Chancellor Financial Group WB
Chancellor Financial Group WB reported 149 stocks worth $162M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (14.2%), MSFT (7.1%) and IVV (5.0%). Compared with Q1 2026, the fund opened new positions in SCHD, XLK and MU, added to AAPL, MSFT and AMZN, trimmed IVV, NVDA and C and sold out of CI, XNQPX and B.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $22.9M | 14.2% | 79K | +1,915 (+2%) | 7 of 7 | |
| 2 |  MSFT Microsoft Corp | $11.5M | 7.1% | 31K | +1,910 (+7%) | 7 of 7 | |
| 3 |  IVV Ishares TR | $8.1M | 5.0% | 11K | −750 (−6%) | 7 of 7 | |
| 4 |  NVDA Nvidia Corporation | $6.8M | 4.2% | 34K | −1,293 (−4%) | 7 of 7 | |
| 5 |  AMZN Amazon Com Inc | $6.1M | 3.8% | 26K | +1,460 (+6%) | 7 of 7 | |
| 6 |  GOOGL Alphabet Inc | $5.8M | 3.6% | 16K | +841 (+5%) | 7 of 7 | |
| 7 |  JNJ Johnson & Johnson | $4.2M | 2.6% | 16K | +447 (+3%) | 7 of 7 | |
| 8 |  NEE Nextera Energy Inc | $3.6M | 2.2% | 41K | No change | 7 of 7 | |
| 9 |  V Visa Inc | $3.3M | 2.0% | 9,672 | +35 (+0%) | 7 of 7 | |
| 10 |  C Citigroup Inc | $3.2M | 2.0% | 23K | −133 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CI The Cigna Group | $433K | 1,623 |
 XNQPX Nuveen Pennsylvania Qlt Mun C | $265K | 22K |
 B Barrick Mng Corp | $227K | 5,575 |
HONEYWELL INTL INC | $226K | 998 |
 DVN Devon Energy Corp New | $224K | 4,445 |
🔒 Free account: see all 11.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chancellor Financial Group WB 13F FAQ
What does Chancellor Financial Group WB own?
Chancellor Financial Group WB reported 149 stocks worth $162M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (14.2%), MSFT (7.1%) and IVV (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Chancellor Financial Group WB buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 63 added to, 32 trimmed and 11 sold out. New positions include SCHD, XLK and MU. It sold all of CI, XNQPX and B.
When will Chancellor Financial Group WB file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Chancellor Financial Group WB's portfolio worth?
The Q2 2026 filing reports $162M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.