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Chapman Financial Group

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

Top 5 stock holdings are AAPL, GOOG, BRK.B, MSFT, JPM, and represent 22.58% of Chapman Financial Group's stock portfolio.
Added to shares of these 10 stocks: BAB, KDP, VTEI, QQQ, J, SCHP, VOOG, BUFF, HII, AVGO.
Started 9 new stock positions in J, NTSX, PJAN, HII, UL, IFRA, DTCR, VTEI, IONQ.
Reduced shares in these 10 stocks: PFEB, CMG, LDOS, TREX, ZTS, WTW, MTCH, BLDR, PFE, GOOG.
Sold out of its positions in T, DYNF, THRO, HAUZ, BJUN, PXH, OEF, EFV, EFG, GOVT. QUAL, MTUM, IUSB, IBIT, LCID, MTCH, RPM, FNDF, FNDA, Unilever, VZ, WTW.
Chapman Financial Group was a net seller of stock by $-2.4M.
Chapman Financial Group has $147M in assets under management (AUM), dropping by 1.45%.
Central Index Key (CIK): 0002056577

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Portfolio Holdings for Chapman Financial Group

Chapman Financial Group holds 256 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
Apple (AAPL)	5.0	$7.3M		27k	271.86	View chart
Alphabet Cap Stk Cl C (GOOG)	5.0	$7.3M	-2%	23k	313.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.0	$7.3M		15k	502.65	View chart
Microsoft Corporation (MSFT)	4.5	$6.6M		14k	483.62	View chart
JPMorgan Chase & Co. (JPM)	3.2	$4.6M		14k	322.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$4.4M	-2%	165k	26.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$4.0M		153k	26.23	View chart
Thermo Fisher Scientific (TMO)	2.1	$3.1M		5.4k	579.45	View chart
Amazon (AMZN)	2.1	$3.1M		14k	230.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$2.9M	-2%	123k	24.04	View chart
Bank of America Corporation (BAC)	1.7	$2.6M		47k	55.00	View chart
Pepsi (PEP)	1.7	$2.5M		18k	143.52	View chart
Coca-Cola Company (KO)	1.5	$2.2M		31k	69.91	View chart
Citigroup Com New (C)	1.4	$2.0M		17k	116.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.3	$1.9M		6.3k	303.89	View chart
Leidos Holdings (LDOS)	1.3	$1.9M	-14%	10k	180.40	View chart
Iqvia Holdings (IQV)	1.2	$1.8M	-3%	8.1k	225.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$1.8M		64k	27.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.2	$1.7M		34k	50.04	View chart
Toast Cl A (TOST)	1.2	$1.7M		48k	35.51	View chart
Palo Alto Networks (PANW)	1.1	$1.7M	-3%	9.1k	184.20	View chart
Us Bancorp Del Com New (USB)	1.1	$1.7M	-3%	31k	53.36	View chart
Cbre Group Cl A (CBRE)	1.0	$1.5M		9.5k	160.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.4M		2.3k	627.27	View chart
Johnson & Johnson (JNJ)	0.9	$1.4M	-4%	6.7k	206.95	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$1.3M		14k	95.22	View chart
salesforce (CRM)	0.9	$1.3M		4.7k	264.91	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$1.3M		28k	44.54	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.8	$1.2M	-8%	27k	46.29	View chart
L3harris Technologies (LHX)	0.8	$1.2M	+3%	4.2k	293.57	View chart
Costco Wholesale Corporation (COST)	0.8	$1.2M	+7%	1.4k	862.34	View chart
McDonald's Corporation (MCD)	0.8	$1.2M		3.8k	305.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.2M		14k	82.48	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.8	$1.1M	+94%	41k	27.20	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M		5.8k	186.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$1.1M	+7%	23k	47.08	View chart
American Express Company (AXP)	0.7	$1.1M		2.9k	369.95	View chart
Visa Com Cl A (V)	0.7	$1.1M	-4%	3.1k	350.70	View chart
Uber Technologies (UBER)	0.7	$1.1M	-2%	13k	81.71	View chart
Procter & Gamble Company (PG)	0.7	$1.0M		7.2k	143.31	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.7	$1.0M	-3%	20k	50.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$980k	-9%	3.7k	268.30	View chart
Two Harbors Inventment Corpo Note 6.250% 1/1	0.7	$977k	-4%	950k	1.03	View chart
Annaly Capital Management In Com New (NLY)	0.7	$956k	+4%	43k	22.36	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.6	$952k		27k	34.74	View chart
Chevron Corporation (CVX)	0.6	$937k	-5%	6.1k	152.41	View chart
Abbvie (ABBV)	0.6	$918k		4.0k	228.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$896k	+41%	1.5k	614.52	View chart
Keurig Dr Pepper (KDP)	0.6	$880k	+64%	31k	28.01	View chart
Waste Management (WM)	0.6	$871k		4.0k	219.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$870k		4.6k	191.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$856k	+28%	32k	26.49	View chart
Illinois Tool Works (ITW)	0.6	$854k		3.5k	246.30	View chart
American Tower Reit (AMT)	0.6	$825k	-11%	4.7k	175.59	View chart
