Chancellor Financial Group WB LP holds a focused book of 149 stocks worth $161.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Schwab US DVD Equity ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Apple Inc at 14% of the equity book. Cloning the disclosed picks since 2025 would be +40% (+26.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 11.9 points over this window.
Growth of $10,000 cloning Chancellor Financial Group WB LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Chancellor Financial Group WB LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $645.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $420.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $192.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $181.4B |
| UBS Group AG | 80 / 80 | $165.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $100.9B |
| LPL Financial LLC | 80 / 80 | $84.5B |
| Cetera Investment Advisers | 80 / 80 | $23.5B |
Ranked by how many of Chancellor Financial Group WB LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $22.9M | 79.0K | 14.2% | ▲+2.5% Added · +2K sh | |
| 2 | Microsoft Corp COM | $11.5M | 30.8K | 7.1% | ▲+6.6% Added · +2K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $8.1M | 10.9K | 5.0% | ▼−6.4% Reduced · −750 sh | |
| 4 | Nvidia Corporation COM | $6.8M | 33.9K | 4.2% | ▼−3.7% Reduced · −1K sh | |
| 5 | Amazon Com Inc COM | $6.1M | 25.6K | 3.8% | ▲+6.0% Added · +1K sh | |
| 6 | Alphabet Inc CAP STK CL A | $5.8M | 16.2K | 3.6% | ▲+5.5% Added · +841 sh | |
| 7 | Johnson & Johnson COM | $4.2M | 16.4K | 2.6% | ▲+2.8% Added · +447 sh | |
| 8 | NextEra Energy Inc COM | $3.6M | 40.5K | 2.2% | ▲~0% Added · +11 sh | |
| 9 | Visa Inc COM CL A | $3.3M | 9.7K | 2.1% | ▲+0.4% Added · +35 sh | |
| 10 | Citigroup Inc COM NEW | $3.2M | 23.2K | 2.0% | ▼−0.6% Reduced · −133 sh | |
| 11 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 1.8% | ▼−1.9% Reduced · −159 sh | |
| 12 | JPMorgan Chase & Co COM | $2.9M | 8.8K | 1.8% | ▲+8.5% Added · +689 sh | |
| 13 | Cummins Inc COM | $2.6M | 3.7K | 1.6% | ▲~0% Added · +1 sh | |
| 14 | Broadcom Inc COM | $2.4M | 6.4K | 1.5% | ▼−6.2% Reduced · −425 sh | |
| 15 | Bank Of Amer Corp COM | $2.0M | 35.3K | 1.2% | ▲+0.8% Added · +281 sh | |
| 16 | Brown Forman Corp CL B | $1.8M | 67.7K | 1.1% | ▲~0% Added · +13 sh | |
| 17 | Unitedhealth Group Inc COM | $1.8M | 4.3K | 1.1% | ▲+1.8% Added · +77 sh | |
| 18 | Pepsico Inc COM | $1.7M | 12.6K | 1.1% | ▲+11% Added · +1K sh | |
| 19 | Procter & Gamble Co COM | $1.6M | 10.7K | 1.0% | ▲+19% Added · +2K sh | |
| 20 | Caterpillar Inc COM | $1.5M | 1.4K | 0.9% | ▼−50% Reduced · −1K sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.8K | 0.9% | ▲+72% Added · +2K sh | |
| 22 | Costco Wholesale Corporation COM | $1.4M | 1.5K | 0.9% | —Held | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.7K | 0.8% | ▲+4.4% Added · +115 sh | |
| 24 | Abbvie Inc COM | $1.4M | 5.5K | 0.8% | ▲+0.3% Added · +14 sh | |
| 25 | Deere & Co COM | $1.3M | 2.1K | 0.8% | ▼−0.1% Reduced · −2 sh | |
| 26 | PPL Corp COM | $1.3M | 35.4K | 0.8% | ▼−11% Reduced · −4K sh | |
| 27 | Hancock John Finl Opptys SH BEN INT NEW | $1.2M | 31.4K | 0.8% | ▲+0.5% Added · +169 sh | |
| 28 | Ge Aerospace COM NEW | $1.2M | 3.3K | 0.8% | ▲+0.8% Added · +25 sh | |
| 29 | Ge Vernova Inc COM | $1.2M | 1.0K | 0.7% | —Held | |
| 30 | Heico Corp New COM | $1.2M | 3.3K | 0.7% | —Held | |
| 31 | Eli Lilly & Co COM | $1.1M | 918 | 0.7% | ▲+1.7% Added · +15 sh | |
| 32 | Archer Daniels Midland Co COM | $1.0M | 13.5K | 0.6% | ▲+0.1% Added · +15 sh | |
| 33 | Vanguard Specialized Funds DIV APP ETF | $1.0M | 4.3K | 0.6% | ▼−3.6% Reduced · −159 sh | |
| 34 | Mastercard Incorporated CL A | $1.0M | 2.0K | 0.6% | ▼−0.3% Reduced · −6 sh | |
| 35 | Meta Platforms Inc CL A | $997K | 1.8K | 0.6% | ▲+32% Added · +425 sh | |
| 36 | Ishares TR S&P 500 GRWT ETF | $973K | 7.1K | 0.6% | ▼−14% Reduced · −1K sh | |
| 37 | Walmart Inc COM | $939K | 8.3K | 0.6% | ▲+66% Added · +3K sh | |
| 38 | Verizon Communications Inc COM | $884K | 20.9K | 0.5% | ▲+1.4% Added · +287 sh | |
| 39 | McDonalds Corp COM | $875K | 3.2K | 0.5% | ▲+13% Added · +374 sh | |
| 40 | Merck & Co Inc COM | $839K | 6.5K | 0.5% | ▲+10% Added · +607 sh | |
| 41 | Waste Mgmt Inc Del COM | $828K | 3.7K | 0.5% | ▲+10% Added · +348 sh | |
| 42 | Exxon Mobil Corp COM | $803K | 5.9K | 0.5% | ▼−3.8% Reduced · −230 sh | |
| 43 | Eaton Vance Enhanced Equity COM | $785K | 35.6K | 0.5% | ▲+2.1% Added · +734 sh | |
| 44 | Chevron Corporation COM | $776K | 4.7K | 0.5% | ▲+1.6% Added · +74 sh | |
| 45 | Reliance Inc COM | $747K | 2.0K | 0.5% | —Held | |
| 46 | Quanta Svcs Inc COM | $711K | 988 | 0.4% | —Held | |
| 47 | Advanced Micro Devices Inc COM | $692K | 1.2K | 0.4% | ▲+9.2% Added · +100 sh | |
| 48 | Cisco Sys Inc COM | $670K | 5.7K | 0.4% | ▲+19% Added · +927 sh | |
| 49 | Home Depot Inc COM | $666K | 1.9K | 0.4% | ▲+4.4% Added · +79 sh | |
| 50 | Philip Morris Intl Inc COM | $664K | 3.7K | 0.4% | ▲+1.2% Added · +44 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2059742/holdings"
Use Arkolith to show Chancellor Financial Group WB LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 149 | $161.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 140 | $141.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 137 | $147.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 132 | $141.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 135 | $129.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 133 | $121.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 19, 2025 | 128 | $124.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.