Filed: 5/12/2026ACC: 0002056577-26-000002
📋 What this filing means
CHAPMAN FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 265 equity positions with a total reported market value of $139.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
265
Positions
$139.75M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$62.32M44.6%
CL B NEW$6.77M4.8%
CAP STK CL C$6.27M4.5%
COM NEW$4.49M3.2%
US LRG CAP ETF$4.15M3.0%
US BRD MKT ETF$3.81M2.7%
CL A$3.58M2.6%
Portfolio Concentration
Top 3$19.51M14.0%
4–10$25.50M18.2%
11–25$27.33M19.6%
Rest$67.42M48.2%
Top 3 weight
14.0%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
1.12M
shares
% of voting shares56.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
857.45K
shares
% of voting shares43.3%
Investment Discretion (by position count)
Sole242
Shared0
Other23
Dominant voting typeSole · 56.7% of voting shares
Institutional Holdings265
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.13K
TypeSH
Market value$6.77M
4.85%
Sole
8.18K
Shared
0.00
None
5.95K
APPLE INC
SOLEShares25.45K
TypeSH
Market value$6.46M
4.62%
Sole
18.90K
Shared
0.00
None
6.55K
ALPHABET INC
SOLEShares21.87K
TypeSH
Market value$6.27M
4.49%
Sole
15.71K
Shared
0.00
None
6.17K
MICROSOFT CORP
SOLEShares13.65K
TypeSH
Market value$5.05M
3.62%
Sole
9.24K
Shared
0.00
None
4.41K
SCHWAB STRATEGIC TR
SOLEShares161.74K
TypeSH
Market value$4.15M
2.97%
Sole
132.02K
Shared
0.00
None
29.71K
JPMORGAN CHASE & CO
SOLEShares13.59K
TypeSH
Market value$4.00M
2.86%
Sole
10.71K
Shared
0.00
None
2.88K
SCHWAB STRATEGIC TR
SOLEShares151.76K
TypeSH
Market value$3.81M
2.73%
Sole
32.48K
Shared
0.00
None
119.28K
SCHWAB STRATEGIC TR
SOLEShares122.33K
TypeSH
Market value$3.03M
2.17%
Sole
98.59K
Shared
0.00
None
23.74K
AMAZON COM INC
SOLEShares13.51K
TypeSH
Market value$2.81M
2.01%
Sole
7.71K
Shared
0.00
None
5.80K
THERMO FISHER SCIENTIFIC INC
SOLEShares5.41K
TypeSH
Market value$2.66M
1.90%
Sole
4.52K
Shared
0.00
None
885.00
PEPSICO INC
SOLEShares17.01K
TypeSH
Market value$2.64M
1.89%
Sole
12.22K
Shared
0.00
None
4.79K
COCA COLA CO
SOLEShares30.35K
TypeSH
Market value$2.31M
1.65%
Sole
23.92K
Shared
0.00
None
6.43K
SPDR SERIES TRUST
SOLEShares119.69K
TypeSH
Market value$2.30M
1.64%
Sole
89.83K
Shared
0.00
None
29.86K
BANK AMERICA CORP
SOLEShares45.19K
TypeSH
Market value$2.20M
1.58%
Sole
38.29K
Shared
0.00
None
6.90K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares6.12K
TypeSH
Market value$2.07M
1.48%
Sole
4.33K
Shared
0.00
None
1.79K
SCHWAB STRATEGIC TR
SOLEShares64.02K
TypeSH
Market value$1.96M
1.41%
Sole
44.49K
Shared
0.00
None
19.53K
CITIGROUP INC
SOLEShares16.81K
TypeSH
Market value$1.91M
1.36%
Sole
16.81K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares6.72K
TypeSH
Market value$1.64M
1.18%
Sole
5.98K
Shared
0.00
None
739.00
LEIDOS HOLDINGS INC
SOLEShares10.07K
TypeSH
Market value$1.57M
1.12%
Sole
10.07K
Shared
0.00
None
0.00
US BANCORP
SOLEShares29.82K
