Institutional Fund
Chapman Financial Group, LLC
Kailua, HICIK 20565774 filings on record
Portfolio Value
$139.75M
Q1 2026
Holdings
265
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-4.8%
from $146.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del4.8%
- Apple Inc4.6%
- Alphabet Inc4.5%
- Microsoft Corp3.6%
- Schwab Strategic Tr3.0%
- Jpmorgan Chase & Co.2.9%
- Other76.6%
Portfolio Holdings
265 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 14.1K | $6.77M | 4.8% | −365 | Reduced |
| 2 | Apple Inc | 25.5K | $6.46M | 4.6% | −1.5K | Reduced |
| 3 | Alphabet Inc | 21.9K | $6.27M | 4.5% | −1.4K | Reduced |
| 4 | Microsoft Corp | 13.7K | $5.05M | 3.6% | +34 | Added |
| 5 | Schwab Strategic Tr | 161.7K | $4.15M | 3.0% | −3.1K | Reduced |
| 6 | Jpmorgan Chase & Co. | 13.6K | $4.00M | 2.9% | −838 | Reduced |
| 7 | Schwab Strategic Tr | 151.8K | $3.81M | 2.7% | −1.3K | Reduced |
| 8 | Schwab Strategic Tr | 122.3K | $3.03M | 2.2% | −230 | Reduced |
| 9 | Amazon Com Inc | 13.5K | $2.81M | 2.0% | −23 | Reduced |
| 10 | Thermo Fisher Scientific Inc | 5.4K | $2.66M | 1.9% | −23 | Reduced |
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