1y return+13.4%S&P 500 +20.9%
3y return+34.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $153 against $209 in the S&P 500.2
Chandler Asset Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares:core S&p 500 | $130.5M | 18.4% | −7.7% |
| BNDVanguard Tot Bd Etf | $128.3M | 18.1% | +9.8% |
| IJHIshares:core S&p Md-cp | $69.0M | 9.7% | −1.8% |
| VEAVanguard Dev Mkt Etf | $58.8M | 8.3% | −3.6% |
| VBVanguard S-c Id Etf | $56.8M | 8.0% | −2.1% |
| VWOVanguard Em St I Etf | $53.3M | 7.5% | −3.8% |
| VTIVanguard Tsm Idx Etf | $36.6M | 5.2% | −4.7% |
| VNQVanguard Re Idx Etf | $33.9M | 4.8% | −1.7% |
| USHYIshares:brd Usd Hy Cp Bd | $31.3M | 4.4% | +7.5% |
| TDTFFlexShares Trust | $29.2M | 4.1% | +12.5% |
| BNDXVanguard Tot Itl Bi Etf | $20.9M | 2.9% | +7.4% |
| VNQIVanguard Gxus Re Etf | $20.0M | 2.8% | +5.0% |
| IAUIshares:gold Trust | $9.3M | 1.3% | +12.2% |
| BCIAbrdn:bbg Ac Str K1 Free | $9.3M | 1.3% | +9.8% |
| VMBSVanguard Mtg-bk Idx Etf | $5.9M | 0.8% | |
| VCSHVanguard St Corp Bd Etf | $4.2M | 0.6% | +1.7% |
| AGGIshares:core Us Agg Bd | $3.4M | 0.5% | |
| VCITVanguard Int Crp Bd Etf | $3.1M | 0.4% | +1.9% |
| VGSHVanguard St Trs Etf | $2.2M | 0.3% | |
| VGITVanguard Int Trs Etf | $2.0M | 0.3% | |
| VOVanguard Md-cp I Etf | $1.8M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IVVIshares:core S&p 500 | June 30, 2020 | +141.8% | $130.5M |
| VTIVanguard Tsm Idx Etf | September 30, 2020 | +117.3% | $36.6M |
| IJHIshares:core S&p Md-cp | June 30, 2020 | +116.8% | $69.0M |
| VBVanguard S-c Id Etf | June 30, 2020 | +108.0% | $56.8M |
| VOVanguard Md-cp I Etf | June 30, 2020 | +96.6% | $1.8M |
| VEAVanguard Dev Mkt Etf | June 30, 2020 | +83.7% | $58.8M |
| VWOVanguard Em St I Etf | June 30, 2020 | +50.7% | $53.3M |
| VNQVanguard Re Idx Etf | June 30, 2020 | +22.8% | $33.9M |
| VNQIVanguard Gxus Re Etf | June 30, 2023 | +11.6% | $20.0M |
| USHYIshares:brd Usd Hy Cp Bd | March 31, 2026 | +0.5% | $31.3M |
Sold off last quarter
- JNKSs Spdr Bbg High Yld Bd was $1.4M
- IWBIshares:russ 1000 Etf was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +5.0% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chandler Asset Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1665018&type=13F-HR&dateb=&owner=include&count=40CIK 1665018
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1665018/000166501826000005/Filed August 7, 2026 · accession 0001665018-26-000005