Starbucks Corporation (SBUX)	0.5	$780k	-11%	9.3k	84.21	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$778k		17k	46.92	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$756k	-6%	18k	41.66	View chart
Eli Lilly & Co. (LLY)	0.5	$742k		690.00	1074.68	View chart
Viking Holdings Ord Shs (VIK)	0.5	$735k	-6%	10k	71.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$717k	-9%	16k	43.72	View chart
Home Depot (HD)	0.5	$695k		2.0k	344.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.5	$693k	-37%	17k	40.72	View chart
Diamondback Energy (FANG)	0.5	$679k	-14%	4.5k	150.34	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.4	$649k	+4%	25k	25.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$640k		16k	39.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$615k	+2%	19k	32.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$614k		896.00	684.94	View chart
FedEx Corporation (FDX)	0.4	$606k		2.1k	288.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$599k		7.9k	75.44	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$577k	-3%	15k	39.12	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$574k	+34%	12k	49.86	View chart
Workday Cl A (WDAY)	0.4	$572k		2.7k	214.78	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.4	$536k	-2%	501.00	1069.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$533k		1.1k	487.86	View chart
Dominion Resources (D)	0.4	$522k		8.9k	58.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$512k		2.4k	211.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$506k		1.5k	335.27	View chart
W.W. Grainger (GWW)	0.3	$505k		500.00	1009.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$503k		17k	30.07	View chart
Deere & Company (DE)	0.3	$501k	-5%	1.1k	465.57	View chart
Zoetis Cl A (ZTS)	0.3	$494k	-34%	3.9k	125.82	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.3	$488k	-8%	14k	34.45	View chart
Abbott Laboratories (ABT)	0.3	$482k		3.8k	125.29	View chart
Emerson Electric (EMR)	0.3	$476k	-4%	3.6k	132.72	View chart
Chipotle Mexican Grill (CMG)	0.3	$456k	-47%	12k	37.00	View chart
Novartis Sponsored Adr (NVS)	0.3	$448k		3.2k	137.87	View chart
Broadcom (AVGO)	0.3	$441k	+26%	1.3k	346.10	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.3	$437k	-11%	18k	23.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$431k	-19%	7.5k	57.24	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$415k	+16%	16k	25.76	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.3	$406k	+2%	8.9k	45.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$387k	+25%	7.8k	49.46	View chart
Enterprise Products Partners (EPD)	0.3	$371k		12k	32.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$360k		12k	29.61	View chart
International Business Machines (IBM)	0.2	$357k		1.2k	296.21	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$335k	+18%	9.2k	36.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$326k	-6%	3.6k	89.46	View chart
Exxon Mobil Corporation (XOM)	0.2	$323k		2.7k	120.34	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$322k		150.00	2146.18	View chart
Anthem (ELV)	0.2	$322k	-22%	917.00	350.55	View chart
Wal-Mart Stores (WMT)	0.2	$318k		2.9k	111.41	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$316k	-11%	7.2k	43.98	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$306k		2.7k	111.78	View chart
Merck & Co (MRK)	0.2	$289k		2.7k	105.26	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$288k	+12%	12k	23.37	View chart
Walt Disney Company (DIS)	0.2	$270k		2.4k	113.77	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$265k	NEW	2.6k	100.83	View chart
United Parcel Service CL B (UPS)	0.2	$265k	-11%	2.7k	99.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$262k		3.5k	74.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$257k		820.00	313.00	View chart
Oneok (OKE)	0.2	$257k	+2%	3.5k	73.50	View chart
Pfizer (PFE)	0.2	$254k	-39%	10k	24.90	View chart
Northrop Grumman Corporation (NOC)	0.2	$253k		444.00	570.21	View chart
Lowe's Companies (LOW)	0.2	$252k		1.0k	241.16	View chart
Union Pacific Corporation (UNP)	0.2	$252k	-8%	1.1k	231.32	View chart
M&T Bank Corporation (MTB)	0.2	$252k		1.3k	201.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$252k	+13%	334.00	753.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$247k	+35%	2.6k	96.16	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$243k		1.0k	241.27	View chart
Zimmer Holdings (ZBH)	0.2	$234k		2.6k	89.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$226k		3.8k	59.93	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$217k	+9%	8.7k	25.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$215k		1.1k	191.64	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$211k	+465%	475.00	444.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$209k		4.5k	46.43	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$207k	-4%	5.8k	35.92	View chart
