Chapman Financial Group, LLC Top Holdings and 13F Report (2026) About Chapman Financial Group, LLCInvestment ActivityChapman Financial Group, LLC has $152.07 million in total holdings as of September 30, 2026.Chapman Financial Group, LLC owns shares of 263 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Chapman Financial Group, LLC has purchased 260 new stocks and bought additional shares in 19 stocks.Chapman Financial Group, LLC sold shares of 69 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $8,206,946Alphabet $6,994,371Berkshire Hathaway $6,938,934Microsoft $6,922,706Schwab US Large-Cap ETF $4,779,682 Largest New Holdings this Quarter 381430438 - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $420,257 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $406,875 Holding29476L107 - Equity Residential $386,738 Holding43849R105 - HONEYWELL AEROSPACE INC $278,946 Holding00123Q104 - AGNC Investment $83,735 Holding Largest Purchases this Quarter Eli Lilly and Company 522 shares (about $604.00K)Schwab Short-Term U.S. Treasury ETF 20,200 shares (about $481.97K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4,515 shares (about $420.26K)EXXONMOBIL HOLDINGS CORP 2,500 shares (about $406.88K)Equity Residential 6,365 shares (about $386.74K) Largest Sales this Quarter Dominion Energy 7,360 shares (about $445.43K)Alphabet 994 shares (about $338.70K)Palo Alto Networks 714 shares (about $283.68K)Invesco S&P 500 Equal Weight ETF 1,160 shares (about $241.30K)Apple 597 shares (about $198.81K) 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 PortfolioSectorAAPLApple$8,206,946$198,813 ▼-2.4%24,6445.4%TechnologyGOOGAlphabet$6,994,371$338,696 ▼-4.6%20,5274.6%Communication ServicesBRK.BBerkshire Hathaway$6,938,934$90,129 ▼-1.3%13,9354.6%FinanceMSFTMicrosoft$6,922,706$162,592 ▼-2.3%13,4974.6%TechnologySCHXSchwab US Large-Cap ETF$4,779,682$117,480 ▼-2.4%159,3233.1%ETFJPMJPMorgan Chase & Co.$4,352,401$120,422 ▼-2.7%13,1562.9%FinanceSCHBSchwab US Broad Market ETF$4,302,484$99,654 ▼-2.3%146,7922.8%ETFTMOThermo Fisher Scientific$3,623,669$25,652 ▼-0.7%5,3682.4%HealthcareSCHFSchwab International Equity ETF$3,374,378$19,778 ▼-0.6%122,8392.2%ETFPANWPalo Alto Networks$3,355,681$283,679 ▼-7.8%8,4462.2%TechnologyAMZNAmazon.com$3,314,692$24,915 ▼-0.7%13,3042.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,712,962$40,145 ▼-1.5%5,9471.8%TechnologyKOCoca-Cola$2,552,445$60,428 ▼-2.3%29,6521.7%Consumer StaplesTIPXSPDR Bloomberg 1-10 Year TIPS ETF$2,506,206$294,856 ▲13.3%137,6281.6%ETFBACBank of America$2,427,742$15,404 ▼-0.6%44,6031.6%FinancePEPPepsiCo$2,103,764$45,618 ▼-2.1%16,6021.4%Consumer StaplesIQVIQVIA$2,044,605$6,721 ▼-0.3%7,6051.3%HealthcareCCitigroup$2,031,412$138,414 ▼-6.4%15,6891.3%FinanceSCHDSchwab US Dividend Equity ETF$2,030,645$39,036 ▼-1.9%62,4241.3%ETFJNJJohnson & Johnson$1,755,227$19,856 ▼-1.1%6,6301.2%HealthcareUSBU.S. Bancorp$1,659,668$54,294 ▼-3.2%28,7341.1%FinanceBAUGInnovator U.S. Equity Buffer ETF - August$1,548,4190.0%28,0091.0%ETFLLYEli Lilly and Company$1,413,952$603,996 ▲74.6%1,2220.9%HealthcareVMBSVanguard Mortgage-Backed Securities ETF$1,413,571$1,110 ▲0.1%31,8300.9%ETFVOOVanguard S&P 500 ETF$1,410,022$193,423 ▼-12.1%2,0120.9%ETFTOSTToast$1,369,894$8,697 ▼-0.6%47,2540.9%FinanceNVDANVIDIA$1,273,4630.0%5,5760.8%TechnologyCOSTCostco Wholesale$1,269,014$27,310 ▼-2.1%1,3940.8%Consumer StaplesIDEViShares Core MSCI International Developed Markets ETF$1,251,7360.0%13,9890.8%ETFMBBiShares MBS ETF$1,243,436$12,994 ▼-1.0%13,8750.8%ETFGNMAiShares GNMA Bond ETF$1,241,610$25,116 ▲2.1%29,6610.8%ETFCRMSalesforce$1,232,791$30,074 ▼-2.4%5,3700.8%TechnologyLDOSLeidos$1,227,0720.0%10,0720.8%IndustrialsCVXChevron$1,224,852$2,451 ▼-0.2%5,9980.8%EnergyBABInvesco Taxable Municipal Bond ETF$1,193,528$45,540 ▲4.0%47,1750.8%ETFCBRECBRE Group$1,087,628$9,250 ▼-0.8%8,4660.7%Real EstateQQQInvesco QQQ$1,079,0670.0%1,4590.7%ETFVVisa$1,076,523$26,949 ▼-2.4%2,9960.7%FinancePGProcter & Gamble$1,029,1650.0%7,0840.7%Consumer StaplesABBVAbbVie$1,012,877$2,616 ▼-0.3%3,8720.7%HealthcareEPIWisdomTree India Earnings Fund$989,373$94,982 ▼-8.8%24,2910.7%ETFBIPBrookfield Infrastructure Partners$974,3210.0%27,4070.6%UtilitiesNLYAnnaly Capital Management$966,885$24,746 ▲2.6%51,1850.6%FinanceVTVVanguard Value ETF$951,0530.0%4,4010.6%ETFLHXL3Harris Technologies$941,911$53,512 ▼-5.4%3,9780.6%IndustrialsKDPKeurig Dr Pepper$930,031$13,410 ▼-1.4%30,6540.6%Consumer StaplesASMLASML$911,2710.0%5030.6%TechnologyITWIllinois Tool Works$891,7330.0%3,4660.6%IndustrialsUBERUber Technologies$855,416$22,266 ▼-2.5%12,4860.6%IndustrialsMCDMcDonald's$831,384$33,717 ▼-3.9%3,6000.5%Consumer DiscretionaryWMWaste Management$808,1350.0%3,9630.5%IndustrialsFANGDiamondback Energy$802,0550.0%4,3630.5%EnergyVIKING HOLDINGS LTD$799,750$1,958 ▼-0.2%10,2100.5%ORD SHSAXPAmerican Express$786,0990.0%2,5850.5%FinancePRFInvesco RAFI US 1000 ETF$733,933$169,386 ▼-18.8%13,4840.5%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$724,471$41,757 ▲6.1%13,4460.5%ETFIGOViShares International Treasury Bond ETF$722,582$17,897 ▼-2.4%18,1690.5%ETFDFACDimensional U.S. Core Equity 2 ETF$718,7130.0%16,1690.5%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$718,6920.0%15,3370.5%ETFSCHPSchwab U.S. TIPS ETF$714,949$25,130 ▼-3.4%28,4500.5%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$714,7560.0%16,2260.5%ETFIVViShares Core S&P 500 ETF$686,2030.0%8960.5%ETFSBUXStarbucks$683,654$20,671 ▼-2.9%7,2760.4%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$677,4970.0%18,8560.4%ETFVXUSVanguard Total International Stock ETF$673,9880.0%7,9330.4%ETFPICBInvesco International Corporate Bond ETF$624,7090.0%28,0960.4%ETFGWWW.W. Grainger$622,8800.0%5000.4%IndustrialsSCHWAB STRATEGIC TR$601,944$26,400 ▼-4.2%25,0810.4%MORTGAGE BACKEDUNILEVER PLC$593,759$12,146 ▼-2.0%9,7770.4%SPON ADR NEWVUGVanguard Growth ETF$590,9420.0%6,5580.4%ETFDEDeere & Company$588,950$110,806 ▼-15.8%8770.4%IndustrialsACNAccenture$576,149$27,872 ▼-4.6%3,1420.4%TechnologyVANGUARD MUN BD FDS$566,350$49,103 ▲9.5%5,9400.4%INTERMEDIATE TRMVTIVanguard Total Stock Market ETF$557,244$7,485 ▼-1.3%1,4890.4%ETFFLJPFranklin FTSE Japan ETF$545,445$20,700 ▼-3.7%13,1750.4%ETFEMREmerson Electric$542,6960.0%3,4990.4%IndustrialsPAPRInnovator U.S. Equity Power Buffer ETF - April$504,213$30,485 ▼-5.7%11,6770.3%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$501,212$25,350 ▲5.3%11,8630.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$492,375$481,972 ▲4,633.0%20,6360.3%ETFBJULInnovator U.S. Equity Buffer ETF - July$490,8540.0%8,8570.3%ETFHDHome Depot$476,237$87,339 ▼-15.5%1,6740.3%Consumer DiscretionaryFDXFedEx$447,022$116,317 ▼-20.6%1,5680.3%IndustrialsIAUMiShares Gold Trust Micro$438,266$104,876 ▲31.5%10,5810.3%ETFAVGOBroadcom$420,7260.0%1,1980.3%TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$420,257$420,257 ▲New Holding4,5150.3%ETFEXXONMOBIL HOLDINGS CORP$406,875$406,875 ▲New Holding2,5000.3%COM SHSSCHVSchwab U.S. Large-Cap Value ETF$404,9170.0%12,1560.3%ETFSCMBSchwab Municipal Bond ETF$388,9760.0%16,1000.3%ETFEQREquity Residential$386,738$386,738 ▲New Holding6,3650.3%Real EstateEPDEnterprise Products Partners$384,9800.0%10,8110.3%EnergySCHMSchwab U.S. Mid-Cap ETF$380,9900.0%11,1990.3%ETFABTAbbott Laboratories$380,0020.0%3,8450.2%HealthcareAVUSAvantis U.S. Equity ETF$368,901$18,573 ▲5.3%2,8800.2%ETFBUFBInnovator Laddered Allocation Buffer ETF$356,908$6,042 ▼-1.7%8,8600.2%ETFIEFAiShares Core MSCI EAFE ETF$352,4510.0%3,6380.2%ETFAMTAmerican Tower$346,860$134,554 ▼-27.9%2,1190.2%Real EstateMRKMerck & Co., Inc.$340,4630.0%2,3430.2%HealthcareVGTVanguard Information Technology ETF$335,7910.0%2,6720.2%ETFNVSNovartis$335,7530.0%2,3550.2%HealthcareCMGChipotle Mexican Grill$334,677$24,538 ▼-6.8%10,4750.2%Consumer DiscretionaryShowing largest 100 holdings. 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