CHAPMAN FINANCIAL GROUP, LLC

Est. AUM

$82.0M

13F long equity, this entity only

Positions

265

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON COM INC	COM	$2.8M	13514	3.43%	SOLE
2	SPDR SERIES TRUST	STATE STRET SPDR	$2.3M	119686	2.80%	SOLE
3	BANK AMERICA CORP	COM	$2.2M	45190	2.69%	SOLE
4	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.1M	6115	2.52%	SOLE
5	CITIGROUP INC	COM NEW	$1.9M	16808	2.33%	SOLE
6	LEIDOS HOLDINGS INC	COM	$1.6M	10072	1.91%	SOLE
7	US BANCORP	COM NEW	$1.6M	29823	1.89%	SOLE
8	PALO ALTO NETWORKS INC	COM	$1.5M	9130	1.79%	SOLE
9	L3HARRIS TECHNOLOGIES INC	COM	$1.5M	4204	1.77%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1424	1.73%	SOLE
11	INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$1.4M	28869	1.72%	SOLE
12	IQVIA HLDGS INC	COM	$1.4M	8130	1.69%	SOLE
13	ISHARES TR	MBS ETF	$1.3M	14140	1.64%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2217	1.62%	SOLE
15	CHEVRON CORPORATION	COM	$1.3M	6160	1.56%	SOLE
16	TOAST INC	CL A	$1.3M	47954	1.55%	SOLE
17	ISHARES TR	CORE MSCI INTL	$1.2M	13989	1.43%	OTR
18	CBRE GROUP INC	CL A	$1.2M	8538	1.41%	SOLE
19	WISDOMTREE TR	INDIA ERNGS FD	$1.1M	26923	1.34%	SOLE
20	NVIDIA CORPORATION	COM	$972K	5576	1.19%	SOLE
21	INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$939K	18892	1.15%	SOLE
22	ANNALY CAPITAL MANAGEMENT IN	COM NEW	$936K	44268	1.14%	SOLE
23	UBER TECHNOLOGIES INC	COM	$929K	12911	1.13%	SOLE
24	VISA INC	COM CL A	$928K	3071	1.13%	SOLE
25	WASTE MGMT INC DEL	COM	$911K	3963	1.11%	SOLE
26	ILLINOIS TOOL WKS INC	COM	$902K	3466	1.10%	OTR
27	SCHWAB STRATEGIC TR	US TIPS ETF	$899K	33793	1.10%	SOLE
28	SALESFORCE INC	COM	$886K	4744	1.08%	SOLE
29	DIAMONDBACK ENERGY INC	COM	$878K	4438	1.07%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$842K	1459	1.03%	SOLE
31	KEURIG DR PEPPER INC	COM	$837K	31795	1.02%	SOLE
32	SCHWAB STRATEGIC TR	US BRD MKT ETF	$804K	32013	0.98%	OTR
33	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$789K	16596	0.96%	SOLE
34	AMERICAN EXPRESS CO	COM	$782K	2585	0.95%	SOLE
35	ISHARES TR	INTL TREA BD ETF	$765K	18626	0.93%	SOLE
36	VIKING HOLDINGS LTD	ORD SHS	$756K	10285	0.92%	SOLE
37	MICROSOFT CORP	COM	$740K	2000	0.90%	OTR
38	FEDEX CORP	COM	$722K	2027	0.88%	SOLE
39	ACCENTURE PLC IRELAND	SHS CLASS A	$692K	3488	0.84%	SOLE
40	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$688K	17166	0.84%	SOLE
41	HOME DEPOT INC	COM	$671K	2039	0.82%	SOLE
42	ASML HLDG NV	N Y REGISTRY SHS	$671K	508	0.82%	SOLE
43	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$660K	15337	0.81%	SOLE
44	INVESCO EXCH TRADED FD TR II	INTL CORP BD	$649K	28096	0.79%	SOLE
45	ELI LILLY & CO	COM	$644K	700	0.79%	SOLE
46	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$628K	16169	0.77%	OTR
47	VANGUARD STAR FDS	VG TL INTL STK F	$612K	7933	0.75%	OTR
48	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$599K	12121	0.73%	SOLE
49	DEERE & CO	COM	$587K	1042	0.72%	SOLE
50	WW GRAINGER INC	COM	$545K	500	0.66%	OTR

1–50 of 265

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.