value$1.92M
1.33%
Sole
3.93K
Shared
0.00
None
5.51K
TOAST INC
SOLEShares48.47K
TypeSH
Market value$1.77M
1.22%
Sole
17.02K
Shared
0.00
None
31.45K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.28K
TypeSH
Market value$1.75M
1.21%
Sole
4.38K
Shared
0.00
None
1.90K
CITIGROUP INC
SOLEShares17.25K
TypeSH
Market value$1.75M
1.21%
Sole
17.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares63.52K
TypeSH
Market value$1.73M
1.20%
Sole
45.21K
Shared
0.00
None
18.31K
INNOVATOR ETFS TRUST
SOLEShares33.99K
TypeSH
Market value$1.67M
1.15%
Sole
33.79K
Shared
0.00
None
200.00
IQVIA HLDGS INC
SOLEShares8.43K
TypeSH
Market value$1.60M
1.11%
Sole
5.52K
Shared
0.00
None
2.91K
US BANCORP DEL
SOLEShares32.31K
TypeSH
Market value$1.56M
1.08%
Sole
18.82K
Shared
0.00
None
13.49K
CBRE GROUP INC
SOLEShares9.52K
TypeSH
Market value$1.50M
1.04%
Sole
8.87K
Shared
0.00
None
650.00
ISHARES TR
SOLEShares14.44K
TypeSH
Market value$1.37M
0.95%
Sole
7.31K
Shared
0.00
None
7.13K
VANGUARD INDEX FDS
SOLEShares2.24K
TypeSH
Market value$1.37M
0.95%
Sole
2.18K
Shared
0.00
None
58.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.52K | SH | $7.30M 5.05% | 8.56K | 0.00 | 5.96K |
MICROSOFT CORPSOLE | COM | 13.59K | SH | $7.04M 4.86% | 9.24K | 0.00 | 4.34K |
APPLE INCSOLE | COM | 27.36K | SH | $6.97M 4.82% | 20.65K | 0.00 | 6.72K |
ALPHABET INCSOLE | CAP STK CL C | 23.76K | SH | $5.79M 4.00% | 17.01K | 0.00 | 6.75K |
JPMORGAN CHASE & CO.SOLE | COM | 14.61K | SH | $4.61M 3.18% | 11.62K | 0.00 | 2.98K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 168.32K | SH | $4.43M 3.06% | 142.31K | 0.00 | 26.01K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 150.01K | SH | $3.86M 2.67% | 33.73K | 0.00 | 116.28K |
AMAZON COM INCSOLE | COM | 13.78K | SH | $3.03M 2.09% | 7.68K | 0.00 | 6.09K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 125.74K | SH | $2.93M 2.02% | 104.99K | 0.00 | 20.75K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.43K | SH | $2.63M 1.82% | 4.54K | 0.00 | 885.00 |
PEPSICO INCSOLE | COM | 17.70K | SH | $2.49M 1.72% | 12.56K | 0.00 | 5.14K |
BANK AMERICA CORPSOLE | COM | 46.53K | SH | $2.40M 1.66% | 39.44K | 0.00 | 7.10K |
LEIDOS HOLDINGS INCSOLE | COM | 12.04K | SH | $2.27M 1.57% | 12.04K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 30.84K | SH | $2.05M 1.41% | 24.41K | 0.00 | 6.43K |
PALO ALTO NETWORKS INCSOLE | COM | 9.45K | SH | $1.92M 1.33% | 3.93K | 0.00 | 5.51K |
TOAST INCSOLE | CL A | 48.47K | SH | $1.77M 1.22% | 17.02K | 0.00 | 31.45K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.28K | SH | $1.75M 1.21% | 4.38K | 0.00 | 1.90K |
CITIGROUP INCSOLE | COM NEW | 17.25K | SH | $1.75M 1.21% | 17.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 63.52K | SH | $1.73M 1.20% | 45.21K | 0.00 | 18.31K |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 33.99K | SH | $1.67M 1.15% | 33.79K | 0.00 | 200.00 |
IQVIA HLDGS INCSOLE | COM | 8.43K | SH | $1.60M 1.11% | 5.52K | 0.00 | 2.91K |
US BANCORP DELSOLE | COM NEW | 32.31K | SH | $1.56M 1.08% | 18.82K | 0.00 | 13.49K |
CBRE GROUP INCSOLE | CL A | 9.52K | SH | $1.50M 1.04% | 8.87K | 0.00 | 650.00 |
ISHARES TRSOLE | MBS ETF | 14.44K | SH | $1.37M 0.95% | 7.31K | 0.00 | 7.13K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.24K | SH | $1.37M 0.95% | 2.18K | 0.00 | 58.00 |
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