Chancellor Financial Group WB LP

CIK 0002059742 • 6 13F filings • May 5, 2025 – Aug 10, 2026

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Filer information

Filed by: Chancellor Financial Group WB LP, Chief Compliance Officer
Address: 60 PUBLIC SQUARE, SUITE 600, WILKES-BARRE, PA, 18701
Phone: (570) 822-4475
AUM: $147.6M

AUM over time

$161.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $147.6M135 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$553K	0.4%Prev: 0.4%	4,417 SH	Decreased+100 SH
ABBVIE INC	COM	$1.2M	0.8%Prev: 0.9%	5,384 SH	Decreased+10 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$287K	0.2%Prev: 0.2%	1,068 SH	Increased-14 SH
ADVANCED MICRO DEVICES INC	COM	$208K	0.1%	972 SH	New
ALPHABET INC	CAP STK CL A	$4.8M	3.3%Prev: 2.8%	15,469 SH	Increased-724 SH
ALPHABET INC	CAP STK CL C	$2.6M	1.8%Prev: 1.5%	8,290 SH	Increased-713 SH
ALTRIA GROUP INC	COM	$375K	0.3%Prev: 0.3%	6,508 SH	Decreased+27 SH
AMAZON COM INC	COM	$6.0M	4.0%Prev: 4.0%	25,806 SH	Increased+215 SH
AMERICAN TOWER CORP NEW	COM	$372K	0.3%Prev: 0.3%	2,120 SH	Decreased-163 SH
AMETEK INC	COM	$411K	0.3%Prev: 0.3%	2,000 SH	Increased
AMGEN INC	COM	$221K	0.1%	676 SH	New
AON PLC	SHS CL A	$227K	0.2%Prev: 0.2%	642 SH	Decreased
APPLE INC	COM	$20.9M	14.2%Prev: 14.2%	76,904 SH	Increased-1,891 SH
ARCHER DANIELS MIDLAND CO	COM	$776K	0.5%Prev: 0.6%	13,502 SH	Decreased+21 SH
AT&T INC	COM	$383K	0.3%Prev: 0.3%	15,423 SH	Decreased-527 SH
AUTOMATIC DATA PROCESSING IN	COM	$318K	0.2%Prev: 0.3%	1,238 SH	Decreased
BANK AMERICA CORP	COM	$1.9M	1.3%Prev: 1.3%	35,123 SH	Increased+12 SH
BARRICK MNG CORP	COM SHS	$243K	0.2%	5,575 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	0.9%Prev: 0.9%	2,628 SH	Increased+92 SH
BITFARMS LTD	COM	$40K	0.0%Prev: 0.0%	17,231 SH	Decreased
BLACKROCK INC	COM	$339K	0.2%Prev: 0.3%	317 SH	Decreased
BLACKROCK UTILS INFRASTRUCTU	COM	$296K	0.2%Prev: 0.2%	11,507 SH	Decreased
BOEING CO	COM	$385K	0.3%Prev: 0.3%	1,773 SH	Increased+3 SH
BRISTOL-MYERS SQUIBB CO	COM	$592K	0.4%Prev: 0.3%	10,984 SH	Increased+2,501 SH
BROADCOM INC	COM	$2.1M	1.4%Prev: 1.4%	6,104 SH	Increased+131 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$388K	0.3%Prev: 0.3%	1,739 SH	Decreased
BROWN FORMAN CORP	CL B	$1.8M	1.2%Prev: 1.3%	67,650 SH	Decreased-2,098 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$403K	0.3%Prev: 0.3%	35,605 SH	Increased+881 SH
CANADIAN NATL RY CO	COM	$342K	0.2%Prev: 0.2%	3,455 SH	Increased+7 SH
CATERPILLAR INC	COM	$1.6M	1.1%Prev: 1.0%	2,871 SH	Increased+3 SH
CHEVRON CORP NEW	COM	$714K	0.5%Prev: 0.5%	4,687 SH	Decreased-198 SH
