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TODD ERSKINE

Chapman Financial Group, Llc

Assets Managed
$139.754M
Holdings
265
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-4.78%(2Q avg: -1.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chapman Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Chapman Financial Group, Llc 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 139.754M in assets, with a quarterly growth rate of -4.78% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by TODD ERSKINE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.51%
4.85%
$6.771M
14,130 shares@ $479.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.57%
4.63%
$6.46M
25,455 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.86%
4.49%
$6.274M
21,871 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.25%
3.62%
$5.053M
13,650 shares@ $370.18 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1.9%
2.97%
$4.147M
161,736 shares@ $25.65 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -5.81%
2.86%
$3.996M
13,585 shares@ $294.17 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.81%
2.73%
$3.809M
151,758 shares@ $25.11 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.18%
2.17%
$3.028M
122,327 shares@ $24.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.16%
2.02%
$2.815M
13,514 shares@ $208.28 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -0.42%
1.91%
$2.657M
5,406 shares@ $491.54 avg price

1-10 of 265