Chancellor Financial Group WB LP
•CIK: 2059742•Filing: Q4 2025
**Chancellor Financial Group WB LP** manages $148M across a diversified portfolio of 137 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $20.9M and MSFT at $14.5M. Further substantial allocations include IVV ($7.6M), NVDA ($6.1M), and AMZN ($6.0M). This positioning suggests a core focus on established, market-leading growth and technology equities.
Total AUM
$146.1M
QoQ Performance
+4.0%
Positions
120
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
IVV
AAPL14.3%
MSFT9.9%
IVV5.2%
NVDA4.2%
AMZN4.1%
GOOGL3.3%
V2.3%
JNJ2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.5%
Other24.6%
Financial8.4%
Healthcare7.1%
Consumer7.1%
ETF5.7%
Industrial3.3%
Utilities2.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW12 new positions
↑55 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024