Chapman Financial Group, LLC ETF holdings
Kailua, HI
Reported $51.4M in 119 ETFs in its Form 13F for June 30, 2026.
ETF value
$51.4M
ETFs held
119
Change from prior quarter
+6.5%
With price moves
ETFs as a share of its 13F
34.2%
of $150.5M
Top 10 of 119 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $4.8M | 163,239 | +1,503 shares |
| SCHB | Schwab U.S. Broad Market ETF | $4.3M | 150,192 | −1,566 shares |
| SCHF | Schwab International Equity ETF | $3.4M | 123,559 | +1,232 shares |
| TIPX | State Street SPDR Bloomberg 1-10 Year TIPS ETF | $2.3M | 121,436 | +1,750 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $2.0M | 63,624 | −400 shares |
| VOO | Vanguard S&P 500 ETF | $1.6M | 2,288 | +71 shares |
| BAUG | Innovator U.S. Equity Buffer ETF - Aug | $1.5M | 28,009 | −860 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $1.5M | 31,805 | +1,200 shares |
| MBB | iShares MBS ETF | $1.3M | 14,020 | −120 shares |
| GNMA | iShares GNMA Bond ETF | $1.3M | 29,061 | −500 shares |
109 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) 0002056577. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Chapman Financial Group, LLC own?
Chapman Financial Group, LLC reported 119 ETF positions worth $51.4M in its Form 13F for June 30, 2026. The largest was SCHX, at $4.8M.
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.