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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 GOOG, AAPL, BRK.B, MSFT, SCHX, and represent 21.22% of Chapman Financial Group's stock portfolio.
Added to shares of these 10 stocks: UL, VUG, VGT, GEHC, IAUM, NLY, CRM, VOOG, VTEI, AVB.
Started 5 new stock positions in RKLB, IDNA, GEHC, FDXF, SPCX.
Reduced shares in these 10 stocks: BJUL, JEPI, OKE, , GOOG, VTIP, ZTS, SCHP, SBUX, IGIB.
Sold out of its positions in IONQ, EMB, IGIB, TLH, IAGG, JEPI, OKE, GLD, VOT, LYB.
Chapman Financial Group was a net seller of stock by $-418k.
Chapman Financial Group has $151M in assets under management (AUM), dropping by 7.68%.
Central Index Key (CIK): 0002056577

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Portfolio Holdings for Chapman Financial Group

Chapman Financial Group holds 260 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
Alphabet Cap Stk Cl C (GOOG)	5.1	$7.6M		22k	353.33	View chart
Apple (AAPL)	4.9	$7.3M		25k	289.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.7	$7.1M		14k	500.39	View chart
Microsoft Corporation (MSFT)	3.4	$5.2M		14k	373.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.2	$4.8M		163k	29.43	View chart
JPMorgan Chase & Co. (JPM)	2.9	$4.4M		14k	327.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.9	$4.3M		150k	28.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.3	$3.4M		124k	27.70	View chart
Amazon (AMZN)	2.1	$3.2M		13k	238.34	View chart
Palo Alto Networks (PANW)	2.1	$3.1M		9.2k	341.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.9	$2.9M		6.0k	477.57	View chart
Thermo Fisher Scientific (TMO)	1.8	$2.7M		5.4k	501.36	View chart
Bank of America Corporation (BAC)	1.7	$2.6M		45k	56.98	View chart
Coca-Cola Company (KO)	1.6	$2.5M		30k	81.27	View chart
Citigroup Com New (C)	1.6	$2.3M		17k	139.96	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.5	$2.3M		121k	18.93	View chart
Pepsi (PEP)	1.5	$2.3M		17k	135.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$2.0M		64k	31.71	View chart
Us Bancorp Com New (USB)	1.2	$1.8M		30k	60.40	View chart
Johnson & Johnson (JNJ)	1.1	$1.7M		6.7k	253.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.6M	+3%	2.3k	686.76	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.0	$1.5M	-2%	28k	53.61	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$1.5M	+3%	32k	46.81	View chart
Iqvia Holdings (IQV)	1.0	$1.5M	-6%	7.6k	193.22	View chart
Costco Wholesale Corporation (COST)	0.9	$1.3M		1.4k	935.47	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$1.3M		14k	94.52	View chart
Toast Cl A (TOST)	0.9	$1.3M		48k	27.82	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$1.3M		29k	44.23	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.2M		14k	89.01	View chart
L3harris Technologies (LHX)	0.8	$1.2M		4.2k	290.59	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.8	$1.2M	+2%	45k	26.84	View chart
Cbre Group Cl A (CBRE)	0.8	$1.1M		8.5k	134.69	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.8	$1.1M		27k	42.78	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M		5.6k	200.09	View chart
Annaly Capital Management In Com New (NLY)	0.7	$1.1M	+12%	50k	22.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M		1.5k	736.19	View chart
Viking Holdings Ord Shs (VIK)	0.7	$1.1M		10k	104.67	View chart
Visa Com Cl A (V)	0.7	$1.1M		3.1k	343.08	View chart
Procter & Gamble Company (PG)	0.7	$1.0M		7.1k	146.64	View chart
Leidos Holdings (LDOS)	0.7	$1.0M		10k	102.97	View chart
Keurig Dr Pepper (KDP)	0.7	$1.0M	-2%	31k	32.73	View chart
McDonald's Corporation (MCD)	0.7	$1.0M		3.7k	270.31	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.7	$1.0M		503.00	1989.44	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.7	$1.0M		27k	36.49	View chart
Chevron Corporation (CVX)	0.7	$996k	-2%	6.0k	165.76	View chart
Abbvie (ABBV)	0.6	$977k		3.9k	251.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$959k		4.4k	217.97	View chart
Illinois Tool Works (ITW)	0.6	$938k		3.5k	270.47	View chart
Uber Technologies (UBER)	0.6	$924k		13k	72.16	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.6	$897k		17k	54.03	View chart
Waste Management (WM)	0.6	$883k		4.0k	222.88	View chart
American Express Company (AXP)	0.6	$874k		2.6k	338.25	View chart
salesforce (CRM)	0.6	$862k	+15%	5.5k	156.66	View chart
Eli Lilly & Co. (LLY)	0.6	$840k		700.00	1199.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$780k	-12%	30k	26.50	View chart
Diamondback Energy (FANG)	0.5	$767k		4.4k	175.80	View chart
