Chaney Capital Management, Inc. Long-Term Concentrated

Location: Lynnwood, WA

CIK: 0002012041 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $284M (100.0% shares, 0.0% debt)

Holdings (41)

AGG ISHARES TR 20.2%

Value $57.17M Shares 575,869 Est. Cost $98.16 Unrealized —

VTV VANGUARD INDEX FDS 18.1%

Value $51.27M Shares 261,330 Est. Cost $154.54 Unrealized —

VUG VANGUARD INDEX FDS 18.0%

Value $51.13M Shares 117,062 Est. Cost $330.83 Unrealized —

SPEM SPDR INDEX SHS FDS 7.1%

Value $20.18M Shares 430,119 Est. Cost $39.46 Unrealized —

QQQ INVESCO QQQ TR 6.4%

Value $18.13M Shares 31,405 Est. Cost $438.41 Unrealized —

IDHQ INVESCO EXCH TRADED FD TR II 4.9%

Value $13.93M Shares 393,759 Est. Cost $31.39 Unrealized —

GOOGL ALPHABET INC 4.0%

Value $11.48M Shares 39,933 Est. Cost $133.97 Unrealized +141.3%

MSFT MICROSOFT CORP 3.6%

Value $10.33M Shares 27,918 Est. Cost $364.05 Unrealized +19.4%

AAPL APPLE INC 3.4%

Value $9.687M Shares 38,171 Est. Cost $193.07 Unrealized +36.1%

AMZN AMAZON COM INC 2.5%

Value $7.07M Shares 33,946 Est. Cost $151.21 Unrealized +50.0%

VYM VANGUARD WHITEHALL FDS 2.2%

Value $6.179M Shares 41,721 Est. Cost $111.63 Unrealized —

IMCG ISHARES TR 1.6%

Value $4.672M Shares 59,306 Est. Cost $73.31 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%

