13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056577
Total reported value
$150.5M
$150.5M
269 檔
21.1%
At the close of Q3 2025, Chapman Financial Group, LLC disclosed equity holdings valued at approximately $150.5M, spread across 269 reported holdings.
During Q3 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 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.05% | -0.15% | +6.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.20% | +14.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | +0.23% | +5.19% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | +0.56% | +0.38% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | +0.08% | +7.15% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.06% | +0.22% | +12.77% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.67% | +0.16% | +29.32% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.11% | +0.36% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.02% | +0.10% | +11.15% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.82% | -0.10% | +10.08% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.72% | -0.36% | +7.49% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.66% | +0.12% | -1.05% | |
| 13 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.57% | -0.43% | -2.30% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | -0.01% | +5.50% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.33% | +1.03% | +12.24% | |
| 16 | TOST | Toast Inc-class A | Stock-Tech | 1.22% | -0.03% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.44% | — | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.21% | +0.20% | -0.38% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.20% | -0.07% | +24.11% | |
| 20 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.15% | -0.01% | -4.37% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.11% | -0.01% | — | |
| 22 | USB | US Bancorp | Stock-Financials | 1.08% | +0.08% | +0.00% | |
| 23 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 1.04% | -0.07% | — | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.95% | -0.08% | +56.67% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.09% | -6.39% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.90% | -0.05% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.05% | -13.89% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 0.89% | -0.03% | +7.05% | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.87% | -0.09% | +9.93% | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.86% | -0.23% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.13% | — | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.16% | +36.00% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.06% | +1.48% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.05% | +23.56% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.78% | -0.01% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.04% | +0.94% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.04% | -4.09% | |
| 38 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.03% | -4.58% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.04% | -17.05% | |
| 40 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.70% | -0.35% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.25% | -10.02% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.70% | -0.04% | +77.19% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.69% | -0.22% | -2.76% | |
| 44 | TWO 6.25 01-15-26Bond | Two Harbors Inv CORP | Bond | 0.68% | — | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.68% | +0.02% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.05% | +42.63% | |
| 47 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.63% | -0.03% | +20.90% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.63% | -0.05% | +5.33% | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.62% | -0.03% | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | -0.04% | -3.67% |
According to official SEC Form 13F filings, Chapman Financial Group, LLC reported a total U.S. public equity portfolio value of $150.5M across 269 disclosed positions in Q3 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 BRK-B, MSFT, AAPL) accounted for 21.1% of total reported equity market value during Q3 2025.
During Q3 2025, Chapman Financial Group, LLC's top holdings by market value included BRK-B (5.0%)、MSFT (4.9%)、AAPL (4.8%). The largest single position, BRK-B, represented 5.0% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.