Starbucks Corporation (SBUX)	0.5	$766k	-12%	7.5k	102.19	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$764k		19k	41.03	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$717k		16k	44.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$706k		15k	46.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.5	$699k	-5%	16k	43.06	View chart
Home Depot (HD)	0.5	$699k	-2%	2.0k	352.68	View chart
W.W. Grainger (GWW)	0.5	$680k		500.00	1360.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$678k		7.9k	85.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$671k		896.00	748.89	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$668k	+4%	13k	52.68	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.4	$666k	+2%	26k	25.42	View chart
Deere & Company (DE)	0.4	$661k		1.0k	634.33	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.4	$651k		28k	23.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$638k		19k	33.84	View chart
FedEx Corporation (FDX)	0.4	$619k	-2%	2.0k	313.13	View chart
Unilever Spon Adr New (UL)	0.4	$600k	+1083%	10k	60.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$565k	+500%	6.6k	86.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$558k		1.5k	370.04	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.4	$548k	+22%	5.4k	100.97	View chart
Dominion Resources (D)	0.4	$547k		8.0k	68.29	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.4	$544k	-3%	14k	39.75	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$523k	-3%	12k	42.20	View chart
Emerson Electric (EMR)	0.3	$501k	-3%	3.5k	143.15	View chart
American Tower Reit (AMT)	0.3	$481k		2.9k	163.57	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$481k	-53%	8.9k	54.31	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.3	$478k	+17%	11k	42.43	View chart
Broadcom (AVGO)	0.3	$453k	-5%	1.2k	377.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$423k		12k	34.81	View chart
AvalonBay Communities (AVB)	0.3	$422k	+24%	2.2k	188.69	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$416k		16k	25.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$413k	-6%	11k	36.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$410k	-5%	3.3k	124.44	View chart
Enterprise Products Partners (EPD)	0.3	$397k		11k	36.76	View chart
Chipotle Mexican Grill (CMG)	0.3	$382k	-8%	11k	34.00	View chart
Novartis Sponsored Adr (NVS)	0.2	$369k	-10%	2.4k	156.72	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$354k		9.0k	39.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$351k		3.6k	96.58	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$350k		2.7k	128.08	View chart
Abbott Laboratories (ABT)	0.2	$349k		3.8k	90.74	View chart
International Business Machines (IBM)	0.2	$346k		1.2k	281.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$342k		2.5k	136.72	View chart
Wal-Mart Stores (WMT)	0.2	$323k		2.9k	113.26	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.2	$322k	+189%	8.0k	40.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$322k		900.00	357.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$319k	+700%	2.7k	119.52	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$313k	-5%	6.8k	46.14	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$312k		150.00	2080.79	View chart
Merck & Co (MRK)	0.2	$301k	-7%	2.3k	128.50	View chart
M&T Bank Corporation (MTB)	0.2	$298k		1.3k	238.01	View chart
Union Pacific Corporation (UNP)	0.2	$296k		1.1k	272.00	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.2	$286k		1.0k	283.83	View chart
Intel Corporation (INTC)	0.2	$278k		2.0k	139.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$276k		1.1k	242.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$268k	+8%	1.3k	212.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$260k	+12%	11k	24.66	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$260k		11k	23.13	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$259k	NEW	4.1k	64.01	View chart
Anthem (ELV)	0.2	$258k	-23%	667.00	386.73	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.2	$258k	-23%	6.7k	38.50	View chart
United Parcel Svcs CL B (UPS)	0.2	$256k		2.4k	107.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$256k	+3%	7.0k	36.26	View chart
Workday Cl A (WDAY)	0.2	$251k	-16%	2.1k	122.42	View chart
Cisco Systems (CSCO)	0.2	$245k		2.1k	117.46	View chart
CSX Corporation (CSX)	0.2	$240k		5.0k	47.53	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.2	$235k		5.8k	40.67	View chart
Fastenal Company (FAST)	0.2	$231k		4.8k	48.03	View chart
Lowe's Companies (LOW)	0.2	$230k		1.0k	220.49	View chart
Walt Disney Company (DIS)	0.2	$228k		2.4k	96.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$227k		2.7k	83.75	View chart
Northrop Grumman Corporation (NOC)	0.1	$226k		443.00	509.31	View chart
