Institutional Manager · CIK 0002012041
Chaney Capital Management, Inc.
LYNNWOOD, WA · File #028-23870
Latest AUM
$289.8M
Positions
39
Top-10 Concentration
88.4%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202539 pos · $289.8M
- 13F HOLDINGS REPORTQ/E Sep 202538 pos · $282.0M
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $254.9M
- 13F HOLDINGS REPORTQ/E Mar 202535 pos · $224.5M
- 13F HOLDINGS REPORTQ/E Dec 202437 pos · $211.4M
- 13F HOLDINGS REPORTQ/E Sep 202436 pos · $178.2M
- 13F HOLDINGS REPORTQ/E Jun 202436 pos · $150.9M
- 13F HOLDINGS REPORTQ/E Mar 202431 pos · $124.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 575,381 | $57.5M | 19.83% |
| 2 | VANGUARD INDEX FDS | 922908736 | 113,332 | $55.3M | 19.08% |
| 3 | VANGUARD INDEX FDS | 922908744 | 263,681 | $50.4M | 17.38% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 426,734 | $20.0M | 6.89% |
| 5 | INVESCO QQQ TR | IVZ | 30,234 | $18.6M | 6.41% |
| 6 | MICROSOFT CORP | MSFT | 26,643 | $12.9M | 4.45% |
| 7 | ALPHABET INC | GOOG | 41,068 | $12.9M | 4.44% |
| 8 | INVESCO EXCH TRADED FD TR II | IVZ | 363,144 | $12.8M | 4.40% |
| 9 | APPLE INC | AAPL | 33,751 | $9.2M | 3.17% |
| 10 | AMAZON COM INC | AMZN | 29,948 | $6.9M | 2.39% |
| 11 | VANGUARD WHITEHALL FDS | 921946406 | 44,634 | $6.4M | 2.21% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,805 | $4.4M | 1.53% |
| 13 | ISHARES TR | 464288307 | 54,252 | $4.3M | 1.49% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 31,480 | $3.1M | 1.09% |
| 15 | NVIDIA CORPORATION | NVDA | 7,959 | $1.5M | 0.51% |
| 16 | BLUE OWL CAPITAL CORPORATION | OWL | 118,840 | $1.5M | 0.51% |
| 17 | META PLATFORMS INC | META | 2,158 | $1.4M | 0.49% |
| 18 | TESLA INC | TSLA | 2,710 | $1.2M | 0.42% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 1,408 | $1.2M | 0.42% |
| 20 | BROWN & BROWN INC | BRO | 10,864 | $865,861 | 0.30% |