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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.4B
$487 Million 0.34% of portfolio
19,106
Q3 2025 New
$68.9B
$494 Million 0.34% of portfolio
2,096
Q3 2025 Reduced 24.52%
$46.8B
$476 Million 0.33% of portfolio
500
Q3 2025 New
$141B
$431 Million 0.3% of portfolio
16,898
Q3 2025 Added 58.0%
$0
$419 Million 0.29% of portfolio
8,571
Q3 2025 Added 2.39%
$283B
$420 Million 0.29% of portfolio
3,272
Q2 2025 Reduced 12.35%
$78.2B
$380 Million 0.26% of portfolio
1,177
Q3 2025 Reduced 43.44%
$70.2B
$362 Million 0.25% of portfolio
11,579
Q2 2025 Reduced 7.35%
-
$353 Million 0.24% of portfolio
-
Q3 2025 Added 137.93%
$139B
$331 Million 0.23% of portfolio
1,003
Q3 2025 Added 41.27%
$16.1B
$336 Million 0.23% of portfolio
2,775
Q3 2025 Added 2.97%
$266B
$340 Million 0.23% of portfolio
1,204
Q3 2025 New
$490B
$302 Million 0.21% of portfolio
2,682
Q3 2025 Added 347.0%
$279B
$294 Million 0.2% of portfolio
2,850
Q3 2025 Added 375.0%
$86.7B
$271 Million 0.19% of portfolio
444
Q2 2025 Added 48.49%
$26.8B
$268 Million 0.19% of portfolio
150
Q4 2024 New
$136B
$281 Million 0.19% of portfolio
1,189
Q3 2025 Added 11.75%
$18.9B
$256 Million 0.18% of portfolio
2,604
Q3 2025 Added 9.0%
$140B
$263 Million 0.18% of portfolio
1,045
Q2 2025 Reduced 13.99%
$34.9B
$253 Million 0.17% of portfolio
731
Q3 2025 Reduced 6.4%
$32.3B
$247 Million 0.17% of portfolio
1,250
Q3 2025 New
$31.5B
$247 Million 0.17% of portfolio
3,390
Q3 2025 Added 6.27%
$68.7B
$252 Million 0.17% of portfolio
3,020
Q3 2025 Reduced 36.94%
$23.2B
$235 Million 0.16% of portfolio
4,800
Q3 2025 New
$235B
$230 Million 0.16% of portfolio
2,743
Q3 2025 Added 157.56%
$9.13B
$222 Million 0.15% of portfolio
6,290
Q2 2025 Reduced 29.52%
$1.65T
$199 Million 0.14% of portfolio
820
Q4 2024 New
$143B
$167 Million 0.12% of portfolio
4,989
Q3 2025 Added 474.11%
$0
$181 Million 0.12% of portfolio
14,602
Q2 2025 Reduced 14.12%
$73.4B
$179 Million 0.12% of portfolio
5,042
Q4 2024 New
$111B
$157 Million 0.11% of portfolio
477
Q4 2024 New
$64.7B
$158 Million 0.11% of portfolio
1,405
Q2 2025 Reduced 21.46%
$99.5B
$164 Million 0.11% of portfolio
3,634
Q3 2025 Reduced 47.61%
$114B
$149 Million 0.1% of portfolio
689
Q3 2025 New
$319B
$143 Million 0.1% of portfolio
2,089
Q3 2025 Added 703.46%
$52.1B
$127 Million 0.09% of portfolio
10,640
Q4 2024 New
$14.8B
$129 Million 0.09% of portfolio
2,625
Q3 2025 Reduced 1.87%
$512B
$118 Million 0.08% of portfolio
208
Q2 2025 Added 18.86%
$0
$103 Million 0.07% of portfolio
2,800
Q4 2024 New
$96.4B
$96.5 Million 0.07% of portfolio
780
Q3 2025 Reduced 12.95%
$98.6B
$79.6 Million 0.06% of portfolio
840
Q3 2025 New
$65.7B
$93.4 Million 0.06% of portfolio
311
Q4 2024 New
$104B
$80.7 Million 0.06% of portfolio
275
Q3 2025 New
$22.8B
$65.4 Million 0.05% of portfolio
622
Q4 2024 New
$128B
$74 Million 0.05% of portfolio
777
Q3 2025 Added 85.44%
$9.12B
$77.7 Million 0.05% of portfolio
850
Q3 2025 Reduced 27.04%
$3.34B
$65.2 Million 0.05% of portfolio
1,328
Q3 2025 Added 63.55%
$42.4B
$60.5 Million 0.04% of portfolio
398
Q3 2025 New
$150B
$56.3 Million 0.04% of portfolio
950
Q3 2025 Added 375.0%

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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