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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 BRK.B, AAPL, GOOG, MSFT, SCHX, and represent 20.54% of Chapman Financial Group's stock portfolio.
Added to shares of these 10 stocks: TIPX, LEMB, VMBS, AVB, PICB, VTEI, IAUM, IGIB, BAB, IGSB.
Started 18 new stock positions in IGIB, XLV, AVB, IGSB, MDY, DELL, KR, VLO, KIM, LEMB. NEE, TXN, B, DGRW, TJX, IAUM, TIPX, XLK.
Reduced shares in these 10 stocks: Two Hbrs Invt Corp, GOOG, AAPL, AMT, VBR, BAUG, JPM, BRK.B, PJUL, EOG.
Sold out of its positions in AMAT, EOG, GXO, BKLN, IWD, TFLO, SCHH, SMCI, Two Hbrs Invt Corp.
Chapman Financial Group was a net seller of stock by $-1.2M.
Chapman Financial Group has $140M in assets under management (AUM), dropping by -4.78%.
Central Index Key (CIK): 0002056577

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Portfolio Holdings for Chapman Financial Group

Chapman Financial Group holds 265 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
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.8	$6.8M	-2%	14k	479.20	View chart
Apple (AAPL)	4.6	$6.5M	-5%	26k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	4.5	$6.3M	-5%	22k	286.86	View chart
Microsoft Corporation (MSFT)	3.6	$5.1M		14k	370.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$4.1M		162k	25.64	View chart
JPMorgan Chase & Co. (JPM)	2.9	$4.0M	-5%	14k	294.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$3.8M		152k	25.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$3.0M		122k	24.75	View chart
Amazon (AMZN)	2.0	$2.8M		14k	208.27	View chart
Thermo Fisher Scientific (TMO)	1.9	$2.7M		5.4k	491.53	View chart
Pepsi (PEP)	1.9	$2.6M	-2%	17k	155.29	View chart
Coca-Cola Company (KO)	1.7	$2.3M		30k	76.05	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.6	$2.3M	NEW	120k	19.19	View chart
Bank of America Corporation (BAC)	1.6	$2.2M	-2%	45k	48.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.5	$2.1M	-2%	6.1k	337.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$2.0M		64k	30.68	View chart
Citigroup Com New (C)	1.4	$1.9M	-2%	17k	113.41	View chart
Johnson & Johnson (JNJ)	1.2	$1.6M		6.7k	244.44	View chart
Leidos Holdings (LDOS)	1.1	$1.6M	-2%	10k	155.52	View chart
Us Bancorp Com New (USB)	1.1	$1.6M	-4%	30k	52.01	View chart
Palo Alto Networks (PANW)	1.0	$1.5M		9.1k	160.32	View chart
L3harris Technologies (LHX)	1.0	$1.5M		4.2k	345.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$1.4M	+32%	31k	46.95	View chart
Costco Wholesale Corporation (COST)	1.0	$1.4M		1.4k	996.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.0	$1.4M	-15%	29k	48.85	View chart
Iqvia Holdings (IQV)	1.0	$1.4M		8.1k	170.54	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.3M		14k	94.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.3M		2.2k	597.46	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$1.3M	+5%	30k	44.33	View chart
Chevron Corporation (CVX)	0.9	$1.3M		6.2k	206.90	View chart
Toast Cl A (TOST)	0.9	$1.3M		48k	26.51	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.9	$1.2M	+8%	44k	26.96	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$1.2M		14k	83.57	View chart
McDonald's Corporation (MCD)	0.8	$1.2M		3.7k	310.79	View chart
Cbre Group Cl A (CBRE)	0.8	$1.2M	-10%	8.5k	135.46	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.8	$1.1M		27k	40.80	View chart
Procter & Gamble Company (PG)	0.7	$1.0M		7.1k	144.44	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.7	$990k		27k	36.12	View chart
NVIDIA Corporation (NVDA)	0.7	$973k	-4%	5.6k	174.40	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.7	$939k	-4%	19k	49.69	View chart
Annaly Capital Management In Com New (NLY)	0.7	$936k	+3%	44k	21.15	View chart
Uber Technologies (UBER)	0.7	$929k		13k	71.93	View chart
Visa Com Cl A (V)	0.7	$928k		3.1k	302.23	View chart
Waste Management (WM)	0.7	$911k		4.0k	229.79	View chart
Illinois Tool Works (ITW)	0.6	$902k		3.5k	260.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$899k	+4%	34k	26.61	View chart
salesforce (CRM)	0.6	$886k		4.7k	186.67	View chart
Diamondback Energy (FANG)	0.6	$878k		4.4k	197.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$864k	-3%	4.4k	196.23	View chart
Abbvie (ABBV)	0.6	$844k	-3%	3.9k	217.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$842k		1.5k	577.01	View chart
Keurig Dr Pepper (KDP)	0.6	$837k		32k	26.33	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.6	$789k		17k	47.53	View chart
American Express Company (AXP)	0.6	$782k	-10%	2.6k	302.48	View chart
Starbucks Corporation (SBUX)	0.6	$770k	-7%	8.6k	89.59	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.5	$765k	+2%	19k	41.06	View chart
Viking Holdings Ord Shs (VIK)	0.5	$756k		10k	73.48	View chart
