Chaney Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Chaney Capital Management, Inc. reported 37 stock positions worth $211.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 21.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 19.8%) and iShares Core U.S. Aggregate (AGG, 12.0%). Compared with Q3 2024, it opened 1 new position, added to 10 and reduced 10. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $211.4M (Q4 2024)
- SEC Filing
- 0002012041-25-000002 ↗ filed Jan 28, 2025
Holdings Value
Holdings 37 stocks · $211.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 21.73% | 111,911 | $45.9M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 19.84% | 247,685 | $41.9M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 12.04% | 262,503 | $25.4M | New |
| SPEM State Street SP PTF Em ETF | 6.79% | 374,142 | $14.4M | Add +15.4% |
| QQQ Invesco QQQ Trust Series 1 | 6.75% | 27,908 | $14.3M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.60% | 23,061 | $9.7M | Add +0.8% |
| AAPL Apple Inc. | 4.21% | 35,538 | $8.9M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 3.77% | 42,042 | $8.0M | Add +0.0% |
| IDHQ Invesco S&P International DE | 3.25% | 242,672 | $6.9M | Add +28.2% |
| AMZN Amazon.com Inc. | 3.07% | 29,613 | $6.5M | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 2.96% | 48,961 | $6.2M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 8,781 | $4.0M | Reduce -1.4% |
| IMCG iShares Morningstar Mid-Cap | 1.55% | 43,248 | $3.3M | Add +18.6% |
| SCHW Schwab (charles) Corp. | 1.08% | 30,730 | $2.3M | Add +0.0% |
| OBDC Blue Owl Capital Corp. | 0.67% | 93,840 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.53% | 5,926 | $1.1M | No change |
| BRO Brown & Brown Inc. | 0.52% | 10,864 | $1.1M | No change |
| KMI Kinder Morgan Inc. | 0.52% | 40,000 | $1.1M | No change |
| TSLA Tesla Inc. | 0.49% | 2,557 | $1.0M | Reduce -7.4% |
| COST Costco Wholesale Corp. | 0.49% | 1,121 | $1.0M | Add +9.8% |
| NVDA Nvidia Corp. | 0.46% | 7,275 | $977K | Reduce -2.0% |
| SBUX Starbucks Corp. | 0.42% | 9,699 | $885K | Reduce -7.0% |
| BA The Boeing Co. | 0.24% | 2,870 | $508K | Add +2.1% |
| CRM Salesforce Inc. | 0.22% | 1,389 | $464K | Reduce -23.4% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,265 | $444K | No change |
| MDT Medtronic PLC | 0.18% | 4,800 | $383K | No change |
| PM Philip Morris International | 0.17% | 3,028 | $364K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 641 | $345K | No change |
| CSCO Cisco Systems Inc. | 0.16% | 5,796 | $343K | No change |
| XYZ Block Inc. | 0.16% | 3,970 | $337K | No change |
| VGT Vanguard Info Tech ETF | 0.16% | 532 | $331K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,090 | $316K | No change |
| ROST Ross Stores Inc. | 0.14% | 1,993 | $301K | No change |
| JNJ Johnson & Johnson | 0.14% | 1,990 | $288K | Add +0.1% |
| UPS United Parcel Service Class B | 0.12% | 2,020 | $255K | No change |
| PAYX Paychex Inc. | 0.11% | 1,610 | $226K | No change |
| FNWB First Northwest Bancorp | 0.06% | 13,056 | $133K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 19.84% | −4.46 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 21.73% | −2.46 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 6.75% | −0.96 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 2.96% | −0.61 |
| AAPL Apple Inc. | Reduce -1.3% | 4.21% | −0.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.88% | −0.42 |
| SBUX Starbucks Corp. | Reduce -7.0% | 0.42% | −0.15 |
| CRM Salesforce Inc. | Reduce -23.4% | 0.22% | −0.06 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.46% | −0.04 |
| TSLA Tesla Inc. | Reduce -7.4% | 0.49% | +0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| AGG iShares Core U.S. Aggregate | New | 12.04% | +12.04 |
| IMCG iShares Morningstar Mid-Cap | Add +18.6% | 1.55% | +0.05 |
| BA The Boeing Co. | Add +2.1% | 0.24% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.6% | 3.07% | −0.00 |
| COST Costco Wholesale Corp. | Add +9.8% | 0.49% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 1.08% | −0.04 |
| JNJ Johnson & Johnson | Add +0.1% | 0.14% | −0.04 |
| IDHQ Invesco S&P International DE | Add +28.2% | 3.25% | −0.12 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 3.77% | −0.15 |
| SPEM State Street SP PTF Em ETF | Add +15.4% | 6.79% | −0.71 |
| MSFT Microsoft Corp. | Add +0.8% | 4.60% | −0.92 |
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 |