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 69.60% of Chaney Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: AGG, VTV, IDHQ, AMD, QDF, IMCG, SPEM, AMZN, QQQ, TSLA.
  • Started 2 new stock positions in AMD, QDF.
  • Reduced shares in these 10 stocks: VUG, GOOGL, AAPL, NFLX, BA, VYM, MSFT, VIG, CRM, SBUX.
  • Sold out of its position in NFLX.
  • Chaney Capital Management was a net buyer of stock by $1.9M.
  • Chaney Capital Management has $290M in assets under management (AUM), dropping by 2.77%.
  • Central Index Key (CIK): 0002012041

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Portfolio Holdings for Chaney Capital Management

Chaney Capital Management holds 39 positions in its portfolio as reported in the December 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 $58M +3% 575k 99.88
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Vanguard Index Fds Growth Etf (VUG) 19.1 $55M 113k 487.86
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Vanguard Index Fds Value Etf (VTV) 17.4 $50M 264k 190.99
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.9 $20M 427k 46.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.4 $19M 30k 614.31
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Microsoft Corporation (MSFT) 4.4 $13M 27k 483.61
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Alphabet Cap Stk Cl A (GOOGL) 4.4 $13M 41k 313.00
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 4.4 $13M +3% 363k 35.15
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Apple (AAPL) 3.2 $9.2M -2% 34k 271.86
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Amazon (AMZN) 2.4 $6.9M 30k 230.82
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Vanguard Whitehall Fds High Div Yld (VYM) 2.2 $6.4M 45k 143.52
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $4.4M 8.8k 502.65
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Ishares Tr MRGSTR MD CP GRW (IMCG) 1.5 $4.3M 54k 79.84
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Charles Schwab Corporation (SCHW) 1.1 $3.1M 32k 99.91
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NVIDIA Corporation (NVDA) 0.5 $1.5M +2% 8.0k 186.50
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Owl Rock Capital Corporation (OBDC) 0.5 $1.5M 119k 12.43
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Meta Platforms Cl A (META) 0.5 $1.4M 2.2k 660.00
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Tesla Motors (TSLA) 0.4 $1.2M +2% 2.7k 449.72
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Costco Wholesale Corporation (COST) 0.4 $1.2M 1.4k 862.43
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Brown & Brown (BRO) 0.3 $866k 11k 79.70
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Alphabet Cap Stk Cl C (GOOG) 0.3 $848k 2.7k 313.76
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Starbucks Corporation (SBUX) 0.2 $669k -2% 7.9k 84.21
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Boeing Company (BA) 0.2 $545k -14% 2.5k 217.14
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Cisco Systems (CSCO) 0.2 $535k +5% 6.9k 77.03
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Vanguard World Inf Tech Etf (VGT) 0.2 $508k 674.00 754.18
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Medtronic SHS (MDT) 0.2 $461k 4.8k 96.06
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $452k -4% 2.1k 219.78
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Visa Com Cl A (V) 0.2 $450k +7% 1.3k 350.71
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $402k 641.00 627.44
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Johnson & Johnson (JNJ) 0.1 $369k 1.8k 207.00
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $365k 1.1k 335.27
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Ross Stores (ROST) 0.1 $323k 1.8k 180.14
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salesforce (CRM) 0.1 $280k -6% 1.1k 264.91
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Amgen (AMGN) 0.1 $277k +9% 846.00 327.31
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Block Cl A (XYZ) 0.1 $258k 4.0k 65.09
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JPMorgan Chase & Co. (JPM) 0.1 $238k 739.00 322.22
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Advanced Micro Devices (AMD) 0.1 $211k NEW 983.00 214.16
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Flexshares Tr Qualt Divd Idx (QDF) 0.1 $206k NEW 2.5k 80.81
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First Northwest Ban (FNWB) 0.0 $123k 13k 9.38
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Past Filings by Chaney Capital Management

SEC 13F filings are viewable for Chaney Capital Management going back to 2023