Trex Company (TREX)	0.1	$225k		4.5k	50.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$221k	-35%	4.4k	50.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$219k	-6%	2.3k	94.57	View chart
Boeing Company (BA)	0.1	$211k		976.00	216.47	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$192k		3.5k	54.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$191k		1.8k	109.07	View chart
Bristol Myers Squibb (BMY)	0.1	$176k		3.0k	57.62	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$174k		13k	13.83	View chart
Jacobs Engineering Group (J)	0.1	$174k	-11%	1.4k	126.00	View chart
Pfizer (PFE)	0.1	$169k		7.0k	24.08	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$160k	-24%	3.0k	53.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$157k		793.00	197.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$150k		2.0k	73.41	View chart
Zimmer Holdings (ZBH)	0.1	$146k	-18%	1.7k	86.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$146k		2.5k	58.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$146k		1.5k	96.47	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$141k	+499%	1.7k	82.64	View chart
Zoetis Cl A (ZTS)	0.1	$132k	-47%	1.8k	71.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$130k		253.00	513.83	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$128k		1.6k	79.01	View chart
Ford Motor Company (F)	0.1	$120k	-5%	8.6k	13.90	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$120k		4.8k	24.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$120k		160.00	746.77	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$113k	-34%	2.8k	40.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$112k		683.00	164.27	View chart
Norfolk Southern (NSC)	0.1	$105k		334.00	314.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$104k		698.00	148.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$104k		283.00	365.70	View chart
Huntington Ingalls Inds (HII)	0.1	$102k		364.00	279.89	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$98k		2.3k	43.61	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$96k		1.8k	53.61	View chart
Builders FirstSource (BLDR)	0.1	$91k	-6%	1.0k	89.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$91k	-32%	2.1k	43.23	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$87k	-38%	2.4k	35.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$87k		2.4k	36.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$85k		1.6k	52.41	View chart
Southern Company (SO)	0.1	$80k		840.00	95.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$80k	+56%	972.00	82.65	View chart
Dell Technologies CL C (DELL)	0.1	$78k	+84%	181.00	431.46	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$78k		878.00	88.86	View chart
PPG Industries (PPG)	0.1	$76k		622.00	121.35	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$75k		393.00	190.52	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$74k	NEW	2.2k	33.75	View chart
Edwards Lifesciences (EW)	0.0	$72k		800.00	90.46	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$71k	+25%	735.00	96.46	View chart
Constellation Energy (CEG)	0.0	$68k		275.00	248.37	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.0	$68k		2.2k	30.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$67k		1.4k	48.14	View chart
Exelon Corporation (EXC)	0.0	$67k		1.4k	46.61	View chart
Yum! Brands (YUM)	0.0	$64k		398.00	159.86	View chart
General Dynamics Corporation (GD)	0.0	$62k		176.00	354.24	View chart
Automatic Data Processing (ADP)	0.0	$62k		275.00	223.95	View chart
Canadian Pacific Kansas City (CP)	0.0	$61k		703.00	86.65	View chart
Medtronic SHS (MDT)	0.0	$61k		777.00	78.23	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$60k		946.00	63.04	View chart
MetLife (MET)	0.0	$59k		700.00	84.61	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.0	$59k		1.0k	59.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$59k		1.2k	48.81	View chart
Altria (MO)	0.0	$57k		786.00	71.95	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$54k		2.3k	23.44	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$52k		900.00	57.67	View chart
Rocket Lab Corp (RKLB)	0.0	$50k	NEW	496.00	101.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$50k		398.00	124.76	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$48k	+11%	957.00	49.86	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$46k		2.0k	22.75	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$45k	NEW	299.00	151.00	View chart
Caterpillar (CAT)	0.0	$45k		42.00	1064.90	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$38k		800.00	47.35	View chart
Tesla Motors (TSLA)	0.0	$34k		81.00	420.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$34k		350.00	95.62	View chart
