CHAPMAN FINANCIAL GROUP, LLC
262 holdingsFiling period: 2026-06-30Current AUM: $156.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 21.5K | $7.6M | $7.3M | 4.69% | -350 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 25.2K | $7.3M | $8.4M | 5.34% | -214 | 2026-06-30 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.1K | $7.1M | $7.1M | 4.51% | -14 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 13.8K | $5.2M | $6.9M | 4.38% | +164 | 2026-06-30 |
| 5 | SCHX | SCHWAB STRATEGIC TR | 163.2K | $4.8M | $4.9M | 3.11% | +1.5K | 2026-06-30 |
| 6 | JPM | JPMORGAN CHASE & CO | 13.5K | $4.4M | $4.8M | 3.04% | -65 | 2026-06-30 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 150.2K | $4.3M | $4.4M | 2.80% | -1,566 | 2026-06-30 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 123.6K | $3.4M | $3.4M | 2.19% | +1.2K | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 13.4K | $3.2M | $3.3M | 2.12% | -110 | 2026-06-30 |
| 10 | PANW | PALO ALTO NETWORKS INC | 9.2K | $3.1M | $3.4M | 2.19% | +30 | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.0K | $2.9M | $2.5M | 1.59% | -80 | 2026-06-30 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 5.4K | $2.7M | $3.5M | 2.21% | -- | 2026-06-30 |
| 13 | BAC | BANK OF AMER CORP | 44.9K | $2.6M | $2.7M | 1.70% | -304 | 2026-06-30 |
| 14 | KO | COCA COLA CO | 30.4K | $2.5M | $2.7M | 1.72% | -- | 2026-06-30 |
| 15 | C | CITIGROUP INC | 16.8K | $2.3M | $2.3M | 1.46% | -50 | 2026-06-30 |
| 16 | TIPX | SPDR SERIES TRUST | 121.4K | $2.3M | $2.2M | 1.43% | +1.8K | 2026-06-30 |
| 17 | PEP | PEPSICO INC | 17.0K | $2.3M | $2.3M | 1.47% | -50 | 2026-06-30 |
| 18 | SCHD | SCHWAB STRATEGIC TR | 63.6K | $2.0M | $2.2M | 1.39% | -400 | 2026-06-30 |
| 19 | USB | US BANCORP | 29.7K | $1.8M | $1.8M | 1.18% | -149 | 2026-06-30 |
| 20 | JNJ | JOHNSON & JOHNSON | 6.7K | $1.7M | $1.8M | 1.14% | -13 | 2026-06-30 |
| 21 | VOO | VANGUARD INDEX FDS | 2.3K | $1.6M | $1.6M | 1.02% | +71 | 2026-06-30 |
| 22 | BAUG | INNOVATOR ETFS TRUST | 28.0K | $1.5M | $1.5M | 0.98% | -860 | 2026-06-30 |
| 23 | VMBS | VANGUARD SCOTTSDALE FDS | 31.8K | $1.5M | $1.4M | 0.92% | +1.2K | 2026-06-30 |
| 24 | IQV | IQVIA HLDGS INC | 7.6K | $1.5M | $2.1M | 1.31% | -500 | 2026-06-30 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 1.4K | $1.3M | $1.3M | 0.82% | -- | 2026-06-30 |
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