Chaney Capital Management, Inc. — 13F Holdings & Portfolio

CIK 2012041 · latest 13F-HR filed 2026-08-12

Chaney Capital Management, Inc. manages $318.1M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AGG (17.87%), VTV (17.63%), VUG (15.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 2, added to 26, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3400 188TH ST SW
SUITE 570
LYNNWOOD, WA 98037
Phone
(425) 673-4060
Filing Manager
Chaney Capital Management, Inc.
LYNNWOOD, WA
Signatory
Lynda Bartsch
Vice President
Loading holdings…
AUM

$318.1M

Long-equity book

Holdings

45

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+6 / −2 / ↑26 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$14.5M +80.1%
  • VANGUARD INDEX FDS$4.8M +9.4%
  • INVESCO EXCH TRADED FD TR II$4.1M +29.3%
  • ALPHABET INC$2.5M +21.6%
  • SPDR INDEX SHS FDS$2.1M +10.2%
Show all 26

Top Trims

  • COSTCO WHOLESALE CORPORATION-$109.0K -6.7%
  • MEDTRONIC PLC-$41.6K -9.7%
  • WALMART INC-$19.7K -8.9%
Show all 3

New Positions

  • MICRON TECHNOLOGY INC$601.4K
  • APPLIED MATLS INC$307.3K
  • NETFLIX INC.$282.7K
  • CATERPILLAR INC$272.6K
  • FIDELITY COVINGTON TRUST$255.0K
Show all 6

Exited Positions

  • CHEVRON CORPORATION$239.0K
  • EXXON MOBIL CORP$203.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR AGG 464287226 $56.8M 17.87% 574,238 SH
2 VANGUARD INDEX FDS VTV 922908744 $56.1M 17.63% 257,338 SH
3 VANGUARD INDEX FDS VUG 922908736 $50.6M 15.90% 587,146 SH
4 INVESCO QQQ TR QQQ 46090E103 $32.6M 10.26% 44,333 SH
5 SPDR INDEX SHS FDS SPEM 78463X509 $22.2M 6.99% 429,538 SH
6 INVESCO EXCH TRADED FD TR II IDHQ 46138E214 $18.0M 5.66% 411,887 SH
7 ALPHABET INC GOOGL 02079K305 $14.0M 4.39% 39,060 SH
8 APPLE INC AAPL 037833100 $10.9M 3.44% 37,821 SH
9 MICROSOFT CORP MSFT 594918104 $10.5M 3.30% 28,142 SH
10 AMAZON COM INC AMZN 023135106 $8.1M 2.54% 33,932 SH
11 ISHARES TR IMCG 464288307 $6.1M 1.93% 62,511 SH
12 VANGUARD WHITEHALL FDS VYM 921946406 $6.0M 1.89% 38,068 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.4M 1.40% 8,886 SH
14 SCHWAB CHARLES CORP SCHW 808513105 $2.9M 0.92% 31,840 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.2M 0.68% 10,882 SH
16 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.5M 0.48% 1,635 SH
17 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $1.3M 0.41% 119,805 SH
18 META PLATFORMS INC META 30303M102 $1.2M 0.39% 2,214 SH
19 ALPHABET INC GOOG 02079K107 $1.0M 0.32% 2,895 SH
20 TESLA INC TSLA 88160R101 $926.2K 0.29% 2,202 SH
21 CISCO SYS INC CSCO 17275R102 $833.5K 0.26% 7,096 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $787.1K 0.25% 1,355 SH
23 BROWN & BROWN INC BRO 115236101 $696.9K 0.22% 10,864 SH
24 VANGUARD WORLD FD VGT 92204A702 $644.8K 0.20% 5,395 SH
25 MICRON TECHNOLOGY INC MU 595112103 $601.4K 0.19% 521 SH
26 STARBUCKS CORP SBUX 855244109 $568.1K 0.18% 5,559 SH
27 BOEING CO BA 097023105 $530.8K 0.17% 2,452 SH
28 VANGUARD SPECIALIZED FUNDS VIG 921908844 $486.3K 0.15% 2,055 SH
29 VANGUARD INDEX FDS VOO 922908363 $478.0K 0.15% 696 SH
30 JOHNSON & JOHNSON JNJ 478160104 $467.5K 0.15% 1,841 SH
31 VISA INC V 92826C839 $452.9K 0.14% 1,320 SH
32 VANGUARD INDEX FDS VTI 922908769 $403.3K 0.13% 1,090 SH
33 MEDTRONIC PLC MDT G5960L103 $386.4K 0.12% 4,939 SH
34 ROSS STORES INC ROST 778296103 $336.1K 0.11% 1,579 SH
35 AMGEN INC AMGN 031162100 $319.4K 0.10% 882 SH
36 APPLIED MATLS INC AMAT 038222105 $307.3K 0.10% 425 SH
37 BLOCK INC XYZ 852234103 $301.7K 0.09% 3,970 SH
38 NETFLIX INC. NFLX 64110L106 $282.7K 0.09% 3,959 SH
39 CATERPILLAR INC CAT 149123101 $272.6K 0.09% 256 SH
40 FIDELITY COVINGTON TRUST FTEC 316092808 $255.0K 0.08% 893 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $239.9K 0.08% 733 SH
42 FLEXSHARES TR QDF 33939L860 $228.7K 0.07% 2,543 SH
43 CROWDSTRIKE HLDGS INC CRWD 22788C105 $211.4K 0.07% 277 SH
44 WALMART INC WMT 931142103 $202.4K 0.06% 1,787 SH
45 FIRST NORTHWEST BANCORP FNWB 335834107 $142.2K 0.04% 13,156 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $318.1M 45 0002012041-26-000012
2026-03-31 2026-05-11 $283.7M 41 0002012041-26-000004
2025-12-31 2026-01-27 $289.8M 39 0002012041-26-000002
2025-09-30 2025-11-12 $282.0M 38 0002012041-25-000011