CHAPMAN FINANCIAL GROUP, LLC

All 13F Filings

Location
Kailua, HI
Most recent 13F
Q2 2026
Holdings value ($000)
150,488
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 260 150,488 13F-HR CHAPMAN FINANCIAL GROUP, LLC
Q1 2026 5/12/2026 265 139,754 13F-HR CHAPMAN FINANCIAL GROUP, LLC
Q4 2025 2/2/2026 256 146,775 13F-HR CHAPMAN FINANCIAL GROUP, LLC
Q3 2025 11/12/2025 269 144,683 13F-HR CHAPMAN FINANCIAL GROUP, LLC
Q2 2025 8/15/2025 216 117,847 13F-HR CHAPMAN FINANCIAL GROUP, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 105.9 K 70.4% 7.338 K 0 7.338 K
ETFs 43.27 K 28.7% 3.429 K 0 3.429 K
Debt 1.301 K 0.9% 0 25 -25
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
150,488
Holdings
260
QoQ value change ($000)
10,734 (7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.