FedEx Corporation (FDX)	0.5	$722k	-3%	2.0k	356.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$692k	-4%	3.5k	198.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.5	$688k		17k	40.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$671k		508.00	1320.83	View chart
Home Depot (HD)	0.5	$671k		2.0k	328.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$660k	-6%	15k	43.06	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.5	$651k		26k	25.55	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.5	$649k	+53%	28k	23.10	View chart
Eli Lilly & Co. (LLY)	0.5	$644k		700.00	919.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$628k		16k	38.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$612k		7.9k	77.11	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.4	$599k	+5%	12k	49.41	View chart
Deere & Company (DE)	0.4	$587k	-3%	1.0k	563.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$585k		896.00	653.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$549k		19k	29.13	View chart
W.W. Grainger (GWW)	0.4	$545k		500.00	1090.81	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.4	$513k		14k	36.18	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$510k	-13%	13k	39.80	View chart
American Tower Reit (AMT)	0.4	$508k	-37%	2.9k	172.58	View chart
Dominion Resources (D)	0.4	$505k	-8%	8.2k	61.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$484k		1.5k	320.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$477k		1.1k	436.79	View chart
Emerson Electric (EMR)	0.3	$476k		3.6k	131.02	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$442k	+68%	4.4k	99.94	View chart
Exxon Mobil Corporation (XOM)	0.3	$424k	-6%	2.5k	169.66	View chart
Enterprise Products Partners (EPD)	0.3	$417k	-4%	11k	37.84	View chart
Zoetis Cl A (ZTS)	0.3	$411k	-11%	3.5k	118.21	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$410k		16k	25.48	View chart
Novartis Sponsored Adr (NVS)	0.3	$403k	-18%	2.6k	152.75	View chart
Abbott Laboratories (ABT)	0.3	$395k		3.8k	102.67	View chart
Chipotle Mexican Grill (CMG)	0.3	$394k		12k	32.01	View chart
Broadcom (AVGO)	0.3	$394k		1.3k	309.51	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.3	$390k	NEW	9.6k	40.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$371k		12k	30.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$371k	-28%	12k	30.96	View chart
Wal-Mart Stores (WMT)	0.3	$354k		2.9k	124.28	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.2	$346k	-2%	8.7k	39.52	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$341k	-12%	6.8k	49.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$329k		3.6k	90.53	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$327k		7.2k	45.56	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$324k		9.0k	35.91	View chart
Workday Cl A (WDAY)	0.2	$320k	-7%	2.5k	129.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$315k	-26%	5.6k	56.68	View chart
Merck & Co (MRK)	0.2	$306k	-7%	2.5k	120.29	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$304k		2.7k	111.18	View chart
Northrop Grumman Corporation (NOC)	0.2	$302k		443.00	682.24	View chart
International Business Machines (IBM)	0.2	$298k	+2%	1.2k	242.40	View chart
AvalonBay Communities (AVB)	0.2	$293k	NEW	1.8k	163.35	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.2	$283k		150.00	1884.66	View chart
Union Pacific Corporation (UNP)	0.2	$264k		1.1k	242.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$261k	-8%	11k	23.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$259k	+9%	900.00	287.56	View chart
M&T Bank Corporation (MTB)	0.2	$258k		1.3k	206.72	View chart
Anthem (ELV)	0.2	$257k	-4%	877.00	292.75	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$256k		1.0k	254.01	View chart
Lowe's Companies (LOW)	0.2	$247k		1.0k	236.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$246k	-53%	1.1k	217.25	View chart
Oneok (OKE)	0.2	$243k	-22%	2.7k	90.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$236k	-3%	2.5k	95.44	View chart
United Parcel Svcs CL B (UPS)	0.2	$234k	-10%	2.4k	98.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$233k		334.00	697.72	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$233k	+8%	9.4k	24.91	View chart
Walt Disney Company (DIS)	0.2	$228k		2.4k	96.38	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$223k	+12%	6.8k	32.95	View chart
Fastenal Company (FAST)	0.2	$223k		4.8k	46.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$223k	+3%	1.2k	192.00	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.2	$211k		5.8k	36.59	View chart
CSX Corporation (CSX)	0.1	$207k		5.0k	41.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$204k		2.7k	75.10	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$204k	+52%	4.3k	47.72	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$199k		2.5k	80.56	View chart
