Chaney Capital Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Chaney Capital Management, Inc. reported 41 stock positions worth $283.7 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 20.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 18.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 18.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 18 and reduced 10. The biggest buy was Invesco S&P International DE (IDHQ, shares +8%) and the biggest sale Alphabet Class A (GOOGL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LYNNWOOD, WA
- CIK
- 0002012041
- Portfolio Value
- $283.7M (Q1 2026)
- SEC Filing
- 0002012041-26-000004 ↗ filed May 11, 2026
Holdings Value
Holdings 41 stocks · $283.7M
| AGG iShares Core U.S. Aggregate | 20.15% | 575,869 | $57.2M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 18.08% | 261,330 | $51.3M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 18.03% | 117,062 | $51.1M | Add +3.3% |
| SPEM State Street SP PTF Em ETF | 7.11% | 430,119 | $20.2M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 6.39% | 31,405 | $18.1M | Add +3.9% |
| IDHQ Invesco S&P International DE | 4.91% | 393,759 | $13.9M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 4.05% | 39,933 | $11.5M | Reduce -2.8% |
| MSFT Microsoft Corp. | 3.64% | 27,918 | $10.3M | Add +4.8% |
| AAPL Apple Inc. | 3.42% | 38,171 | $9.7M | Add +13.1% |
| AMZN Amazon.com Inc. | 2.49% | 33,946 | $7.1M | Add +13.3% |
| VYM Vanguard High DVD Yield ETF | 2.18% | 41,721 | $6.2M | Reduce -6.5% |
| IMCG iShares Morningstar Mid-Cap | 1.65% | 59,306 | $4.7M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.48% | 8,748 | $4.2M | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 1.05% | 31,707 | $3.0M | Add +0.7% |
| NVDA Nvidia Corp. | 0.66% | 10,773 | $1.9M | Add +35.4% |
| COST Costco Wholesale Corp. | 0.58% | 1,645 | $1.6M | Add +16.8% |
| OBDC Blue Owl Capital Corp. | 0.47% | 119,805 | $1.3M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.45% | 2,242 | $1.3M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.30% | 2,942 | $844K | Add +8.8% |
| TSLA Tesla Inc. | 0.29% | 2,235 | $831K | Reduce -17.5% |
| BRO Brown & Brown Inc. | 0.25% | 10,864 | $708K | No change |
| CSCO Cisco Systems Inc. | 0.19% | 6,947 | $539K | No change |
| SBUX Starbucks Corp. | 0.18% | 5,572 | $499K | Reduce -29.9% |
| BA The Boeing Co. | 0.17% | 2,452 | $488K | Reduce -2.3% |
| VGT Vanguard Info Tech ETF | 0.17% | 674 | $471K | No change |
| JNJ Johnson & Johnson | 0.16% | 1,839 | $450K | Add +3.1% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,055 | $442K | No change |
| MDT Medtronic PLC | 0.15% | 4,939 | $428K | Add +2.9% |
| V Visa Inc. Class A | 0.14% | 1,284 | $388K | No change |
| VOO Vanguard S&P 500 ETF | 0.13% | 610 | $365K | Reduce -4.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,090 | $350K | No change |
| ROST Ross Stores Inc. | 0.12% | 1,579 | $342K | Reduce -11.9% |
| AMGN Amgen Inc. | 0.10% | 846 | $298K | No change |
| AMD Advanced Micro Devices | 0.09% | 1,290 | $262K | Add +31.2% |
| CVX Chevron Corp. | 0.08% | 1,155 | $239K | New |
| XYZ Block Inc. | 0.08% | 3,970 | $239K | No change |
| WMT Walmart Inc. | 0.08% | 1,787 | $222K | New |
| JPM JPMorgan Chase & Co. | 0.08% | 733 | $216K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.07% | 1,201 | $204K | New |
| QDF NT Qual Div ETF | 0.07% | 2,543 | $201K | No change |
| FNWB First Northwest Bancorp | 0.04% | 13,156 | $114K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 4.05% | −0.39 |
| TSLA Tesla Inc. | Reduce -17.5% | 0.29% | −0.13 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.10 |
| SBUX Starbucks Corp. | Reduce -29.9% | 0.18% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.48% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.5% | 2.18% | −0.03 |
| BA The Boeing Co. | Reduce -2.3% | 0.17% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 0.13% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.08% | −0.01 |
| ROST Ross Stores Inc. | Reduce -11.9% | 0.12% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 18.08% | +0.70 |
Portfolio Buys Q4 2025 → Q1 2026
| IDHQ Invesco S&P International DE | Add +8.4% | 4.91% | +0.50 |
| AGG iShares Core U.S. Aggregate | Add +0.1% | 20.15% | +0.32 |
| AAPL Apple Inc. | Add +13.1% | 3.42% | +0.25 |
| SPEM State Street SP PTF Em ETF | Add +0.8% | 7.11% | +0.22 |
| COST Costco Wholesale Corp. | Add +16.8% | 0.58% | +0.16 |
| IMCG iShares Morningstar Mid-Cap | Add +9.3% | 1.65% | +0.15 |
| NVDA Nvidia Corp. | Add +35.4% | 0.66% | +0.15 |
| AMZN Amazon.com Inc. | Add +13.3% | 2.49% | +0.11 |
| CVX Chevron Corp. | New | 0.08% | +0.08 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +3.1% | 0.16% | +0.03 |
| AMD Advanced Micro Devices | Add +31.2% | 0.09% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +8.8% | 0.30% | +0.00 |
| MDT Medtronic PLC | Add +2.9% | 0.15% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.9% | 6.39% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 1.05% | −0.03 |
| META Meta Platforms Inc. Class A | Add +3.9% | 0.45% | −0.04 |
| OBDC Blue Owl Capital Corp. | Add +0.8% | 0.47% | −0.04 |
| MSFT Microsoft Corp. | Add +4.8% | 3.64% | −0.80 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.3% | 18.03% | −1.05 |
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 |