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Chapman Financial Group - Q4 2025 13F Filings

CH

Chapman Financial Group, LLC

CIK: 0002056577
Address: Hawaii Kailua 437A Hualani Street
$146.77 M
Portfolio Value
256
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IDEV Ishares Core Msci Dev Mkts
+$1.15 M
2. BAB Invesco Taxable Municipal Bond Etf
+$540,600
3. VTIP Vanguard Short-Term Tips
+$387,025
4. KDP Keurig Dr Pepper
+$344,887.45
5. VTEI Vanguard Intermediate-Term Tax-Exempt Bond Etf
+$264,679
6. QQQ Invesco Qqq Trust Series I
+$263,014.81
7. J Jacobs Solutions
+$205,976

Top Sells

Q4 2025
1. PFEB Innovator Us Equity Power Buffer Etf - February
−$422,173.9
2. CMG Chipotle Mexican Grill
−$411,810
3. LDOS Leidos Holdings
−$309,386.13
4. TREX Trex Company
−$272,747.65
5. ZTS Zoetis
−$264,096.3

Asset Allocation

Stocks/ETFs
+2.58%
$145.66 M 99.24%
Options
$0 0.00%
Debt
-1.39%
$982,137 0.67%
Other
-92.40%
$128,240 0.09%

Sector Allocation (Stocks)

Chapman Financial Group Q4 2025 Filing Summary

Chapman Financial Group, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 146.77 M reflecting a +1.45% change from the prior quarter, spanning 256 assets. The top 10 holdings comprised 34.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 20 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Chapman Financial Group’s Q4 2025 Filing

Chapman Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Chapman Financial Group reported a managed portfolio value of 146.77 M, consisting of 305 individual positions.

This page displays the raw filing documents. To see which stocks Chapman Financial Group bought or sold during Q4 2025, please visit Chapman Financial Group's Portfolio Analysis page.