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Chapman Financial Group, LLC
Chapman Financial Group, LLC is an SEC-registered investment adviser based in Chicago, Illinois. The firm was founded in 2011 and specializes in discretionary portfolio management and wealth advisory for individuals, particularly high net worth clients. With just 2 employees (both investors), it maintains a focused, boutique approach to client service. The firm manages portfolios and assets for a mix of client types, with a primary focus on wealthy individuals. As of January 2025, Chapman Financial Group has approximately $192 million in assets under management.
Investment Strategy
Chapman Financial Group, LLC provides discretionary portfolio management services, focusing predominantly on listed equities for high net worth individuals. Their investment philosophy centers on long-term value and growth, with significant allocations to leading technology, financial, and consumer brands such as Microsoft, Amazon, Mastercard, and Costco. The firm emphasizes fundamental analysis, diversification across sectors, and portfolio customization to client objectives, typically avoiding pooled vehicles and institutional clients in favor of personalized wealth solutions.
Latest 13F Filing Activity
Chapman Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 213 equity positions with a total 13F market value of $118M. The fund increased holdings in Berkshire Hathaway Inc. Del, Microsoft Corp., Apple Inc. among other positions. Chapman Financial Group, LLC reduced exposure to Lemonade Inc., Moderna Inc., Peloton Interactive Inc. among others.
Top Holdings
Equity Positions (213)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 5.63% | $6.6M | 13,652 | $485.77 | $485.77 | +$6.6M | |
M MSFT | MICROSOFT CORP | 5.00% | $5.9M | 11,855 | $497.41 | $497.41 | +$5.9M |
A AAPL | APPLE INC | 4.53% | $5.3M | 26,014 | $205.17 | $205.17 | +$5.3M |
G GOOG | ALPHABET INC | 3.56% | $4.2M | 23,669 | $177.39 | $177.39 | +$4.2M |
J JPM | JPMORGAN CHASE & CO. | 3.35% | $4.0M | 13,631 | $289.91 | $289.91 | +$4.0M |
Industry Allocation
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