Chaney Capital Management, Inc.
RIA/Wealth
Chaney Capital Management, Inc. is a RIA/Wealth based in Lynnwood, WA led by Stephen Jay Chaney, reporting $390.0M in AUM as of Q3 2025 with 79% ETF concentration, 88% concentrated in top 10 holdings, and 20% allocation to AGG.
PresidentStephen Jay Chaney
- Portfolio Value
- $282.0M
- Positions
- 38
- Top Holding
- AGG at 19.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chaney Capital Management, Inc.'s portfolio (88.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $55.9M | 19.82% | +$4.1M Bought | — 557.3K shares | |
ETF ETF | $55.2M | 19.59% | -$326.1K Sold | — 115.1K shares | |
ETF ETF | $48.6M | 17.24% | +$1.0M Bought | — 260.6K shares | |
ETF ETF | $19.9M | 7.07% | +$450.6K Bought | — 425.7K shares | |
ETF ETF | $18.1M | 6.43% | +$190.3K Bought | — 30.2K shares | |
Software - Infrastructure Technology | $13.8M | 4.91% | +$176.1K Bought | 0.00% 26.7K shares | |
ETF ETF | $11.8M | 4.17% | +$821.6K Bought | — 349.2K shares | |
Internet Content & Information Communication Services | $10.2M | 3.60% | +$41.3K Bought | 0.00% 41.8K shares | |
Consumer Electronics Technology | $8.8M | 3.12% | +$149.2K Bought | 0.00% 34.6K shares | |
Specialty Retail Consumer Cyclical | $6.5M | 2.32% | +$70.7K Bought | 0.00% 29.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chaney Capital Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+32.86% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-10.04% | |
-5.86% | |
-3.58% | |
-2.75% |
Analytics
Portfolio insights and performance metrics for Chaney Capital Management, Inc.
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