CHAPMAN FINANCIAL GROUP, LLC

KAILUA, HI · CIK 2056577 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKailua, HI

$150.5m reported value +7.7% vs Q1 2026

260positions

33.5%in top 10

5 new 26 added 61 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	21,521	$7.6m5.05%	5.05%	Reduced -350	-350 -1.6%
2	APPLE INC COM AAPL	AAPL	25,241	$7.3m4.85%	4.85%	Reduced -214	-214 -0.8%
3	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,116	$7.1m4.69%	4.69%	Reduced -14	-14 -0.1%
4	MICROSOFT CORP COM MSFT	MSFT	13,814	$5.2m3.42%	3.42%	Added +164	+164 1.2%
5	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	163,239	$4.8m3.19%	3.19%	Added +1.5k	+1,503 0.9%
6	JPMORGAN CHASE & CO COM JPM	JPM	13,520	$4.4m2.94%	2.94%	Reduced -65	-65 -0.5%
7	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	150,192	$4.3m2.89%	2.89%	Reduced -1.6k	-1,566 -1.0%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	123,559	$3.4m2.27%	2.27%	Added +1.2k	+1,232 1.0%
9	AMAZON COM INC COM AMZN	AMZN	13,404	$3.2m2.12%	2.12%	Reduced -110	-110 -0.8%
10	PALO ALTO NETWORKS INC COM PANW	PANW	9,160	$3.1m2.08%	2.08%	Added +30	+30 0.3%
11	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,035	$2.9m1.92%	1.92%	Reduced -80	-80 -1.3%
12	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,406	$2.7m1.80%	1.80%	Unchanged
13	BANK AMERICA CORP COM BAC	BAC	44,886	$2.6m1.70%	1.70%	Reduced -304	-304 -0.7%
14	COCA COLA CO COM KO	KO	30,354	$2.5m1.64%	1.64%	Unchanged
15	CITIGROUP INC COM NEW C	C	16,758	$2.3m1.56%	1.56%	Reduced -50	-50 -0.3%
16	SPDR SER TR BLOOMBERG 1 10 Y TIPX	TIPX	121,436	$2.3m1.53%	1.53%	Added +1.8k	+1,750 1.5%
17	PEPSICO INC COM PEP	PEP	16,962	$2.3m1.53%	1.53%	Reduced -50	-50 -0.3%
18	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	63,624	$2.0m1.34%	1.34%	Reduced -400	-400 -0.6%
19	US BANCORP DEL COM NEW USB	USB	29,674	$1.8m1.19%	1.19%	Reduced -149	-149 -0.5%
20	JOHNSON & JOHNSON COM JNJ	JNJ	6,705	$1.7m1.13%	1.13%	Reduced -13	-13 -0.2%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,288	$1.6m1.04%	1.04%	Added +71	+71 3.2%
22	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	28,009	$1.5m1.00%	1.00%	Reduced -860	-860 -3.0%
23	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	31,805	$1.5m0.99%	0.99%	Added +1.2k	+1,200 3.9%
24	IQVIA HLDGS INC COM IQV	IQV	7,630	$1.5m0.98%	0.98%	Reduced -500	-500 -6.2%
25	COSTCO WHSL CORP NEW COM COST	COST	1,424	$1.3m0.89%	0.89%	Unchanged
26	ISHARES TR MBS ETF MBB	MBB	14,020	$1.3m0.88%	0.88%	Reduced -120	-120 -0.8%
27	TOAST INC CL A TOST	TOST	47,554	$1.3m0.88%	0.88%	Reduced -400	-400 -0.8%
28	ISHARES TR GNMA BOND ETF GNMA	GNMA	29,061	$1.3m0.85%	0.85%	Reduced -500	-500 -1.7%
29	ISHARES TR CORE MSCI INTL IDEV	IDEV	13,989	$1.2m0.83%	0.83%	Unchanged
30	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	4,204	$1.2m0.81%	0.81%	Unchanged
31	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	45,375	$1.2m0.81%	0.81%	Added +1.2k	+1,200 2.7%
32	CBRE GROUP INC CL A CBRE	CBRE	8,538	$1.1m0.76%	0.76%	Unchanged
33	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	26,623	$1.1m0.76%	0.76%	Reduced -300	-300 -1.1%
