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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$393 Million 0.33% of portfolio
8,371
Q2 2025 Added 204.84%
$0
$186 Million 0.16% of portfolio
14,602
Q2 2025 Reduced 14.12%
$0
$84.3 Million 0.07% of portfolio
2,800
Q4 2024 New
$0
$43.8 Million 0.04% of portfolio
2,000
Q4 2024 New

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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