Chapman Financial Group, LLC Top Holdings and 13F Report (2026) About Chapman Financial Group, LLCInvestment ActivityChapman Financial Group, LLC has $139.75 million in total holdings as of March 31, 2026.Chapman Financial Group, LLC owns shares of 265 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 3.59% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Chapman Financial Group, LLC has purchased 256 new stocks and bought additional shares in 47 stocks.Chapman Financial Group, LLC sold shares of 75 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $6,771,097Apple $6,460,226Alphabet $6,273,916Microsoft $5,052,836Schwab US Large-Cap ETF $4,146,913 Largest New Holdings this Quarter 78468R861 - SPDR Bloomberg 1-10 Year TIPS ETF $2,296,775 Holding464286517 - iShares J.P. Morgan EM Local Currency Bond ETF $389,681 Holding053484101 - AvalonBay Communities $293,214 Holding46436F103 - iShares Gold Trust Micro $129,826 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $101,118 Holding Largest Purchases this Quarter SPDR Bloomberg 1-10 Year TIPS ETF 119,686 shares (about $2.30M)iShares J.P. Morgan EM Local Currency Bond ETF 9,551 shares (about $389.68K)Vanguard Mortgage-Backed Securities ETF 7,524 shares (about $353.25K)AvalonBay Communities 1,795 shares (about $293.21K)Invesco International Corporate Bond ETF 9,799 shares (about $226.36K) Largest Sales this Quarter Alphabet 1,363 shares (about $390.99K)Apple 1,504 shares (about $381.70K)American Tower 1,758 shares (about $303.40K)Vanguard Small-Cap Value ETF 1,282 shares (about $278.52K)Innovator U.S. Equity Buffer ETF - August 5,123 shares (about $250.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChapman Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$6,771,097$174,908 â–¼-2.5%14,1304.8%FinanceAAPLApple$6,460,226$381,700 â–¼-5.6%25,4554.6%Computer and TechnologyGOOGAlphabet$6,273,916$390,990 â–¼-5.9%21,8714.5%Computer and TechnologyMSFTMicrosoft$5,052,836$12,586 â–²0.2%13,6503.6%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,146,913$80,638 â–¼-1.9%161,7363.0%ETFJPMJPMorgan Chase & Co.$3,996,164$246,506 â–¼-5.8%13,5852.9%FinanceSCHBSchwab US Broad Market ETF$3,809,135$31,375 â–¼-0.8%151,7582.7%ETFSCHFSchwab International Equity ETF$3,027,585$5,692 â–¼-0.2%122,3272.2%ETFAMZNAmazon.com$2,814,561$4,790 â–¼-0.2%13,5142.0%Retail/WholesaleTMOThermo Fisher Scientific$2,657,212$11,305 â–¼-0.4%5,4061.9%MedicalPEPPepsiCo$2,641,742$75,625 â–¼-2.8%17,0121.9%Consumer StaplesKOCocaCola$2,308,422$36,884 â–¼-1.6%30,3541.7%Consumer StaplesTIPXSPDR Bloomberg 1-10 Year TIPS ETF$2,296,775$2,296,775 â–²New Holding119,6861.6%ETFBACBank of America$2,203,013$63,131 â–¼-2.8%45,1901.6%FinanceTSMTaiwan Semiconductor Manufacturing$2,066,565$55,424 â–¼-2.6%6,1151.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,964,249$6,658 â–¼-0.3%64,0241.4%ETFCCitigroup$1,906,196$47,292 â–¼-2.4%16,8081.4%Financial ServicesJNJJohnson & Johnson$1,642,149$10,266 â–²0.6%6,7181.2%MedicalLDOSLeidos$1,566,398$39,036 â–¼-2.4%10,0721.1%Computer and TechnologyUSBU.S. Bancorp$1,551,119$74,584 â–¼-4.6%29,8231.1%FinancePANWPalo Alto Networks$1,463,7220.0%9,1301.0%Computer and TechnologyLHXL3Harris Technologies$1,451,0110.0%4,2041.0%AerospaceVMBSVanguard Mortgage-Backed Securities ETF$1,436,905$353,252 â–²32.6%30,6051.0%ETFCOSTCostco Wholesale$1,418,9170.0%1,4241.0%Retail/WholesaleBAUGInnovator U.S. Equity Buffer ETF - August$1,410,188$250,247 â–¼-15.1%28,8691.0%ETFIQVIQVIA$1,386,491$1,535 â–²0.1%8,1301.0%MedicalMBBiShares MBS ETF$1,342,623$2,089 â–¼-0.2%14,1401.0%ETFVOOVanguard S&P 500 ETF$1,324,576$25,691 â–¼-1.9%2,2170.9%ETFGNMAiShares GNMA Bond ETF$1,310,440$64,545 â–²5.2%29,5610.9%ETFCVXChevron$1,274,504$2,483 â–²0.2%6,1600.9%EnergyTOSTToast$1,271,261$4,215 â–²0.3%47,9540.9%Computer and TechnologyBABInvesco Taxable Municipal Bond ETF$1,190,958$88,968 â–²8.1%44,1750.9%ETFIDEViShares Core MSCI International Developed Markets ETF$1,169,0610.0%13,9890.8%ETFMCDMcDonald's$1,164,220$9,945 â–¼-0.8%3,7460.8%Retail/WholesaleCBRECBRE Group$1,156,558$132,886 â–¼-10.3%8,5380.8%FinanceEPIWisdomTree India Earnings Fund$1,098,459$8,160 â–²0.7%26,9230.8%FinancePGProcter & Gamble$1,027,547$8,522 â–¼-0.8%7,1140.7%Consumer StaplesBIPBrookfield Infrastructure Partners$989,9420.0%27,4070.7%FinanceNVDANVIDIA$972,458$46,914 â–¼-4.6%5,5760.7%Computer and TechnologyBJULInnovator U.S. Equity Buffer ETF - July$938,663$47,798 â–¼-4.8%18,8920.7%ETFNLYAnnaly Capital Management$936,274$31,725 â–²3.5%44,2680.7%FinanceUBERUber Technologies$928,689$7,193 â–¼-0.8%12,9110.7%Computer and TechnologyVVisa$928,149$3,022 â–²0.3%3,0710.7%Business ServicesWMWaste Management$910,6580.0%3,9630.7%Business ServicesITWIllinois Tool Works$902,1660.0%3,4660.6%IndustrialsSCHPSchwab U.S. TIPS ETF$899,232$39,037 â–²4.5%33,7930.6%ETFCRMSalesforce$885,5630.0%4,7440.6%Computer and TechnologyFANGDiamondback Energy$877,878$14,836 â–¼-1.7%4,4380.6%EnergyVTVVanguard Value ETF$863,554$29,629 â–¼-3.3%4,4010.6%ETFABBVAbbVie$844,297$29,144 â–¼-3.3%3,8820.6%MedicalQQQInvesco QQQ$841,864$577 â–²0.1%1,4590.6%FinanceKDPKeurig Dr Pepper$837,163$9,900 â–²1.2%31,7950.6%Consumer StaplesPRFInvesco RAFI US 1000 ETF$788,824$285 â–²0.0%16,5960.6%ETFAXPAmerican Express$781,911$96,189 â–¼-11.0%2,5850.6%FinanceSBUXStarbucks$770,116$59,846 â–¼-7.2%8,5960.6%Retail/WholesaleIGOViShares International Treasury Bond ETF$764,784$20,202 â–²2.7%18,6260.5%ETFVIKING HOLDINGS LTD$755,7420.0%10,2850.5%ORD SHSFDXFedEx$721,977$24,576 â–¼-3.3%2,0270.5%TransportationACNAccenture$691,636$32,916 â–¼-4.5%3,4880.5%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$688,357$5,534 â–²0.8%17,1660.5%ETFASMLASML$670,982$9,246 â–²1.4%5080.5%Computer and TechnologyHDHome Depot$670,607$6,578 â–²1.0%2,0390.5%Retail/WholesalePSEPInnovator U.S. Equity Power Buffer ETF - September$660,412$45,644 â–¼-6.5%15,3370.5%ETFSCHWAB STRATEGIC TR$651,040$5,110 â–²0.8%25,4810.5%MORTGAGE BACKEDPICBInvesco International Corporate Bond ETF$649,018$226,357 â–²53.6%28,0960.5%ETFLLYEli Lilly and Company$643,839$9,198 â–²1.4%7000.5%MedicalDFACDimensional U.S. Core Equity 2 ETF$628,3280.0%16,1690.4%ETFVXUSVanguard Total International Stock ETF$611,7140.0%7,9330.4%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$598,899$29,646 â–²5.2%12,1210.4%ETFDEDeere & Company$586,959$19,716 â–¼-3.2%1,0420.4%IndustrialsIVViShares Core S&P 500 ETF$585,2780.0%8960.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$549,276$175 â–¼0.0%18,8560.4%ETFGWWW.W. Grainger$545,4050.0%5000.4%IndustrialsFLJPFranklin FTSE Japan ETF$512,8520.0%14,1750.4%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$509,679$76,814 â–¼-13.1%12,8060.4%ETFAMTAmerican Tower$507,558$303,396 â–¼-37.4%2,9410.4%FinanceDDominion Energy$504,452$46,365 â–¼-8.4%8,1600.4%UtilitiesVTIVanguard Total Stock Market ETF$484,1030.0%1,5090.3%ETFVUGVanguard Growth ETF$477,4120.0%1,0930.3%ETFEMREmerson Electric$475,473$5,634 â–²1.2%3,6290.3%IndustrialsVANGUARD MUN BD FDS$442,235$179,892 â–²68.6%4,4250.3%INTERMEDIATE TRMXOMExxonMobil$424,150$30,878 â–¼-6.8%2,5000.3%EnergyEPDEnterprise Products Partners$416,657$21,493 â–¼-4.9%11,0110.3%EnergyZTSZoetis$411,135$53,313 â–¼-11.5%3,4780.3%MedicalSCMBSchwab Municipal Bond ETF$410,2280.0%16,1000.3%ETFNVSNovartis$402,802$93,483 â–¼-18.8%2,6370.3%MedicalABTAbbott Laboratories$394,7670.0%3,8450.3%MedicalCMGChipotle Mexican Grill$394,1400.0%12,3130.3%Retail/WholesaleAVGOBroadcom$394,0070.0%1,2730.3%Computer and TechnologyLEMBiShares J.P. Morgan EM Local Currency Bond ETF$389,681$389,681 â–²New Holding9,5510.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$370,7580.0%12,1560.3%ETFSCHMSchwab U.S. Mid-Cap ETF$370,685$147,494 â–¼-28.5%11,9730.3%ETFWALMART INC$354,1980.0%2,8500.3%COMBROOKFIELD INFRASTRUCTURE CO$345,642$7,904 â–¼-2.2%8,7460.2%COM SUB VTG AVTIPVanguard Short-Term Inflation-Protected Securities ETF$340,909$49,950 â–¼-12.8%6,8250.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$329,3490.0%3,6380.2%ETFEWUiShares MSCI United Kingdom ETF$327,3490.0%7,1850.2%ETFBUFBInnovator Laddered Allocation Buffer ETF$323,550$5,207 â–¼-1.6%9,0100.2%ETFWDAYWorkday$319,864$25,984 â–¼-7.5%2,4620.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$314,745$111,943 â–¼-26.2%5,5530.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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