Chaney Capital Management, Inc. Long-Term Concentrated

Location: Lynnwood, WA

CIK: 0002012041 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $290M (100.0% shares, 0.0% debt)

Holdings (39)

AGG ISHARES TR 19.8%

Value $57.47M Shares 575,381 Est. Cost $98.16 Unrealized —

VUG VANGUARD INDEX FDS 19.1%

Value $55.29M Shares 113,332 Est. Cost $327.34 Unrealized —

VTV VANGUARD INDEX FDS 17.4%

Value $50.36M Shares 263,681 Est. Cost $154.54 Unrealized —

SPEM SPDR INDEX SHS FDS 6.9%

Value $19.98M Shares 426,734 Est. Cost $39.46 Unrealized —

QQQ INVESCO QQQ TR 6.4%

Value $18.57M Shares 30,234 Est. Cost $433.04 Unrealized —

MSFT MICROSOFT CORP 4.4%

Value $12.88M Shares 26,643 Est. Cost $360.67 Unrealized +38.8%

GOOGL ALPHABET INC 4.4%

Value $12.85M Shares 41,068 Est. Cost $133.97 Unrealized +113.2%

IDHQ INVESCO EXCH TRADED FD TR II 4.4%

Value $12.76M Shares 363,144 Est. Cost $31.05 Unrealized —

AAPL APPLE INC 3.2%

Value $9.176M Shares 33,751 Est. Cost $183.94 Unrealized +45.9%

AMZN AMAZON COM INC 2.4%

Value $6.913M Shares 29,948 Est. Cost $141.11 Unrealized +62.1%

VYM VANGUARD WHITEHALL FDS 2.2%

Value $6.406M Shares 44,634 Est. Cost $111.63 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%

