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CIK: 0002012041
Total reported value
$318.1M
$318.1M
39 檔
63.4%
As reported in its official Q4 2025 Form 13F filing, Chaney Capital Management, Inc.'s tracked investment portfolio stood at $318.1M with 39 total positions.
In Q4 2025, Chaney Capital Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.83% | -2.28% | +3.24% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 19.08% | -2.13% | -1.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 17.38% | -0.45% | +1.18% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.89% | -0.12% | +0.23% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.41% | +3.87% | +0.19% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | -0.34% | -0.27% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | +0.34% | -1.78% | |
| 8 | IDHQ | Invesco S&p International De | ETF-Other | 4.40% | +0.75% | +3.98% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.02% | -2.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | +0.05% | +0.55% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.21% | -0.29% | -1.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.08% | +0.63% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.49% | +0.28% | +1.93% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.09% | -0.13% | +0.94% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.02% | +2.09% | |
| 16 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.51% | -0.06% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.06% | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | +2.65% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.10% | +0.07% | |
| 20 | BRO | Brown & Brown Inc | Stock-Financials | 0.30% | -0.03% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.02% | +0.11% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | -2.65% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 0.19% | — | -14.22% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.07% | +5.63% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.03% | — | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.16% | -0.03% | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | -4.64% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | — | +7.18% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | +0.06% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | — | |
| 32 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.11% | -0.01% | — | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.10% | — | -6.64% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | — | +9.73% | |
| 35 | XYZ | Block Inc | Stock-Financials | 0.09% | +0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | — | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.07% | +0.16% | — | |
| 38 | QDF | Flexshares Quality Dividend | ETF-Other | 0.07% | — | — | |
| 39 | FNWB | First Northwest Bancorp | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.78% | Trim |
| 2 | IDHQ | Invesco S&p International De | +0.2% | +3.98% | Add |
| 3 | VTV | Vanguard Value ETF | +0.1% | +1.18% | Add |
| 4 | AMZN | Amazon.com Inc | +0.1% | +0.55% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +0.11% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -2.32% | Trim |
| 7 | SCHW | Schwab (charles) CORP | 0% | +0.94% | Add |
| 8 | CSCO | Cisco Systems Inc | 0% | +5.63% | Add |
| 9 | AMGN | Amgen Inc | 0% | +9.73% | Add |
| 10 | V | Visa Inc-class A Shares | 0% | +7.18% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | 0% | +3.24% | Add |
| 12 | ROST | Ross Stores Inc | 0% | — | Unchanged |
| 13 | JNJ | Johnson & Johnson | 0% | +0.06% | Add |
| 14 | TSLA | Tesla Inc | — | +2.65% | Add |
| 15 | FNWB | First Northwest Bancorp | — | — | Unchanged |
| 16 | VIG | Vanguard Dividend Apprec ETF | — | -4.64% | Trim |
| 17 | CRM | Salesforce Inc | — | -6.64% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 21 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 22 | MDT | Medtronic plc | — | — | Unchanged |
| 23 | NVDA | Nvidia CORP | 0% | +2.09% | Add |
| 24 | XYZ | Block Inc | 0% | — | Unchanged |
| 25 | SBUX | Starbucks CORP | 0% | -2.65% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.19% | Add |
| 27 | BA | Boeing Co/the | 0% | -14.22% | Trim |
| 28 | OBDC | Blue Owl Capital CORP | 0% | — | Unchanged |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.63% | Add |
| 30 | COST | Costco Wholesale CORP | 0% | +0.07% | Add |
| 31 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -1.06% | Trim |
| 32 | BRO | Brown & Brown Inc | -0.1% | — | Unchanged |
| 33 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 34 | IMCG | Ishares Morningstar Mid-cap | -0.1% | +1.93% | Add |
| 35 | SPEM | State Street Sp Ptf Em ETF | -0.2% | +0.23% | Add |
| 36 | MSFT | Microsoft CORP | -0.5% | -0.27% | Trim |
| 37 | VUG | Vanguard Growth ETF | -0.5% | -1.58% | Trim |
| 38 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 39 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 40 | QDF | Flexshares Quality Dividend | — | NEW | New buy |
According to official SEC Form 13F filings, Chaney Capital Management, Inc. reported a total U.S. public equity portfolio value of $318.1M across 39 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VUG, VTV) accounted for 63.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMD
市值: $210.5K
Top Position Liquidated / Trimmed
NFLX
前期市值: $212.2K
During Q4 2025, Chaney Capital Management, Inc.'s top holdings by market value included AGG (19.8%)、VUG (19.1%)、VTV (17.4%). The largest single position, AGG, represented 19.8% of total portfolio value.
In Q4 2025, Chaney Capital Management, Inc. made 29 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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