CHUBB LIMITED	COM	$220K	0.1%	705 SH	New
CISCO SYS INC	COM	$372K	0.3%Prev: 0.2%	4,824 SH	Increased+22 SH
CITIGROUP INC	CALL	$1.5M	1.0%Prev: 0.8%	250 PRN	Increased-10 PRN
CITIGROUP INC	COM NEW	$2.7M	1.8%Prev: 1.6%	22,908 SH	Increased+80 SH
CNB FINL CORP PA	COM	$259K	0.2%Prev: 0.2%	9,901 SH	Increased+1 SH
COCA COLA CO	COM	$362K	0.2%Prev: 0.2%	5,177 SH	Increased
COHERENT CORP	COM	$316K	0.2%	1,710 SH	New
CORNING INC	COM	$213K	0.1%	2,428 SH	New
COSTCO WHSL CORP NEW	COM	$1.2M	0.8%Prev: 0.9%	1,423 SH	Decreased+11 SH
CUMMINS INC	COM	$1.9M	1.3%Prev: 1.1%	3,657 SH	Increased
DANAHER CORPORATION	COM	$655K	0.4%Prev: 0.4%	2,861 SH	Increased
DEERE & CO	COM	$973K	0.7%Prev: 0.7%	2,089 SH	Increased+62 SH
DELL TECHNOLOGIES INC	CL C	$254K	0.2%Prev: 0.2%	2,020 SH	Decreased-50 SH
DISNEY WALT CO	COM	$842K	0.6%Prev: 0.7%	7,403 SH	Decreased-661 SH
EATON VANCE ENHANCED EQUITY	COM	$806K	0.5%Prev: 0.6%	34,445 SH	Decreased+681 SH
ELI LILLY & CO	COM	$997K	0.7%Prev: 0.5%	928 SH	Increased
ENERGY TRANSFER L P	COM UT LTD PTN	$389K	0.3%Prev: 0.2%	23,597 SH	Increased+3,000 SH
ENERPAC TOOL GROUP CORP	CL A COM	$230K	0.2%Prev: 0.2%	6,025 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$285K	0.2%Prev: 0.2%	8,880 SH	Increased+1,000 SH
EVOLUTION PETE CORP	COM	$42K	0.0%Prev: 0.0%	11,850 SH	Decreased+200 SH
EXXON MOBIL CORP	COM	$729K	0.5%Prev: 0.5%	6,060 SH	Increased-138 SH
FORTUNE BRANDS INNOVATIONS I	COM	$335K	0.2%Prev: 0.3%	6,700 SH	Decreased
GABELLI EQUITY TR INC	COM	$121K	0.1%Prev: 0.1%	19,620 SH	Increased+310 SH
GE AEROSPACE	COM NEW	$1.0M	0.7%Prev: 0.7%	3,263 SH	Increased
GE VERNOVA INC	COM	$664K	0.4%Prev: 0.4%	1,016 SH	Increased
GORMAN RUPP CO	COM	$239K	0.2%Prev: 0.2%	5,000 SH	Increased
HANCOCK JOHN FINL OPPTYS FD	SH BEN INT NEW	$1.1M	0.7%Prev: 0.8%	30,988 SH	Decreased+118 SH
HEICO CORP NEW	COM	$1.1M	0.7%Prev: 0.7%	3,272 SH	Increased
HOME DEPOT INC	COM	$510K	0.3%Prev: 0.4%	1,482 SH	Decreased+6 SH
INTERCONTINENTAL EXCHANGE IN	COM	$266K	0.2%Prev: 0.2%	1,643 SH	Increased+111 SH
INTERNATIONAL BUSINESS MACHS	COM	$375K	0.3%Prev: 0.2%	1,267 SH	Increased+100 SH
INTUIT	COM	$223K	0.2%Prev: 0.2%	337 SH	Decreased
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$427K	0.3%Prev: 0.2%	3,363 SH	Increased+1,256 SH
INVESCO QQQ TR	UNIT SER 1	$552K	0.4%Prev: 0.4%	899 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$475K	0.3%Prev: 0.3%	7,197 SH	Increased+2 SH
ISHARES TR	CORE S&P SCP ETF	$322K	0.2%Prev: 0.2%	2,682 SH	Increased
ISHARES TR	CORE S&P500 ETF	$7.6M	5.2%Prev: 5.4%	11,158 SH	Increased-193 SH