Value $4.192M Shares 8,748 Est. Cost $395.45 Unrealized +24.8%

SCHW SCHWAB CHARLES CORP 1.1%

Value $2.98M Shares 31,707 Est. Cost $61.37 Unrealized +63.1%

NVDA NVIDIA CORPORATION 0.7%

Value $1.879M Shares 10,773 Est. Cost $123.28 Unrealized +51.4%

COST COSTCO WHOLESALE CORPORATION 0.6%

Value $1.639M Shares 1,645 Est. Cost $740.75 Unrealized +30.1%

OBDC BLUE OWL CAPITAL CORPORATION 0.5%

Value $1.325M Shares 119,805 Est. Cost $11.70 Unrealized +2.9%

META META PLATFORMS INC 0.5%

Value $1.283M Shares 2,242 Est. Cost $739.95 Unrealized -11.4%

GOOG ALPHABET INC 0.3%

Value $844K Shares 2,942 Est. Cost $150.03 Unrealized +115.7%

TSLA TESLA INC 0.3%

Value $831K Shares 2,235 Est. Cost $251.35 Unrealized +69.5%

BRO BROWN & BROWN INC 0.2%

Value $708K Shares 10,864 Est. Cost $70.55 Unrealized +5.2%

CSCO CISCO SYS INC 0.2%

Value $539K Shares 6,947 Est. Cost $51.16 Unrealized +52.3%

SBUX STARBUCKS CORP 0.2%

Value $499K Shares 5,572 Est. Cost $89.87 Unrealized +4.2%

BA BOEING CO 0.2%

Value $488K Shares 2,452 Est. Cost $211.50 Unrealized +12.8%

VGT VANGUARD WORLD FD 0.2%

Value $471K Shares 674 Est. Cost $539.41 Unrealized —

JNJ JOHNSON & JOHNSON 0.2%

Value $450K Shares 1,839 Est. Cost $144.03 Unrealized +58.2%

VIG VANGUARD SPECIALIZED FUNDS 0.2%

Value $442K Shares 2,055 Est. Cost $170.40 Unrealized —

MDT MEDTRONIC PLC 0.2%

Value $428K Shares 4,939 Est. Cost $81.36 Unrealized +22.3%

V VISA INC 0.1%

Value $388K Shares 1,284 Est. Cost $344.82 Unrealized -4.5%

VOO VANGUARD INDEX FDS 0.1%

Value $365K Shares 610 Est. Cost $499.85 Unrealized —

VTI VANGUARD INDEX FDS 0.1%

Value $350K Shares 1,090 Est. Cost $267.51 Unrealized —

ROST ROSS STORES INC 0.1%

Value $342K Shares 1,579 Est. Cost $121.76 Unrealized +58.0%

AMGN AMGEN INC 0.1%

Value $298K Shares 846 Est. Cost $289.19 Unrealized +20.9%

AMD ADVANCED MICRO DEVICES INC 0.1%

Value $262K Shares 1,290 Est. Cost $223.91 Unrealized -1.0%

CVX CHEVRON CORPORATION 0.1%

Value $239K Shares 1,155 Est. Cost $171.87 Unrealized 0.0%

XYZ BLOCK INC 0.1%

Value $239K Shares 3,970 Est. Cost $69.96 Unrealized -13.8%

WMT WALMART INC 0.1%

Value $222K Shares 1,787 Est. Cost $122.03 Unrealized 0.0%

JPM JPMORGAN CHASE & CO 0.1%

Value $216K Shares 733 Est. Cost $295.93 Unrealized +5.2%

XOM EXXON MOBIL CORP 0.1%

Value $204K Shares 1,201 Est. Cost $138.74 Unrealized 0.0%

QDF FLEXSHARES TR 0.1%

Value $201K Shares 2,543 Est. Cost $80.81 Unrealized —

FNWB FIRST NORTHWEST BANCORP 0.0%

Value $114K Shares 13,156 Est. Cost $13.44 Unrealized -24.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AGG	ISHARES TR	575,869	$57.17M	20.2%	$98.16	—	CORE US AGGBD ET	464287226
VTV	VANGUARD INDEX FDS	261,330	$51.27M	18.1%	$154.54	—	VALUE ETF	922908744
VUG	VANGUARD INDEX FDS	117,062	$51.13M	18.0%	$330.83	—	GROWTH ETF	922908736
SPEM	SPDR INDEX SHS FDS	430,119	$20.18M	7.1%	$39.46	—	STATE STREET SPD	78463X509
QQQ	INVESCO QQQ TR	31,405	$18.13M	6.4%	$438.41	—	UNIT SER 1	46090E103
IDHQ	INVESCO EXCH TRADED FD TR II	393,759	$13.93M	4.9%	$31.39	—	S&P INTL QULTY	46138E214
GOOGL	ALPHABET INC	39,933	$11.48M	4.0%	$133.97	+141.3%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	27,918	$10.33M	3.6%	$364.05	+19.4%	COM	594918104
AAPL	APPLE INC	38,171	$9.687M	3.4%	$193.07	+36.1%	COM	037833100
AMZN	AMAZON COM INC	33,946	$7.07M	2.5%	$151.21	+50.0%	COM	023135106
VYM	VANGUARD WHITEHALL FDS	41,721	$6.179M	2.2%	$111.63	—	HIGH DIV YLD	921946406
IMCG	ISHARES TR	59,306	$4.672M	1.6%	$73.31	—	MRGSTR MD CP GRW	464288307
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,748	$4.192M	1.5%	$395.45	+24.8%	CL B NEW	084670702
SCHW	SCHWAB CHARLES CORP	31,707	$2.98M	1.1%	$61.37	+63.1%	COM	808513105
NVDA	NVIDIA CORPORATION	10,773	$1.879M	0.7%	$123.28	+51.4%	COM	67066G104
COST	COSTCO WHOLESALE CORPORATION	1,645	$1.639M	0.6%	$740.75	+30.1%	COM	22160K105
OBDC	BLUE OWL CAPITAL CORPORATION	119,805	$1.325M	0.5%	$11.70	+2.9%	COM	69121K104
META	META PLATFORMS INC	2,242	$1.283M	0.5%	$739.95	-11.4%	CL A	30303M102
GOOG	ALPHABET INC	2,942	$844K	0.3%	$150.03	+115.7%	CAP STK CL C	02079K107
TSLA	TESLA INC	2,235	$831K	0.3%	$251.35	+69.5%	COM	88160R101
BRO	BROWN & BROWN INC	10,864	$708K	0.2%	$70.55	+5.2%	COM	115236101
CSCO	CISCO SYS INC	6,947	$539K	0.2%	$51.16	+52.3%	COM	17275R102
SBUX	STARBUCKS CORP	5,572	$499K	0.2%	$89.87	+4.2%	COM	855244109
BA	BOEING CO	2,452	$488K	0.2%	$211.50	+12.8%	COM	097023105
VGT	VANGUARD WORLD FD	674	$471K	0.2%	$539.41	—	INF TECH ETF	92204A702
JNJ	JOHNSON & JOHNSON	1,839	$450K	0.2%	$144.03	+58.2%	COM	478160104
VIG	VANGUARD SPECIALIZED FUNDS	2,055	$442K	0.2%	$170.40	—	DIV APP ETF	921908844
MDT	MEDTRONIC PLC	4,939	$428K	0.2%	$81.36	+22.3%	SHS	G5960L103
V	VISA INC	1,284	$388K	0.1%	$344.82	-4.5%	COM CL A	92826C839
VOO	VANGUARD INDEX FDS	610	$365K	0.1%	$499.85	—	S&P 500 ETF SHS	922908363
VTI	VANGUARD INDEX FDS	1,090	$350K	0.1%	$267.51	—	TOTAL STK MKT	922908769
ROST	ROSS STORES INC	1,579	$342K	0.1%	$121.76	+58.0%	COM	778296103
AMGN	AMGEN INC	846	$298K	0.1%	$289.19	+20.9%	COM	031162100
AMD	ADVANCED MICRO DEVICES INC	1,290	$262K	0.1%	$223.91	-1.0%	COM	007903107
CVX	CHEVRON CORPORATION	1,155	$239K	0.1%	$171.87	0.0%	COM	166764100
XYZ	BLOCK INC	3,970	$239K	0.1%	$69.96	-13.8%	CL A	852234103
WMT	WALMART INC	1,787	$222K	0.1%	$122.03	0.0%	COM	931142103
JPM	JPMORGAN CHASE & CO	733	$216K	0.1%	$295.93	+5.2%	COM	46625H100
XOM	EXXON MOBIL CORP	1,201	$204K	0.1%	$138.74	0.0%	COM	30231G102
QDF	FLEXSHARES TR	2,543	$201K	0.1%	$80.81	—	QUALT DIVD IDX	33939L860
FNWB	FIRST NORTHWEST BANCORP	13,156	$114K	0.0%	$13.44	-24.7%	COM	335834107