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Investment manager · 13F filer · SEC CIK 2059742
Chancellor Financial Group WB LP
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Reported value$166Mas of Sep 30, 2026
Positions145 4 new, 8 sold out
Top 10 weight50.2%AAPL alone is 16%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
15.8%
MSFTMicrosoft Corp
9.1%Trimmed −4%
IVViShares Tr
5.1%
NVDANVIDIA Corp
4.7%
AMZNAmazon.com Inc
3.7%Trimmed −3%
GOOGLAlphabet Inc.
3.4%
JNJJohnson & Johnson
2.7%Added +2%
VVisa Inc.
2.1%
CCitigroup Inc
1.9%+4%
NEENextEra Energy Inc
1.8%
JPMJPMorgan Chase & Co
1.7%
GOOG1.7%AAPLApple Inc.
15.8%
MSFTMicrosoft Corp
9.1%−4%
IVViShares Tr
5.1%
NVDANVIDIA Corp
4.7%
AMZNAmazon.com Inc
3.7%−3%
GOOGLAlphabet Inc.
3.4%
JNJJohnson & Johnson
2.7%
V2.1%C1.9%NEE1.8%JPM1.7%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 15.8% HeldMSFT Microsoft Corp 9.1% Trimmed −4%
IVV iShares Tr 5.1% Held
NVDA NVIDIA Corp 4.7% HeldAMZN Amazon.com Inc 3.7% Trimmed −3%GOOGL Alphabet Inc. 3.4% HeldJNJ Johnson & Johnson 2.7% Added +2%V Visa Inc. 2.1% HeldC Citigroup Inc 1.9% Added +4%NEE NextEra Energy Inc 1.8% HeldJPM JPMorgan Chase & Co 1.7% HeldGOOG Alphabet Inc. 1.7% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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