34	NVIDIA CORPORATION COM NVDA	NVDA	5,576	$1.1m0.74%	0.74%	Unchanged
35	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	49,875	$1.1m0.74%	0.74%	Added +5.6k	+5,607 12.7%
36	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,459	$1.1m0.71%	0.71%	Unchanged
37	VIKING HOLDINGS LTD ORD SHS VIK	VIK	10,235	$1.1m0.71%	0.71%	Reduced -50	-50 -0.5%
38	VISA INC COM CL A V	V	3,071	$1.1m0.70%	0.70%	Unchanged
39	PROCTER AND GAMBLE CO COM PG	PG	7,084	$1.0m0.69%	0.69%	Reduced -30	-30 -0.4%
40	LEIDOS HOLDINGS INC COM LDOS	LDOS	10,072	$1.0m0.69%	0.69%	Unchanged
41	KEURIG DR PEPPER INC COM KDP	KDP	31,096	$1.0m0.68%	0.68%	Reduced -699	-699 -2.2%
42	MCDONALDS CORP COM MCD	MCD	3,746	$1.0m0.67%	0.67%	Unchanged
43	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	503	$1.0m0.66%	0.66%	Reduced -5	-5 -1.0%
44	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	27,407	$1.0m0.66%	0.66%	Unchanged
45	CHEVRON CORP NEW COM CVX	CVX	6,010	$996.2k0.66%	0.66%	Reduced -150	-150 -2.4%
46	ABBVIE INC COM ABBV	ABBV	3,882	$976.9k0.65%	0.65%	Unchanged
47	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,401	$959.2k0.64%	0.64%	Unchanged
48	ILLINOIS TOOL WKS INC COM ITW	ITW	3,466	$937.5k0.62%	0.62%	Unchanged
49	UBER TECHNOLOGIES INC COM UBER	UBER	12,811	$924.4k0.61%	0.61%	Reduced -100	-100 -0.8%
50	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	16,596	$896.7k0.60%	0.60%	Unchanged
51	WASTE MGMT INC DEL COM WM	WM	3,963	$883.3k0.59%	0.59%	Unchanged
52	AMERICAN EXPRESS CO COM AXP	AXP	2,585	$874.4k0.58%	0.58%	Unchanged
53	SALESFORCE INC COM CRM	CRM	5,501	$861.8k0.57%	0.57%	Added +757	+757 16.0%
54	ELI LILLY & CO COM LLY	LLY	700	$839.6k0.56%	0.56%	Unchanged
55	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	29,450	$780.4k0.52%	0.52%	Reduced -4.3k	-4,343 -12.8%
56	DIAMONDBACK ENERGY INC COM FANG	FANG	4,363	$767.0k0.51%	0.51%	Reduced -75	-75 -1.7%
57	STARBUCKS CORP COM SBUX	SBUX	7,496	$766.0k0.51%	0.51%	Reduced -1.1k	-1,100 -12.8%
58	ISHARES TR INTL TREA BD ETF IGOV	IGOV	18,619	$763.9k0.51%	0.51%	Reduced -7	-7 -0.0%
59	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	16,169	$717.3k0.48%	0.48%	Unchanged
60	INNOVATOR ETFS TRUST US EQTY PWR BUF PSEP	PSEP	15,337	$706.3k0.47%	0.47%	Unchanged
61	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	16,226	$698.7k0.46%	0.46%	Reduced -940	-940 -5.5%
62	HOME DEPOT INC COM HD	HD	1,981	$698.7k0.46%	0.46%	Reduced -58	-58 -2.8%
63	GRAINGER W W INC COM GWW	GWW	500	$680.2k0.45%	0.45%	Unchanged
64	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	7,933	$678.2k0.45%	0.45%	Unchanged
65	ISHARES TR CORE S&P500 ETF IVV	IVV	896	$671.0k0.45%	0.45%	Unchanged
66	INNOVATOR ETFS TRUST LADERD ALCTN PWR BUFF	BUFF	12,671	$667.5k0.44%	0.44%	Added +550	+550 4.5%
67	SCHWAB STRATEGIC TR MORTGAGE BACKED SMBS	SMBS	26,181	$665.5k0.44%	0.44%	Added +700	+700 2.8%
68	DEERE & CO COM DE	DE	1,042	$661.0k0.44%	0.44%	Unchanged
69	INVESCO EXCH TRADED FD TR II INTL CORP BD PICB	PICB	28,096	$650.7k0.43%	0.43%	Unchanged
70	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	18,856	$638.1k0.42%	0.42%	Unchanged
71	FEDEX CORP COM FDX	FDX	1,976	$618.7k0.41%	0.41%	Reduced -51	-51 -2.5%
