Chaney Capital Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Chaney Capital Management, Inc. reported 45 stock positions worth $318.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 17.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 17.6%) and Vanguard Mrngstar GR ETF-Sui (VUG, 15.9%). Compared with Q1 2026, it opened 6 new positions, sold out of 2, added to 13 and reduced 13. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +41%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $318.1M (Q2 2026)
- SEC Filing
- 0002012041-26-000012 ↗ filed Aug 12, 2026
Holdings Value
Holdings 45 stocks · $318.1M
| AGG iShares Core U.S. Aggregate | 17.87% | 574,238 | $56.8M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 17.63% | 257,338 | $56.1M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 15.90% | 587,146 | $50.6M | Reduce -16.4% |
| QQQ Invesco QQQ Trust Series 1 | 10.26% | 44,333 | $32.6M | Add +41.2% |
| SPEM State Street SP PTF Em ETF | 6.99% | 429,538 | $22.2M | Reduce -0.1% |
| IDHQ Invesco S&P International DE | 5.66% | 411,887 | $18.0M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 4.39% | 39,060 | $14.0M | Reduce -2.2% |
| AAPL Apple Inc. | 3.44% | 37,821 | $10.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.30% | 28,142 | $10.5M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.54% | 33,932 | $8.1M | Reduce -0.0% |
| IMCG iShares Morningstar Mid-Cap | 1.93% | 62,511 | $6.1M | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 1.89% | 38,068 | $6.0M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 8,886 | $4.4M | Add +1.6% |
| SCHW Schwab (charles) Corp. | 0.92% | 31,840 | $2.9M | Add +0.4% |
| NVDA Nvidia Corp. | 0.68% | 10,882 | $2.2M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.48% | 1,635 | $1.5M | Reduce -0.6% |
| OBDC Blue Owl Capital Corp. | 0.41% | 119,805 | $1.3M | No change |
| META Meta Platforms Inc. Class A | 0.39% | 2,214 | $1.2M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.32% | 2,895 | $1.0M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.29% | 2,202 | $926K | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.26% | 7,096 | $833K | Add +2.1% |
| AMD Advanced Micro Devices | 0.25% | 1,355 | $787K | Add +5.0% |
| BRO Brown & Brown Inc. | 0.22% | 10,864 | $697K | No change |
| VGT Vanguard Info Tech ETF | 0.20% | 5,395 | $645K | No change |
| MU Micron Technology Inc. | 0.19% | 521 | $601K | New |
| SBUX Starbucks Corp. | 0.18% | 5,559 | $568K | Reduce -0.2% |
| BA The Boeing Co. | 0.17% | 2,452 | $531K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 2,055 | $486K | No change |
| VOO Vanguard S&P 500 ETF | 0.15% | 696 | $478K | Add +14.1% |
| JNJ Johnson & Johnson | 0.15% | 1,841 | $467K | Add +0.1% |
| V Visa Inc. Class A | 0.14% | 1,320 | $453K | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,090 | $403K | No change |
| MDT Medtronic PLC | 0.12% | 4,939 | $386K | No change |
| ROST Ross Stores Inc. | 0.11% | 1,579 | $336K | No change |
| AMGN Amgen Inc. | 0.10% | 882 | $319K | Add +4.3% |
| AMAT Applied Materials Inc. | 0.10% | 425 | $307K | New |
| XYZ Block Inc. | 0.09% | 3,970 | $302K | No change |
| NFLX Netflix Inc. | 0.09% | 3,959 | $283K | New |
| CAT Caterpillar Inc. | 0.09% | 256 | $273K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.08% | 893 | $255K | New |
| JPM JPMorgan Chase & Co. | 0.08% | 733 | $240K | No change |
| QDF NT Qual Div ETF | 0.07% | 2,543 | $229K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 277 | $211K | New |
| WMT Walmart Inc. | 0.06% | 1,787 | $202K | No change |
| FNWB First Northwest Bancorp | 0.04% | 13,156 | $142K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 17.87% | −2.28 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -16.4% | 15.90% | −2.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 17.63% | −0.44 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.8% | 1.89% | −0.29 |
| SPEM State Street SP PTF Em ETF | Reduce -0.1% | 6.99% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.48% | −0.10 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.39% | −0.06 |
| TSLA Tesla Inc. | Reduce -1.5% | 0.29% | −0.00 |
| SBUX Starbucks Corp. | Reduce -0.2% | 0.18% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 0.32% | +0.02 |
| AAPL Apple Inc. | Reduce -0.9% | 3.44% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 2.54% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 4.39% | +0.34 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +41.2% | 10.26% | +3.87 |
| IDHQ Invesco S&P International DE | Add +4.6% | 5.66% | +0.75 |
| IMCG iShares Morningstar Mid-Cap | Add +5.4% | 1.93% | +0.29 |
| MU Micron Technology Inc. | New | 0.19% | +0.19 |
| AMD Advanced Micro Devices | Add +5.0% | 0.25% | +0.15 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.08% | +0.08 |
| CSCO Cisco Systems Inc. | Add +2.1% | 0.26% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +1.0% | 0.68% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +14.1% | 0.15% | +0.02 |
| V Visa Inc. Class A | Add +2.8% | 0.14% | +0.01 |
| AMGN Amgen Inc. | Add +4.3% | 0.10% | −0.00 |
| JNJ Johnson & Johnson | Add +0.1% | 0.15% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 1.40% | −0.08 |
| SCHW Schwab (charles) Corp. | Add +0.4% | 0.92% | −0.13 |
| MSFT Microsoft Corp. | Add +0.8% | 3.30% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $318.1M | AGG, VTV, VUG, QQQ, SPEM |
| Q1 2026 | 41 | $283.7M | AGG, VTV, VUG, SPEM, QQQ |
| Q4 2025 | 39 | $289.8M | AGG, VUG, VTV, SPEM, QQQ |
| Q3 2025 | 38 | $282.0M | AGG, VUG, VTV, SPEM, QQQ |
| Q2 2025 | 35 | $254.9M | AGG, VUG, VTV, SPEM, QQQ |
| Q1 2025 | 35 | $224.5M | AGG, VTV, VUG, SPEM, QQQ |
| Q4 2024 | 37 | $211.4M | VUG, VTV, AGG, SPEM, QQQ |
| Q3 2024 | 36 | $178.2M | VTV, VUG, QQQ, SPEM, MSFT |
| Q2 2024 | 36 | $150.9M | VUG, VTV, QQQ, MSFT, AAPL |
| Q1 2024 | 31 | $124.4M | VTV, VUG, QQQ, MSFT, VYM |