Filed: 2/2/2026ACC: 0002056577-26-000001
📋 What this filing means
CHAPMAN FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $146.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$146.77M
Total AUM (reported)
2.82M
Total Shares
Allocation by class
COM$67.19M45.8%
CAP STK CL C$7.29M5.0%
CL B NEW$7.29M5.0%
COM NEW$4.85M3.3%
CL A$4.75M3.2%
US LRG CAP ETF$4.44M3.0%
US BRD MKT ETF$4.01M2.7%
Portfolio Concentration
Top 3$21.91M14.9%
4–10$28.90M19.7%
11–25$27.67M18.9%
Rest$68.30M46.5%
Top 3 weight
14.9%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.82M
Sole
Full voting authority
1.69M
shares
% of voting shares59.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.13M
shares
% of voting shares40.2%
Investment Discretion (by position count)
Sole232
Shared0
Other24
Dominant voting typeSole · 59.8% of voting shares
Institutional Holdings256
Rows:
APPLE INC
SOLEShares26.96K
TypeSH
Market value$7.33M
4.99%
Sole
20.37K
Shared
0.00
None
6.59K
ALPHABET INC
SOLEShares23.23K
TypeSH
Market value$7.29M
4.97%
Sole
16.92K
Shared
0.00
None
6.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.49K
TypeSH
Market value$7.29M
4.96%
Sole
8.56K
Shared
0.00
None
5.93K
MICROSOFT CORP
SOLEShares13.62K
TypeSH
Market value$6.58M
4.49%
Sole
9.23K
Shared
0.00
None
4.38K
JPMORGAN CHASE & CO.
SOLEShares14.42K
TypeSH
Market value$4.65M
3.17%
Sole
11.52K
Shared
0.00
None
2.91K
SCHWAB STRATEGIC TR
SOLEShares164.88K
TypeSH
Market value$4.44M
3.02%
Sole
133.97K
Shared
0.00
None
30.91K
SCHWAB STRATEGIC TR
SOLEShares153.01K
TypeSH
Market value$4.01M
2.73%
Sole
33.73K
Shared
0.00
None
119.28K
THERMO FISHER SCIENTIFIC INC
SOLEShares5.43K
TypeSH
Market value$3.15M
2.14%
Sole
4.54K
Shared
0.00
None
885.00
AMAZON COM INC
SOLEShares13.54K
TypeSH
Market value$3.12M
2.13%
Sole
7.68K
Shared
0.00
None
5.85K
SCHWAB STRATEGIC TR
SOLEShares122.56K
TypeSH
Market value$2.95M
2.01%
Sole
99.06K
Shared
0.00
None
23.50K
BANK AMERICA CORP
SOLEShares46.48K
TypeSH
Market value$2.56M
1.74%
Sole
39.44K
Shared
0.00
None
7.05K
PEPSICO INC
SOLEShares17.50K
TypeSH
Market value$2.51M
1.71%
Sole
12.56K
Shared
0.00
None
4.94K
COCA COLA CO
SOLEShares30.84K
TypeSH
Market value$2.16M
1.47%
Sole
24.41K
Shared
0.00
None
6.43K
CITIGROUP INC
SOLEShares17.23K
TypeSH
Market value$2.01M
1.37%
Sole
17.23K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.28K
TypeSH
Market value$1.91M
1.30%
Sole
4.38K
Shared
0.00
None
1.90K
LEIDOS HOLDINGS INC
SOLEShares10.32K
TypeSH
Market value$1.86M
1.27%
Sole
10.32K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares8.12K
TypeSH
Market value$1.83M
1.25%
Sole
5.42K
Shared
0.00
None
2.70K
SCHWAB STRATEGIC TR
SOLEShares64.24K
TypeSH
Market value$1.76M
1.20%
Sole
45.21K
Shared
0.00
None
19.03K
INNOVATOR ETFS TRUST
SOLEShares33.99K
TypeSH
Market value$1.70M
1.16%
Sole
33.79K
Shared
0.00
None
200.00
TOAST INC
SOLEShares47.80K
TypeSH
