Chaney Capital Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Chaney Capital Management, Inc. reported 35 stock positions worth $254.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 20.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 19.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 17.7%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 16 and reduced 8. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $254.9M (Q2 2025)
- SEC Filing
- 0002012041-25-000009 ↗ filed Aug 12, 2025
Holdings Value
Holdings 35 stocks · $254.9M
| AGG iShares Core U.S. Aggregate | 20.10% | 516,514 | $51.2M | Add +15.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 19.92% | 115,828 | $50.8M | Add +2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 17.68% | 254,993 | $45.1M | Add +2.0% |
| SPEM State Street SP PTF Em ETF | 6.98% | 416,111 | $17.8M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 6.46% | 29,860 | $16.5M | Add +6.3% |
| MSFT Microsoft Corp. | 5.15% | 26,374 | $13.1M | Add +6.0% |
| IDHQ Invesco S&P International DE | 4.20% | 324,821 | $10.7M | Add +10.3% |
| GOOGL Alphabet Inc. Class A | 2.88% | 41,643 | $7.3M | Reduce -2.3% |
| AAPL Apple Inc. | 2.73% | 33,967 | $7.0M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 2.54% | 29,463 | $6.5M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 2.39% | 45,683 | $6.1M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.73% | 9,075 | $4.4M | Add +1.0% |
| IMCG iShares Morningstar Mid-Cap | 1.60% | 50,816 | $4.1M | Add +9.2% |
| SCHW Schwab (charles) Corp. | 1.10% | 30,859 | $2.8M | Add +0.1% |
| OBDC Blue Owl Capital Corp. | 0.57% | 100,840 | $1.4M | No change |
| NVDA Nvidia Corp. | 0.48% | 7,683 | $1.2M | Add +4.5% |
| BRO Brown & Brown Inc. | 0.47% | 10,864 | $1.2M | No change |
| COST Costco Wholesale Corp. | 0.41% | 1,059 | $1.0M | Reduce -5.5% |
| TSLA Tesla Inc. | 0.31% | 2,481 | $788K | Add +3.5% |
| SBUX Starbucks Corp. | 0.30% | 8,210 | $752K | Reduce -8.0% |
| BA The Boeing Co. | 0.24% | 2,872 | $602K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,766 | $491K | Reduce -42.2% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 2,155 | $441K | No change |
| CSCO Cisco Systems Inc. | 0.17% | 6,169 | $428K | Add +6.4% |
| MDT Medtronic PLC | 0.16% | 4,800 | $418K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 641 | $364K | No change |
| VGT Vanguard Info Tech ETF | 0.14% | 532 | $353K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,090 | $331K | No change |
| CRM Salesforce Inc. | 0.12% | 1,130 | $308K | Reduce -9.1% |
| JNJ Johnson & Johnson | 0.11% | 1,894 | $289K | Reduce -4.9% |
| XYZ Block Inc. | 0.11% | 3,970 | $270K | No change |
| ROST Ross Stores Inc. | 0.10% | 1,993 | $254K | No change |
| NFLX Netflix Inc. | 0.10% | 182 | $244K | New |
| PAYX Paychex Inc. | 0.09% | 1,610 | $234K | No change |
| FNWB First Northwest Bancorp | 0.04% | 13,156 | $101K | Add +0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -4.4% | 2.73% | −0.78 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.2% | 2.39% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -42.2% | 0.19% | −0.14 |
| SBUX Starbucks Corp. | Reduce -8.0% | 0.30% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -5.5% | 0.41% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 2.88% | −0.06 |
| JNJ Johnson & Johnson | Reduce -4.9% | 0.11% | −0.03 |
| CRM Salesforce Inc. | Reduce -9.1% | 0.12% | −0.03 |
| LXRX Lexicon Pharmaceuticals Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.3% | 19.92% | +1.21 |
| MSFT Microsoft Corp. | Add +6.0% | 5.15% | +0.98 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.3% | 6.46% | +0.60 |
| AGG iShares Core U.S. Aggregate | Add +15.8% | 20.10% | +0.45 |
| IDHQ Invesco S&P International DE | Add +10.3% | 4.20% | +0.27 |
| NVDA Nvidia Corp. | Add +4.5% | 0.48% | +0.12 |
| IMCG iShares Morningstar Mid-Cap | Add +9.2% | 1.60% | +0.12 |
| NFLX Netflix Inc. | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.2% | 2.54% | +0.04 |
| TSLA Tesla Inc. | Add +3.5% | 0.31% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 1.10% | +0.03 |
| BA The Boeing Co. | Add +0.1% | 0.24% | +0.02 |
| CSCO Cisco Systems Inc. | Add +6.4% | 0.17% | +0.01 |
| FNWB First Northwest Bancorp | Add +0.8% | 0.04% | −0.02 |
| SPEM State Street SP PTF Em ETF | Add +2.2% | 6.98% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 1.73% | −0.40 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 17.68% | −1.56 |
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 |