ISHARES TR	CORE US AGGBD ET	$440K	0.3%Prev: 0.3%	4,403 SH	Decreased+2 SH
ISHARES TR	ISHARES BIOTECH	$439K	0.3%Prev: 0.3%	2,598 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$352K	0.2%Prev: 0.3%	3,743 SH	Decreased-188 SH
ISHARES TR	MSCI USA MMENTM	$267K	0.2%Prev: 0.2%	1,068 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$301K	0.2%Prev: 0.2%	1,514 SH	Increased
ISHARES TR	RUS MID CAP ETF	$275K	0.2%Prev: 0.2%	2,855 SH	Decreased-59 SH
ISHARES TR	RUSSELL 2000 ETF	$486K	0.3%Prev: 0.3%	1,975 SH	Increased-15 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.7%Prev: 0.8%	8,435 SH	Decreased-399 SH
ISHARES TR	SELECT DIVID ETF	$478K	0.3%Prev: 0.3%	3,383 SH	Decreased
JOHNSON & JOHNSON	COM	$3.3M	2.2%Prev: 2.3%	15,871 SH	Increased-1,428 SH
JPMORGAN CHASE & CO.	COM	$2.6M	1.8%Prev: 1.8%	8,183 SH	Increased-95 SH
KIMBERLY-CLARK CORP	COM	$280K	0.2%	2,777 SH	New
LEIDOS HOLDINGS INC	COM	$397K	0.3%Prev: 0.3%	2,200 SH	Decreased
LOWES COS INC	COM	$261K	0.2%Prev: 0.2%	1,083 SH	Decreased
MASTERCARD INCORPORATED	CL A	$1.1M	0.8%Prev: 0.8%	1,977 SH	Increased+2 SH
MCDONALDS CORP	COM	$872K	0.6%Prev: 0.6%	2,852 SH	Increased
MERCK & CO INC	COM	$661K	0.4%Prev: 0.4%	6,282 SH	Increased+6 SH
META PLATFORMS INC	CL A	$958K	0.6%Prev: 0.7%	1,451 SH	Decreased+55 SH
MICROSOFT CORP	COM	$14.5M	9.8%Prev: 11.0%	30,061 SH	Decreased+59 SH
MONDELEZ INTL INC	CL A	$415K	0.3%Prev: 0.3%	7,713 SH	Decreased+3 SH
MSCI INC	COM	$268K	0.2%Prev: 0.2%	467 SH	Increased
NEXTERA ENERGY INC	COM	$3.2M	2.2%Prev: 2.1%	40,470 SH	Increased+150 SH
NOVO-NORDISK A S	ADR	$225K	0.2%	4,414 SH	New
NUVEEN NASDAQ 100 DYNAMIC OV	COM SHS	$291K	0.2%	10,208 SH	New
NUVEEN PENNSYLVANIA QLT MUN	COM	$264K	0.2%Prev: 0.2%	22,218 SH	Decreased
NVIDIA CORPORATION	COM	$6.1M	4.1%Prev: 4.4%	32,531 SH	Decreased-782 SH
ORACLE CORP	COM	$320K	0.2%Prev: 0.3%	1,642 SH	Decreased
PACCAR INC	COM	$221K	0.1%	2,018 SH	New
PACER FDS TR	US CASH COWS 100	$286K	0.2%Prev: 0.2%	4,760 SH	Increased+710 SH
PEPSICO INC	COM	$2.0M	1.4%Prev: 1.2%	14,233 SH	Increased+2,234 SH
PFIZER INC	COM	$378K	0.3%Prev: 0.2%	15,189 SH	Increased+3,588 SH
PHILIP MORRIS INTL INC	COM	$580K	0.4%Prev: 0.4%	3,616 SH	Decreased+11 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$278K	0.2%Prev: 0.1%	15,457 SH	Increased+3,000 SH
PNC FINL SVCS GROUP INC	COM	$213K	0.1%	1,022 SH	New
PPL CORP	COM	$1.4M	0.9%Prev: 1.0%	39,473 SH	Decreased+8 SH
PROCTER AND GAMBLE CO	COM	$1.3M	0.9%Prev: 1.0%	8,989 SH	Decreased-48 SH
QUALCOMM INC	COM	$680K	0.5%Prev: 0.3%	3,977 SH	Increased+1,418 SH
QUANTA SVCS INC	COM	$417K	0.3%Prev: 0.3%	988 SH	Increased
