Chaney Capital Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Chaney Capital Management, Inc. reported 39 stock positions worth $289.8 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, 19.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 17.4%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 17 and reduced 9. The biggest buy was Invesco S&P International DE (IDHQ, shares +4%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $289.8M (Q4 2025)
- SEC Filing
- 0002012041-26-000002 ↗ filed Jan 27, 2026
Holdings Value
Holdings 39 stocks · $289.8M
| AGG iShares Core U.S. Aggregate | 19.83% | 575,381 | $57.5M | Add +3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 19.08% | 113,332 | $55.3M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 17.38% | 263,681 | $50.4M | Add +1.2% |
| SPEM State Street SP PTF Em ETF | 6.89% | 426,734 | $20.0M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 6.41% | 30,234 | $18.6M | Add +0.2% |
| MSFT Microsoft Corp. | 4.45% | 26,643 | $12.9M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 4.44% | 41,068 | $12.9M | Reduce -1.8% |
| IDHQ Invesco S&P International DE | 4.41% | 363,144 | $12.8M | Add +4.0% |
| AAPL Apple Inc. | 3.17% | 33,751 | $9.2M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.39% | 29,948 | $6.9M | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 2.21% | 44,634 | $6.4M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.53% | 8,805 | $4.4M | Add +0.6% |
| IMCG iShares Morningstar Mid-Cap | 1.49% | 54,252 | $4.3M | Add +1.9% |
| SCHW Schwab (charles) Corp. | 1.09% | 31,480 | $3.1M | Add +0.9% |
| NVDA Nvidia Corp. | 0.51% | 7,959 | $1.5M | Add +2.1% |
| OBDC Blue Owl Capital Corp. | 0.51% | 118,840 | $1.5M | No change |
| META Meta Platforms Inc. Class A | 0.49% | 2,158 | $1.4M | No change |
| TSLA Tesla Inc. | 0.42% | 2,710 | $1.2M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.42% | 1,408 | $1.2M | Add +0.1% |
| BRO Brown & Brown Inc. | 0.30% | 10,864 | $866K | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 2,703 | $848K | Add +0.1% |
| SBUX Starbucks Corp. | 0.23% | 7,944 | $669K | Reduce -2.6% |
| BA The Boeing Co. | 0.19% | 2,510 | $545K | Reduce -14.2% |
| CSCO Cisco Systems Inc. | 0.18% | 6,947 | $535K | Add +5.6% |
| VGT Vanguard Info Tech ETF | 0.18% | 674 | $508K | No change |
| MDT Medtronic PLC | 0.16% | 4,800 | $461K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,055 | $452K | Reduce -4.6% |
| V Visa Inc. Class A | 0.16% | 1,284 | $450K | Add +7.2% |
| VOO Vanguard S&P 500 ETF | 0.14% | 641 | $402K | No change |
| JNJ Johnson & Johnson | 0.13% | 1,784 | $369K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,090 | $365K | No change |
| ROST Ross Stores Inc. | 0.11% | 1,793 | $323K | No change |
| CRM Salesforce Inc. | 0.10% | 1,055 | $279K | Reduce -6.6% |
| AMGN Amgen Inc. | 0.10% | 846 | $277K | Add +9.7% |
| XYZ Block Inc. | 0.09% | 3,970 | $258K | No change |
| JPM JPMorgan Chase & Co. | 0.08% | 739 | $238K | No change |
| AMD Advanced Micro Devices | 0.07% | 983 | $211K | New |
| QDF NT Qual Div ETF | 0.07% | 2,543 | $206K | New |
| FNWB First Northwest Bancorp | 0.04% | 13,156 | $123K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 19.08% | −0.51 |
| MSFT Microsoft Corp. | Reduce -0.3% | 4.45% | −0.46 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 2.21% | −0.04 |
| BA The Boeing Co. | Reduce -14.2% | 0.19% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.6% | 0.23% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.6% | 0.16% | −0.01 |
| CRM Salesforce Inc. | Reduce -6.6% | 0.10% | +0.00 |
| AAPL Apple Inc. | Reduce -2.3% | 3.17% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 4.44% | +0.83 |
Portfolio Buys Q3 2025 → Q4 2025
| IDHQ Invesco S&P International DE | Add +4.0% | 4.41% | +0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.2% | 17.38% | +0.14 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| QDF NT Qual Div ETF | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.6% | 2.39% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.29% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +0.9% | 1.09% | +0.03 |
| CSCO Cisco Systems Inc. | Add +5.6% | 0.18% | +0.03 |
| AMGN Amgen Inc. | Add +9.7% | 0.10% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 19.83% | +0.02 |
| V Visa Inc. Class A | Add +7.2% | 0.16% | +0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.13% | +0.01 |
| TSLA Tesla Inc. | Add +2.6% | 0.42% | +0.00 |
| NVDA Nvidia Corp. | Add +2.1% | 0.51% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 6.41% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 1.53% | −0.03 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.42% | −0.04 |
| IMCG iShares Morningstar Mid-Cap | Add +1.9% | 1.49% | −0.07 |
| SPEM State Street SP PTF Em ETF | Add +0.2% | 6.89% | −0.17 |
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 |