Chemistry Wealth Management LLC
CIK 1910183
13F filing for Q2 2026・No. 3,418
- Holdings
- US$625.15M
- Quarter change
- +US$56.61M
- Entries
- 210
- Net bought (estimate)
- +US$22.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 9
- Cut 55
- Added 86
- Corporate actions 0
- Unchanged 54
Largest holdings
209 stocks worth US$621.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 1,107,162 | US$64.44M | 10.36% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 113,140 | US$56.61M | 9.10% |
| PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | Added | 921,681 | US$49.02M | 7.88% |
| GOOGALPHABET INCCAP STK CL C | Added | 111,444 | US$39.38M | 6.33% |
| AAPLAppleCOM | Added | 91,699 | US$26.53M | 4.27% |
| ISHARES GOLD TRISHARES NEW | Added | 346,112 | US$26.13M | 4.20% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 422,416 | US$21.22M | 3.41% |
| BNBROOKFIELD CORPCL A LTD VT SH | Added | 445,436 | US$18.97M | 3.05% |
| AXPAMERICAN EXPRESS COCOM | Cut | 50,684 | US$17.14M | 2.76% |
| AMZNAmazonCOM | Added | 64,459 | US$15.36M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.