Q3 2026 13F · SEC CIK 2056577

Chapman Financial Group, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $152.1M
Reported positions: 263
Holdings vs S&P 500, 3 yrs: —
Assets under management: $223.9M

Chapman Financial Group, LLC is a wealth manager that reported 263 positions worth $152.1M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Apple Inc (AAPL, 5.4%), Alphabet Inc (GOOG, 4.6%), Berkshire Hathaway Inc Del (BRK-B, 4.6%).

Chapman Financial Group, LLC holdings largest 50 of 263 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chapman Financial Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	4.9%	24,644	-2.4%	$8.2M
GOOGAlphabet Inc	4.6%	5.1%	20,527	-4.6%	$7.0M
BRK-BBerkshire Hathaway Inc Del	4.6%	4.7%	13,935	-1.3%	$6.9M
MSFTMicrosoft Corp	4.6%	3.4%	13,497	-2.3%	$6.9M
SCHXSchwab Strategic Tr	3.1%	3.2%	159,323	-2.4%	$4.8M
JPMJpmorgan Chase & Co	2.9%	2.9%	13,156	-2.7%	$4.4M
SCHBSchwab Strategic Tr	2.8%	2.9%	146,792	-2.3%	$4.3M
TMOThermo Fisher Scientific Inc	2.4%	1.8%	5,368	-0.7%	$3.6M
SCHFSchwab Strategic Tr	2.2%	2.3%	122,839	-0.6%	$3.4M
PANWPalo Alto Networks Inc	2.2%	2.1%	8,446	-7.8%	$3.4M
AMZNAmazon Com Inc	2.2%	2.1%	13,304	-0.7%	$3.3M
TSMTaiwan Semiconductor Manufac	1.8%	1.9%	5,947	-1.5%	$2.7M
KOCoca Cola Co	1.7%	1.6%	29,652	-2.3%	$2.6M
TIPXSpdr Series Trust	1.6%	1.5%	137,628	+13.3%	$2.5M
BACBank of Amer Corp	1.6%	1.7%	44,603	-0.6%	$2.4M
PEPPepsico Inc	1.4%	1.5%	16,602	-2.1%	$2.1M
IQVIqvia Hldgs Inc	1.3%	1.0%	7,605	-0.3%	$2.0M
CCitigroup Inc	1.3%	1.6%	15,689	-6.4%	$2.0M
SCHDSchwab Strategic Tr	1.3%	1.3%	62,424	-1.9%	$2.0M
JNJJohnson & Johnson	1.2%	1.1%	6,630	-1.1%	$1.8M
USBUS Bancorp	1.1%	1.2%	28,734	-3.2%	$1.7M
BAUGInnovator Etfs Trust	1.0%	1.0%	28,009	+0.0%	$1.5M
LLYEli Lilly & Co	0.9%	—	1,222	—	$1.4M
VMBSVanguard Scottsdale Fds	0.9%	1.0%	31,830	+0.1%	$1.4M
VOOVanguard Index Fds	0.9%	1.0%	2,012	-12.1%	$1.4M
TOSTToast Inc	0.9%	0.9%	47,254	-0.6%	$1.4M
NVDANvidia Corporation	0.8%	0.7%	5,576	+0.0%	$1.3M
COSTCostco Wholesale Corporation	0.8%	0.9%	1,394	-2.1%	$1.3M
IDEVIshares Tr	0.8%	0.8%	13,989	+0.0%	$1.3M
MBBIshares Tr	0.8%	0.9%	13,875	-1.0%	$1.2M
GNMAIshares Tr	0.8%	0.9%	29,661	+2.1%	$1.2M
CRMSalesforce Inc	0.8%	—	5,370	—	$1.2M
LDOSLeidos Holdings Inc	0.8%	0.7%	10,072	+0.0%	$1.2M
CVXChevron Corporation	0.8%	0.7%	5,998	-0.2%	$1.2M
BABInvesco Exch Traded Fd Tr II	0.8%	0.8%	47,175	+4.0%	$1.2M
CBRECbre Group Inc	0.7%	0.8%	8,466	-0.8%	$1.1M
QQQInvesco Qqq Tr	0.7%	0.7%	1,459	+0.0%	$1.1M
VVisa Inc	0.7%	0.7%	2,996	-2.4%	$1.1M
PGProcter & Gamble Co	0.7%	0.7%	7,084	+0.0%	$1.0M
ABBVAbbvie Inc	0.7%	0.6%	3,872	-0.3%	$1.0M
EPIWisdomtree Tr	0.7%	0.8%	24,291	-8.8%	$989K
BIPBrookfield Infrastructure Pa	0.6%	0.7%	27,407	+0.0%	$974K
NLYAnnaly Capital Management in	0.6%	0.7%	51,185	+2.6%	$967K
VTVVanguard Index Fds	0.6%	0.6%	4,401	+0.0%	$951K
LHXL3harris Technologies Inc	0.6%	0.8%	3,978	-5.4%	$942K
KDPKeurig Dr Pepper Inc	0.6%	0.7%	30,654	-1.4%	$930K
ASMLAsml Hldg NV	0.6%	0.7%	503	+0.0%	$911K
ITWIllinois Tool Wks Inc	0.6%	0.6%	3,466	+0.0%	$892K
UBERUber Technologies Inc	0.6%	0.6%	12,486	-2.5%	$855K
MCDMcdonalds Corp	0.5%	0.7%	3,600	-3.9%	$831K

What Chapman Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$152.1M	263
Q2 2026	$150.5M	260
Q1 2026	$139.8M	265
Q4 2025	$146.8M	256
Q3 2025	$144.7M	269
Q2 2025	$117.8M	216
Q4 2024	$124.7M	219

Questions about Chapman Financial Group, LLC's portfolio

What stocks does Chapman Financial Group, LLC own?

Chapman Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 263 positions worth $152.1M. The largest are Apple Inc (AAPL) at 5.4%, Alphabet Inc (GOOG) at 4.6%, Berkshire Hathaway Inc Del (BRK-B) at 4.6%, Microsoft Corp (MSFT) at 4.6% and Schwab Strategic Tr (SCHX) at 3.1%.

What did Chapman Financial Group, LLC buy last quarter?

In Q3 2026, Chapman Financial Group, LLC added Spdr Series Trust (TIPX) (+13.3% shares), compared with its Q2 2026 filing.

What did Chapman Financial Group, LLC sell last quarter?

In Q3 2026, Chapman Financial Group, LLC cut from its top 50 Viking Hldgs Ltd (VIK), cut from its top 50 Invesco Exchange Traded Fd T (PRF), Vanguard Index Fds (VOO) (-12.1% shares), Wisdomtree Tr (EPI) (-8.8% shares) and Palo Alto Networks Inc (PANW) (-7.8% shares), compared with its Q2 2026 filing.

When is Chapman Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chapman Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Chapman Financial Group, LLC manage?

Chapman Financial Group, LLC reported $223.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $152.1M.