Market value$1.70M
1.16%
Sole
17.02K
Shared
0.00
None
30.77K
PALO ALTO NETWORKS INC
SOLEShares9.13K
TypeSH
Market value$1.68M
1.15%
Sole
3.93K
Shared
0.00
None
5.20K
US BANCORP DEL
SOLEShares31.26K
TypeSH
Market value$1.67M
1.14%
Sole
18.82K
Shared
0.00
None
12.44K
CBRE GROUP INC
SOLEShares9.52K
TypeSH
Market value$1.53M
1.04%
Sole
8.87K
Shared
0.00
None
650.00
VANGUARD INDEX FDS
SOLEShares2.26K
TypeSH
Market value$1.42M
0.97%
Sole
2.17K
Shared
0.00
None
93.00
JOHNSON & JOHNSON
SOLEShares6.68K
TypeSH
Market value$1.38M
0.94%
Sole
5.94K
Shared
0.00
None
739.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 26.96K | SH | $7.33M 4.99% | 20.37K | 0.00 | 6.59K |
ALPHABET INCSOLE | CAP STK CL C | 23.23K | SH | $7.29M 4.97% | 16.92K | 0.00 | 6.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.49K | SH | $7.29M 4.96% | 8.56K | 0.00 | 5.93K |
MICROSOFT CORPSOLE | COM | 13.62K | SH | $6.58M 4.49% | 9.23K | 0.00 | 4.38K |
JPMORGAN CHASE & CO.SOLE | COM | 14.42K | SH | $4.65M 3.17% | 11.52K | 0.00 | 2.91K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 164.88K | SH | $4.44M 3.02% | 133.97K | 0.00 | 30.91K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 153.01K | SH | $4.01M 2.73% | 33.73K | 0.00 | 119.28K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.43K | SH | $3.15M 2.14% | 4.54K | 0.00 | 885.00 |
AMAZON COM INCSOLE | COM | 13.54K | SH | $3.12M 2.13% | 7.68K | 0.00 | 5.85K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 122.56K | SH | $2.95M 2.01% | 99.06K | 0.00 | 23.50K |
BANK AMERICA CORPSOLE | COM | 46.48K | SH | $2.56M 1.74% | 39.44K | 0.00 | 7.05K |
PEPSICO INCSOLE | COM | 17.50K | SH | $2.51M 1.71% | 12.56K | 0.00 | 4.94K |
COCA COLA COSOLE | COM | 30.84K | SH | $2.16M 1.47% | 24.41K | 0.00 | 6.43K |
CITIGROUP INCSOLE | COM NEW | 17.23K | SH | $2.01M 1.37% | 17.23K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.28K | SH | $1.91M 1.30% | 4.38K | 0.00 | 1.90K |
LEIDOS HOLDINGS INCSOLE | COM | 10.32K | SH | $1.86M 1.27% | 10.32K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 8.12K | SH | $1.83M 1.25% | 5.42K | 0.00 | 2.70K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 64.24K | SH | $1.76M 1.20% | 45.21K | 0.00 | 19.03K |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 33.99K | SH | $1.70M 1.16% | 33.79K | 0.00 | 200.00 |
TOAST INCSOLE | CL A | 47.80K | SH | $1.70M 1.16% | 17.02K | 0.00 | 30.77K |
PALO ALTO NETWORKS INCSOLE | COM | 9.13K | SH | $1.68M 1.15% | 3.93K | 0.00 | 5.20K |
US BANCORP DELSOLE | COM NEW | 31.26K | SH | $1.67M 1.14% | 18.82K | 0.00 | 12.44K |
CBRE GROUP INCSOLE | CL A | 9.52K | SH | $1.53M 1.04% | 8.87K | 0.00 | 650.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.26K | SH | $1.42M 0.97% | 2.17K | 0.00 | 93.00 |
JOHNSON & JOHNSONSOLE | COM | 6.68K | SH | $1.38M 0.94% | 5.94K | 0.00 | 739.00 |
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