Chapman Financial Group, LLC Portfolio Holdings

Chapman Financial Group, LLC

  • $145 Billion
  • Q3 2025

Chapman Financial Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 315 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 $7.3B, Microsoft Corp with a value of $7.04B, Apple Inc. with a value of $6.97B, Alphabet Inc. with a value of $5.79B, and Jpmorgan Chase & CO with a value of $4.61B.

Examining the 13F form we can see an increase of $26.8B in the current position value, from $118B to 145B.

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 $145 Billion
ETFs: $41 Billion
Technology: $28.4 Billion
Financial Services: $21 Billion
Healthcare: $10.4 Billion
Consumer Defensive: $8.2 Billion
Industrials: $7.77 Billion
Consumer Cyclical: $7.34 Billion
Communication Services: $6.57 Billion
Other: $7.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$647B
$7.3 Billion 5.05% of portfolio
14,524
Q3 2025 Added 6.39%
$3.75T
$7.04 Billion 4.86% of portfolio
13,585
Q3 2025 Added 14.59%
$4.39T
$6.97 Billion 4.82% of portfolio
27,364
Q3 2025 Added 5.19%
$1.7T
$5.79 Billion 4.0% of portfolio
23,759
Q3 2025 Added 0.38%
$908B
$4.61 Billion 3.18% of portfolio
14,605
Q3 2025 Added 7.15%
$0
$4.43 Billion 3.06% of portfolio
168,317
Q3 2025 Added 12.77%
$0
$3.86 Billion 2.67% of portfolio
150,008
Q3 2025 Added 29.32%
$2.42T
$3.03 Billion 2.09% of portfolio
13,780
Q3 2025 Added 0.36%
$0
$2.93 Billion 2.02% of portfolio
125,737
Q3 2025 Added 11.15%
$227B
$2.63 Billion 1.82% of portfolio
5,429
Q3 2025 Added 10.08%
$200B
$2.49 Billion 1.72% of portfolio
17,699
Q3 2025 Added 7.49%
$424B
$2.4 Billion 1.66% of portfolio
46,535
Q3 2025 Reduced 1.05%
$26.1B
$2.27 Billion 1.57% of portfolio
12,038
Q3 2025 Reduced 2.3%
$307B
$2.05 Billion 1.41% of portfolio
30,839
Q3 2025 Added 5.5%
$61.3B
$1.92 Billion 1.33% of portfolio
9,445
Q3 2025 Added 12.24%
$11.9B
$1.77 Billion 1.22% of portfolio
48,470
Q2 2025 Reduced 1.94%
$1.46T
$1.75 Billion 1.21% of portfolio
6,279
Q2 2025 Added 0.77%
$0
$1.73 Billion 1.2% of portfolio
63,516
Q3 2025 Added 24.11%
-
$1.67 Billion 1.15% of portfolio
-
Q3 2025 Reduced 4.37%
$41.5B
$1.6 Billion 1.11% of portfolio
8,431
Q2 2025 Added 56.19%
$70.3B
$1.56 Billion 1.08% of portfolio
32,307
Q3 2025 Added 0.0%
$49.2B
$1.5 Billion 1.04% of portfolio
9,519
Q2 2025 Reduced 8.61%
$0
$1.37 Billion 0.95% of portfolio
14,443
Q3 2025 Added 56.67%
$0
$1.37 Billion 0.95% of portfolio
2,240
Q3 2025 Reduced 6.39%
$182B
$1.3 Billion 0.9% of portfolio
13,311
Q2 2025 Added 22.27%
$510B
$1.3 Billion 0.9% of portfolio
6,991
Q3 2025 Reduced 13.89%
$0
$1.28 Billion 0.89% of portfolio
29,065
Q3 2025 Added 7.05%
$0
$1.25 Billion 0.87% of portfolio
28,231
Q3 2025 Added 9.93%
$55.2B
$1.24 Billion 0.86% of portfolio
4,075
Q2 2025 Reduced 0.66%
$409B
$1.23 Billion 0.85% of portfolio
1,325
Q2 2025 Reduced 10.65%
$226B
$1.15 Billion 0.79% of portfolio
3,778
Q3 2025 Added 36.0%
$0
$1.12 Billion 0.78% of portfolio
13,989
Q3 2025 New
$351B
$1.12 Billion 0.78% of portfolio
7,306
Q3 2025 Added 23.56%
$240B
$1.14 Billion 0.78% of portfolio
4,791
Q3 2025 Added 1.48%
$549B
$1.1 Billion 0.76% of portfolio
3,211
Q3 2025 Added 0.94%
$0
$1.09 Billion 0.75% of portfolio
27,396
Q3 2025 Reduced 4.58%
$466B
$1.09 Billion 0.75% of portfolio
5,845
Q3 2025 Reduced 4.09%
$84.3B
$1.02 Billion 0.71% of portfolio
5,321
Q3 2025 Reduced 17.05%
$305B
$1.01 Billion 0.7% of portfolio
6,510
Q3 2025 Reduced 10.02%
$0
$1.01 Billion 0.7% of portfolio
21,491
Q3 2025 Added 77.19%
$0
$1.02 Billion 0.7% of portfolio
20,495
Q2 2025 Reduced 9.1%
$156B
$998 Million 0.69% of portfolio
4,049
Q3 2025 Reduced 2.76%
Two Harbors Inventment Corpo
-
$991 Million 0.68% of portfolio
-
Q4 2024 New
$273B
$981 Million 0.68% of portfolio
2,953
Q2 2025 Reduced 4.43%
$411B
$941 Million 0.65% of portfolio
4,065
Q3 2025 Added 42.63%
$870M
$919 Million 0.63% of portfolio
23,443
Q3 2025 Added 20.9%
$16.3B
$904 Million 0.63% of portfolio
27,494
Q3 2025 Added 5.33%
$99.2B
$890 Million 0.62% of portfolio
10,519
Q3 2025 Reduced 3.67%
$75.3B
$904 Million 0.62% of portfolio
3,466
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 315
  • Current Value $145 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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