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CIK: 0002056577
Total reported value
$150.5M
$150.5M
216 檔
17.3%
During the Q2 2025 filing period, Chapman Financial Group, LLC (CIK: 0002056577) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $150.5M across 216 reported positions.
During Q2 2025, Chapman Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.63% | -0.15% | -2.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.00% | -0.20% | -6.87% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.23% | -5.97% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | +0.56% | -6.20% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | +0.08% | -3.51% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.10% | +0.22% | -4.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.56% | +0.11% | -1.79% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.35% | +0.16% | -12.44% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.12% | +0.10% | -1.57% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.89% | +0.12% | +12.03% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.84% | -0.36% | -0.44% | |
| 12 | TOST | Toast Inc-class A | Stock-Tech | 1.82% | -0.03% | -1.94% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.75% | -0.01% | -3.22% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.70% | -0.10% | -2.49% | |
| 15 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.65% | -0.43% | -4.25% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.46% | +1.03% | -1.90% | |
| 17 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.39% | -0.01% | — | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.25% | +0.20% | -9.74% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.24% | +0.08% | -1.55% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.44% | +0.77% | |
| 21 | AMT | American Tower CORP | Stock-Real Estate | 1.20% | -0.04% | -2.24% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.09% | -18.30% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.15% | -0.07% | -0.49% | |
| 24 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.13% | -0.07% | -8.61% | |
| 25 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.13% | -0.01% | +56.19% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.13% | -10.65% | |
| 27 | EPI | Wisdomtree India Earnings | ETF-Other | 1.09% | -0.03% | -23.61% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.09% | -0.06% | -1.52% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.22% | +58.27% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.05% | -0.05% | +22.27% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.05% | -4.26% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.04% | -52.22% | |
| 33 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.96% | -0.09% | — | |
| 34 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.93% | -0.03% | +40.88% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.92% | -0.03% | +0.58% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.25% | +1.67% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.87% | -0.23% | -0.66% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.86% | -0.20% | -50.51% | |
| 39 | TWO 6.25 01-15-26Bond | Two Harbors Inv CORP | Bond | 0.85% | — | — | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.85% | -0.04% | -13.63% | |
| 41 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.82% | -0.35% | -9.10% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.04% | -0.18% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.05% | -2.25% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.80% | +0.02% | -4.43% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.06% | -51.55% | |
| 46 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.76% | -0.03% | -2.42% | |
| 47 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.74% | -0.05% | -1.68% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.08% | +17.68% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.16% | -6.65% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.69% | -0.01% | +13.90% |
According to official SEC Form 13F filings, Chapman Financial Group, LLC reported a total U.S. public equity portfolio value of $150.5M across 216 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 17.3% of total reported equity market value during Q2 2025.
During Q2 2025, Chapman Financial Group, LLC's top holdings by market value included BRK-B (5.6%)、MSFT (5.0%)、AAPL (4.5%). The largest single position, BRK-B, represented 5.6% of total portfolio value.
In Q2 2025, Chapman Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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