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Chapman Financial Group - Q1 2026 13F Filings

CH

Chapman Financial Group, LLC

CIK: 0002056577
Address: Hawaii Kailua 437A Hualani Street
$139.75 M
Portfolio Value
265
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. TIPX Spdr Bloomberg 1-10 Year Tips Etf
+$2.3 M
2. LEMB Ishares Jp Morgan Em Local Currency Bond Etf
+$389,681
3. VMBS Vanguard Mortgage-Backed Securities Etf
+$353,251.86
4. AVB Avalonbay Communities
+$293,214
5. PICB Invesco International Corporate Bond Etf
+$226,357.04

Top Sells

Q1 2026
1. GOOG Alphabet
−$390,990.24
2. AAPL Apple
−$381,700.25
3. AMT American Tower Corporation
−$303,395.77
4. VBR Vanguard Small Cap Value Etf
−$278,515.07
5. BAUG Innovator Us Equity Buffer Etf - August
−$250,247.43

Asset Allocation

Stocks/ETFs
-4.20%
$139.55 M 99.85%
Options
$0 0.00%
Debt
-99.51%
$4,767 0.00%
Other
+58.74%
$203,574 0.15%

Sector Allocation (Stocks)

Chapman Financial Group Q1 2026 Filing Summary

Chapman Financial Group, LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 139.75 M reflecting a -4.78% change from the prior quarter, spanning 265 assets. The top 10 holdings comprised 32.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 18 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Chapman Financial Group’s Q1 2026 Filing

Chapman Financial Group submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Chapman Financial Group reported a managed portfolio value of 139.75 M, consisting of 315 individual positions.

This page displays the raw filing documents. To see which stocks Chapman Financial Group bought or sold during Q1 2026, please visit Chapman Financial Group's Portfolio Analysis page.