Chancellor Financial Group WB LP
CIK 0002059742 · WILKES-BARRE, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$161.5M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
14.2%
MSFT
MICROSOFT CORP
7.1%
IVV
ISHARES TR
5.0%
NVDA
NVIDIA CORPORATION
4.2%
AMZN
AMAZON COM INC
3.8%
GOOGL
ALPHABET INC
3.6%
JNJ
JOHNSON & JOHNSON
2.6%
NEE
NEXTERA ENERGY INC
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.