Chaney Capital Management
Latest statistics and disclosures from Chaney Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, VTV, VUG, SPEM, QQQ, and represent 69.76% of Chaney Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VUG, AAPL, IDHQ, AMZN, QQQ, NVDA, MSFT, IMCG, CVX, COST.
- Started 3 new stock positions in XOM, WMT, CVX.
- Reduced shares in these 10 stocks: VTV, VYM, GOOGL, , SBUX, TSLA, ROST, BRK.B, VOO, BA.
- Sold out of its position in CRM.
- Chaney Capital Management was a net buyer of stock by $6.1M.
- Chaney Capital Management has $284M in assets under management (AUM), dropping by -2.11%.
- Central Index Key (CIK): 0002012041
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Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 20.2 | $57M | 576k | 99.27 |
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| Vanguard Index Fds Value Etf (VTV) | 18.1 | $51M | 261k | 196.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 18.0 | $51M | +3% | 117k | 436.79 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 7.1 | $20M | 430k | 46.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.4 | $18M | +3% | 31k | 577.19 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 4.9 | $14M | +8% | 394k | 35.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $12M | -2% | 40k | 287.56 |
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| Microsoft Corporation (MSFT) | 3.6 | $10M | +4% | 28k | 370.18 |
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| Apple (AAPL) | 3.4 | $9.7M | +13% | 38k | 253.79 |
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| Amazon (AMZN) | 2.5 | $7.1M | +13% | 34k | 208.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $6.2M | -6% | 42k | 148.10 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.6 | $4.7M | +9% | 59k | 78.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.2M | 8.7k | 479.20 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $3.0M | 32k | 93.98 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.9M | +35% | 11k | 174.40 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.6M | +16% | 1.6k | 996.29 |
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| Owl Rock Capital Corporation (OBDC) | 0.5 | $1.3M | 120k | 11.06 |
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| Meta Platforms Cl A (META) | 0.5 | $1.3M | +3% | 2.2k | 572.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $844k | +8% | 2.9k | 286.84 |
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| Tesla Motors (TSLA) | 0.3 | $831k | -17% | 2.2k | 371.75 |
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| Brown & Brown (BRO) | 0.2 | $708k | 11k | 65.21 |
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| Cisco Systems (CSCO) | 0.2 | $539k | 6.9k | 77.59 |
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| Starbucks Corporation (SBUX) | 0.2 | $499k | -29% | 5.6k | 89.59 |
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| Boeing Company (BA) | 0.2 | $488k | -2% | 2.5k | 199.04 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $471k | 674.00 | 698.12 |
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| Johnson & Johnson (JNJ) | 0.2 | $450k | +3% | 1.8k | 244.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $442k | 2.1k | 215.06 |
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| Medtronic SHS (MDT) | 0.2 | $428k | +2% | 4.9k | 86.65 |
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| Visa Com Cl A (V) | 0.1 | $388k | 1.3k | 302.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $365k | -4% | 610.00 | 597.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $350k | 1.1k | 320.81 |
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| Ross Stores (ROST) | 0.1 | $342k | -11% | 1.6k | 216.63 |
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| Amgen (AMGN) | 0.1 | $298k | 846.00 | 351.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $262k | +31% | 1.3k | 203.43 |
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| Chevron Corporation (CVX) | 0.1 | $239k | NEW | 1.2k | 206.94 |
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| Block Cl A (XYZ) | 0.1 | $239k | 4.0k | 60.18 |
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| Wal-Mart Stores (WMT) | 0.1 | $222k | NEW | 1.8k | 124.28 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $216k | 733.00 | 294.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $204k | NEW | 1.2k | 169.66 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $201k | 2.5k | 79.09 |
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| First Northwest Ban (FNWB) | 0.0 | $114k | 13k | 8.68 |
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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 2026 Q1 filed May 11, 2026
- Chaney Capital Management 2025 Q4 filed Jan. 27, 2026
- 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