Chapman Financial Group, LLC holds a diversified book of 260 stocks worth $150.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ge Healthcare Technology and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% 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 Chapman Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $70.3B |
| Cetera Investment Advisers | 80 / 80 | $22.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.2B |
| HARBOUR INVESTMENTS, INC. | 80 / 80 | $1.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $431.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $84.1B |
| Advisory Services Network, LLC | 79 / 80 | $1.7B |
| IFP Advisors, Inc | 79 / 80 | $1.2B |
Ranked by how many of Chapman Financial Group, LLC'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 | Alphabet Inc CAP STK CL C | $7.6M | 21.5K | 5.1% | ▼−1.6% Reduced · −350 sh | |
| 2 | Apple Inc COM | $7.3M | 25.2K | 4.9% | ▼−0.8% Reduced · −214 sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $7.1M | 14.1K | 4.7% | ▼−0.1% Reduced · −14 sh | |
| 4 | Microsoft Corp COM | $5.2M | 13.8K | 3.4% | ▲+1.2% Added · +164 sh | |
| 5 | Schwab Strategic TR US LRG CAP ETF | $4.8M | 163.2K | 3.2% | ▲+0.9% Added · +2K sh | |
| 6 | JPMorgan Chase & Co COM | $4.4M | 13.5K | 2.9% | ▼−0.5% Reduced · −65 sh | |
| 7 | Schwab Strategic TR US BRD MKT ETF | $4.3M | 150.2K | 2.9% | ▼−1.0% Reduced · −2K sh | |
| 8 | Schwab Strategic TR INTL EQTY ETF | $3.4M | 123.6K | 2.3% | ▲+1.0% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $3.2M | 13.4K | 2.1% | ▼−0.8% Reduced · −110 sh | |
| 10 | Palo Alto Networks Inc COM | $3.1M | 9.2K | 2.1% | ▲+0.3% Added · +30 sh | |
| 11 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.9M | 6.0K | 1.9% | ▼−1.3% Reduced · −80 sh | |
| 12 | Thermo Fisher Scientific Inc COM | $2.7M | 5.4K | 1.8% | —Held | |
| 13 | Bank Of Amer Corp COM | $2.6M | 44.9K | 1.7% | ▼−0.7% Reduced · −304 sh | |
| 14 | Coca Cola Co COM | $2.5M | 30.4K | 1.6% | —Held | |
| 15 | Citigroup Inc COM NEW | $2.3M | 16.8K | 1.6% | ▼−0.3% Reduced · −50 sh | |
| 16 | SPDR Series Trust STATE STRET SPDR | $2.3M | 121.4K | 1.5% | ▲+1.5% Added · +2K sh | |
| 17 | Pepsico Inc COM | $2.3M | 17.0K | 1.5% | ▼−0.3% Reduced · −50 sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $2.0M | 63.6K | 1.3% | ▼−0.6% Reduced · −400 sh | |
| 19 | US Bancorp COM NEW | $1.8M | 29.7K | 1.2% | ▼−0.5% Reduced · −149 sh | |
| 20 | Johnson & Johnson COM | $1.7M | 6.7K | 1.1% | ▼−0.2% Reduced · −13 sh | |
| 21 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.3K | 1.0% | ▲+3.2% Added · +71 sh | |
| 22 | Innovator Etfs Trust US EQUT BUFR AUG | $1.5M | 28.0K | 1.0% | ▼−3.0% Reduced · −860 sh | |
| 23 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $1.5M | 31.8K | 1.0% | ▲+3.9% Added · +1K sh | |
| 24 | Iqvia Hldgs Inc COM | $1.5M | 7.6K | 1.0% | ▼−6.2% Reduced · −500 sh | |
| 25 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 0.9% | —Held | |
| 26 | Ishares TR MBS ETF | $1.3M | 14.0K | 0.9% | ▼−0.8% Reduced · −120 sh | |
| 27 | Toast Inc CL A | $1.3M | 47.6K | 0.9% | ▼−0.8% Reduced · −400 sh | |
| 28 | Ishares TR GNMA BOND ETF | $1.3M | 29.1K | 0.9% | ▼−1.7% Reduced · −500 sh | |
| 29 | Ishares TR CORE MSCI INTL | $1.2M | 14.0K | 0.8% | —Held | |
| 30 | L3harris Technologies Inc COM | $1.2M | 4.2K | 0.8% | —Held | |
| 31 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $1.2M | 45.4K | 0.8% | ▲+2.7% Added · +1K sh | |
| 32 | Cbre Group Inc CL A | $1.1M | 8.5K | 0.8% | —Held | |
| 33 | Wisdomtree TR INDIA ERNGS FD | $1.1M | 26.6K | 0.8% | ▼−1.1% Reduced · −300 sh | |
| 34 | Nvidia Corporation COM | $1.1M | 5.6K | 0.7% | —Held | |
| 35 | Annaly Capital Management In COM NEW | $1.1M | 49.9K | 0.7% | ▲+13% Added · +6K sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.7% | —Held | |
| 37 | Viking Holdings Ltd ORD SHS | $1.1M | 10.2K | 0.7% | ▼−0.5% Reduced · −50 sh | |
| 38 | Visa Inc COM CL A | $1.1M | 3.1K | 0.7% | —Held | |
| 39 | Procter & Gamble Co COM | $1.0M | 7.1K | 0.7% | ▼−0.4% Reduced · −30 sh | |
| 40 | Leidos Holdings Inc COM | $1.0M | 10.1K | 0.7% | —Held | |
| 41 | Keurig DR Pepper Inc COM | $1.0M | 31.1K | 0.7% | ▼−2.2% Reduced · −699 sh | |
| 42 | McDonalds Corp COM | $1.0M | 3.7K | 0.7% | —Held | |
| 43 | ASML Hldg NV N Y REGISTRY SHS | $1.0M | 503 | 0.7% | ▼−1.0% Reduced · −5 sh | |
| 44 | Brookfield Infrastructure Pa LP INT UNIT | $1.0M | 27.4K | 0.7% | —Held | |
| 45 | Chevron Corporation COM | $996K | 6.0K | 0.7% | ▼−2.4% Reduced · −150 sh | |
| 46 | Abbvie Inc COM | $977K | 3.9K | 0.6% | —Held | |
| 47 | Vanguard Index FDS VALUE ETF | $959K | 4.4K | 0.6% | —Held | |
| 48 | Illinois Tool WKS Inc COM | $937K | 3.5K | 0.6% | —Held | |
| 49 | Uber Technologies Inc COM | $924K | 12.8K | 0.6% | ▼−0.8% Reduced · −100 sh | |
| 50 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $897K | 16.6K | 0.6% | —Held |
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Use Arkolith to show CHAPMAN FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.