CHAPMAN FINANCIAL GROUP, LLC

CIK 0002056577 · KAILUA, HI · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

CHAPMAN FINANCIAL GROUP, LLC reported 260 positions worth $150.5M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: GOOG (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$150.5M
2026 Q2
Positions
260
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.5%
Est. Net Flow (Q)
2026 Q2
10 / 260 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$7.6M5.05%21,521
2AAPLAPPLE INCSH$7.3M4.85%25,241
3BRK-BBERKSHIRE HATHAWAY INC DELSH$7.1M4.69%14,116
4MSFTMICROSOFT CORPSH$5.2M3.42%13,814
5SCHXSCHWAB STRATEGIC TRSH$4.8M3.19%163,239
6JPMJPMORGAN CHASE & COSH$4.4M2.94%13,520
7SCHBSCHWAB STRATEGIC TRSH$4.3M2.89%150,192
8SCHFSCHWAB STRATEGIC TRSH$3.4M2.27%123,559
9AMZNAMAZON COM INCSH$3.2M2.12%13,404
10PANWPALO ALTO NETWORKS INCSH$3.1M2.08%9,160

The free plan shows the top 10 positions. The remaining 250 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CHAPMAN FINANCIAL GROUP, LLC hold as of Q2 2026?

CHAPMAN FINANCIAL GROUP, LLC reported 260 positions worth $150.5M in its Q2 2026 13F filing. Largest positions: GOOG (5.1%), AAPL (4.9%), BRK-B (4.7%), MSFT (3.4%) and SCHX (3.2%).

What did CHAPMAN FINANCIAL GROUP, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CHAPMAN FINANCIAL GROUP, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.