Chaney Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Chaney Capital Management, Inc. reported 35 stock positions worth $224.5 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 19.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 19.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 18.7%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 14 and reduced 8. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +70%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $224.5M (Q1 2025)
- SEC Filing
- 0002012041-25-000006 ↗ filed Apr 28, 2025
Holdings Value
Holdings 35 stocks · $224.5M
| AGG iShares Core U.S. Aggregate | 19.65% | 445,884 | $44.1M | Add +69.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 19.24% | 249,961 | $43.2M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 18.71% | 113,283 | $42.0M | Add +1.2% |
| SPEM State Street SP PTF Em ETF | 7.14% | 407,236 | $16.0M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 5.87% | 28,080 | $13.2M | Add +0.6% |
| MSFT Microsoft Corp. | 4.16% | 24,894 | $9.3M | Add +8.0% |
| IDHQ Invesco S&P International DE | 3.93% | 294,560 | $8.8M | Add +21.4% |
| AAPL Apple Inc. | 3.51% | 35,515 | $7.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.94% | 42,602 | $6.6M | Add +1.3% |
| VYM Vanguard High DVD Yield ETF | 2.74% | 47,690 | $6.2M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.49% | 29,403 | $5.6M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.13% | 8,986 | $4.8M | Add +2.3% |
| IMCG iShares Morningstar Mid-Cap | 1.48% | 46,526 | $3.3M | Add +7.6% |
| SCHW Schwab (charles) Corp. | 1.08% | 30,830 | $2.4M | Add +0.3% |
| OBDC Blue Owl Capital Corp. | 0.66% | 100,840 | $1.5M | Add +7.5% |
| BRO Brown & Brown Inc. | 0.60% | 10,864 | $1.4M | No change |
| COST Costco Wholesale Corp. | 0.47% | 1,121 | $1.1M | No change |
| SBUX Starbucks Corp. | 0.39% | 8,922 | $875K | Reduce -8.0% |
| NVDA Nvidia Corp. | 0.35% | 7,351 | $797K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.33% | 4,786 | $748K | Reduce -19.2% |
| TSLA Tesla Inc. | 0.28% | 2,397 | $621K | Reduce -6.3% |
| BA The Boeing Co. | 0.22% | 2,870 | $490K | No change |
| MDT Medtronic PLC | 0.19% | 4,800 | $431K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 2,155 | $418K | Reduce -4.9% |
| CSCO Cisco Systems Inc. | 0.16% | 5,796 | $358K | No change |
| CRM Salesforce Inc. | 0.15% | 1,243 | $334K | Reduce -10.5% |
| JNJ Johnson & Johnson | 0.15% | 1,992 | $330K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.15% | 641 | $329K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,090 | $300K | No change |
| VGT Vanguard Info Tech ETF | 0.13% | 532 | $289K | No change |
| ROST Ross Stores Inc. | 0.11% | 1,993 | $255K | No change |
| PAYX Paychex Inc. | 0.11% | 1,610 | $248K | No change |
| XYZ Block Inc. | 0.10% | 3,970 | $216K | No change |
| FNWB First Northwest Bancorp | 0.06% | 13,056 | $133K | No change |
| LXRX Lexicon Pharmaceuticals Inc. | 0.00% | 11,167 | $5K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 3.51% | −0.70 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 2.49% | −0.58 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.52 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 2.74% | −0.22 |
| TSLA Tesla Inc. | Reduce -6.3% | 0.28% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -19.2% | 0.33% | −0.20 |
| PM Philip Morris International | Sold out | 0.00% | −0.17 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Reduce -10.5% | 0.15% | −0.07 |
| SBUX Starbucks Corp. | Reduce -8.0% | 0.39% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.9% | 0.19% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| AGG iShares Core U.S. Aggregate | Add +69.9% | 19.65% | +7.61 |
| IDHQ Invesco S&P International DE | Add +21.4% | 3.93% | +0.68 |
| SPEM State Street SP PTF Em ETF | Add +8.8% | 7.14% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.3% | 2.13% | +0.25 |
| JNJ Johnson & Johnson | Add +0.1% | 0.15% | +0.01 |
| LXRX Lexicon Pharmaceuticals Inc. | New | 0.00% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.3% | 1.08% | −0.00 |
| OBDC Blue Owl Capital Corp. | Add +7.5% | 0.66% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +7.6% | 1.48% | −0.07 |
| NVDA Nvidia Corp. | Add +1.0% | 0.35% | −0.11 |
| MSFT Microsoft Corp. | Add +8.0% | 4.16% | −0.44 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 19.24% | −0.60 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 2.94% | −0.83 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 5.87% | −0.88 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 18.71% | −3.02 |
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 |