Holdings of Chaney Capital Management, Inc.
37 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.8 % of the equity sleeve
Sector breakdown
- Technology 8.6 %
- Communication 5.1 %
- Consumer discretionary 3.3 %
- Financials 3.0 %
- Consumer staples 0.7 %
- Industrials 0.5 %
- Health care 0.3 %
- Funds 0.1 %
- Energy 0.1 %
- Unattributed 78.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 37 | 264.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | 575,869 | 57.2M $ | |
| 2 | Vanguard Value ETF | 261,330 | 51.3M $ | |
| 3 | Vanguard Growth ETF | 117,062 | 51.1M $ | |
| 4 | State Street SPDR Portfolio Emerging Markets ETF | 430,119 | 20.2M $ | |
| 5 | Invesco QQQ Trust Series 1 | 31,405 | 18.1M $ | |
| 6 | Alphabet Inc | 39,933 | 11.5M $ | |
| 7 | Microsoft Corp | 27,918 | 10.3M $ | |
| 8 | Apple Inc | 38,171 | 9.7M $ | |
| 9 | Amazon.com Inc | 33,946 | 7.1M $ | |
| 10 | Vanguard High Dividend Yield E | 41,721 | 6.2M $ | |
| 11 | Berkshire Hathaway Inc | 8,748 | 4.2M $ | |
| 12 | Charles Schwab Corp/The | 31,707 | 3M $ | |
| 13 | NVIDIA Corp | 10,773 | 1.9M $ | |
| 14 | Costco Wholesale Corp | 1,645 | 1.6M $ | |
| 15 | Blue Owl Capital Corp | 119,805 | 1.3M $ | |
| 16 | Meta Platforms Inc | 2,242 | 1.3M $ | |
| 17 | Alphabet Inc | 2,942 | 843.9K $ | |
| 18 | Tesla Inc | 2,235 | 830.9K $ | |
| 19 | Brown & Brown Inc | 10,864 | 708.4K $ | |
| 20 | Cisco Systems, Inc. | 6,947 | 539K $ | |
| 21 | Starbucks Corp | 5,572 | 499.2K $ | |
| 22 | Boeing Co/The | 2,452 | 488.1K $ | |
| 23 | Vanguard Information Technology ETF | 674 | 470.5K $ | |
| 24 | Johnson & Johnson | 1,839 | 449.5K $ | |
| 25 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 2,055 | 441.9K $ | |
| 26 | Visa Inc | 1,284 | 388.1K $ | |
| 27 | Vanguard S&P 500 ETF | 610 | 364.5K $ | |
| 28 | Vanguard Total Stock Market ETF | 1,090 | 349.7K $ | |
| 29 | Ross Stores Inc | 1,579 | 342.1K $ | |
| 30 | Amgen Inc | 846 | 297.7K $ | |
| 31 | Advanced Micro Devices Inc | 1,290 | 262.4K $ | |
| 32 | Chevron Corp | 1,155 | 239K $ | |
| 33 | Block Inc | 3,970 | 238.9K $ | |
| 34 | Walmart Inc | 1,787 | 222.1K $ | |
| 35 | JPMorgan Chase & Co | 733 | 215.6K $ | |
| 36 | Exxon Mobil Corp | 1,201 | 203.8K $ | |
| 37 | First Northwest Bancorp | 13,156 | 114.2K $ | |