TypeSH
Market value$1.55M
1.11%
Sole
18.56K
Shared
0.00
None
11.26K
PALO ALTO NETWORKS INC
SOLEShares9.13K
TypeSH
Market value$1.46M
1.05%
Sole
3.93K
Shared
0.00
None
5.20K
L3HARRIS TECHNOLOGIES INC
SOLEShares4.20K
TypeSH
Market value$1.45M
1.04%
Sole
4.20K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares30.61K
TypeSH
Market value$1.44M
1.03%
Sole
22.61K
Shared
0.00
None
8K
COSTCO WHOLESALE CORPORATION
SOLEShares1.42K
TypeSH
Market value$1.42M
1.02%
Sole
994.00
Shared
0.00
None
430.00
INNOVATOR ETFS TRUST
SOLEShares28.87K
TypeSH
Market value$1.41M
1.01%
Sole
28.67K
Shared
0.00
None
200.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.13K | SH | $6.77M 4.85% | 8.18K | 0.00 | 5.95K |
APPLE INCSOLE | COM | 25.45K | SH | $6.46M 4.62% | 18.90K | 0.00 | 6.55K |
ALPHABET INCSOLE | CAP STK CL C | 21.87K | SH | $6.27M 4.49% | 15.71K | 0.00 | 6.17K |
MICROSOFT CORPSOLE | COM | 13.65K | SH | $5.05M 3.62% | 9.24K | 0.00 | 4.41K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 161.74K | SH | $4.15M 2.97% | 132.02K | 0.00 | 29.71K |
JPMORGAN CHASE & COSOLE | COM | 13.59K | SH | $4.00M 2.86% | 10.71K | 0.00 | 2.88K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 151.76K | SH | $3.81M 2.73% | 32.48K | 0.00 | 119.28K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 122.33K | SH | $3.03M 2.17% | 98.59K | 0.00 | 23.74K |
AMAZON COM INCSOLE | COM | 13.51K | SH | $2.81M 2.01% | 7.71K | 0.00 | 5.80K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.41K | SH | $2.66M 1.90% | 4.52K | 0.00 | 885.00 |
PEPSICO INCSOLE | COM | 17.01K | SH | $2.64M 1.89% | 12.22K | 0.00 | 4.79K |
COCA COLA COSOLE | COM | 30.35K | SH | $2.31M 1.65% | 23.92K | 0.00 | 6.43K |
SPDR SERIES TRUSTSOLE | STATE STRET SPDR | 119.69K | SH | $2.30M 1.64% | 89.83K | 0.00 | 29.86K |
BANK AMERICA CORPSOLE | COM | 45.19K | SH | $2.20M 1.58% | 38.29K | 0.00 | 6.90K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 6.12K | SH | $2.07M 1.48% | 4.33K | 0.00 | 1.79K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 64.02K | SH | $1.96M 1.41% | 44.49K | 0.00 | 19.53K |
CITIGROUP INCSOLE | COM NEW | 16.81K | SH | $1.91M 1.36% | 16.81K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.72K | SH | $1.64M 1.18% | 5.98K | 0.00 | 739.00 |
LEIDOS HOLDINGS INCSOLE | COM | 10.07K | SH | $1.57M 1.12% | 10.07K | 0.00 | 0.00 |
US BANCORPSOLE | COM NEW | 29.82K | SH | $1.55M 1.11% | 18.56K | 0.00 | 11.26K |
PALO ALTO NETWORKS INCSOLE | COM | 9.13K | SH | $1.46M 1.05% | 3.93K | 0.00 | 5.20K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4.20K | SH | $1.45M 1.04% | 4.20K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 30.61K | SH | $1.44M 1.03% | 22.61K | 0.00 | 8K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.42K | SH | $1.42M 1.02% | 994.00 | 0.00 | 430.00 |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 28.87K | SH | $1.41M 1.01% | 28.67K | 0.00 | 200.00 |
Page 1 of 11
…