Chancellor Financial Group Wb Lp Top Holdings and 13F Report (2026) About Chancellor Financial Group Wb LpInvestment ActivityChancellor Financial Group Wb Lp has $161.53 million in total holdings as of June 30, 2026.Chancellor Financial Group Wb Lp owns shares of 149 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 7.50% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Chancellor Financial Group Wb Lp has purchased 140 new stocks and bought additional shares in 71 stocks.Chancellor Financial Group Wb Lp sold shares of 33 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $22,864,691Microsoft $11,481,698iShares Core S&P 500 ETF $8,148,866NVIDIA $6,782,151Amazon.com $6,106,747 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $583,479 Holding81369Y803 - Technology Select Sector SPDR Fund $438,387 Holding595112103 - Micron Technology $341,670 Holding038222105 - Applied Materials $327,519 Holding14040H105 - Capital One Financial $318,330 Holding Largest Purchases this Quarter Microsoft 1,910 shares (about $712.48K)Vanguard Total Stock Market ETF 1,612 shares (about $596.58K)Schwab US Dividend Equity ETF 18,400 shares (about $583.48K)Apple 1,915 shares (about $554.13K)Technology Select Sector SPDR Fund 2,301 shares (about $438.39K) Largest Sales this Quarter Caterpillar 1,440 shares (about $1.53M)iShares Core S&P 500 ETF 750 shares (about $561.68K)NVIDIA 1,293 shares (about $258.71K)Broadcom 425 shares (about $160.56K)PPL 4,248 shares (about $154.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChancellor Financial Group Wb Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$22,864,691$554,125 ▲2.5%79,01814.2%TechnologyMSFTMicrosoft$11,481,698$712,477 ▲6.6%30,7807.1%TechnologyIVViShares Core S&P 500 ETF$8,148,866$561,681 ▼-6.4%10,8815.0%ETFNVDANVIDIA$6,782,151$258,713 ▼-3.7%33,8964.2%TechnologyAMZNAmazon.com$6,106,747$347,976 ▲6.0%25,6223.8%Consumer DiscretionaryGOOGLAlphabet$5,798,221$300,543 ▲5.5%16,2253.6%Communication ServicesJNJJohnson & Johnson$4,158,152$113,522 ▲2.8%16,3732.6%HealthcareNEENextEra Energy$3,555,127$965 ▲0.0%40,5052.2%UtilitiesVVisa$3,318,531$12,009 ▲0.4%9,6722.1%FinanceCCitigroup$3,245,614$18,614 ▼-0.6%23,1902.0%FinanceGOOGAlphabet$2,920,272$56,179 ▼-1.9%8,2651.8%Communication ServicesJPMJPMorgan Chase & Co.$2,865,501$225,535 ▲8.5%8,7541.8%FinanceCMICummins$2,608,885$713 ▲0.0%3,6581.6%IndustrialsAVGOBroadcom$2,435,529$160,555 ▼-6.2%6,4471.5%TechnologyBACBank of America$2,012,417$16,011 ▲0.8%35,3181.2%FinanceBF.BBrown-Forman$1,803,357$346 ▲0.0%67,6681.1%Consumer StaplesUNHUnitedHealth Group$1,795,549$32,004 ▲1.8%4,3201.1%HealthcarePEPPepsiCo$1,707,277$163,971 ▲10.6%12,6091.1%Consumer StaplesPGProcter & Gamble$1,572,060$251,477 ▲19.0%10,7211.0%Consumer StaplesCATCaterpillar$1,525,699$1,533,152 ▼-50.1%1,4330.9%IndustrialsVTIVanguard Total Stock Market ETF$1,421,128$596,578 ▲72.4%3,8400.9%ETFCOSTCostco Wholesale$1,401,5440.0%1,4980.9%Consumer StaplesBRK.BBerkshire Hathaway$1,372,570$57,545 ▲4.4%2,7430.8%FinanceABBVAbbVie$1,371,663$3,523 ▲0.3%5,4510.8%HealthcareDEDeere & Company$1,323,965$1,269 ▼-0.1%2,0870.8%IndustrialsPPLPPL$1,285,900$154,413 ▼-10.7%35,3760.8%UtilitiesBTOJohn Hancock Financial Opportunities Fund$1,236,440$6,662 ▲0.5%31,3660.8%FinanceGEGE Aerospace$1,229,002$9,345 ▲0.8%3,2880.8%IndustrialsGE VERNOVA INC$1,193,6870.0%1,0160.7%COMHEIHeico$1,165,7010.0%3,2730.7%IndustrialsLLYEli Lilly and Company$1,101,240$17,994 ▲1.7%9180.7%HealthcareADMArcher Daniels Midland$1,034,062$1,146 ▲0.1%13,5350.6%Consumer StaplesVIGVanguard Dividend Appreciation ETF$1,011,228$37,619 ▼-3.6%4,2740.6%ETFMAMastercard$1,010,784$3,082 ▼-0.3%1,9680.6%FinanceMETAMeta Platforms$997,117$239,421 ▲31.6%1,7700.6%Communication ServicesIVWiShares S&P 500 Growth ETF$972,885$152,795 ▼-13.6%7,0740.6%ETFWALMART INC$939,247$371,939 ▲65.6%8,2930.6%COMVZVerizon Communications$884,315$12,152 ▲1.4%20,8860.5%Communication ServicesMCDMcDonald's$874,979$101,094 ▲13.1%3,2370.5%Consumer DiscretionaryMRKMerck & Co., Inc.