Jacobs Engineering Group (J)	0.1	$198k		1.6k	127.28	View chart
Pfizer (PFE)	0.1	$197k	-31%	7.0k	28.08	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$196k		4.0k	48.98	View chart
Boeing Company (BA)	0.1	$194k	+17%	976.00	199.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$191k	-5%	1.8k	108.99	View chart
Zimmer Holdings (ZBH)	0.1	$188k	-19%	2.1k	90.42	View chart
Bristol Myers Squibb (BMY)	0.1	$185k	-10%	3.0k	60.65	View chart
Kayne Anderson MLP Investment (KYN)	0.1	$180k		13k	14.28	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$174k		3.5k	49.40	View chart
Trex Company (TREX)	0.1	$164k	-6%	4.5k	36.42	View chart
Cisco Systems (CSCO)	0.1	$162k		2.1k	77.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$151k	-42%	2.0k	73.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$147k	-34%	2.5k	59.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$146k	-10%	793.00	184.28	View chart
Huntington Ingalls Inds (HII)	0.1	$138k	+8%	364.00	379.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$134k		1.5k	88.74	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$133k		3.9k	33.75	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$130k	NEW	2.8k	46.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$130k		3.1k	41.83	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$129k	+44%	1.6k	79.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$127k	+21%	253.00	499.87	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.1	$118k		4.8k	24.52	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$116k	-40%	284.00	407.35	View chart
Ford Motor Company (F)	0.1	$106k	-7%	9.1k	11.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$104k	+207%	160.00	650.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$101k	NEW	1.9k	53.22	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$99k		2.3k	43.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$97k		683.00	142.43	View chart
Norfolk Southern (NSC)	0.1	$96k	+7%	334.00	287.00	View chart
Builders FirstSource (BLDR)	0.1	$90k		1.1k	82.33	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$88k	+12%	1.8k	49.37	View chart
Intel Corporation (INTC)	0.1	$88k		2.0k	44.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$87k	+11%	698.00	124.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$86k		283.00	302.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$85k	NEW	1.6k	52.56	View chart
Southern Company (SO)	0.1	$81k		840.00	96.52	View chart
Constellation Energy (CEG)	0.1	$77k	-31%	275.00	279.25	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$73k		878.00	82.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$70k		2.4k	29.08	View chart
Exelon Corporation (EXC)	0.1	$70k		1.4k	49.01	View chart
Medtronic SHS (MDT)	0.0	$67k		777.00	86.65	View chart
PPG Industries (PPG)	0.0	$67k		622.00	106.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$65k		1.4k	46.86	View chart
Edwards Lifesciences (EW)	0.0	$64k		800.00	80.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$63k	+72%	147.00	430.29	View chart
Yum! Brands (YUM)	0.0	$62k		398.00	155.48	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$61k		862.00	70.51	View chart
General Dynamics Corporation (GD)	0.0	$60k	+18%	176.00	343.22	View chart
Automatic Data Processing (ADP)	0.0	$56k		275.00	203.18	View chart
Canadian Pacific Kansas City (CP)	0.0	$55k		703.00	78.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$55k	-73%	1.2k	45.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$54k	+51%	585.00	92.74	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$54k		946.00	57.20	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$54k		2.3k	23.32	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.0	$54k		2.2k	23.96	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$52k	NEW	393.00	132.90	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.0	$52k		1.0k	52.15	View chart
Altria (MO)	0.0	$52k		786.00	65.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$52k	+39%	622.00	82.75	View chart
MetLife (MET)	0.0	$50k		700.00	70.72	View chart
Unilever Spon Adr New (UL)	0.0	$48k		843.00	56.97	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$45k		2.0k	22.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$44k		398.00	110.47	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$44k		900.00	48.32	View chart
Duke Energy Corp Com New (DUK)	0.0	$39k	-54%	299.00	130.94	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$36k		800.00	44.87	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$31k		60.00	522.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$31k	NEW	350.00	87.84	View chart
Lockheed Martin Corporation (LMT)	0.0	$30k		50.00	604.40	View chart
