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
$0
$30.9 Million 0.02% of portfolio
661
Q3 2025 New
$26.8B
$32.8 Million 0.02% of portfolio
60
Q3 2025 Reduced 93.37%
$0
$13 Million 0.01% of portfolio
130
Q4 2024 New
$0
$9.99 Million 0.01% of portfolio
97
Q3 2025 New
-
$12.6 Million 0.01% of portfolio
-
Q4 2024 New
$0
$14.2 Million 0.01% of portfolio
86
Q4 2024 New
$0
$8.55 Million 0.01% of portfolio
42
Q4 2024 New
$179B
$14.4 Million 0.01% of portfolio
510
Q4 2024 New
$0
$7.98 Million 0.01% of portfolio
41
Q3 2025 New
$197B
$14.3 Million 0.01% of portfolio
70
Q4 2024 New
$306B
$11.4 Million 0.01% of portfolio
33
Q4 2024 New
$0
$8.64 Million 0.01% of portfolio
146
Q3 2025 New
$0
$7.45 Million 0.01% of portfolio
113
Q3 2025 Added 175.61%
$81.1M
$9.28 Million 0.01% of portfolio
1,000
Q4 2024 New
$0
$10.6 Million 0.01% of portfolio
436
Q4 2024 New
$0
$15.5 Million 0.01% of portfolio
300
Q4 2024 New
$0
$16.7 Million 0.01% of portfolio
800
Q4 2024 New
$0
$14.5 Million 0.01% of portfolio
300
Q2 2025 Reduced 40.0%
$0
$12.9 Million 0.01% of portfolio
267
Q3 2025 New
$181B
$9.31 Million 0.01% of portfolio
33
Q4 2024 New
$0
$9.83 Million 0.01% of portfolio
110
Q4 2024 New
$300B
$20 Million 0.01% of portfolio
42
Q4 2024 New
$0
$13.1 Million 0.01% of portfolio
150
Q4 2024 New
$0
$9.15 Million 0.01% of portfolio
200
Q3 2025 Reduced 55.56%
$13.9B
$11.8 Million 0.01% of portfolio
100
Q4 2024 New
$78.3B
$12.5 Million 0.01% of portfolio
200
Q4 2024 New
$0
$454,000 0.0% of portfolio
12
Q4 2024 New
$48.9B
$608,000 0.0% of portfolio
5
Q4 2024 New
$171B
$6.33 Million 0.0% of portfolio
144
Q2 2025 Reduced 36.56%
$3.59B
$5.36 Million 0.0% of portfolio
65
Q4 2024 New
$0
$26,000 0.0% of portfolio
1
Q3 2025 New
$120B
$4.9 Million 0.0% of portfolio
10
Q2 2025 New
$66B
$2.48 Million 0.0% of portfolio
34
Q3 2025 New
$0
$6.57 Million 0.0% of portfolio
50
Q2 2025 New
$0
$3.6 Million 0.0% of portfolio
16
Q2 2025 New
$0
$3.48 Million 0.0% of portfolio
49
Q2 2025 New
$0
$2.71 Million 0.0% of portfolio
50
Q4 2024 New
$0
$2.98 Million 0.0% of portfolio
10
Q2 2025 New
$0
$6.25 Million 0.0% of portfolio
122
Q3 2025 New
$0
$700,000 0.0% of portfolio
23
Q4 2024 New
$5.46B
$54,000 0.0% of portfolio
1
Q4 2024 New
$125B
$531,000 0.0% of portfolio
10
Q4 2024 New
Lucid Group Inc
-
$2.38 Million 0.0% of portfolio
-
Q3 2025 New
$0
$165,000 0.0% of portfolio
7
Q3 2025 New
$10.3B
$130,000 0.0% of portfolio
5
Q4 2024 New
$416M
$6.46 Million 0.0% of portfolio
1,000
Q4 2024 New
$2.34B
$270,000 0.0% of portfolio
30
Q4 2024 New
$0
$811,000 0.0% of portfolio
26
Q3 2025 New
$0
$903,000 0.0% of portfolio
21
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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