72	UNILEVER PLC SPON ADR NEW UL	UL	9,977	$599.8k0.40%	0.40%	Added +9.1k	+9,134 1083.5%
73	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,558	$564.9k0.38%	0.38%	Unchanged
74	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,509	$558.4k0.37%	0.37%	Unchanged
75	VANGUARD MUN BD FDS INTERMEDIATE TRM VTEI	VTEI	5,425	$547.8k0.36%	0.36%	Added +1.0k	+1,000 22.6%
76	DOMINION ENERGY INC COM D	D	8,010	$547.0k0.36%	0.36%	Reduced -150	-150 -1.8%
77	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	13,675	$543.6k0.36%	0.36%	Reduced -500	-500 -3.5%
78	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	12,383	$522.6k0.35%	0.35%	Reduced -423	-423 -3.3%
79	EMERSON ELEC CO COM EMR	EMR	3,499	$500.9k0.33%	0.33%	Reduced -130	-130 -3.6%
80	AMERICAN TOWER CORP NEW COM AMT	AMT	2,941	$481.1k0.32%	0.32%	Unchanged
81	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	8,857	$481.0k0.32%	0.32%	Reduced -10.0k	-10,035 -53.1%
82	ISHARES INC JP MORGAN EM ETF LEMB	LEMB	11,263	$477.9k0.32%	0.32%	Added +1.7k	+1,712 17.9%
83	BROADCOM INC COM AVGO	AVGO	1,198	$452.5k0.30%	0.30%	Reduced -75	-75 -5.9%
84	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	12,156	$423.2k0.28%	0.28%	Unchanged
85	AVALONBAY CMNTYS INC COM AVB	AVB	2,235	$421.7k0.28%	0.28%	Added +440	+440 24.5%
86	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	16,100	$415.7k0.28%	0.28%	Unchanged
87	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	11,199	$412.9k0.27%	0.27%	Reduced -774	-774 -6.5%
88	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,294	$409.9k0.27%	0.27%	Reduced -194	-194 -5.6%
89	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	10,811	$397.4k0.26%	0.26%	Reduced -200	-200 -1.8%
90	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	11,243	$382.3k0.25%	0.25%	Reduced -1.1k	-1,070 -8.7%
91	NOVARTIS AG SPONSORED ADR NVS	NVS	2,355	$369.1k0.25%	0.25%	Reduced -282	-282 -10.7%
92	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	9,010	$354.2k0.24%	0.24%	Unchanged
93	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,638	$351.4k0.23%	0.23%	Unchanged
94	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	2,735	$350.3k0.23%	0.23%	Unchanged
95	ABBOTT LABS COM ABT	ABT	3,845	$348.9k0.23%	0.23%	Unchanged
96	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,229	$345.6k0.23%	0.23%	Unchanged
97	EXXON MOBIL CORP COM XOM	XOM	2,500	$341.8k0.23%	0.23%	Unchanged
98	WALMART INC COM WMT	WMT	2,850	$322.8k0.21%	0.21%	Unchanged
99	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	8,049	$322.0k0.21%	0.21%	Added +5.3k	+5,269 189.5%
100	ALPHABET INC CAP STK CL A GOOGL	GOOGL	900	$321.6k0.21%	0.21%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	5,553	$314.7k5.6k shares
ONEOK INC NEW OKE	OKE	2,690	$243.2k2.7k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	2,475	$199.4k2.5k shares
ISHARES TR IGIB	IGIB	1,900	$101.1k1.9k shares
SPDR GOLD TR GLD	GLD	147	$63.3k147 shares
ISHARES TR TLH	TLH	97	$9.8k97 shares
ISHARES TR IAGG	IAGG	122	$6.1k122 shares
ISHARES TR EMB	EMB	29	$2.7k29 shares
VANGUARD INDEX FDS VOT	VOT	10	$2.6k10 shares
IONQ INC IONQ	IONQ	32	$92332 shares