Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Chapman Financial Group

Latest statistics and disclosures from Chapman Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, MSFT, AAPL, GOOG, JPM, and represent 21.91% of Chapman Financial Group's stock portfolio.
Added to shares of these 10 stocks: IDEV, ITW, MSFT, SCHB, IGOV, VIK, TREX, WDAY, DFAC, SCHG.
Started 61 new stock positions in IBM, IVE, VUG, DIS, DBEF, YUM, AVUS, GWW, SCHH, ITOT.
Reduced shares in these 10 stocks: GNRC, BAPR, LBRDK, ULTA, BRKR, ELV, AMT, JNJ, PJAN, FDX.
Sold out of its positions in BAH, BRKR, GNRC, PJAN, LBRDK, Lucid Group, XIFR, Walgreen Boots Alliance.
Chapman Financial Group was a net buyer of stock by $20M.
Chapman Financial Group has $145M in assets under management (AUM), dropping by 22.77%.
Central Index Key (CIK): 0002056577

Tip: Access up to 7 years of quarterly data

Positions held by Chapman Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Chapman Financial Group

Chapman Financial Group holds 269 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
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.0	$7.3M	+6%	15k	502.74	View chart
Microsoft Corporation (MSFT)	4.9	$7.0M	+14%	14k	517.94	View chart
Apple (AAPL)	4.8	$7.0M	+5%	27k	254.63	View chart
Alphabet Cap Stk Cl C (GOOG)	4.0	$5.8M		24k	243.55	View chart
JPMorgan Chase & Co. (JPM)	3.2	$4.6M	+7%	15k	315.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.1	$4.4M	+12%	168k	26.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$3.9M	+29%	150k	25.71	View chart
Amazon (AMZN)	2.1	$3.0M		14k	219.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$2.9M	+11%	126k	23.28	View chart
Thermo Fisher Scientific (TMO)	1.8	$2.6M	+10%	5.4k	485.02	View chart
Pepsi (PEP)	1.7	$2.5M	+7%	18k	140.44	View chart
Bank of America Corporation (BAC)	1.7	$2.4M		47k	51.59	View chart
Leidos Holdings (LDOS)	1.6	$2.3M	-2%	12k	188.96	View chart
Coca-Cola Company (KO)	1.4	$2.0M	+5%	31k	66.32	View chart
Palo Alto Networks (PANW)	1.3	$1.9M	+12%	9.4k	203.62	View chart
Toast Cl A (TOST)	1.2	$1.8M		49k	36.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.2	$1.8M		6.3k	279.29	View chart
Citigroup Com New (C)	1.2	$1.8M		17k	101.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.7M	+24%	64k	27.30	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.2	$1.7M	-4%	34k	48.99	View chart
Iqvia Holdings (IQV)	1.1	$1.6M		8.4k	189.94	View chart
Us Bancorp Del Com New (USB)	1.1	$1.6M		32k	48.33	View chart
Cbre Group Cl A (CBRE)	1.0	$1.5M		9.5k	157.56	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$1.4M	+56%	14k	95.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.4M	-6%	2.2k	612.42	View chart
Uber Technologies (UBER)	0.9	$1.3M		13k	97.97	View chart
Johnson & Johnson (JNJ)	0.9	$1.3M	-13%	7.0k	185.42	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.9	$1.3M	+7%	29k	44.20	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$1.3M	+9%	28k	44.35	View chart
L3harris Technologies (LHX)	0.9	$1.2M		4.1k	305.41	View chart
Costco Wholesale Corporation (COST)	0.8	$1.2M		1.3k	925.63	View chart
McDonald's Corporation (MCD)	0.8	$1.1M	+35%	3.8k	303.89	View chart
salesforce (CRM)	0.8	$1.1M		4.8k	237.00	View chart
Procter & Gamble Company (PG)	0.8	$1.1M	+23%	7.3k	153.65	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.1M	NEW	14k	80.17	View chart
Visa Com Cl A (V)	0.8	$1.1M		3.2k	341.37	View chart
NVIDIA Corporation (NVDA)	0.8	$1.1M	-4%	5.8k	186.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.8	$1.1M	-4%	27k	39.69	View chart
American Tower Reit (AMT)	0.7	$1.0M	-17%	5.3k	192.33	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.7	$1.0M		21k	49.66	View chart
Chevron Corporation (CVX)	0.7	$1.0M	-10%	6.5k	155.29	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$1.0M	+77%	22k	46.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$999k	-2%	4.0k	246.60	View chart
Two Harbors Inventment Corpo Note 6.250% 1/1	0.7	$991k		990k	1.00	View chart
American Express Company (AXP)	0.7	$981k		3.0k	332.16	View chart
Abbvie (ABBV)	0.7	$941k	+42%	4.1k	231.54	View chart
Chipotle Mexican Grill (CMG)	0.6	$919k	+20%	23k	39.19	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.6	$904k	+5%	28k	32.89	View chart
Illinois Tool Works (ITW)	0.6	$904k	NEW	3.5k	260.76	View chart
Starbucks Corporation (SBUX)	0.6	$890k	-3%	11k	84.60	View chart
Zoetis Cl A (ZTS)	0.6	$882k	-7%	6.0k	146.32	View chart
Waste Management (WM)	0.6	$875k		4.0k	220.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$849k	+76%	4.6k	186.52	View chart
Home Depot (HD)	0.6	$834k	-5%	2.1k	405.19	View chart
Annaly Capital Management In Com New (NLY)	0.6	$828k	+15%	41k	20.21	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.6	$824k	NEW	19k	42.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$775k	+123%	18k	42.95	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$760k		17k	45.21	View chart
