Chaney Capital Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Chaney Capital Management, Inc. reported 38 stock positions worth $282.0 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 19.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 19.6%) and Vanguard Mrngstr Val ETF-Aui (VTV, 17.2%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 18 and reduced 8. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $282.0M (Q3 2025)
- SEC Filing
- 0002012041-25-000011 ↗ filed Nov 12, 2025
Holdings Value
Holdings 38 stocks · $282.0M
| AGG iShares Core U.S. Aggregate | 19.82% | 557,327 | $55.9M | Add +7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 19.59% | 115,148 | $55.2M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 17.24% | 260,601 | $48.6M | Add +2.2% |
| SPEM State Street SP PTF Em ETF | 7.07% | 425,737 | $19.9M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 6.43% | 30,177 | $18.1M | Add +1.1% |
| MSFT Microsoft Corp. | 4.91% | 26,714 | $13.8M | Add +1.3% |
| IDHQ Invesco S&P International DE | 4.17% | 349,238 | $11.8M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 3.60% | 41,813 | $10.2M | Add +0.4% |
| AAPL Apple Inc. | 3.12% | 34,553 | $8.8M | Add +1.7% |
| AMZN Amazon.com Inc. | 2.32% | 29,785 | $6.5M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 2.26% | 45,113 | $6.4M | Reduce -1.3% |
| IMCG iShares Morningstar Mid-Cap | 1.56% | 53,226 | $4.4M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.56% | 8,750 | $4.4M | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 1.06% | 31,186 | $3.0M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.56% | 2,158 | $1.6M | New |
| OBDC Blue Owl Capital Corp. | 0.54% | 118,840 | $1.5M | Add +17.9% |
| NVDA Nvidia Corp. | 0.52% | 7,796 | $1.5M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.46% | 1,407 | $1.3M | Add +32.9% |
| TSLA Tesla Inc. | 0.42% | 2,640 | $1.2M | Add +6.4% |
| BRO Brown & Brown Inc. | 0.36% | 10,864 | $1.0M | No change |
| SBUX Starbucks Corp. | 0.24% | 8,160 | $690K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,700 | $658K | Reduce -2.4% |
| BA The Boeing Co. | 0.22% | 2,926 | $632K | Add +1.9% |
| VGT Vanguard Info Tech ETF | 0.18% | 674 | $503K | Add +26.7% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,155 | $465K | No change |
| MDT Medtronic PLC | 0.16% | 4,800 | $457K | No change |
| CSCO Cisco Systems Inc. | 0.16% | 6,577 | $450K | Add +6.6% |
| V Visa Inc. Class A | 0.14% | 1,198 | $409K | New |
| VOO Vanguard S&P 500 ETF | 0.14% | 641 | $393K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,090 | $358K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,783 | $331K | Reduce -5.9% |
| XYZ Block Inc. | 0.10% | 3,970 | $287K | No change |
| ROST Ross Stores Inc. | 0.10% | 1,793 | $273K | Reduce -10.0% |
| CRM Salesforce Inc. | 0.10% | 1,130 | $268K | No change |
| JPM JPMorgan Chase & Co. | 0.08% | 739 | $233K | New |
| AMGN Amgen Inc. | 0.08% | 771 | $218K | New |
| NFLX Netflix Inc. | 0.08% | 177 | $212K | Reduce -2.8% |
| FNWB First Northwest Bancorp | 0.04% | 13,156 | $104K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 19.59% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 1.56% | −0.17 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 2.26% | −0.13 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.09 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.24% | −0.05 |
| NFLX Netflix Inc. | Reduce -2.8% | 0.08% | −0.02 |
| ROST Ross Stores Inc. | Reduce -10.0% | 0.10% | −0.00 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.12% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 0.23% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.4% | 3.60% | +0.73 |
| META Meta Platforms Inc. Class A | New | 0.56% | +0.56 |
| AAPL Apple Inc. | Add +1.7% | 3.12% | +0.39 |
| V Visa Inc. Class A | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +6.4% | 0.42% | +0.11 |
| SPEM State Street SP PTF Em ETF | Add +2.3% | 7.07% | +0.09 |
| JPM JPMorgan Chase & Co. | New | 0.08% | +0.08 |
| AMGN Amgen Inc. | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | Add +32.9% | 0.46% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +26.7% | 0.18% | +0.04 |
| NVDA Nvidia Corp. | Add +1.5% | 0.52% | +0.04 |
| CSCO Cisco Systems Inc. | Add +6.6% | 0.16% | −0.01 |
| BA The Boeing Co. | Add +1.9% | 0.22% | −0.01 |
| OBDC Blue Owl Capital Corp. | Add +17.9% | 0.54% | −0.03 |
| IDHQ Invesco S&P International DE | Add +7.5% | 4.17% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 6.43% | −0.04 |
| IMCG iShares Morningstar Mid-Cap | Add +4.7% | 1.56% | −0.04 |
| SCHW Schwab (charles) Corp. | Add +1.1% | 1.06% | −0.05 |
| AMZN Amazon.com Inc. | Add +1.1% | 2.32% | −0.22 |
| MSFT Microsoft Corp. | Add +1.3% | 4.91% | −0.24 |
| AGG iShares Core U.S. Aggregate | Add +7.9% | 19.82% | −0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 17.24% | −0.44 |
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 |