Chaney Capital Management, Inc.

CIK: 0002012041SEC EDGAR →

Portfolio Value

$289.8M

Holdings

39

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

575,381$57.5M
19.83%
2

VANGUARD INDEX FDS

113,332$55.3M
19.08%
3

VANGUARD INDEX FDS

263,681$50.4M
17.38%
4

SPDR INDEX SHS FDS

426,734$20.0M
6.89%
5

INVESCO QQQ TR

30,234$18.6M
6.41%
6

MICROSOFT CORP

26,643$12.9M
4.45%
7

ALPHABET INC

41,068$12.9M
4.44%
8

INVESCO EXCH TRADED FD TR II

363,144$12.8M
4.40%
9

APPLE INC

33,751$9.2M
3.17%
10

AMAZON COM INC

29,948$6.9M
2.39%

Quarterly Changes

Top Buys

VTV↑ Increased
$1.8M
AGG↑ Increased
$1.6M
IDHQ↑ Increased
$1.0M
NDQ↑ Increased
$456K
AMZN↑ Increased
$372K

Top Sells

GOOGL↓ Decreased
$2.7M
MSFT↓ Decreased
$953K
AAPL↓ Decreased
$377K
NFLXCLOSED
$212K
BA↓ Decreased
$87K

New Positions (2)

$210K · 983 shares
$205K · 3K shares

Closed Positions (1)

$212K · 177 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services18$214.8M74.1%
Technology7$24.8M8.6%
Unknown2$23.0M7.9%
Communication Services3$15.1M5.2%
Consumer Cyclical4$9.1M3.1%
Consumer Defensive1$1.2M0.4%
Healthcare3$1.1M0.4%
Industrials1$545K0.2%