Chancellor Financial Group WB LP ETF holdings
Wilkes-Barre, PA
Reported $22.8M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$22.8M
ETFs held
36
Change from prior quarter
+32.6%
With price moves
ETFs as a share of its 13F
14.1%
of $161.5M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $8.1M | 10,881 | −750 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.4M | 3,840 | +1,612 shares |
| VIG | Vanguard Dividend Appreciation ETF | $1.0M | 4,274 | −159 shares |
| IVW | iShares S&P 500 Growth ETF | $973K | 7,074 | −1,111 shares |
| PWB | Invesco Large Cap Growth ETF | $632K | 3,749 | +355 shares |
| QQQ | Invesco QQQ Trust | $613K | 832 | +8 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $583K | 18,400 | New position |
| IWM | iShares Russell 2000 ETF | $539K | 1,793 | −146 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $511K | 6,623 | −574 shares |
| SMH | VanEck Semiconductor ETF | $506K | 771 | +165 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002059742. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Chancellor Financial Group WB LP own?
Chancellor Financial Group WB LP reported 36 ETF positions worth $22.8M in its Form 13F for June 30, 2026. The largest was IVV, at $8.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.