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Chaney Capital Management, Inc.

Momentum followerLong-term holderSector-focused

Total reported value

$283.7M

Reporting period: 2026-03-31 · Number of holdings: 41

Chaney Capital Management, Inc. disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $283.7M and a quarterly turnover rate of 5.6%.

Personality snowflake

Concentration
49.33
Portfolio Stability
5.58
Momentum/Contrarian
100
Sector conviction
75.95
Diversification
82
Sizing Uniformity
79.61

Recent moves

  • Trim VUG

    +3.3%　-$4.2M

  • Trim MSFT

    +4.8%　-$2.6M

  • Add VTV

    -0.9%　$912.5K

  • Add IDHQ

    +8.4%　$1.2M

  • Trim GOOGL

    -2.8%　-$1.4M

  • Add AGG

    +0.1%　-$302.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AGGIshares Core U.s. AggregateETF-Other20.15%+0.32%+0.08%
2VTVVanguard Value ETFETF-Other18.08%+0.70%-0.89%
3VUGVanguard Growth ETFETF-Other18.03%-1.05%+3.29%
4SPEMState Street Sp Ptf Em ETFETF-Other7.11%+0.22%+0.79%
5QQQInvesco Qqq Trust Series 1ETF-Tech6.39%-0.02%+3.87%
6IDHQInvesco S&p International DeETF-Other4.91%+0.51%+8.43%
7GOOGLAlphabet Inc-cl AStock-Comm Services4.05%-0.39%-2.76%
8MSFTMicrosoft CORPStock-Tech3.64%-0.81%+4.79%
9AAPLApple INCStock-Tech3.42%+0.25%+13.10%
10AMZNAmazon.com INCStock-Consumer Disc2.49%+0.10%+13.35%
11VYMVanguard High Dvd Yield ETFETF-Other2.18%-0.03%-6.53%
12IMCGIshares Morningstar Mid-capETF-Other1.65%+0.16%+9.32%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other1.48%-0.05%-0.65%
14SCHWSchwab (charles) CORPStock-Financials1.05%-0.04%+0.72%
15NVDANvidia CORPStock-Tech0.66%+0.15%+35.36%
16COSTCostco Wholesale CORPStock-Consumer Staples0.58%+0.16%+16.83%
17OBDCBlue Owl Capital CORPStock-Financials0.47%-0.04%+0.81%
18METAMeta Platforms Inc-class AStock-Comm Services0.45%-0.04%+3.89%
19GOOGAlphabet Inc-cl CStock-Comm Services0.30%+0.01%+8.84%
20TSLATesla INCStock-Consumer Disc0.29%-0.13%-17.53%
21BROBrown & Brown INCStock-Financials0.25%-0.05%—
22CSCOCisco Systems INCStock-Tech0.19%+0.01%—
23SBUXStarbucks CORPStock-Consumer Disc0.18%-0.05%-29.86%
24BABoeing Co/theStock-Industrials0.17%-0.02%-2.31%
25VGTVanguard Info Tech ETFETF-Tech0.17%-0.01%—
26JNJJohnson & JohnsonStock-Healthcare0.16%+0.03%+3.08%
27VIGVanguard Dividend Apprec ETFETF-Other0.16%——
28MDTMedtronic plcStock-Healthcare0.15%-0.01%+2.90%
29VVisa Inc-class A SharesStock-Financials0.14%-0.02%—
30VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.13%-0.01%-4.84%
31VTIVanguard Total Stock Mkt ETFETF-Other0.12%-0.01%—
32ROSTRoss Stores INCStock-Consumer Disc0.12%+0.01%-11.94%
33AMGNAmgen INCStock-Healthcare0.10%——
34AMDAdvanced Micro DevicesStock-Tech0.09%+0.02%+31.23%
35CVXChevron CORPStock-Energy0.08%+0.08%NEW
36XYZBlock INCStock-Financials0.08%-0.01%—
37WMTWalmart INCStock-Consumer Staples0.08%+0.08%NEW
38JPMJpmorgan Chase & CoStock-Financials0.08%—-0.81%
39XOMExxon Mobil CORPStock-Energy0.07%+0.07%NEW
40QDFFlexshares Quality DividendETF-Other0.07%——
41FNWBFirst Northwest BancorpStock-Other0.04%——

Holding changes this quarter

Chaney Capital Management, Inc.'s most significant position changes for 2026-03-31: Sold out: Salesforce INC (CRM); New buy: Chevron CORP (CVX); New buy: Walmart INC (WMT); New buy: Exxon Mobil CORP (XOM); Add: Vanguard Growth ETF (VUG) — shares +3.29%.