RELIANCE INC	COM	$578K	0.4%Prev: 0.4%	2,000 SH	Increased
RTX CORPORATION	COM	$454K	0.3%Prev: 0.3%	2,476 SH	Increased
SALESFORCE INC	COM	$341K	0.2%	1,286 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$253K	0.2%Prev: 0.2%	10,077 SH	Decreased+6 SH
SIMON PPTY GROUP INC NEW	COM	$224K	0.2%Prev: 0.2%	1,210 SH	Increased+25 SH
SPDR S&P 500 ETF TR	TR UNIT	$308K	0.2%Prev: 0.2%	451 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$836K	0.6%	8,159 SH	New
T-MOBILE US INC	COM	$214K	0.1%Prev: 0.2%	1,053 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$387K	0.3%Prev: 0.2%	1,272 SH	Increased+143 SH
TESLA INC	COM	$693K	0.5%Prev: 0.5%	1,540 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$453K	0.3%Prev: 0.3%	781 SH	Increased
TJX COS INC NEW	COM	$318K	0.2%Prev: 0.2%	2,068 SH	Increased
TRUIST FINL CORP	COM	$480K	0.3%Prev: 0.3%	9,746 SH	Increased
TTEC HLDGS INC	COM	$117K	0.1%Prev: 0.1%	32,390 SH	Increased+3,700 SH
UBER TECHNOLOGIES INC	COM	$314K	0.2%Prev: 0.3%	3,839 SH	Decreased
UNION PAC CORP	COM	$314K	0.2%Prev: 0.2%	1,356 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$1.4M	0.9%Prev: 1.0%	4,244 SH	Decreased+147 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$322K	0.2%Prev: 0.2%	725 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$216K	0.1%Prev: 0.1%	442 SH	Increased+14 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$331K	0.2%Prev: 0.2%	528 SH	Increased+1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$746K	0.5%Prev: 0.5%	2,225 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$974K	0.7%Prev: 0.7%	4,433 SH	Increased+59 SH
VERIZON COMMUNICATIONS INC	COM	$839K	0.6%Prev: 0.7%	20,606 SH	Decreased-768 SH
VISA INC	COM CL A	$3.4M	2.3%Prev: 2.4%	9,705 SH	Increased-144 SH
WALMART INC	COM	$558K	0.4%Prev: 0.3%	5,008 SH	Increased+335 SH
WASTE MGMT INC DEL	COM	$736K	0.5%Prev: 0.5%	3,351 SH	Increased+70 SH
WELLS FARGO CO NEW	COM	$258K	0.2%Prev: 0.2%	2,771 SH	Increased+209 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$324K	0.2%Prev: 0.2%	6,116 SH	Increased-190 SH
YUM BRANDS INC	COM	$593K	0.4%Prev: 0.4%	3,918 SH	Decreased+2 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $207K
COMCAST CORP NEW — $224K
FORD MTR CO — $161K
HONEYWELL INTL INC — $237K
LXP INDUSTRIAL TRUST — $128K
PUBLIC SVC ENTERPRISE GRP IN — $204K
SPDR SERIES TRUST — $390K
SPDR SERIES TRUST — $320K
SPDR SERIES TRUST — $225K
VANGUARD BD INDEX FDS — $216K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001951757-26-000370	$147.6M	View
Nov 12, 2025	Q3 2025	13F-HR	0001951757-25-001397	$141.7M	View
Aug 10, 2026	Q2 2026