Chancellor Financial Group WB LP, managed by Michael Casey, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Michael Casey on November 10, 2026, reports the firm holds positions in 149 distinct companies.
The portfolio is diversified across various sectors, with notable holdings including Apple Inc., which is reported as the largest position with 26,192,178 shares. Other significant individual stock holdings include Amazon.com Inc. with 6,189,384 shares, NVIDIA Corporation with 7,849,763 shares, and JPMorgan Chase & Co. with 2,903,166 shares.
The filing also lists a variety of exchange-traded funds (ETFs) within the portfolio. Major index funds include the Vanguard S&P 500 ETF (ticker: VOO), the iShares Core S&P 500 ETF (ticker: IVV), and the SPDR S&P 500 ETF Trust (ticker: SPY). Additionally, the firm holds shares in sector-specific ETFs such as the Invesco QQQ Trust (QQQ), the VanEck Semiconductor ETF (SMH), and the iShares Biotech (IBB).
Specific positions in call options are also disclosed, including calls on Microsoft Corporation, NVIDIA Corporation, and Qualcomm Inc., alongside a call option on Citigroup Inc.
