Chapman Financial Group, LLC Top Holdings and 13F Report (2025)

About Chapman Financial Group, LLC

Investment Activity

Chapman Financial Group, LLC has $124.96 million in total holdings as of December 31, 2024.
Chapman Financial Group, LLC owns shares of 220 different stocks, but just 57 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple: $6,928,371
Berkshire Hathaway: $6,366,771
Microsoft: $5,365,695
Alphabet: $4,805,563
Schwab US Large-Cap ETF: $3,618,640

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AAPL Apple	$6,928,371	27,667	5.5%	Computer and Technology
BRK.B Berkshire Hathaway	$6,366,771	14,046	5.1%	Finance
MSFT Microsoft	$5,365,695	12,730	4.3%	Computer and Technology
GOOG Alphabet	$4,805,563	25,234	3.8%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$3,618,640	156,110	2.9%	ETF
JPM JPMorgan Chase & Co.	$3,386,384	14,127	2.7%	Finance
AMZN Amazon.com	$3,067,073	13,980	2.5%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$3,007,258	132,478	2.4%	ETF
TMO Thermo Fisher Scientific	$2,631,324	5,058	2.1%	Medical
PEP PepsiCo	$2,514,718	16,538	2.0%	Consumer Staples
ZTS Zoetis	$2,210,447	13,190	1.8%	Medical
V Visa	$2,200,418	6,658	1.8%	Business Services
SCHF Schwab International Equity ETF	$2,126,199	114,930	1.7%	ETF
KO Coca-Cola	$1,880,377	30,202	1.5%	Consumer Staples
LDOS Leidos	$1,853,765	12,868	1.5%	Aerospace
BAC Bank of America	$1,844,934	41,978	1.5%	Finance
TOST Toast	$1,801,688	49,429	1.4%	Computer and Technology
WM Waste Management	$1,732,919	8,180	1.4%	Business Services
CRM Salesforce	$1,602,779	4,794	1.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,578,175	2,929	1.3%	ETF
EPI WisdomTree India Earnings Fund	$1,576,572	35,544	1.3%	Finance
USB U.S. Bancorp	$1,569,590	32,816	1.3%	Finance
PANW Palo Alto Networks	$1,560,853	8,578	1.2%	Computer and Technology
BAUG Innovator U.S. Equity Buffer ETF - August	$1,549,194	35,545	1.2%	ETF
FDX FedEx	$1,495,832	5,317	1.2%	Transportation
SCHD Schwab US Dividend Equity ETF	$1,405,061	51,430	1.1%	ETF
CBRE CBRE Group	$1,367,517	10,416	1.1%	Finance
COST Costco Wholesale	$1,358,829	1,483	1.1%	Retail/Wholesale
C Citigroup	$1,350,644	19,188	1.1%	Finance
PAPR Innovator U.S. Equity Power Buffer ETF - April	$1,315,318	35,836	1.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,230,561	6,231	1.0%	Computer and Technology
JNJ Johnson & Johnson	$1,226,378	8,480	1.0%	Medical
AMT American Tower	$1,203,537	6,562	1.0%	Finance
ZBH Zimmer Biomet	$1,170,843	10,972	0.9%	Medical
CMG Chipotle Mexican Grill	$1,162,524	19,279	0.9%	Retail/Wholesale
SBUX Starbucks	$1,153,674	12,643	0.9%	Retail/Wholesale
IQV IQVIA	$1,060,761	5,398	0.8%	Medical
CVX Chevron	$1,030,682	7,116	0.8%	Oils/Energy
PG Procter & Gamble	$1,014,115	6,049	0.8%	Consumer Staples
TWO HARBORS INVENTMENT CORPO	$1,006,127	990,000	0.8%	NOTE 6.250% 1/1
BJUL Innovator U.S. Equity Buffer ETF - July	$1,004,596	22,546	0.8%	ETF
ACN Accenture	$925,560	2,631	0.7%	Computer and Technology
AXP American Express	$917,082	3,090	0.7%	Finance
BAPR Innovator U.S. Equity Buffer ETF - April	$894,531	20,188	0.7%	ETF
GNRC Generac	$874,017	5,637	0.7%	Industrial Products
HD Home Depot	$871,338	2,240	0.7%	Retail/Wholesale
MCD McDonald's	$862,713	2,976	0.7%	Retail/Wholesale
LHX L3Harris Technologies	$862,569	4,102	0.7%	Aerospace
BIP Brookfield Infrastructure Partners	$843,994	26,549	0.7%	Finance
NVDA NVIDIA	$819,841	6,105	0.7%	Computer and Technology