Diamondback Energy (FANG)	0.5	$753k	-7%	5.3k	143.11	View chart
Viking Holdings Ord Shs (VIK)	0.5	$686k	NEW	11k	62.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$679k	+18%	25k	26.95	View chart
Trex Company (TREX)	0.4	$650k	NEW	13k	51.67	View chart
Workday Cl A (WDAY)	0.4	$634k	NEW	2.6k	240.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$624k	NEW	16k	38.57	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.4	$621k	+35%	24k	25.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$619k	-2%	1.0k	600.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$600k	+198%	896.00	669.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$589k	NEW	19k	31.91	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$584k		15k	38.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$583k	NEW	7.9k	73.46	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.4	$573k	+1212%	21k	27.29	View chart
Dominion Resources (D)	0.4	$551k	-2%	9.0k	61.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$534k	-2%	9.4k	57.10	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.4	$533k		15k	34.56	View chart
Eli Lilly & Co. (LLY)	0.4	$527k	+171%	690.00	763.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$524k	NEW	1.1k	479.61	View chart
Deere & Company (DE)	0.4	$520k	+3%	1.1k	457.26	View chart
Abbott Laboratories (ABT)	0.4	$515k	NEW	3.8k	133.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$504k	+24%	2.4k	208.71	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$500k		516.00	968.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$496k	-7%	17k	29.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$495k		1.5k	328.17	View chart
FedEx Corporation (FDX)	0.3	$494k	-24%	2.1k	235.81	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.3	$491k	NEW	21k	23.83	View chart
Emerson Electric (EMR)	0.3	$490k	+94%	3.7k	131.18	View chart
Keurig Dr Pepper (KDP)	0.3	$487k	NEW	19k	25.51	View chart
W.W. Grainger (GWW)	0.3	$477k	NEW	500.00	952.96	View chart
Pfizer (PFE)	0.3	$431k	+57%	17k	25.48	View chart
Novartis Sponsored Adr (NVS)	0.3	$420k		3.3k	128.24	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.3	$419k	+2%	8.6k	48.86	View chart
Anthem (ELV)	0.3	$380k	-43%	1.2k	323.12	View chart
Enterprise Products Partners (EPD)	0.3	$362k		12k	31.27	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.2	$357k		8.7k	41.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$354k	NEW	12k	29.11	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$353k	+137%	14k	25.61	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$340k		8.1k	41.97	View chart
International Business Machines (IBM)	0.2	$340k	NEW	1.2k	282.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$340k	+620%	3.9k	87.31	View chart
Builders FirstSource (BLDR)	0.2	$337k	+2%	2.8k	121.25	View chart
Broadcom (AVGO)	0.2	$331k	+41%	1.0k	329.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$315k	NEW	6.2k	50.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$302k	+347%	2.7k	112.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$297k	NEW	2.7k	108.70	View chart
Wal-Mart Stores (WMT)	0.2	$294k	+375%	2.9k	103.06	View chart
Union Pacific Corporation (UNP)	0.2	$281k	+11%	1.2k	236.37	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$277k		7.8k	35.74	View chart
Walt Disney Company (DIS)	0.2	$271k	NEW	2.4k	114.50	View chart
Northrop Grumman Corporation (NOC)	0.2	$271k		444.00	609.32	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$268k		150.00	1789.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$263k		3.5k	74.37	View chart
Lowe's Companies (LOW)	0.2	$263k		1.0k	251.31	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$258k	+3%	11k	23.47	View chart
Zimmer Holdings (ZBH)	0.2	$257k	+8%	2.6k	98.50	View chart
Willis Towers Watson SHS (WTW)	0.2	$253k	-6%	731.00	345.45	View chart
United Parcel Service CL B (UPS)	0.2	$252k	-36%	3.0k	83.53	View chart
Oneok (OKE)	0.2	$247k	+6%	3.4k	72.97	View chart
M&T Bank Corporation (MTB)	0.2	$247k	NEW	1.3k	197.62	View chart
Spdr Series Trust Aerospace Def (XAR)	0.2	$236k		1.0k	234.99	View chart
Fastenal Company (FAST)	0.2	$235k	NEW	4.8k	49.04	View chart
Merck & Co (MRK)	0.2	$230k	+157%	2.7k	83.93	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$226k	NEW	3.8k	60.03	View chart
Match Group (MTCH)	0.2	$222k		6.3k	35.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$220k		294.00	746.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$218k		2.0k	111.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$213k		1.1k	189.78	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$212k	NEW	6.1k	34.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$205k	+274%	4.5k	45.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$199k		820.00	243.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$198k	-6%	7.9k	25.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$195k	NEW	2.5k	78.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$194k		2.7k	71.37	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$188k	-79%	4.0k	46.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$183k	+37%	1.9k	96.46	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$181k		15k	12.37	View chart
