Chaney Capital Management, Inc.
42 holdingsFiling period: 2026-03-31Current AUM: $319.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 575.9K | $57.2M | $56.1M | 17.56% | +488 | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 261.3K | $51.3M | $57.5M | 18.00% | -2,351 | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 117.1K | $51.1M | $59.8M | 18.74% | +3.7K | 2026-03-31 |
| 4 | SPEM | SPDR INDEX SHS FDS | 430.1K | $20.2M | $21.9M | 6.86% | +3.4K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 31.4K | $18.1M | $21.6M | 6.77% | +1.2K | 2026-03-31 |
| 6 | IDHQ | INVESCO EXCH TRADED FD TR II | 393.8K | $13.9M | $17.2M | 5.40% | +30.6K | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 39.9K | $11.5M | $14.2M | 4.45% | -1,135 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 27.9K | $10.3M | $13.0M | 4.06% | +1.3K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 38.2K | $9.7M | $11.8M | 3.69% | +4.4K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 33.9K | $7.1M | $9.2M | 2.89% | +4.0K | 2026-03-31 |
| 11 | VYM | VANGUARD WHITEHALL FDS | 41.7K | $6.2M | $6.8M | 2.12% | -2,913 | 2026-03-31 |
| 12 | IMCG | ISHARES TR | 59.3K | $4.7M | $5.6M | 1.77% | +5.1K | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.7K | $4.2M | $4.2M | 1.31% | -57 | 2026-03-31 |
| 14 | SCHW | SCHWAB CHARLES CORP | 31.7K | $3.0M | $3.3M | 1.04% | +227 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 10.8K | $1.9M | $2.2M | 0.68% | +2.8K | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 1.6K | $1.6M | $1.6M | 0.49% | +237 | 2026-03-31 |
| 17 | OBDC | BLUE OWL CAPITAL CORPORATION | 119.8K | $1.3M | $1.3M | 0.40% | +965 | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 2.2K | $1.3M | $1.2M | 0.39% | +84 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 2.9K | $843K | $1.0M | 0.33% | +239 | 2026-03-31 |
| 20 | TSLA | TESLA INC | 2.2K | $830K | $695K | 0.22% | -475 | 2026-03-31 |
| 21 | BRO | BROWN & BROWN INC | 10.9K | $708K | $764K | 0.24% | -- | 2026-03-31 |
| 22 | CSCO | CISCO SYS INC | 6.9K | $539K | $806K | 0.25% | -- | 2026-03-31 |
| 23 | SBUX | STARBUCKS CORP | 5.6K | $499K | $586K | 0.18% | -2,372 | 2026-03-31 |
| 24 | BA | BOEING CO | 2.5K | $488K | $530K | 0.17% | -58 | 2026-03-31 |
| 25 | VGT | VANGUARD WORLD FD | 674 | $470K | $610K | 0.19% | -- | 2026-03-31 |
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