Jacobs Engineering Group (J)	0.1	$206k	NEW	1.6k	132.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$204k	-5%	1.9k	110.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$199k		2.7k	73.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$197k	+27%	6.0k	32.75	View chart
Fastenal Company (FAST)	0.1	$193k		4.8k	40.13	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$192k		4.0k	47.98	View chart
Bristol Myers Squibb (BMY)	0.1	$183k	-6%	3.4k	53.94	View chart
CSX Corporation (CSX)	0.1	$183k		5.0k	36.25	View chart
Boeing Company (BA)	0.1	$181k	+20%	833.00	217.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$169k		3.5k	48.11	View chart
Trex Company (TREX)	0.1	$168k	-61%	4.8k	35.08	View chart
Cisco Systems (CSCO)	0.1	$161k		2.1k	77.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$158k		889.00	177.37	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$156k	-13%	13k	12.38	View chart
EOG Resources (EOG)	0.1	$148k		1.4k	105.04	View chart
Constellation Energy (CEG)	0.1	$141k	-16%	400.00	353.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$134k		1.5k	88.53	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$132k	-13%	3.9k	33.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$130k		3.1k	41.88	View chart
Ford Motor Company (F)	0.1	$129k	-7%	9.8k	13.12	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$128k		2.8k	45.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$126k	-35%	1.6k	78.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$119k		208.00	571.14	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$119k	-4%	4.8k	24.71	View chart
Huntington Ingalls Inds (HII)	0.1	$115k	NEW	337.00	340.07	View chart
Builders FirstSource (BLDR)	0.1	$113k	-60%	1.1k	102.89	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$107k	-5%	2.5k	43.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$102k		683.00	148.69	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$100k		2.3k	44.20	View chart
Norfolk Southern (NSC)	0.1	$90k		311.00	288.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$89k	-18%	1.1k	79.70	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$87k		1.6k	54.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$86k		283.00	302.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$77k	-16%	654.00	117.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$76k		628.00	120.18	View chart
Super Micro Computer Com New (SMCI)	0.1	$75k	+72%	2.6k	29.27	View chart
Medtronic SHS (MDT)	0.1	$75k		777.00	96.06	View chart
Intel Corporation (INTC)	0.1	$73k	-60%	2.0k	36.90	View chart
Southern Company (SO)	0.0	$73k		840.00	87.20	View chart
Automatic Data Processing (ADP)	0.0	$71k		275.00	257.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$69k	-6%	2.4k	28.48	View chart
Edwards Lifesciences (EW)	0.0	$68k		800.00	85.25	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$65k		850.00	75.91	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$64k	-33%	878.00	72.63	View chart
PPG Industries (PPG)	0.0	$64k		622.00	102.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$63k		1.4k	45.57	View chart
Exelon Corporation (EXC)	0.0	$62k		1.4k	43.58	View chart
Yum! Brands (YUM)	0.0	$60k		398.00	151.28	View chart
MetLife (MET)	0.0	$55k		700.00	78.94	View chart
Unilever Spon Adr New (UL)	0.0	$55k	NEW	843.00	65.40	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.0	$55k	NEW	1.0k	54.81	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$54k	-39%	2.3k	23.67	View chart
Canadian Pacific Kansas City (CP)	0.0	$52k		703.00	73.63	View chart
General Dynamics Corporation (GD)	0.0	$50k		148.00	336.66	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$50k	NEW	946.00	52.62	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$47k	NEW	2.2k	21.10	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$46k		2.0k	22.82	View chart
Altria (MO)	0.0	$45k		786.00	57.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$45k		1.2k	37.41	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$42k		900.00	46.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$41k	-77%	398.00	101.98	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$39k		700.00	55.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$37k	-54%	447.00	83.75	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$37k		699.00	52.64	View chart