CSX Corporation (CSX)	0.1	$179k		5.0k	35.51	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$177k	NEW	1.8k	99.53	View chart
Intel Corporation (INTC)	0.1	$167k	+474%	5.0k	33.55	View chart
Bristol Myers Squibb (BMY)	0.1	$164k	-47%	3.6k	45.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$163k	NEW	3.5k	46.42	View chart
EOG Resources (EOG)	0.1	$158k		1.4k	112.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$158k		4.7k	33.37	View chart
Constellation Energy (CEG)	0.1	$157k		477.00	329.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$155k	-24%	889.00	174.58	View chart
Boeing Company (BA)	0.1	$149k	NEW	689.00	215.83	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$148k		4.5k	32.69	View chart
Cisco Systems (CSCO)	0.1	$143k	+703%	2.1k	68.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$138k	+43%	1.5k	91.46	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$129k		2.6k	49.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$128k		3.1k	41.15	View chart
Ford Motor Company (F)	0.1	$127k		11k	11.96	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$124k		5.0k	24.79	View chart
Mastercard Incorporated Cl A (MA)	0.1	$118k		208.00	569.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$110k		1.4k	79.90	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$103k		2.8k	36.69	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$100k		2.3k	44.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$100k	NEW	683.00	145.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$97k	-12%	780.00	123.75	View chart
Norfolk Southern (NSC)	0.1	$93k		311.00	300.41	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$91k		3.8k	23.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$86k	+429%	1.6k	53.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$84k	NEW	283.00	297.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$82k	+161%	972.00	84.11	View chart
Automatic Data Processing (ADP)	0.1	$81k	NEW	275.00	293.50	View chart
Southern Company (SO)	0.1	$80k	NEW	840.00	94.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$78k	NEW	1.7k	46.12	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$78k	-27%	850.00	91.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$75k		628.00	118.83	View chart
Medtronic SHS (MDT)	0.1	$74k	+85%	777.00	95.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$73k	+1575%	2.6k	27.90	View chart
Super Micro Computer Com New (SMCI)	0.0	$71k	NEW	1.5k	47.94	View chart
PPG Industries (PPG)	0.0	$65k		622.00	105.17	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$65k	+63%	1.3k	49.08	View chart
Exelon Corporation (EXC)	0.0	$65k		1.4k	45.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$63k	NEW	1.4k	45.57	View chart
Edwards Lifesciences (EW)	0.0	$62k		800.00	77.77	View chart
Yum! Brands (YUM)	0.0	$61k	NEW	398.00	152.00	View chart
MetLife (MET)	0.0	$58k		700.00	82.37	View chart
Unilever Spon Adr New (UL)	0.0	$56k	+375%	950.00	59.28	View chart
Canadian Pacific Kansas City (CP)	0.0	$52k		703.00	74.49	View chart
Altria (MO)	0.0	$52k		786.00	66.06	View chart
General Dynamics Corporation (GD)	0.0	$51k		148.00	341.00	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$46k	-21%	915.00	50.59	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$45k		2.0k	22.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$44k		1.2k	36.69	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$42k		900.00	46.32	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$37k	-30%	700.00	53.02	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$37k		699.00	52.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$36k	NEW	84.00	433.05	View chart
Tesla Motors (TSLA)	0.0	$36k		81.00	444.73	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$35k	-38%	800.00	43.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$35k		52.00	666.19	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$33k	-93%	60.00	546.75	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$31k	NEW	661.00	46.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$30k		85.00	355.47	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$30k	+16%	290.00	103.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$30k		310.00	95.14	View chart
Stanley Black & Decker (SWK)	0.0	$28k		380.00	74.33	View chart
Public Service Enterprise (PEG)	0.0	$25k		300.00	83.46	View chart
Lockheed Martin Corporation (LMT)	0.0	$25k		50.00	499.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$25k	NEW	382.00	65.00	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$24k		500.00	48.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$23k		90.00	254.29	View chart
