Chapman Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists Todd Erskine as the Manager and Chief Compliance Officer for the firm, which is based in Honolulu, Hawaii.
The report details the firm's holdings in 1,100+ individual common stocks and exchange-traded funds. The top holdings in the portfolio include Microsoft Corporation, with 11,497 shares; Apple Inc., with 23,068 shares; and JPMorgan Chase & Co., with 12,081 shares. Other significant positions include Johnson & Johnson, Berkshire Hathaway Inc., Eli Lilly & Co., and Costco Wholesale Corporation.
The filing also lists a substantial number of exchange-traded funds (ETFs) within the portfolio. These include the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and various funds focused on international equities, bonds, and specific sectors such as technology and infrastructure.
