Chapman Financial Group, LLC Portfolio Holdings

Chapman Financial Group, LLC

  • $118 Billion
  • Q2 2025

Chapman Financial Group, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $6.63B, Microsoft Corp with a value of $5.9B, Apple Inc. with a value of $5.34B, Alphabet Inc. with a value of $4.2B, and Jpmorgan Chase & CO with a value of $3.95B.

Examining the 13F form we can see an decrease of $7.11B in the current position value, from $125B to 118B.

Chapman Financial Group, LLC is based out at Kailua, HI

Below you can find more details about Chapman Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $28.3 Billion
Technology: $23.9 Billion
Financial Services: $18.8 Billion
Healthcare: $8.96 Billion
Consumer Cyclical: $7.51 Billion
Consumer Defensive: $7.02 Billion
Industrials: $5.93 Billion
Communication Services: $5.18 Billion
Other: $7.43 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$644B
$6.63 Billion 5.63% of portfolio
13,652
Q2 2025 Reduced 2.81%
$3.83T
$5.9 Billion 5.0% of portfolio
11,855
Q2 2025 Reduced 6.87%
$4.12T
$5.34 Billion 4.53% of portfolio
26,014
Q2 2025 Reduced 5.97%
$1.54T
$4.2 Billion 3.56% of portfolio
23,669
Q2 2025 Reduced 6.2%
$916B
$3.95 Billion 3.35% of portfolio
13,631
Q2 2025 Reduced 3.51%
$2.32T
$3.01 Billion 2.56% of portfolio
13,730
Q2 2025 Reduced 1.79%
$417B
$2.23 Billion 1.89% of portfolio
47,029
Q2 2025 Added 12.03%
$194B
$2.17 Billion 1.84% of portfolio
16,465
Q2 2025 Reduced 0.44%
$12.6B
$2.15 Billion 1.82% of portfolio
48,470
Q2 2025 Reduced 1.94%
$286B
$2.07 Billion 1.75% of portfolio
29,230
Q2 2025 Reduced 3.22%
$186B
$2 Billion 1.7% of portfolio
4,932
Q2 2025 Reduced 2.49%
$25.7B
$1.94 Billion 1.65% of portfolio
12,321
Q2 2025 Reduced 4.25%
$62.3B
$1.72 Billion 1.46% of portfolio
8,415
Q2 2025 Reduced 1.9%
-
$1.64 Billion 1.39% of portfolio
-
Q4 2024 New
$200B
$1.47 Billion 1.25% of portfolio
17,320
Q2 2025 Reduced 9.74%
$73.5B
$1.46 Billion 1.24% of portfolio
32,306
Q2 2025 Reduced 1.55%
$90B
$1.42 Billion 1.2% of portfolio
6,415
Q2 2025 Reduced 2.24%
$34.9B
$1.33 Billion 1.13% of portfolio
8,431
Q2 2025 Added 56.19%
$52.2B
$1.33 Billion 1.13% of portfolio
9,519
Q2 2025 Reduced 8.61%
$417B
$1.31 Billion 1.11% of portfolio
1,325
Q2 2025 Reduced 10.65%
$250B
$1.29 Billion 1.09% of portfolio
4,721
Q2 2025 Reduced 1.52%
$151B
$1.24 Billion 1.06% of portfolio
4,164
Q2 2025 Added 58.27%
$455B
$1.24 Billion 1.05% of portfolio
8,119
Q2 2025 Reduced 4.26%
$197B
$1.24 Billion 1.05% of portfolio
13,311
Q2 2025 Added 22.27%
$563B
$1.13 Billion 0.96% of portfolio
3,181
Q2 2025 Reduced 52.22%
$1.11B
$1.09 Billion 0.92% of portfolio
19,391
Q2 2025 Added 0.58%
$305B
$1.04 Billion 0.88% of portfolio
7,235
Q2 2025 Added 1.67%
$54.4B
$1.02 Billion 0.87% of portfolio
4,075
Q2 2025 Reduced 0.66%
$67.7B
$1.02 Billion 0.86% of portfolio
6,528
Q2 2025 Reduced 50.51%
$96.8B
$1 Billion 0.85% of portfolio
10,920
Q2 2025 Reduced 13.63%
$458B
$963 Million 0.82% of portfolio
6,094
Q2 2025 Reduced 0.18%
$363B
$942 Million 0.8% of portfolio
5,913
Q2 2025 Reduced 2.25%
$255B
$942 Million 0.8% of portfolio
2,953
Q2 2025 Reduced 4.43%
$89.1B
$907 Million 0.77% of portfolio
3,963
Q2 2025 Reduced 51.55%
$14.3B
$874 Million 0.74% of portfolio
26,103
Q2 2025 Reduced 1.68%
$74.4B
$809 Million 0.69% of portfolio
2,081
Q2 2025 Added 13.9%
$223B
$812 Million 0.69% of portfolio
2,778
Q2 2025 Reduced 6.65%
$422B
$797 Million 0.68% of portfolio
2,175
Q2 2025 Reduced 2.9%
$24.7B
$785 Million 0.67% of portfolio
5,714
Q2 2025 Added 27.66%
$11.9B
$784 Million 0.67% of portfolio
5,477
Q2 2025 Reduced 2.84%
$59.9B
$631 Million 0.54% of portfolio
2,777
Q2 2025 Reduced 47.77%
$8.01B
$586 Million 0.5% of portfolio
5,955
Q2 2025 Reduced 32.97%
$142B
$558 Million 0.47% of portfolio
1,097
Q2 2025 Reduced 6.4%
$394B
$529 Million 0.45% of portfolio
2,850
Q2 2025 Reduced 1.72%
$49.8B
$521 Million 0.44% of portfolio
9,210
Q2 2025 Reduced 3.66%
$61.4B
$483 Million 0.41% of portfolio
4,789
Q2 2025 Reduced 24.14%
$4.86B
$431 Million 0.37% of portfolio
10,460
Q2 2025 Added 29.99%
$26.5B
$423 Million 0.36% of portfolio
905
Q2 2025 Reduced 0.33%
$380B
$409 Million 0.35% of portfolio
510
Q2 2025 Reduced 4.49%

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $118 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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