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Chaney Capital Management, Inc. Top Holdings and 13F Report (2026)

About Chaney Capital Management, Inc.

Investment Activity

  • Chaney Capital Management, Inc. has $283.66 million in total holdings as of March 31, 2026.
  • Chaney Capital Management, Inc. owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 2.84% of the portfolio was purchased this quarter.
  • About 0.70% of the portfolio was sold this quarter.
  • This quarter, Chaney Capital Management, Inc. has purchased 39 new stocks and bought additional shares in 18 stocks.
  • Chaney Capital Management, Inc. sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

166764100 - Chevron
$239,021 Holding
931142103 - WALMART INC
$222,088 Holding
30231G102 - ExxonMobil
$203,762 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
3,730 shares (about $1.63M)
Apple
4,420 shares (about $1.12M)
Amazon.com
3,998 shares (about $832.66K)
Invesco QQQ
1,171 shares (about $675.89K)

Largest Sales this Quarter

Vanguard Value ETF
2,351 shares (about $461.27K)
Vanguard High Dividend Yield ETF
2,913 shares (about $431.42K)
Alphabet
1,135 shares (about $326.38K)
Starbucks
2,372 shares (about $212.51K)
Tesla
475 shares (about $176.58K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChaney Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$57,166,516$48,444 â–²0.1%575,86920.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$51,272,946$461,266 â–¼-0.9%261,33018.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$51,131,511$1,629,227 â–²3.3%117,06218.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$20,176,882$158,790 â–²0.8%430,1197.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$18,126,614$675,888 â–²3.9%31,4056.4%Finance
IDHQ
Invesco S&P International Developed Quality ETF
$13,927,256$1,082,853 â–²8.4%393,7594.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,483,117$326,380 â–¼-2.8%39,9334.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$10,334,548$471,973 â–²4.8%27,9183.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,687,314$1,121,740 â–²13.1%38,1713.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,069,933$832,663 â–²13.3%33,9462.5%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,178,880$431,415 â–¼-6.5%41,7212.2%Financial Services
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$4,671,534$398,104 â–²9.3%59,3061.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,192,042$27,314 â–¼-0.6%8,7481.5%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,979,866$21,334 â–²0.7%31,7071.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,878,830$490,767 â–²35.4%10,7730.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,638,892$236,120 â–²16.8%1,6450.6%Retail/Wholesale
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$1,325,043$10,673 â–²0.8%119,8050.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,282,651$48,057 â–²3.9%2,2420.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$843,893$68,556 â–²8.8%2,9420.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$830,861$176,581 â–¼-17.5%2,2350.3%Auto/Tires/Trucks
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$708,4410.0%10,8640.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$539,0180.0%6,9470.2%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$499,195$212,507 â–¼-29.9%5,5720.2%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$488,058$11,545 â–¼-2.3%2,4520.2%Aerospace
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$470,5360.0%6740.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$449,519$13,444 â–²3.1%1,8390.2%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$441,9480.0%2,0550.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$427,964$12,044 â–²2.9%4,9390.2%Medical
Visa Inc. stock logo
V
Visa
$388,0760.0%1,2840.1%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$364,506$18,524 â–¼-4.8%6100.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$349,6830.0%1,0900.1%ETF
Ross Stores, Inc. stock logo
ROST
Ross Stores
$342,059$46,359 â–¼-11.9%1,5790.1%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$297,6650.0%8460.1%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$262,425$62,453 â–²31.2%1,2900.1%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$239,021$239,021 â–²New Holding1,1550.1%Energy
BLOCK INC
$238,9150.0%3,9700.1%CL A
WALMART INC
$222,088$222,088 â–²New Holding1,7870.1%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$215,619$1,765 â–¼-0.8%7330.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$203,762$203,762 â–²New Holding1,2010.1%Energy
QDF
FlexShares Quality Dividend Index Fund
$201,1260.0%2,5430.1%ETF
First Northwest Bancorp stock logo
FNWB
First Northwest Bancorp
$114,1980.0%13,1560.0%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$0$279,480 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data