Tesla Motors (TSLA)	0.0	$36k		81.00	449.73	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$36k		60.00	605.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$36k	+24%	385.00	94.16	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$36k		800.00	44.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$36k		52.00	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$34k		85.00	396.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$31k	-32%	615.00	50.46	View chart
Stanley Black & Decker (SWK)	0.0	$28k		380.00	74.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$26k	-13%	250.00	102.39	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$25k		500.00	49.43	View chart
Lockheed Martin Corporation (LMT)	0.0	$24k		50.00	483.68	View chart
Public Service Enterprise (PEG)	0.0	$24k		300.00	80.30	View chart
Caterpillar (CAT)	0.0	$24k		42.00	572.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$23k		90.00	257.96	View chart
Applied Materials (AMAT)	0.0	$18k		70.00	257.00	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$17k		800.00	21.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$17k	-80%	330.00	49.90	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$16k		300.00	53.05	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$15k		300.00	49.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$14k		86.00	167.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$14k	NEW	300.00	47.02	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$13k		130.00	102.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$13k		300.00	43.38	View chart
Oge Energy Corp (OGE)	0.0	$13k		300.00	42.70	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$13k	+100%	300.00	42.69	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$13k		267.00	47.95	View chart
UnitedHealth (UNH)	0.0	$11k		33.00	330.12	View chart
Amgen (AMGN)	0.0	$11k		33.00	327.33	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$11k		200.00	53.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$11k		436.00	24.37	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$9.9k		97.00	101.67	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$9.8k	+100%	220.00	44.71	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$8.9k		450.00	19.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$8.8k		42.00	210.36	View chart
Cs Disco (LAW)	0.0	$7.8k		1.0k	7.76	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$7.6k		113.00	67.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$7.3k		59.00	123.27	View chart
Vanguard World Financials Etf (VFH)	0.0	$6.7k		50.00	134.40	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$6.1k		122.00	50.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$5.9k		28.00	212.07	View chart
Realty Income (O)	0.0	$5.6k		100.00	56.37	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$5.0k		4.00	1252.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$4.7k		10.00	468.80	View chart
Backblaze Com Cl A (BLZE)	0.0	$4.7k		1.0k	4.66	View chart
Ambarella SHS (AMBA)	0.0	$4.6k		65.00	70.85	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$3.6k		16.00	228.06	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$3.6k		49.00	73.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.8k		10.00	284.20	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$2.8k		29.00	96.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.8k		34.00	81.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$2.7k		50.00	53.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.6k		13.00	199.69	View chart
Astera Labs (ALAB)	0.0	$2.5k		15.00	166.40	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.5k		48.00	51.77	View chart
Ionq Inc Pipe (IONQ)	0.0	$1.4k	NEW	32.00	44.88	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.3k	-17%	58.00	22.98	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$702.999600		23.00	30.57	View chart
Airbnb Com Cl A (ABNB)	0.0	$679.000000		5.00	135.80	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$567.000000		10.00	56.70	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$449.000400		12.00	37.42	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$417.000000		40.00	10.43	View chart
Southwest Airlines (LUV)	0.0	$414.000000		10.00	41.40	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$185.001000		30.00	6.17	View chart
Moderna (MRNA)	0.0	$148.000000		5.00	29.60	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$147.000000		7.00	21.00	View chart
Lemonade (LMND)	0.0	$72.000000		1.00	72.00	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 Q4 filed Feb. 2, 2026
Chapman Financial Group 2025 Q3 filed Nov. 12, 2025
Chapman Financial Group 2025 Q2 filed Aug. 15, 2025

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