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
$56.2B
$882 Million 0.61% of portfolio
6,028
Q3 2025 Reduced 7.66%
$83.4B
$875 Million 0.6% of portfolio
3,963
Q2 2025 Reduced 51.55%
$0
$849 Million 0.59% of portfolio
4,552
Q3 2025 Added 76.37%
$383B
$834 Million 0.58% of portfolio
2,058
Q3 2025 Reduced 5.38%
$0
$824 Million 0.57% of portfolio
19,333
Q3 2025 New
Annaly Capital Management In
-
$828 Million 0.57% of portfolio
-
Q3 2025 Added 15.96%
-
$775 Million 0.54% of portfolio
-
Q3 2025 Added 123.22%
$26.3B
$753 Million 0.52% of portfolio
5,263
Q3 2025 Reduced 7.89%
$0
$760 Million 0.52% of portfolio
16,800
Q3 2025 Added 0.04%
Viking Holdings LTD
-
$686 Million 0.47% of portfolio
-
Q3 2025 New
$0
$678 Million 0.47% of portfolio
25,176
Q3 2025 Added 18.98%
$3.62B
$649 Million 0.45% of portfolio
12,570
Q3 2025 New
$45.6B
$634 Million 0.44% of portfolio
2,632
Q3 2025 New
$0
$619 Million 0.43% of portfolio
1,030
Q3 2025 Reduced 2.83%
Schwab Strategic Tr
-
$620 Million 0.43% of portfolio
-
Q3 2025 Added 35.77%
$0
$624 Million 0.43% of portfolio
16,169
Q3 2025 New
$0
$589 Million 0.41% of portfolio
18,462
Q3 2025 New
$0
$584 Million 0.4% of portfolio
15,224
Q2 2025 Reduced 57.52%
$0
$573 Million 0.4% of portfolio
21,000
Q3 2025 Added 1,212.5%
$0
$583 Million 0.4% of portfolio
7,933
Q3 2025 New
$50.9B
$551 Million 0.38% of portfolio
9,010
Q3 2025 Reduced 2.17%
$0
$533 Million 0.37% of portfolio
15,425
Q2 2025 Reduced 3.74%
$0
$534 Million 0.37% of portfolio
9,353
Q3 2025 Reduced 2.09%
$0
$524 Million 0.36% of portfolio
1,093
Q3 2025 New
$222B
$515 Million 0.36% of portfolio
3,845
Q3 2025 New
$939B
$526 Million 0.36% of portfolio
690
Q3 2025 Added 171.65%
$144B
$520 Million 0.36% of portfolio
1,137
Q3 2025 Added 3.65%
$406B
$500 Million 0.35% of portfolio
516
Q3 2025 Added 1.18%
$0
$504 Million 0.35% of portfolio
2,416
Q3 2025 Added 24.22%
$0
$491 Million 0.34% of portfolio
20,615
Q3 2025 New
$76.6B
$490 Million 0.34% of portfolio
3,736
Q3 2025 Added 94.58%
$37.9B
$487 Million 0.34% of portfolio
19,106
Q3 2025 New
$0
$496 Million 0.34% of portfolio
16,735
Q3 2025 Reduced 7.54%
$0
$495 Million 0.34% of portfolio
1,509
Q2 2025 Reduced 16.58%
$69.7B
$494 Million 0.34% of portfolio
2,096
Q3 2025 Reduced 24.52%
$47.8B
$476 Million 0.33% of portfolio
500
Q3 2025 New
$143B
$431 Million 0.3% of portfolio
16,898
Q3 2025 Added 58.0%
$0
$419 Million 0.29% of portfolio
8,571
Q3 2025 Added 2.39%
$281B
$420 Million 0.29% of portfolio
3,272
Q2 2025 Reduced 12.35%
$75.7B
$380 Million 0.26% of portfolio
1,177
Q3 2025 Reduced 43.44%
Brookfield Infrastructure CO
-
$357 Million 0.25% of portfolio
-
Q3 2025 Added 1.16%
$68.4B
$362 Million 0.25% of portfolio
11,579
Q2 2025 Reduced 7.35%
-
$353 Million 0.24% of portfolio
-
Q3 2025 Added 137.93%
$0
$340 Million 0.24% of portfolio
8,110
Q2 2025 Reduced 9.49%
$0
$354 Million 0.24% of portfolio
12,156
Q3 2025 New
$0
$339 Million 0.23% of portfolio
3,888
Q3 2025 Added 620.0%
$143B
$331 Million 0.23% of portfolio
1,003
Q3 2025 Added 41.27%
$16.7B
$336 Million 0.23% of portfolio
2,775
Q3 2025 Added 2.97%
$281B
$340 Million 0.23% of portfolio
1,204
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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