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Livermore
Livermore
ZHEN

Chancellor Financial Group WB LP

SEC CIK
0002059742
Latest filing
Aug 10, 2026

The latest 13F from Chancellor Financial Group WB LP covers Q2 2026 (filed Aug 10, 2026): 149 long positions worth $161.5M. The top 10 holdings make up 46.7% of the portfolio, and the largest is Apple Inc. (AAPL) at 14.2%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
22
Est. +$6.06M
Added
70
Est. +$5.75M
Reduced
33
Est. −$3.87M
Sold out
11
Est. −$2.25M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    14.2%$22.9MHistory
  2. MSFTMicrosoft Corp
    7.1%$11.5MHistory
  3. iShares Core S&P 500 ETF464287200
    5.0%$8.15M
  4. NVDANVIDIA Corp
    4.2%$6.78MHistory
  5. AMZNAmazon Com Inc
    3.8%$6.11MHistory

Share of portfolio

Top 5 holdings and the other 144 positions, by share of portfolio value

  1. AAPL14.2%
  2. MSFT7.1%
  3. iShares Core S&P 500 ETF5.0%
  4. NVDA4.2%
  5. AMZN3.8%
  6. Other 144 positions65.7%

Biggest buys

New and added positions, by estimated amount bought

  1. MSFTMicrosoft Corp
    +$712.5KAddedHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$596.6KAdded
  3. Schwab US Dividend Equity ETF808524797
    +$583.5KNew
  4. AAPLApple Inc.
    +$554.1KAddedHistory
  5. State Street Technology Select Sector SPDR ETF81369Y803
    +$438.4KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GOOGLAlphabet Inc.
    +0.42 pp3.2% → 3.6%History
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +0.37 pp0.5% → 0.9%
  3. Schwab US Dividend Equity ETF808524797
    +0.36 pp0.0% → 0.4%
  4. UNHUnitedHealth Group Inc
    +0.29 pp0.8% → 1.1%History
  5. State Street Technology Select Sector SPDR ETF81369Y803
    +0.27 pp0.0% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CATCaterpillar Inc
    −$1.53MReducedHistory
  2. iShares Core S&P 500 ETF464287200
    −$561.7KReduced
  3. CICigna Group
    −$432.9KSold outHistory
  4. NQPNuveen Pennsylvania Quality Municipal Income Fund
    −$265.1KSold outHistory
  5. NVDANVIDIA Corp
    −$258.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CATCaterpillar Inc
    −0.51 pp1.5% → 0.9%History
  2. iShares Core S&P 500 ETF464287200
    −0.39 pp5.4% → 5.0%
  3. CICigna Group
    −0.31 pp0.3% → 0.0%History
  4. PPLPPL Corp
    −0.29 pp1.1% → 0.8%History
  5. XOMExxonMobil Holdings Corp
    −0.24 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$161.5M
+$21.9M (+15.6%) vs. prior quarter
Positions
149
+11 vs. prior quarter
Top 10 concentration
46.7%
Top 10 as share of value
Turnover
4.1%
Q2 2026, one quarter
Average holding period
6.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $161.5M (Q2 2026)

Q4 2024: $124.2MQ1 2025: $120.4MQ2 2025: $128.7MQ3 2025: $140.6MQ4 2025: $146.1MQ1 2026: $139.7MQ2 2026: $161.5M
Q4 2024Q2 2026
13F filings of Chancellor Financial Group WB LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026149$161.5MAAPLMSFTiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 14, 2026138$139.7MAAPLMSFTiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Feb 5, 2026136$146.1MAAPLMSFTiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025131$140.6MAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 6, 2025134$128.7MAAPLMSFTiShares Core S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 5, 2025132$120.4MAAPLMSFTiShares Core S&P 500 ETFvs. Q4 2024SEC
Q4 2024Mar 19, 2025128$124.2MAAPLMSFTiShares Core S&P 500 ETF–SEC