Chandler Asset Management, Inc.
Strategy in plain words
auto-generated from filingsChandler Asset Management, Inc. is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $659.4M US long book across 23 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD TOTAL BOND MARKET, ISHARES CORE S&P MIDCAP ETF, VANGUARD FTSE DEVELOPED ETF, VANGUARD FTSE EMERGING MARKE.
Over the last 9 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Chandler Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 23 | $659.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 22 | $631.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 22 | $609.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 25 | $562.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 22 | $530.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 26 | $523.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 34 | $529.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 34 | $493.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 24 | $493.3M | canonical | SEC ↗ |