UPS United Parcel Service	$796,070	6,313	0.6%	Transportation
WTW Willis Towers Watson Public	$776,627	2,452	0.6%	Finance
DIS Walt Disney	$758,405	6,811	0.6%	Consumer Discretionary
PFEB Innovator U.S. Equity Power Buffer ETF - February	$749,984	20,380	0.6%	ETF
FANG Diamondback Energy	$733,304	4,476	0.6%	Oils/Energy
TGT Target	$730,108	5,401	0.6%	Retail/Wholesale
MBB iShares MBS ETF	$718,217	7,834	0.6%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$676,927	16,781	0.5%	ETF
ELV Elevance Health	$673,981	1,827	0.5%	Medical
LBRDK Liberty Broadband	$664,168	8,884	0.5%	Consumer Discretionary
SCHM Schwab U.S. Mid-Cap ETF	$659,290	23,792	0.5%	ETF
AZEK AZEK	$658,884	13,880	0.5%	Construction
UBER Uber Technologies	$656,704	10,887	0.5%	Computer and Technology
QQQ Invesco QQQ	$572,872	1,121	0.5%	Finance
PFE Pfizer	$562,675	21,209	0.5%	Medical
JEPI JPMorgan Equity Premium Income ETF	$558,214	9,703	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$524,267	1,809	0.4%	ETF
ABBV AbbVie	$515,330	2,900	0.4%	Medical
D Dominion Energy	$514,902	9,560	0.4%	Utilities
SCHP Schwab U.S. TIPS ETF	$505,416	19,567	0.4%	ETF
DE Deere & Company	$496,577	1,172	0.4%	Industrial Products
BMY Bristol-Myers Squibb	$495,862	8,767	0.4%	Medical
BRKR Bruker	$471,716	8,047	0.4%	Computer and Technology
FLJP Franklin FTSE Japan ETF	$458,476	16,025	0.4%	ETF
VTV Vanguard Value ETF	$437,030	2,581	0.3%	ETF
LYB LyondellBasell Industries	$422,225	5,685	0.3%	Basic Materials
VBR Vanguard Small-Cap Value ETF	$399,333	2,015	0.3%	ETF
ULTA Ulta Beauty	$394,917	908	0.3%	Retail/Wholesale
EPD Enterprise Products Partners	$391,938	12,498	0.3%	Oils/Energy
BLDR Builders FirstSource	$388,055	2,715	0.3%	Retail/Wholesale
BROOKFIELD INFRASTRUCTURE CO	$370,533	9,261	0.3%	COM SUB VTG A
ASML ASML	$370,105	534	0.3%	Computer and Technology
NVS Novartis	$363,259	3,733	0.3%	Medical
PSEP Innovator U.S. Equity Power Buffer ETF - September	$329,216	8,423	0.3%	ETF
EMR Emerson Electric	$324,821	2,621	0.3%	Industrial Products
FCNCA First Citizens BancShares	$316,953	150	0.3%	Finance
EWU iShares MSCI United Kingdom ETF	$303,744	8,960	0.2%	ETF
LOW Lowe's Companies	$299,862	1,215	0.2%	Retail/Wholesale
MTCH Match Group	$291,937	8,925	0.2%	Retail/Wholesale
DUK Duke Energy	$291,114	2,702	0.2%	Utilities
BXMT Blackstone Mortgage Trust	$283,470	16,282	0.2%	Finance
UNP Union Pacific	$265,439	1,164	0.2%	Transportation
BND Vanguard Total Bond Market ETF	$254,704	3,542	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$234,432	400	0.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$219,450	2,054	0.2%	Finance
EOG EOG Resources	$219,296	1,789	0.2%	Oils/Energy
SWK Stanley Black & Decker	$216,382	2,695	0.2%	Industrial Products
KYN Kayne Anderson Energy Infrastructure Fund	$216,096	17,002	0.2%	Financial Services
MRK Merck & Co., Inc.	$213,982	2,151	0.2%	Medical
SCHZ Schwab U.S. Aggregate Bond ETF	$213,225	9,393	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Chapman Financial Group, LLC Top Holdings and 13F Report (2025)

About Chapman Financial Group, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Chapman Financial Group, LLC Top Holdings and 13F Report (2025)

About Chapman Financial Group, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofChapman Financial Group, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

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