Chaney Capital Management
Latest statistics and disclosures from Chaney Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, VUG, VTV, SPEM, QQQ, and represent 70.13% of Chaney Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AGG, META, VTV, IDHQ, SPEM, V, COST, JPM, OBDC, AMGN.
- Started 4 new stock positions in AMGN, V, META, JPM.
- Reduced shares in these 9 stocks: VUG, PAYX, BRK.B, VYM, ROST, JNJ, GOOG, NFLX, SBUX.
- Sold out of its position in PAYX.
- Chaney Capital Management was a net buyer of stock by $9.6M.
- Chaney Capital Management has $282M in assets under management (AUM), dropping by 10.61%.
- Central Index Key (CIK): 0002012041
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Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 38 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 19.8 | $56M | +7% | 557k | 100.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 19.6 | $55M | 115k | 479.61 |
|
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| Vanguard Index Fds Value Etf (VTV) | 17.2 | $49M | +2% | 261k | 186.49 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 7.1 | $20M | +2% | 426k | 46.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.4 | $18M | 30k | 600.37 |
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| Microsoft Corporation (MSFT) | 4.9 | $14M | 27k | 517.95 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 4.2 | $12M | +7% | 349k | 33.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $10M | 42k | 243.10 |
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| Apple (AAPL) | 3.1 | $8.8M | 35k | 254.63 |
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| Amazon (AMZN) | 2.3 | $6.5M | 30k | 219.57 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.3 | $6.4M | 45k | 140.95 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.6 | $4.4M | +4% | 53k | 82.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.4M | -3% | 8.8k | 502.74 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $3.0M | 31k | 95.47 |
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| Meta Platforms Cl A (META) | 0.6 | $1.6M | NEW | 2.2k | 734.23 |
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| Owl Rock Capital Corporation (OBDC) | 0.5 | $1.5M | +17% | 119k | 12.77 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.5M | 7.8k | 186.58 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.3M | +32% | 1.4k | 925.95 |
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| Tesla Motors (TSLA) | 0.4 | $1.2M | +6% | 2.6k | 444.72 |
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| Brown & Brown (BRO) | 0.4 | $1.0M | 11k | 93.79 |
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| Starbucks Corporation (SBUX) | 0.2 | $690k | 8.2k | 84.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $658k | -2% | 2.7k | 243.59 |
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| Boeing Company (BA) | 0.2 | $632k | 2.9k | 215.84 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $504k | +26% | 674.00 | 746.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $465k | 2.2k | 215.79 |
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| Medtronic SHS (MDT) | 0.2 | $457k | 4.8k | 95.24 |
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| Cisco Systems (CSCO) | 0.2 | $450k | +6% | 6.6k | 68.42 |
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| Visa Com Cl A (V) | 0.1 | $409k | NEW | 1.2k | 341.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $393k | 641.00 | 612.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $358k | 1.1k | 328.17 |
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| Johnson & Johnson (JNJ) | 0.1 | $331k | -5% | 1.8k | 185.39 |
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| Block Cl A (XYZ) | 0.1 | $287k | 4.0k | 72.27 |
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| Ross Stores (ROST) | 0.1 | $273k | -10% | 1.8k | 152.39 |
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| salesforce (CRM) | 0.1 | $268k | 1.1k | 237.00 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $233k | NEW | 739.00 | 315.43 |
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| Amgen (AMGN) | 0.1 | $218k | NEW | 771.00 | 282.20 |
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| Netflix (NFLX) | 0.1 | $212k | -2% | 177.00 | 1198.92 |
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| First Northwest Ban (FNWB) | 0.0 | $104k | 13k | 7.87 |
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Past Filings by Chaney Capital Management
SEC 13F filings are viewable for Chaney Capital Management going back to 2023
- Chaney Capital Management 2025 Q3 filed Nov. 12, 2025
- Chaney Capital Management 2025 Q2 filed Aug. 12, 2025
- Chaney Capital Management 2025 Q1 filed April 28, 2025
- Chaney Capital Management 2024 Q4 filed Jan. 28, 2025
- Chaney Capital Management 2024 Q3 filed Oct. 30, 2024
- Chaney Capital Management 2024 Q2 filed July 18, 2024
- Chaney Capital Management 2024 Q1 filed April 22, 2024
- Chaney Capital Management 2023 Q4 filed Feb. 14, 2024