CHAPMAN FINANCIAL GROUP, LLC 13F Holdings
CIK 0002056577 · KAILUA, HI
As of Sep 30, 2025, CHAPMAN FINANCIAL GROUP, LLC reported 315 positions worth
CIK 0002056577 · KAILUA, HI
As of Sep 30, 2025, CHAPMAN FINANCIAL GROUP, LLC reported 315 positions worth
42.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 14,524 | $7.3M | 5.12% |
| MICROSOFT CORP | MSFT | Technology | 13,585 | $7.0M | 4.94% |
| APPLE INC | AAPL | Technology | 27,364 | $7.0M | 4.89% |
| ALPHABET INC | GOOG | Equity | 23,759 | $5.8M | 4.06% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,605 | $4.6M | 3.23% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 168,317 | $4.4M | 3.11% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 150,008 | $3.9M | 2.71% |
| AMAZON.COM INC | AMZN | Equity | 13,780 | $3.0M | 2.12% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 125,737 | $2.9M | 2.05% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 5,429 | $2.6M | 1.85% |
| PEPSICO INC | PEP | Consumer Defensive | 17,699 | $2.5M | 1.74% |
| BANK OF AMERICA CORP | BAC | Financial Services | 46,535 | $2.4M | 1.68% |
| LEIDOS HOLDINGS INC | LDOS | Technology | 12,038 | $2.3M | 1.60% |
| COCA COLA CO | KO | Consumer Defensive | 30,839 | $2.0M | 1.43% |
| PALO ALTO NETWORKS INC | PANW | Technology | 9,445 | .9M | 1.35% |
| TOAST INC | TOST | Technology | 48,470 | .8M | 1.24% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 6,279 | .8M | 1.23% |
| CITIGROUP INC | C | Financial Services | 17,255 | .8M | 1.23% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 63,516 | .7M | 1.22% |
| INNOVATOR US EQUITY BUFFER ETF - AUGUST | BAUG | — | 33,992 | .7M | 1.17% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 8,431 | .6M | 1.12% |
| US BANCORP | USB | Financial Services | 32,307 | .6M | 1.10% |
| CBRE GROUP INC | CBRE | Real Estate | 9,519 | .5M | 1.05% |
| ISHARES MBS ETF | MBB | — | 14,443 | .4M | 0.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,240 | .4M | 0.96% |