$838,653$78,005 ▲10.3%6,5260.5%HealthcareWMWaste Management$828,310$77,570 ▲10.3%3,7160.5%IndustrialsXOMExxonMobil$802,940$31,445 ▼-3.8%5,8730.5%EnergyEOSEaton Vance Enhanced Equity Income Fund II$784,917$16,177 ▲2.1%35,6130.5%ETFCVXChevron$776,432$12,266 ▲1.6%4,6840.5%EnergyRSReliance$747,2000.0%2,0000.5%IndustrialsPWRQuanta Services$711,4000.0%9880.4%IndustrialsAMDAdvanced Micro Devices$692,445$58,091 ▲9.2%1,1920.4%TechnologyCSCOCisco Systems$669,527$108,886 ▲19.4%5,7000.4%TechnologyHDHome Depot$665,658$27,868 ▲4.4%1,8870.4%Consumer DiscretionaryPMPhilip Morris International$664,036$7,959 ▲1.2%3,6710.4%Consumer StaplesIBMInternational Business Machines$663,937$195,160 ▲41.6%2,3610.4%TechnologyTSLATesla$656,136$8,412 ▲1.3%1,5600.4%Consumer DiscretionaryDISWalt Disney$654,263$58,324 ▼-8.2%6,7980.4%Communication ServicesPWBInvesco Large Cap Growth ETF$631,527$59,801 ▲10.5%3,7490.4%ETFYUMYum! Brands$626,723$160 ▲0.0%3,9200.4%Consumer DiscretionaryQQQInvesco QQQ$612,685$5,891 ▲1.0%8320.4%ETFQCOMQualcomm$590,065$145,068 ▼-19.7%3,1930.4%TechnologySCHDSchwab US Dividend Equity ETF$583,479$583,479 ▲New Holding18,4000.4%ETFCOHRCoherent$556,2030.0%1,4100.3%TechnologyDHRDanaher$544,9630.0%2,8610.3%HealthcareIWMiShares Russell 2000 ETF$538,760$43,870 ▼-7.5%1,7930.3%ETFBABoeing$526,239$109,534 ▼-17.2%2,4310.3%IndustrialsIJHiShares Core S&P Mid-Cap ETF$510,710$44,262 ▼-8.0%6,6230.3%ETFCHYCalamos Convertible and High Income Fund$507,498$10,692 ▲2.2%37,2610.3%FinanceGLWCorning$505,962$255 ▲0.1%1,9810.3%TechnologySMHVanEck Semiconductor ETF$505,636$108,210 ▲27.2%7710.3%ETFMOAltria Group$503,565$25,829 ▲5.4%6,9990.3%Consumer StaplesIBBiShares Biotechnology ETF$494,3160.0%2,5990.3%ETFTFCTruist Financial$492,222$797 ▼-0.2%9,8800.3%FinanceAMEAMETEK$483,8800.0%2,0000.3%TechnologyRTXRTX$482,831$11,762 ▲2.5%2,5450.3%IndustrialsETEnergy Transfer$472,207$26,768 ▲6.0%24,6970.3%EnergyGRCGorman-Rupp$458,7000.0%5,0000.3%IndustrialsMDLZMondelez International$439,978$10,237 ▼-2.3%7,6070.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$438,387$438,387 ▲New Holding2,3010.3%ETFVOOVanguard S&P 500 ETF$432,128$60,457 ▲16.3%6290.3%ETFKIMBERLY-CLARK CORP$426,484$70,367 ▲19.8%3,8850.3%COMKOCocaCola$426,083$9,021 ▲2.2%5,2430.3%Consumer StaplesCNICanadian National Railway$413,627$835 ▲0.2%3,4690.3%IndustrialsTTECTeleTech$396,905$184,300 ▲86.7%204,5900.2%IndustrialsBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$392,768$27,037 ▲7.4%13,5390.2%FinanceTMOThermo Fisher Scientific$391,5620.0%7810.2%HealthcareTSMTaiwan Semiconductor Manufacturing$391,455$955 ▲0.2%8200.2%TechnologyPNCThe PNC Financial Services Group$389,274$149,948 ▲62.7%1,5810.2%FinanceUBERUber Technologies$384,468$46,832 ▲13.9%5,3280.2%IndustrialsIJRiShares Core S&P Small-Cap ETF$375,895$21,797 ▼-5.5%2,5350.2%ETFUNPUnion Pacific$372,640$6,800 ▲1.9%1,3700.2%IndustrialsFBINFortune Brands Innovations$367,8300.0%6,7000.2%IndustrialsQQQXNuveen NASDAQ 100 Dynamic Overwrite Fund$365,536$60,430 ▲19.8%12,1280.2%FinanceVOOGVanguard S&P 500 Growth ETF$359,417$299,514 ▲500.0%4,3500.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$358,9430.0%1,0470.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$349,4750.0%3,6230.2%ETFCOWZPacer US Cash Cows 100 ETF$348,009$28,612 ▲9.0%5,5950.2%ETFABTAbbott Laboratories$345,372$63,430 ▼-15.5%3,8060.2%HealthcarePLAINS ALL AMERN PIPELINE L$344,0730.0%15,4570.2%UNIT LTD PARTNMUMicron Technology$341,670$341,670 ▲New Holding2960.2%TechnologyXARSPDR S&P Aerospace & Defense ETF$337,710$133,381 ▼-28.3%1,1900.2%ETFQUALiShares MSCI USA Quality Factor ETF$336,600$4,169 ▲1.3%1,5340.2%ETFAMTAmerican Tower$334,5010.0%2,0450.2%Real EstateCCNECNB Financial$333,860$34 ▲0.0%9,9040.2%FinanceShowing largest 100 holdings. 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