CHAPMAN FINANCIAL GROUP, LLC 13F Holdings

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.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,524$7.3M5.12%
MICROSOFT CORPMSFTTechnology13,585$7.0M4.94%
APPLE INCAAPLTechnology27,364$7.0M4.89%
ALPHABET INCGOOGEquity23,759$5.8M4.06%
JPMORGAN CHASE & COJPMFinancial Services14,605$4.6M3.23%
SCHWAB US LARGE-CAP ETFSCHXEquity168,317$4.4M3.11%
SCHWAB US BROAD MARKET ETFSCHB—150,008$3.9M2.71%
AMAZON.COM INCAMZNEquity13,780$3.0M2.12%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—125,737$2.9M2.05%
THERMO FISHER SCIENTIFIC INCTMOHealthcare5,429$2.6M1.85%
PEPSICO INCPEPConsumer Defensive17,699$2.5M1.74%
BANK OF AMERICA CORPBACFinancial Services46,535$2.4M1.68%
LEIDOS HOLDINGS INCLDOSTechnology12,038$2.3M1.60%
COCA COLA COKOConsumer Defensive30,839$2.0M1.43%
PALO ALTO NETWORKS INCPANWTechnology9,445 .9M1.35%
TOAST INCTOSTTechnology48,470 .8M1.24%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology6,279 .8M1.23%
CITIGROUP INCCFinancial Services17,255 .8M1.23%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity63,516 .7M1.22%
INNOVATOR US EQUITY BUFFER ETF - AUGUSTBAUG—33,992 .7M1.17%
IQVIA HOLDINGS INCIQVHealthcare8,431 .6M1.12%
US BANCORPUSBFinancial Services32,307 .6M1.10%
CBRE GROUP INCCBREReal Estate9,519 .5M1.05%
ISHARES MBS ETFMBB—14,443 .4M0.96%
VANGUARD 500 INDEX FUNDVOO—2,240 .4M0.96%