Value $4.426M Shares 8,805 Est. Cost $395.45 Unrealized +25.8%

IMCG ISHARES TR 1.5%

Value $4.331M Shares 54,252 Est. Cost $72.81 Unrealized —

SCHW SCHWAB CHARLES CORP 1.1%

Value $3.145M Shares 31,480 Est. Cost $61.37 Unrealized +54.4%

NVDA NVIDIA CORPORATION 0.5%

Value $1.484M Shares 7,959 Est. Cost $100.88 Unrealized +84.5%

OBDC BLUE OWL CAPITAL CORPORATION 0.5%

Value $1.477M Shares 118,840 Est. Cost $11.70 Unrealized +5.6%

META META PLATFORMS INC 0.5%

Value $1.424M Shares 2,158 Est. Cost $743.23 Unrealized -10.2%

TSLA TESLA INC 0.4%

Value $1.219M Shares 2,710 Est. Cost $251.35 Unrealized +76.4%

COST COSTCO WHSL CORP NEW 0.4%

Value $1.214M Shares 1,408 Est. Cost $703.20 Unrealized +28.8%

BRO BROWN & BROWN INC 0.3%

Value $866K Shares 10,864 Est. Cost $70.55 Unrealized +18.2%

GOOG ALPHABET INC 0.3%

Value $848K Shares 2,703 Est. Cost $134.68 Unrealized +112.6%

SBUX STARBUCKS CORP 0.2%

Value $669K Shares 7,944 Est. Cost $89.87 Unrealized -6.5%

BA BOEING CO 0.2%

Value $545K Shares 2,510 Est. Cost $211.50 Unrealized -2.8%

CSCO CISCO SYS INC 0.2%

Value $535K Shares 6,947 Est. Cost $51.16 Unrealized +44.2%

VGT VANGUARD WORLD FD 0.2%

Value $508K Shares 674 Est. Cost $539.41 Unrealized —

MDT MEDTRONIC PLC 0.2%

Value $461K Shares 4,800 Est. Cost $80.83 Unrealized +20.2%

VIG VANGUARD SPECIALIZED FUNDS 0.2%

Value $452K Shares 2,055 Est. Cost $170.40 Unrealized —

V VISA INC 0.2%

Value $450K Shares 1,284 Est. Cost $344.82 Unrealized -1.3%

VOO VANGUARD INDEX FDS 0.1%

Value $402K Shares 641 Est. Cost $499.85 Unrealized —

JNJ JOHNSON & JOHNSON 0.1%

Value $369K Shares 1,784 Est. Cost $141.44 Unrealized +39.3%

VTI VANGUARD INDEX FDS 0.1%

Value $365K Shares 1,090 Est. Cost $267.51 Unrealized —

ROST ROSS STORES INC 0.1%

Value $323K Shares 1,793 Est. Cost $121.76 Unrealized +36.8%

CRM SALESFORCE INC 0.1%

Value $279K Shares 1,055 Est. Cost $224.01 Unrealized +10.8%

AMGN AMGEN INC 0.1%

Value $277K Shares 846 Est. Cost $289.19 Unrealized +9.3%

XYZ BLOCK INC 0.1%

Value $258K Shares 3,970 Est. Cost $69.96 Unrealized -1.4%

JPM JPMORGAN CHASE & CO. 0.1%

Value $238K Shares 739 Est. Cost $295.93 Unrealized +4.6%

AMD ADVANCED MICRO DEVICES INC 0.1%

Value $211K Shares 983 Est. Cost $224.60 Unrealized 0.0%

QDF FLEXSHARES TR 0.1%

Value $206K Shares 2,543 Est. Cost $80.81 Unrealized —

FNWB FIRST NORTHWEST BANCORP 0.0%

Value $123K Shares 13,156 Est. Cost $13.44 Unrealized -32.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AGG	ISHARES TR	575,381	$57.47M	19.8%	$98.16	—	CORE US AGGBD ET	464287226
VUG	VANGUARD INDEX FDS	113,332	$55.29M	19.1%	$327.34	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	263,681	$50.36M	17.4%	$154.54	—	VALUE ETF	922908744
SPEM	SPDR INDEX SHS FDS	426,734	$19.98M	6.9%	$39.46	—	PORTFOLIO EMG MK	78463X509
QQQ	INVESCO QQQ TR	30,234	$18.57M	6.4%	$433.04	—	UNIT SER 1	46090E103
MSFT	MICROSOFT CORP	26,643	$12.88M	4.4%	$360.67	+38.8%	COM	594918104
GOOGL	ALPHABET INC	41,068	$12.85M	4.4%	$133.97	+113.2%	CAP STK CL A	02079K305
IDHQ	INVESCO EXCH TRADED FD TR II	363,144	$12.76M	4.4%	$31.05	—	S&P INTL QULTY	46138E214
AAPL	APPLE INC	33,751	$9.176M	3.2%	$183.94	+45.9%	COM	037833100
AMZN	AMAZON COM INC	29,948	$6.913M	2.4%	$141.11	+62.1%	COM	023135106
VYM	VANGUARD WHITEHALL FDS	44,634	$6.406M	2.2%	$111.63	—	HIGH DIV YLD	921946406
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,805	$4.426M	1.5%	$395.45	+25.8%	CL B NEW	084670702
IMCG	ISHARES TR	54,252	$4.331M	1.5%	$72.81	—	MRGSTR MD CP GRW	464288307
SCHW	SCHWAB CHARLES CORP	31,480	$3.145M	1.1%	$61.37	+54.4%	COM	808513105
NVDA	NVIDIA CORPORATION	7,959	$1.484M	0.5%	$100.88	+84.5%	COM	67066G104
OBDC	BLUE OWL CAPITAL CORPORATION	118,840	$1.477M	0.5%	$11.70	+5.6%	COM	69121K104
META	META PLATFORMS INC	2,158	$1.424M	0.5%	$743.23	-10.2%	CL A	30303M102
TSLA	TESLA INC	2,710	$1.219M	0.4%	$251.35	+76.4%	COM	88160R101
COST	COSTCO WHSL CORP NEW	1,408	$1.214M	0.4%	$703.20	+28.8%	COM	22160K105
BRO	BROWN & BROWN INC	10,864	$866K	0.3%	$70.55	+18.2%	COM	115236101
GOOG	ALPHABET INC	2,703	$848K	0.3%	$134.68	+112.6%	CAP STK CL C	02079K107
SBUX	STARBUCKS CORP	7,944	$669K	0.2%	$89.87	-6.5%	COM	855244109
BA	BOEING CO	2,510	$545K	0.2%	$211.50	-2.8%	COM	097023105
CSCO	CISCO SYS INC	6,947	$535K	0.2%	$51.16	+44.2%	COM	17275R102
VGT	VANGUARD WORLD FD	674	$508K	0.2%	$539.41	—	INF TECH ETF	92204A702
MDT	MEDTRONIC PLC	4,800	$461K	0.2%	$80.83	+20.2%	SHS	G5960L103
VIG	VANGUARD SPECIALIZED FUNDS	2,055	$452K	0.2%	$170.40	—	DIV APP ETF	921908844
V	VISA INC	1,284	$450K	0.2%	$344.82	-1.3%	COM CL A	92826C839
VOO	VANGUARD INDEX FDS	641	$402K	0.1%	$499.85	—	S&P 500 ETF SHS	922908363
JNJ	JOHNSON & JOHNSON	1,784	$369K	0.1%	$141.44	+39.3%	COM	478160104
VTI	VANGUARD INDEX FDS	1,090	$365K	0.1%	$267.51	—	TOTAL STK MKT	922908769
ROST	ROSS STORES INC	1,793	$323K	0.1%	$121.76	+36.8%	COM	778296103
CRM	SALESFORCE INC	1,055	$279K	0.1%	$224.01	+10.8%	COM	79466L302
AMGN	AMGEN INC	846	$277K	0.1%	$289.19	+9.3%	COM	031162100
XYZ	BLOCK INC	3,970	$258K	0.1%	$69.96	-1.4%	CL A	852234103
JPM	JPMORGAN CHASE & CO.	739	$238K	0.1%	$295.93	+4.6%	COM	46625H100
AMD	ADVANCED MICRO DEVICES INC	983	$211K	0.1%	$224.60	0.0%	COM	007903107
QDF	FLEXSHARES TR	2,543	$206K	0.1%	$80.81	—	QUALT DIVD IDX	33939L860
FNWB	FIRST NORTHWEST BANCORP	13,156	$123K	0.0%	$13.44	-32.3%	COM	335834107