Caterpillar (CAT)	0.0	$20k		42.00	477.17	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$17k		800.00	20.93	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$16k		300.00	51.60	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$15k		300.00	48.29	View chart
At&t (T)	0.0	$14k		510.00	28.24	View chart
Applied Materials (AMAT)	0.0	$14k		70.00	204.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$14k		86.00	164.55	View chart
Oge Energy Corp (OGE)	0.0	$14k		300.00	46.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$13k		150.00	87.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$13k		130.00	99.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$13k	NEW	267.00	48.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$13k		300.00	42.02	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$13k		200.00	62.47	View chart
RPM International (RPM)	0.0	$12k		100.00	117.88	View chart
UnitedHealth (UNH)	0.0	$11k		33.00	345.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$11k		436.00	24.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$10k	NEW	97.00	103.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$9.8k		110.00	89.35	View chart
Amgen (AMGN)	0.0	$9.3k		33.00	282.21	View chart
Backblaze Com Cl A (BLZE)	0.0	$9.3k		1.0k	9.28	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$9.1k	-55%	200.00	45.74	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$8.6k	NEW	146.00	59.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$8.6k		42.00	203.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$8.0k	NEW	41.00	194.51	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$7.4k	+175%	113.00	65.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$7.1k	NEW	59.00	120.73	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.6k	NEW	98.00	67.84	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$6.6k	+80%	450.00	14.68	View chart
Vanguard World Financials Etf (VFH)	0.0	$6.6k		50.00	131.48	View chart
Cs Disco (LAW)	0.0	$6.5k		1.0k	6.46	View chart
Verizon Communications (VZ)	0.0	$6.3k		144.00	43.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$6.3k	NEW	122.00	51.24	View chart
Realty Income (O)	0.0	$6.1k		100.00	60.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$5.8k	NEW	28.00	206.54	View chart
Ambarella SHS (AMBA)	0.0	$5.4k		65.00	82.52	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$5.1k		4.00	1280.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$4.9k		10.00	490.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$3.6k	NEW	32.00	113.91	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$3.6k		16.00	225.25	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$3.5k		49.00	71.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$3.3k	NEW	10.00	332.90	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$3.1k	NEW	81.00	37.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$3.0k		10.00	298.10	View chart
Astera Labs (ALAB)	0.0	$2.9k		15.00	195.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$2.8k	NEW	29.00	95.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$2.7k		50.00	54.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$2.7k	NEW	116.00	23.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$2.6k	NEW	10.00	256.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.5k	NEW	13.00	195.92	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.5k		48.00	52.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.5k	NEW	34.00	72.79	View chart
Lucid Group Com New (LCID)	0.0	$2.4k	NEW	100.00	23.79	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.6k	NEW	70.00	23.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$903.000000	NEW	21.00	43.00	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$810.999800	NEW	26.00	31.19	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$700.000400		23.00	30.43	View chart
Airbnb Com Cl A (ABNB)	0.0	$608.000000		5.00	121.60	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$531.000000		10.00	53.10	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$493.000000		40.00	12.32	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$453.999600		12.00	37.83	View chart
Southwest Airlines (LUV)	0.0	$320.000000		10.00	32.00	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$270.000000		30.00	9.00	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.0	$164.999800	NEW	7.00	23.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$150.999800	NEW	7.00	21.57	View chart
Moderna (MRNA)	0.0	$130.000000		5.00	26.00	View chart
Lemonade (LMND)	0.0	$54.000000		1.00	54.00	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$26.000000	NEW	1.00	26.00	View chart

Past Filings by Chapman Financial Group

SEC 13F filings are viewable for Chapman Financial Group going back to 2025

Chapman Financial Group 2025 Q3 filed Nov. 12, 2025
Chapman Financial Group 2025 Q2 filed Aug. 15, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z