CHAPMAN FINANCIAL GROUP, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$144.7B
Holdings
269
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (269 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,524 | $7.3B | 5.05% | |
| 2 | MSFTMICROSOFT CORP | 13,585 | $7.0B | 4.86% | |
| 3 | AAPLAPPLE INC | 27,364 | $7.0B | 4.82% | |
| 4 | GOOGALPHABET INC | 23,759 | $5.8B | 4.00% | |
| 5 | JPMJPMORGAN CHASE & CO. | 14,605 | $4.6B | 3.18% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 168,317 | $4.4B | 3.06% | |
| 7 | SCHBSCHWAB STRATEGIC TR | 150,008 | $3.9B | 2.67% | |
| 8 | AMZNAMAZON COM INC | 13,780 | $3.0B | 2.09% | |
| 9 | SCHFSCHWAB STRATEGIC TR | 125,737 | $2.9B | 2.02% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 5,429 | $2.6B | 1.82% | |
| 11 | PEPPEPSICO INC | 17,699 | $2.5B | 1.72% | |
| 12 | BACBANK AMERICA CORP | 46,535 | $2.4B | 1.66% | |
| 13 | LDOSLEIDOS HOLDINGS INC | 12,038 | $2.3B | 1.57% | |
| 14 | KOCOCA COLA CO | 30,839 | $2.0B | 1.41% | |
| 15 | PANWPALO ALTO NETWORKS INC | 9,445 | $1.9B | 1.33% | |
| 16 | TOSTTOAST INC | 48,470 | $1.8B | 1.22% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,279 | $1.8B | 1.21% | |
| 18 | TRVCCITIGROUP INC | 17,255 | $1.8B | 1.21% | |
| 19 | SCHDSCHWAB STRATEGIC TR | 63,516 | $1.7B | 1.20% | |
| 20 | BAUGINNOVATOR ETFS TRUST | 33,992 | $1.7B | 1.15% | |
| 21 | IQVIQVIA HLDGS INC | 8,431 | $1.6B | 1.11% | |
| 22 | USBUS BANCORP DEL | 32,307 | $1.6B | 1.08% | |
| 23 | CBRECBRE GROUP INC | 9,519 | $1.5B | 1.04% | |
| 24 | MBBISHARES TR | 14,443 | $1.4B | 0.95% | |
| 25 | VOOVANGUARD INDEX FDS | 2,240 | $1.4B | 0.95% | |
| 26 | UBERUBER TECHNOLOGIES INC | 13,311 | $1.3B | 0.90% | |
| 27 | JNJJOHNSON & JOHNSON | 6,991 | $1.3B | 0.90% | |
| 28 | EPIWISDOMTREE TR | 29,065 | $1.3B | 0.89% | |
| 29 | GNMAISHARES TR | 28,231 | $1.3B | 0.87% | |
| 30 | LHXL3HARRIS TECHNOLOGIES INC | 4,075 | $1.2B | 0.86% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 1,325 | $1.2B | 0.85% | |
| 32 | MCDMCDONALDS CORP | 3,778 | $1.1B | 0.79% | |
| 33 | CRMSALESFORCE INC | 4,791 | $1.1B | 0.78% | |
| 34 | PGPROCTER AND GAMBLE CO | 7,306 | $1.1B | 0.78% | |
| 35 | IDEVISHARES TR | 13,989 | $1.1B | 0.78% | |
| 36 | VVISA INC | 3,211 | $1.1B | 0.76% | |
| 37 | NVDANVIDIA CORPORATION | 5,845 | $1.1B | 0.75% | |
| 38 | DDTOINNOVATOR ETFS TRUST | 27,396 | $1.1B | 0.75% | |
| 39 | AMTAMERICAN TOWER CORP NEW | 5,321 | $1.0B | 0.71% | |
| 40 | BJULINNOVATOR ETFS TRUST | 20,495 | $1.0B | 0.70% | |
| 41 | CVXCHEVRON CORP NEW | 6,510 | $1.0B | 0.70% | |
| 42 | VMBSVANGUARD SCOTTSDALE FDS | 21,491 | $1.0B | 0.70% | |
| 43 | ACNACCENTURE PLC IRELAND | 4,049 | $998.5M | 0.69% | |
| 44 | TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO | 990,000 | $990.8M | 0.68% | |
| 45 | AXPAMERICAN EXPRESS CO | 2,953 | $980.9M | 0.68% | |
| 46 | ABBVABBVIE INC | 4,065 | $941.2M | 0.65% | |
| 47 | CMGCHIPOTLE MEXICAN GRILL INC | 23,443 | $918.7M | 0.63% | |
| 48 | BIPBROOKFIELD INFRAST PARTNERS | 27,494 | $904.3M | 0.63% | |
| 49 | ITWILLINOIS TOOL WKS INC | 3,466 | $903.8M | 0.62% | |
