Chemistry Wealth Management LLC

CIK: 0001910183SEC EDGAR →

Portfolio Value

$534.5M

Holdings

200

As of

Q4 2025

New Positions

200

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
VGSH

VANGUARD SCOTTSDALE FDS

1,031,784$60.6M
11.34%
2
BRK/B

BERKSHIRE HATHAWAY INC DEL

112,325$56.5M
10.56%
3
GOOG

ALPHABET INC

106,973$33.6M
6.28%
4
IAU*

ISHARES GOLD TR

349,239$28.3M
5.30%
5
AAPL

APPLE INC

92,146$25.1M
4.69%
6
BN

BROOKFIELD CORP

437,620$20.1M
3.76%
7
AXP

AMERICAN EXPRESS CO

51,533$19.1M
3.57%
8
VTIP

VANGUARD MALVERN FDS

343,863$17.0M
3.18%
9
META

META PLATFORMS INC

20,815$13.7M
2.57%
10
AMZN

AMAZON COM INC

59,415$13.7M
2.57%

Quarterly Changes

Top Buys

VGSHNEW
$60.6M
BRK/BNEW
$56.5M
GOOGNEW
$33.6M
IAU*NEW
$28.3M
AAPLNEW
$25.1M

Top Sells

No sells this quarter

New Positions (200)

