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Lynda Bartsch

Chaney Capital Management, Inc.

Assets Managed
$283.663M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-2.1%(2Q avg: 0.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chaney Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Chaney Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 283.663M in assets, with a quarterly growth rate of -2.1% and a 2-quarter average growth rate of 0.34%. The portfolio is managed by Lynda Bartsch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.09%
20.16%
$57.167M
575,869 shares@ $99.28 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.89%
18.08%
$51.273M
261,330 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.3%
18.03%
$51.132M
117,062 shares@ $436.8 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 0.8%
7.12%
$20.177M
430,119 shares@ $46.91 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.88%
6.4%
$18.127M
31,405 shares@ $577.19 avg price
IDHQ
Invesco S&p International De
Recent Activity
Increased 8.44%
4.91%
$13.927M
393,759 shares@ $35.38 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.76%
4.05%
$11.483M
39,933 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.79%
3.65%
$10.335M
27,918 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.1%
3.42%
$9.687M
38,171 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 13.35%
2.5%
$7.07M
33,946 shares@ $208.27 avg price

1-10 of 41