| 50 | SBUXSTARBUCKS CORP | 10,519 | $889.9M | 0.62% | |
| 51 | ZTSZOETIS INC | 6,028 | $882.0M | 0.61% | |
| 52 | WMWASTE MGMT INC DEL | 3,963 | $875.1M | 0.60% | |
| 53 | VTVVANGUARD INDEX FDS | 4,552 | $849.0M | 0.59% | |
| 54 | HDHOME DEPOT INC | 2,058 | $833.9M | 0.58% | |
| 55 | NLYANNALY CAPITAL MANAGEMENT IN | 40,992 | $828.4M | 0.57% | |
| 56 | IGOVISHARES TR | 19,333 | $823.6M | 0.57% | |
| 57 | PSEPINNOVATOR ETFS TRUST | 18,054 | $775.4M | 0.54% | |
| 58 | PRFINVESCO EXCHANGE TRADED FD T | 16,800 | $759.5M | 0.52% | |
| 59 | FANGDIAMONDBACK ENERGY INC | 5,263 | $753.2M | 0.52% | |
| 60 | VIKVIKING HOLDINGS LTD | 11,035 | $685.9M | 0.47% | |
| 61 | SCHPSCHWAB STRATEGIC TR | 25,176 | $678.5M | 0.47% | |
| 62 | TREXTREX CO INC | 12,570 | $649.5M | 0.45% | |
| 63 | WDAYWORKDAY INC | 2,632 | $633.6M | 0.44% | |
| 64 | DFACDIMENSIONAL ETF TRUST | 16,169 | $623.6M | 0.43% | |
| 65 | SMBSSCHWAB STRATEGIC TR | 24,133 | $620.5M | 0.43% | |
| 66 | NDQINVESCO QQQ TR | 1,030 | $618.6M | 0.43% | |
| 67 | IVVISHARES TR | 896 | $599.7M | 0.41% | |
| 68 | SCHGSCHWAB STRATEGIC TR | 18,462 | $589.1M | 0.41% | |
| 69 | PAPRINNOVATOR ETFS TRUST | 15,224 | $584.0M | 0.40% | |
| 70 | VXUSVANGUARD STAR FDS | 7,933 | $582.8M | 0.40% | |
| 71 | BABINVESCO EXCH TRADED FD TR II | 21,000 | $573.1M | 0.40% | |
| 72 | DDOMINION ENERGY INC | 9,010 | $551.1M | 0.38% | |
| 73 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,353 | $534.1M | 0.37% | |
| 74 | FLJPFRANKLIN TEMPLETON ETF TR | 15,425 | $533.1M | 0.37% | |
| 75 | LLYELI LILLY & CO | 690 | $526.5M | 0.36% | |
| 76 | VUGVANGUARD INDEX FDS | 1,093 | $524.2M | 0.36% | |
| 77 | DEDEERE & CO | 1,137 | $519.9M | 0.36% | |
| 78 | ABTABBOTT LABS | 3,845 | $515.0M | 0.36% | |
| 79 | VBRVANGUARD INDEX FDS | 2,416 | $504.2M | 0.35% | |
| 80 | ASMLASML HOLDING N V | 516 | $499.5M | 0.35% | |
| 81 | SCHMSCHWAB STRATEGIC TR | 16,735 | $496.0M | 0.34% | |
| 82 | VTIVANGUARD INDEX FDS | 1,509 | $495.2M | 0.34% | |
| 83 | FDXFEDEX CORP | 2,096 | $494.3M | 0.34% | |
| 84 | PICBINVESCO EXCH TRADED FD TR II | 20,615 | $491.3M | 0.34% | |
| 85 | EMREMERSON ELEC CO | 3,736 | $490.1M | 0.34% | |
| 86 | KDPKEURIG DR PEPPER INC | 19,106 | $487.4M | 0.34% | |
| 87 | GWWGRAINGER W W INC | 500 | $476.5M | 0.33% | |
| 88 | PFEPFIZER INC | 16,898 | $430.6M | 0.30% | |
| 89 | NVSNNOVARTIS AG | 3,272 | $419.6M | 0.29% | |
| 90 | BUFFINNOVATOR ETFS TRUST | 8,571 | $418.7M | 0.29% | |
| 91 | ELVELEVANCE HEALTH INC FORMERLY | 1,177 | $380.3M | 0.26% | |
| 92 | EPDENTERPRISE PRODS PARTNERS L | 11,579 | $362.1M | 0.25% | |
| 93 | BIPCBROOKFIELD INFRASTRUCTURE CO | 8,686 | $357.2M | 0.25% | |
| 94 | SCHVSCHWAB STRATEGIC TR | 12,156 | $353.9M | 0.24% | |
| 95 | SCMBSCHWAB STRATEGIC TR | 13,800 | $353.4M | 0.24% | |
| 96 | EWUISHARES TR | 8,110 | $340.4M | 0.24% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 1,204 | $339.7M | 0.23% | |
| 98 | AQLTISHARES TR | 3,888 | $339.5M | 0.23% | |
| 99 | BLDRBUILDERS FIRSTSOURCE INC | 2,775 | $336.5M | 0.23% | |
| 100 | AVGOBROADCOM INC | 1,003 | $330.9M | 0.23% |
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