Chancellor Financial Group WB LP

Q2 2026 13F-HR Holdings

Location
Wilkes Barre, PA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$161,532
Net value change ($000)
+20,246 (14.3%)
New positions
22
Sold out positions
10
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,297 16.8%
GOOGL 1,374 31.1%
AMZN 1,075 21.4%
MSFT 795 7.4%
VTI 706 98.7%
UNH 648 56.4%
NVDA 645 10.5%
CMI 641 32.6%
C 601 22.7%
SCHD 583 NEW
Top Reduces (Value $000, Stocks/ETFs)
CAT -510 -25.0%
CI -433 -100.0%
NQP -265 -100.0%
XOM -232 -22.4%
PPL -228 -15.1%
B -227 -100.0%
HON -226 -100.0%
DVN -224 -100.0%
TMUS -221 -100.0%
OKE -210 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type