Tesla Motors (TSLA)	0.0	$30k		81.00	371.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$30k	-33%	800.00	37.24	View chart
Caterpillar (CAT)	0.0	$30k		42.00	708.48	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$26k		250.00	103.43	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$25k	+266%	1.7k	15.05	View chart
Public Service Enterprise (PEG)	0.0	$24k		300.00	80.95	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$24k		500.00	47.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$24k		90.00	261.92	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$19k	-50%	350.00	53.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$17k		330.00	52.78	View chart
Dell Technologies CL C (DELL)	0.0	$16k	NEW	98.00	164.13	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$16k		300.00	52.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$16k	-87%	200.00	78.41	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$14k		300.00	48.09	View chart
Oge Energy Corp (OGE)	0.0	$14k		300.00	47.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$14k		300.00	46.13	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$14k		300.00	45.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$14k		220.00	61.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$13k		86.00	155.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$13k		130.00	102.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$13k		267.00	47.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$13k		300.00	42.50	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$12k	+52%	172.00	69.75	View chart
Amgen (AMGN)	0.0	$12k		33.00	351.88	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$12k		200.00	57.64	View chart
TJX Companies (TJX)	0.0	$11k	NEW	70.00	159.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$11k		436.00	24.27	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$9.8k		97.00	100.72	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$9.5k	NEW	65.00	146.62	View chart
UnitedHealth (UNH)	0.0	$8.9k		33.00	270.61	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$8.6k	NEW	14.00	616.79	View chart
Kroger (KR)	0.0	$7.2k	NEW	100.00	72.36	View chart
Valero Energy Corporation (VLO)	0.0	$7.2k	NEW	29.00	247.10	View chart
Nextera Energy (NEE)	0.0	$6.7k	NEW	72.00	92.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$6.7k		59.00	113.12	View chart
Realty Income (O)	0.0	$6.1k		100.00	61.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$6.1k		122.00	50.04	View chart
Vanguard World Financials Etf (VFH)	0.0	$6.1k		50.00	122.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$5.9k		28.00	211.18	View chart
Stanley Black & Decker (SWK)	0.0	$5.7k	-78%	80.00	71.06	View chart
Texas Instruments Incorporated (TXN)	0.0	$4.9k	NEW	25.00	194.16	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$4.8k		4.00	1191.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$3.9k		10.00	390.50	View chart
Cs Disco (LAW)	0.0	$3.8k		1.0k	3.82	View chart
Backblaze Com Cl A (BLZE)	0.0	$3.5k		1.0k	3.45	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$3.4k		16.00	211.44	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$3.4k		49.00	68.53	View chart
Ambarella SHS (AMBA)	0.0	$3.3k		65.00	51.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.0k		34.00	88.18	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$2.7k		29.00	93.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$2.7k		50.00	54.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.6k		10.00	262.50	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.5k		48.00	51.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.4k		13.00	181.46	View chart
Barrick Mng Corp Com Shs (B)	0.0	$2.0k	NEW	50.00	40.80	View chart
Astera Labs (ALAB)	0.0	$1.6k		15.00	109.60	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$1.3k		58.00	22.69	View chart
Kimco Realty Corporation (KIM)	0.0	$1.1k	NEW	50.00	22.48	View chart
Ionq Inc Pipe (IONQ)	0.0	$923.001600		32.00	28.84	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.0	$742.998900		23.00	32.30	View chart
Airbnb Com Cl A (ABNB)	0.0	$632.000000		5.00	126.40	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$585.000000		10.00	58.50	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$443.000400		12.00	36.92	View chart
Southwest Airlines (LUV)	0.0	$376.000000		10.00	37.60	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$256.000000		40.00	6.40	View chart
Moderna (MRNA)	0.0	$254.000000		5.00	50.80	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$129.000000		30.00	4.30	View chart
Lemonade (LMND)	0.0	$63.000000		1.00	63.00	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 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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