CHAPMAN FINANCIAL GROUP, LLC
266 holdingsFiling period: 2026-03-31Current AUM: $155.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.1K | $6.8M | $6.8M | 4.36% | -365 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 25.5K | $6.5M | $7.9M | 5.06% | -1,504 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 21.9K | $6.3M | $7.8M | 5.02% | -1,363 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 13.7K | $5.1M | $6.3M | 4.08% | +34 | 2026-03-31 |
| 5 | SCHX | SCHWAB STRATEGIC TR | 161.7K | $4.1M | $4.8M | 3.06% | -3,145 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 13.6K | $4.0M | $4.8M | 3.07% | -838 | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 151.8K | $3.8M | $4.4M | 2.82% | -1,250 | 2026-03-31 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 122.3K | $3.0M | $3.4M | 2.16% | -230 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 13.5K | $2.8M | $3.7M | 2.36% | -23 | 2026-03-31 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 5.4K | $2.7M | $3.1M | 2.00% | -23 | 2026-03-31 |
| 11 | PEP | PEPSICO INC | 17.0K | $2.6M | $2.4M | 1.53% | -487 | 2026-03-31 |
| 12 | KO | COCA COLA CO | 30.4K | $2.3M | $2.7M | 1.71% | -485 | 2026-03-31 |
| 13 | TIPX | SPDR SERIES TRUST | 119.7K | $2.3M | $2.2M | 1.44% | -- | 2026-03-31 |
| 14 | BAC | BANK AMERICA CORP | 45.2K | $2.2M | $2.8M | 1.80% | -1,295 | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.1K | $2.1M | $2.5M | 1.59% | -164 | 2026-03-31 |
| 16 | SCHD | SCHWAB STRATEGIC TR | 64.0K | $2.0M | $2.1M | 1.38% | -217 | 2026-03-31 |
| 17 | C | CITIGROUP INC | 16.8K | $1.9M | $2.2M | 1.43% | -417 | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 6.7K | $1.6M | $1.7M | 1.11% | +42 | 2026-03-31 |
| 19 | LDOS | LEIDOS HOLDINGS INC | 10.1K | $1.6M | $1.2M | 0.75% | -251 | 2026-03-31 |
| 20 | USB | US BANCORP | 29.8K | $1.6M | $1.9M | 1.21% | -1,434 | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 9.1K | $1.5M | $3.0M | 1.95% | -- | 2026-03-31 |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | 4.2K | $1.5M | $1.2M | 0.75% | -- | 2026-03-31 |
| 23 | VMBS | VANGUARD SCOTTSDALE FDS | 30.6K | $1.4M | $1.4M | 0.91% | +7.5K | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 1.4K | $1.4M | $1.4M | 0.87% | -- | 2026-03-31 |
| 25 | BAUG | INNOVATOR ETFS TRUST | 28.9K | $1.4M | $1.6M | 1.01% | -5,123 | 2026-03-31 |
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