Chaney Capital Management, Inc.
45 holdingsFiling period: 2026-06-30Current AUM: $322.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares TR | 574.2K | $56.8M | $55.2M | 17.11% | -1,631 | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 257.3K | $56.1M | $58.2M | 18.06% | -3,992 | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 587.1K | $50.6M | $51.4M | 15.94% | +470.1K | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 44.3K | $32.6M | $31.6M | 9.79% | +12.9K | 2026-06-30 |
| 5 | SPEM | Spdr Index Shs Fds | 429.5K | $22.2M | $21.2M | 6.58% | -581 | 2026-06-30 |
| 6 | IDHQ | Invesco Exch Traded FD TR II | 411.9K | $18.0M | $18.0M | 5.59% | +18.1K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 39.1K | $14.0M | $12.4M | 3.84% | -873 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 37.8K | $10.9M | $13.0M | 4.03% | -350 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 28.1K | $10.5M | $15.0M | 4.65% | +224 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 33.9K | $8.1M | $8.5M | 2.62% | -14 | 2026-06-30 |
| 11 | IMCG | iShares TR | 62.5K | $6.1M | $5.9M | 1.83% | +3.2K | 2026-06-30 |
| 12 | VYM | Vanguard Whitehall Fds | 38.1K | $6.0M | $6.2M | 1.92% | -3,653 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del | 8.9K | $4.4M | $4.4M | 1.38% | +138 | 2026-06-30 |
| 14 | SCHW | Schwab Charles Corp | 31.8K | $2.9M | $2.9M | 0.89% | +133 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 10.9K | $2.2M | $2.4M | 0.73% | +109 | 2026-06-30 |
| 16 | COST | Costco Wholesale Corporation | 1.6K | $1.5M | $1.6M | 0.51% | -10 | 2026-06-30 |
| 17 | OBDC | Blue Owl Capital Corporation | 119.8K | $1.3M | $1.2M | 0.37% | -- | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 2.2K | $1.2M | $1.4M | 0.43% | -28 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 2.9K | $1.0M | $909K | 0.28% | -47 | 2026-06-30 |
| 20 | TSLA | Tesla Inc | 2.2K | $926K | $862K | 0.27% | -33 | 2026-06-30 |
| 21 | CSCO | Cisco Sys Inc | 7.1K | $833K | $782K | 0.24% | +149 | 2026-06-30 |
| 22 | AMD | Advanced Micro Devices Inc | 1.4K | $787K | $720K | 0.22% | +65 | 2026-06-30 |
| 23 | BRO | Brown & Brown Inc | 10.9K | $696K | $771K | 0.24% | -- | 2026-06-30 |
| 24 | VGT | Vanguard World FD | 5.4K | $644K | $652K | 0.20% | +4.7K | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 521 | $601K | $471K | 0.15% | -- | 2026-06-30 |
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