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, QQQ, SPEM, and represent 68.66% of Chaney Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$41M), QQQ (+$9.5M), IDHQ, MU, VGT, IMCG, AMAT, NFLX, CAT, FTEC.
- Started 6 new stock positions in MU, FTEC, CAT, AMAT, CRWD, NFLX.
- Reduced shares in these 10 stocks: VTV, VYM, GOOGL, CVX, , AGG, AAPL, SPEM, GOOG, META.
- Sold out of its positions in CVX, XOM.
- Chaney Capital Management was a net buyer of stock by $51M.
- Chaney Capital Management has $318M in assets under management (AUM), dropping by 12.13%.
- Central Index Key (CIK): 0002012041
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Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 17.9 | $57M | 574k | 98.98 |
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| Vanguard Index Fds Value Etf (VTV) | 17.6 | $56M | 257k | 217.93 |
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| Vanguard Index Fds Growth Etf (VUG) | 15.9 | $51M | +401% | 587k | 86.14 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.3 | $33M | +41% | 44k | 736.41 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 7.0 | $22M | 430k | 51.78 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 5.7 | $18M | +4% | 412k | 43.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $14M | -2% | 39k | 357.37 |
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| Apple (AAPL) | 3.4 | $11M | 38k | 289.36 |
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| Microsoft Corporation (MSFT) | 3.3 | $11M | 28k | 373.02 |
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| Amazon (AMZN) | 2.5 | $8.1M | 34k | 238.34 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.9 | $6.1M | +5% | 63k | 98.30 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $6.0M | -8% | 38k | 158.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $4.4M | 8.9k | 500.39 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $2.9M | 32k | 92.27 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.2M | 11k | 200.09 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.5M | 1.6k | 935.72 |
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| Owl Rock Capital Corporation (OBDC) | 0.4 | $1.3M | 120k | 10.87 |
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| Meta Platforms Cl A (META) | 0.4 | $1.2M | 2.2k | 563.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.0M | 2.9k | 353.33 |
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| Tesla Motors (TSLA) | 0.3 | $926k | 2.2k | 420.60 |
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| Cisco Systems (CSCO) | 0.3 | $834k | +2% | 7.1k | 117.46 |
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| Advanced Micro Devices (AMD) | 0.2 | $787k | +5% | 1.4k | 580.91 |
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| Brown & Brown (BRO) | 0.2 | $697k | 11k | 64.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $645k | +700% | 5.4k | 119.51 |
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| Micron Technology (MU) | 0.2 | $601k | NEW | 521.00 | 1154.29 |
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| Starbucks Corporation (SBUX) | 0.2 | $568k | 5.6k | 102.19 |
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| Boeing Company (BA) | 0.2 | $531k | 2.5k | 216.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $486k | 2.1k | 236.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $478k | +14% | 696.00 | 686.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $468k | 1.8k | 253.91 |
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| Visa Com Cl A (V) | 0.1 | $453k | +2% | 1.3k | 343.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $403k | 1.1k | 370.04 |
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| Medtronic SHS (MDT) | 0.1 | $386k | 4.9k | 78.23 |
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| Ross Stores (ROST) | 0.1 | $336k | 1.6k | 212.85 |
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| Amgen (AMGN) | 0.1 | $319k | +4% | 882.00 | 362.12 |
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| Applied Materials (AMAT) | 0.1 | $307k | NEW | 425.00 | 723.00 |
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| Block Cl A (XYZ) | 0.1 | $302k | 4.0k | 76.00 |
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| Netflix (NFLX) | 0.1 | $283k | NEW | 4.0k | 71.40 |
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| Caterpillar (CAT) | 0.1 | $273k | NEW | 256.00 | 1064.90 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $255k | NEW | 893.00 | 285.61 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $240k | 733.00 | 327.33 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $229k | 2.5k | 89.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $211k | NEW | 277.00 | 763.14 |
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| Wal-Mart Stores (WMT) | 0.1 | $202k | 1.8k | 113.26 |
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| First Northwest Ban (FNWB) | 0.0 | $142k | 13k | 10.81 |
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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 Q2 filed Aug. 12, 2026
- 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