Chapman Financial Group
Chapman Financial Group reported 263 stocks worth $152M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (5.4%), GOOG (4.6%) and BRK.B (4.6%). Compared with Q2 2026, the fund opened new positions in GSEW, XOM and VMRK, added to TIPX, LLY and GNMA, trimmed AAPL, GOOG and BRK.B and sold out of XOM, TREX and ZTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $8.2M | 5.4% | 25K | −597 (−2%) | 7 of 7 | |
| 2 |  GOOG Alphabet Inc | $7M | 4.6% | 21K | −994 (−5%) | 7 of 7 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $6.9M | 4.6% | 14K | −181 (−1%) | 7 of 7 | |
| 4 |  MSFT Microsoft Corp | $6.9M | 4.5% | 13K | −317 (−2%) | 7 of 7 | |
| 5 |  SCHX Schwab US Large Cap ETF | $4.8M | 3.1% | 159K | −3,916 (−2%) | 7 of 7 | |
| 6 |  JPM Jpmorgan Chase & Co. | $4.4M | 2.9% | 13K | −364 (−3%) | 7 of 7 | |
| 7 |  SCHB Schwab US Broad Market ETF | $4.3M | 2.8% | 147K | −3,400 (−2%) | 7 of 7 | |
| 8 |  TMO Thermo Fisher Scientific Inc | $3.6M | 2.4% | 5,368 | −38 (−1%) | 7 of 7 | |
| 9 |  SCHF Schwab International | $3.4M | 2.2% | 123K | −720 (−1%) | 7 of 7 | |
| 10 |  PANW Palo Alto Networks Inc | $3.4M | 2.2% | 8,446 | −714 (−8%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AVALONBAY CMNTYS INC | $422K | 2,235 |
 XOM Exxon Mobil Corp | $342K | 2,500 |
 TREX Trex Co Inc | $225K | 4,495 |
 ZTS Zoetis Inc | $132K | 1,834 |
 IGSB Ishares TR | $85K | 1,618 |
🔒 Free account: see all 10.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chapman Financial Group 13F FAQ
What does Chapman Financial Group own?
Chapman Financial Group reported 263 stocks worth $152M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (5.4%), GOOG (4.6%) and BRK.B (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Chapman Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 18 added to, 69 trimmed and 10 sold out. New positions include GSEW, XOM and VMRK. It sold all of XOM, TREX and ZTS.
When will Chapman Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Chapman Financial Group's portfolio worth?
The Q3 2026 filing reports $152M 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.