Duke Energy Corp Com New (DUK)	0.0	$32k	-14%	256.00	126.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$31k		800.00	38.54	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$29k		1.7k	17.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$27k		90.00	303.12	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$27k		60.00	450.98	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$27k		500.00	53.02	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$26k		250.00	102.16	View chart
Lockheed Martin Corporation (LMT)	0.0	$26k		50.00	509.46	View chart
Public Service Enterprise (PEG)	0.0	$24k		300.00	81.16	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$21k		350.00	58.87	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$18k		330.00	54.02	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$17k		300.00	57.63	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$16k		86.00	188.09	View chart
Backblaze Com Cl A (BLZE)	0.0	$16k		1.0k	15.86	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$16k		300.00	52.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$16k		200.00	77.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$15k		300.00	49.49	View chart
Oge Energy Corp (OGE)	0.0	$15k		300.00	48.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$14k		130.00	110.15	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$14k		172.00	82.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$14k		300.00	45.89	View chart
UnitedHealth (UNH)	0.0	$14k		33.00	415.64	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$14k		300.00	45.34	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$13k		267.00	47.75	View chart
Amgen (AMGN)	0.0	$12k		33.00	362.12	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$12k		220.00	53.11	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$12k		200.00	57.84	View chart
TJX Companies (TJX)	0.0	$11k		70.00	151.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$11k		436.00	24.14	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$10k		65.00	158.66	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$9.8k		14.00	703.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$8.1k		59.00	137.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$7.6k		10.00	763.20	View chart
Valero Energy Corporation (VLO)	0.0	$7.6k		29.00	260.45	View chart
Stanley Black & Decker (SWK)	0.0	$7.5k		80.00	94.12	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.5k		25.00	298.08	View chart
Astera Labs (ALAB)	0.0	$7.2k		15.00	483.07	View chart
Vanguard World Financials Etf (VFH)	0.0	$6.7k	+2%	51.00	131.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$6.4k		28.00	227.07	View chart
Nextera Energy (NEE)	0.0	$6.3k		72.00	87.78	View chart
Realty Income (O)	0.0	$6.2k		100.00	61.96	View chart
Ambarella SHS (AMBA)	0.0	$5.6k		65.00	85.80	View chart
Kroger (KR)	0.0	$5.6k		100.00	55.53	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$5.0k		4.00	1254.50	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$4.6k		16.00	290.50	View chart
Cs Disco (LAW)	0.0	$3.8k		1.0k	3.78	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$3.4k		49.00	70.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$3.3k		13.00	252.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$3.0k		50.00	59.70	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$2.9k	NEW	17.00	170.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.6k		34.00	75.53	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.5k		48.00	51.29	View chart
Barrick Mng Corp Com Shs (B)	0.0	$1.8k		50.00	36.74	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.3k		58.00	22.66	View chart
Kimco Realty Corporation (KIM)	0.0	$1.3k		50.00	25.36	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$725.999600		23.00	31.57	View chart
Airbnb Com Cl A (ABNB)	0.0	$716.000000		5.00	143.20	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$618.000000		10.00	61.80	View chart
Southwest Airlines (LUV)	0.0	$515.000000		10.00	51.50	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$444.999600		12.00	37.08	View chart
Moderna (MRNA)	0.0	$351.000000		5.00	70.20	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$303.000000		40.00	7.58	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$177.999000		30.00	5.93	View chart
Lemonade (LMND)	0.0	$66.000000		1.00	66.00	View chart

Past Filings by Chapman Financial Group

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

Chapman Financial Group 2026 Q2 filed Aug. 5, 2026
Chapman Financial Group 2026 Q1 filed May 12, 2026
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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