Position changes disclosed by Chaney Capital Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTVVanguard Value ETF+0.7%-0.89%Trim
2IDHQInvesco S&p International De+0.5%+8.43%Add
3AGGIshares Core U.s. Aggregate+0.3%+0.08%Add
4AAPLApple INC+0.3%+13.10%Add
5SPEMState Street Sp Ptf Em ETF+0.2%+0.79%Add
6COSTCostco Wholesale CORP+0.2%+16.83%Add
7IMCGIshares Morningstar Mid-cap+0.2%+9.32%Add
8NVDANvidia CORP+0.2%+35.36%Add
9AMZNAmazon.com INC+0.1%+13.35%Add
10JNJJohnson & Johnson0%+3.08%Add
11AMDAdvanced Micro Devices0%+31.23%Add
12ROSTRoss Stores INC0%-11.94%Trim
13GOOGAlphabet Inc-cl C0%+8.84%Add
14CSCOCisco Systems INC0%—Unchanged
15JPMJpmorgan Chase & Co—-0.81%Trim
16AMGNAmgen INC——Unchanged
17VIGVanguard Dividend Apprec ETF——Unchanged
18FNWBFirst Northwest Bancorp——Unchanged
19QDFFlexshares Quality Dividend——Unchanged
20VGTVanguard Info Tech ETF0%—Unchanged
21VOOVanguard S&p 500 ETF0%-4.84%Trim
22MDTMedtronic plc0%+2.90%Add
23XYZBlock INC0%—Unchanged
24VTIVanguard Total Stock Mkt ETF0%—Unchanged
25QQQInvesco Qqq Trust Series 10%+3.87%Add
26VVisa Inc-class A Shares0%—Unchanged
27BABoeing Co/the0%-2.31%Trim
28VYMVanguard High Dvd Yield ETF0%-6.53%Trim
29SCHWSchwab (charles) CORP0%+0.72%Add
30OBDCBlue Owl Capital CORP0%+0.81%Add
31METAMeta Platforms Inc-class A0%+3.89%Add
32BRK-BBerkshire Hathaway Inc-cl B-0.1%-0.65%Trim
33SBUXStarbucks CORP-0.1%-29.86%Trim
34BROBrown & Brown INC-0.1%—Unchanged
35TSLATesla INC-0.1%-17.53%Trim
36GOOGLAlphabet Inc-cl A-0.4%-2.76%Trim
37MSFTMicrosoft CORP-0.8%+4.79%Add
38VUGVanguard Growth ETF-1.1%+3.29%Add
39CRMSalesforce INC—EXITSold out
40CVXChevron CORP—NEWNew buy
41WMTWalmart INC—NEWNew buy
42XOMExxon Mobil CORP—NEWNew buy

FAQ

What is Chaney Capital Management, Inc. and what type of investor is it?
Chaney Capital Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $283.7M, spread across 41 disclosed positions.
What are Chaney Capital Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Chaney Capital Management, Inc.'s top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $57.2M (20.1%) 2. Vanguard Value ETF (VTV) — $51.3M (18.1%) 3. Vanguard Growth ETF (VUG) — $51.1M (18.0%) 4. State Street Sp Ptf Em ETF (SPEM) — $20.2M (7.1%) 5. Invesco Qqq Trust Series 1 (QQQ) — $18.1M (6.4%)
What changes did Chaney Capital Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Chaney Capital Management, Inc. made 32 notable position adjustments: 3 new positions were initiated, 18 existing holdings were added to, 10 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Salesforce INC (CRM); New buy: Chevron CORP (CVX); New buy: Walmart INC (WMT); New buy: Exxon Mobil CORP (XOM); Add: Vanguard Growth ETF (VUG) — shares +3.29%
What sectors does Chaney Capital Management, Inc. focus on?
Chaney Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.4% • Communication Services: 23.0% • Financials: 17.0% • Consumer Discretionary: 14.8% • Consumer Staples: 3.1% • Health Care: 2.0%