VGSH
$60.6M · 1.0M shares
BRK/B
$56.5M · 112K shares
GOOG
$33.6M · 107K shares
IAU*
$28.3M · 349K shares
AAPL
$25.1M · 92K shares
BN
$20.1M · 438K shares
AXP
$19.1M · 52K shares
VTIP
$17.0M · 344K shares
META
$13.7M · 21K shares
AMZN
$13.7M · 59K shares
JPM
$12.0M · 37K shares
MSFT
$9.2M · 19K shares
GOOGL
$8.6M · 27K shares
GVLU
$7.2M · 291K shares
TCAF
$6.8M · 178K shares
MKL
$6.4M · 3K shares
ORCL
$6.0M · 31K shares
XOM
$5.8M · 48K shares
VBR
$5.6M · 26K shares
UNH
$5.3M · 16K shares
ELV
$5.2M · 15K shares
BAC
$4.4M · 80K shares
W
$4.3M · 43K shares
BKNG
$4.0M · 753 shares
VTV
$3.8M · 20K shares
MU
$3.6M · 13K shares
HYMB
$3.4M · 138K shares
SCHW
$3.3M · 33K shares
NVDA
$3.1M · 17K shares
ABNB
$3.0M · 22K shares
JNJ
$2.8M · 14K shares
MA
$2.7M · 5K shares
COST
$2.7M · 3K shares
SPGI
$2.6M · 5K shares
SPY
$2.4M · 4K shares
VTI
$2.3M · 7K shares
WFC
$2.3M · 25K shares
NKE
$2.3M · 36K shares
GNR
$2.2M · 36K shares
XLV
$2.2M · 14K shares
PLTR
$2.2M · 12K shares
BABA
$2.1M · 15K shares
VCSH
$2.0M · 26K shares
RTX
$1.9M · 11K shares
NDQ
$1.9M · 3K shares
A4S
$1.8M · 4K shares
UHAL/B
$1.8M · 38K shares
ABBV
$1.8M · 8K shares
BDX
$1.8M · 9K shares
OXY
$1.6M · 40K shares
VOO
$1.6M · 3K shares
BLK
$1.6M · 2K shares
HD
$1.6M · 5K shares
DE
$1.5M · 3K shares
CRM
$1.5M · 6K shares
XLK
$1.5M · 10K shares
GQ9
$1.5M · 4K shares
DHR
$1.5M · 6K shares
KKR
$1.4M · 11K shares
NSC
$1.4M · 5K shares
DIS
$1.4M · 12K shares
FEGE
$1.4M · 30K shares
VTEB
$1.4M · 28K shares
DXJ
$1.4M · 10K shares
SHY
$1.4M · 17K shares
FIVE
$1.3M · 7K shares
ESGV
$1.3M · 11K shares
DLTR
$1.3M · 11K shares
IJR
$1.3M · 11K shares
VWO
$1.3M · 24K shares
VOE
$1.3M · 7K shares
ICE
$1.2M · 8K shares
GDX
$1.2M · 14K shares
TIP
$1.1M · 10K shares
RSP
$1.1M · 6K shares
VUG
$1.1M · 2K shares
RBLX
$1.1M · 14K shares
VEU
$1.0M · 14K shares
VO
$1.0M · 4K shares
IAUM
$1.0M · 23K shares
MGM
$994K · 27K shares
XSORX
$960K · 21K shares
AMGN
$957K · 3K shares
GS
$925K · 1K shares
ACGL
$902K · 9K shares
SPYM
$901K · 11K shares
IVV
$895K · 1K shares
AVGO
$875K · 3K shares
PG
$873K · 6K shares
BAM
$865K · 17K shares
CVX
$861K · 6K shares
KO
$854K · 12K shares
SBUX
$828K · 10K shares
WBD
$818K · 28K shares
EBA
$810K · 9K shares
LLY
$792K · 737 shares
OEF
$776K · 2K shares
BX
$765K · 5K shares
BRK-B
$754K · 1 shares
EFA
$752K · 8K shares
V
$738K · 2K shares
TECK/B
$703K · 15K shares
0J7Q
$675K · 17K shares
SHEL
$627K · 9K shares
ADP
$612K · 2K shares
XLU
$606K · 14K shares
TSM
$597K · 2K shares
IBB
$588K · 3K shares
COF
$585K · 2K shares
VGT
$565K · 750 shares
FEOE
$563K · 12K shares
VSGX
$538K · 8K shares
TRVC
$534K · 5K shares
CAT
$531K · 927 shares
STLA
$524K · 48K shares
B
$515K · 12K shares
XLY
$513K · 4K shares
MCD
$494K · 2K shares
RY
$488K · 3K shares
GE
$487K · 2K shares
VB
$468K · 2K shares
CMCSA
$467K · 16K shares
MRK
$461K · 4K shares
VPU
$447K · 2K shares
XLI
$443K · 3K shares
KF
$437K · 12K shares
IWF
$422K · 892 shares
ASML
$416K · 389 shares
LEN
$403K · 4K shares
VHT
$397K · 1K shares
HON
$396K · 2K shares
TMO
$396K · 685 shares
NSY
$394K · 3K shares
BHF
$394K · 6K shares
PYPL
$390K · 7K shares
WMT
$389K · 3K shares
VYM
$387K · 3K shares
QLTY
$385K · 10K shares
DHI
$383K · 3K shares
VMC
$383K · 1K shares
MUB
$373K · 3K shares
RSG
$368K · 2K shares
AIG
$367K · 4K shares
INTC
$360K · 10K shares
LMT
$352K · 728 shares
DON
$350K · 730 shares
IBKR
$340K · 5K shares
BSV
$339K · 4K shares
VDE
$339K · 3K shares
VEA
$336K · 5K shares
LBRDK
$333K · 7K shares
IYE
$331K · 7K shares
EEM
$327K · 6K shares
CHTR
$327K · 2K shares
BK
$320K · 3K shares
IVW
$305K · 2K shares
IYJ
$303K · 2K shares
NYT
$302K · 4K shares
ABT
$296K · 2K shares
CEG
$289K · 819 shares
KMX
$287K · 7K shares
TJX
$280K · 2K shares
IEI
$277K · 2K shares
IDV*
$276K · 7K shares
CCO
$274K · 3K shares
IVOO
$264K · 2K shares
HDV
$264K · 2K shares
NEE
$261K · 3K shares
ACN
$260K · 970 shares
AGG
$257K · 3K shares
XLB
$252K · 6K shares
FANG
$252K · 2K shares
EPD
$251K · 8K shares
PH
$247K · 282 shares
GRBK
$246K · 4K shares
LNG
$241K · 1K shares
PEP
$237K · 2K shares
NOW
$235K · 2K shares
XYL
$233K · 2K shares
IJH
$232K · 4K shares
AQLT
$231K · 2K shares
PHO
$229K · 3K shares
AOA
$228K · 3K shares
PEG
$225K · 3K shares
CSCO
$223K · 3K shares
GDXJ
$219K · 2K shares
XMHQ
$219K · 2K shares
FXI
$218K · 6K shares
ED
$218K · 2K shares
CRBG
$218K · 7K shares
TXN
$213K · 1K shares
ORLY
$212K · 2K shares
UNP
$212K · 919 shares
AMD
$209K · 979 shares
FISV
$208K · 3K shares
XLC
$201K · 2K shares
EVTL
$88K · 17K shares
ABEV
$86K · 35K shares
AREC
$24K · 10K shares
LXRX
$13K · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services92$236.9M44.3%
Unknown15$97.2M18.2%
Communication Services10$59.8M11.2%
Technology19$55.8M10.4%
Consumer Cyclical18$37.0M6.9%
Healthcare12$21.3M4.0%
Energy8$9.7M1.8%
Industrials13$8.4M1.6%
Consumer Defensive7$6.4M1.2%
Utilities4$993K0.2%
Basic Materials2$898K0.2%