Chemistry Wealth Management LLC Top Holdings and 13F Report (2025) About Chemistry Wealth Management LLCInvestment ActivityChemistry Wealth Management LLC has $518.31 million in total holdings as of September 30, 2025.Chemistry Wealth Management LLC owns shares of 202 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Chemistry Wealth Management LLC has purchased 196 new stocks and bought additional shares in 80 stocks.Chemistry Wealth Management LLC sold shares of 46 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $58,938,543Berkshire Hathaway $56,380,280Alphabet $26,237,130iShares Gold Trust $25,288,521Apple $24,886,587 Largest New Holdings this Quarter 921910733 - Vanguard ESG U.S. Stock ETF $1,282,350 Holding075887109 - Becton, Dickinson and Company $1,186,166 Holding75526L886 - RBB FUND TRUST $892,340 Holding46436F103 - iShares Gold Trust Micro $637,752 Holding653656108 - Nice $531,777 Holding Largest Purchases this Quarter Elevance Health 7,077 shares (about $2.29M)UnitedHealth Group 6,022 shares (about $2.08M)Airbnb 15,735 shares (about $1.91M)Vanguard Short-Term Treasury ETF 26,862 shares (about $1.58M)Vanguard ESG U.S. Stock ETF 10,827 shares (about $1.28M) Largest Sales this Quarter SOURCE CAPITAL 23,776 shares (about $1.07M)Apple 4,043 shares (about $1.03M)Brighthouse Financial 8,074 shares (about $428.57K)Thermo Fisher Scientific 715 shares (about $346.79K)PALANTIR TECHNOLOGIES INC 1,551 shares (about $282.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChemistry Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$58,938,543$1,580,828 ▲2.8%1,001,50511.4%ETFBRK.BBerkshire Hathaway$56,380,280$164,899 ▲0.3%112,14610.9%FinanceGOOGAlphabet$26,237,130$202,146 ▲0.8%107,7285.1%Computer and TechnologyIAUiShares Gold Trust$25,288,521$452,848 ▲1.8%347,5134.9%FinanceAAPLApple$24,886,587$1,029,472 ▼-4.0%97,7364.8%Computer and TechnologyBNBrookfield$19,800,898$885,711 ▲4.7%288,7273.8%FinanceAXPAmerican Express$17,149,069$96,658 ▼-0.6%51,6293.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$15,949,721$987,488 ▲6.6%315,0253.1%ManufacturingMETAMeta Platforms$15,727,021$275,397 ▲1.8%21,4153.0%Computer and TechnologyAMZNAmazon.com$13,026,869$725,679 ▲5.9%59,3292.5%Retail/WholesaleJPMJPMorgan Chase & Co.$11,941,076$53,307 ▲0.4%37,8572.3%FinanceMSFTMicrosoft$9,983,548$622,062 ▲6.6%19,2751.9%Computer and TechnologyORCLOracle$9,434,172$160,869 ▼-1.7%33,5451.8%Computer and TechnologyGVLUGotham 1000 Value ETF$7,155,243$127,350 ▲1.8%280,5921.4%ETFGOOGLAlphabet$7,052,230$26,984 ▲0.4%29,0101.4%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$6,164,858$318,000 ▲5.4%163,5241.2%ETFMKLMarkel Group$5,625,132$250,388 ▲4.7%2,9431.1%Multi-Sector ConglomeratesUNHUnitedHealth Group$5,593,467$2,079,379 ▲59.2%16,1991.1%MedicalVBRVanguard Small-Cap Value ETF$5,526,704$21,080 ▲0.4%26,4801.1%ETFXOMExxon Mobil$5,368,160$2,481 ▲0.0%47,6111.0%EnergyELVElevance Health$4,819,911$2,286,687 ▲90.3%14,9170.9%MedicalBACBank of America$4,281,093$51,435 ▼-1.2%82,9830.8%FinanceBKNGBooking$4,084,1320.0%7560.8%Retail/WholesaleWWayfair$3,923,463$37,340 ▲1.0%43,9210.8%Retail/WholesaleVTVVanguard Value ETF$3,686,531$28,160 ▼-0.8%19,7680.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$3,683,689$38,342 ▲1.1%147,7610.7%ETFNVDANVIDIA$3,237,163$150,383 ▼-4.4%17,3500.6%Computer and TechnologySCHWCharles Schwab$3,191,027$764 ▲0.0%33,4240.6%FinanceABNBAirbnb$3,188,125$1,910,544 ▲149.5%26,2570.6%Consumer DiscretionaryNKENIKE$3,076,070$58,643 ▲1.9%44,1140.6%Consumer DiscretionaryBABAAlibaba Group$2,712,228$5,541 ▼-0.2%15,1750.5%Retail/WholesaleMAMastercard$2,701,691$12,513 ▲0.5%4,7500.5%Business ServicesCOSTCostco Wholesale$2,698,174$87,934 ▲3.4%2,9150.5%Retail/WholesaleJNJJohnson & Johnson$2,466,861$52,475 ▲2.2%13,3040.5%MedicalPALANTIR TECHNOLOGIES INC$2,403,566$282,933 ▼-10.5%13,1760.5%CL ASPGIS&P Global$2,382,460$10,221 ▲0.4%4,8950.5%FinanceSPYSPDR S&P 500 ETF Trust$2,363,607$54,627 ▲2.4%3,5480.5%FinanceOXYOccidental Petroleum$2,154,217$46,825 ▲2.2%45,5920.4%EnergyABBVAbbVie$2,147,0700.0%9,2730.4%MedicalMUMicron Technology$2,144,3730.0%12,8160.4%Computer and TechnologyWFCWells Fargo & Company$2,092,025$7,544 ▼-0.4%24,9590.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,086,325$142,675 ▼-6.4%26,1020.4%ETFGNRSPDR S&P Global Natural Resources ETF$2,027,883$51,750 ▲2.6%34,2490.4%ETFXLVHealth Care Select Sector SPDR Fund$1,936,588$33,262 ▲1.7%13,9150.4%ETFRBLXRoblox$1,894,2610.0%13,6750.4%Consumer DiscretionaryQQQInvesco QQQ$1,877,225$16,809 ▲0.9%3,1270.4%FinanceU HAUL HOLDING COMPANY$1,862,904$115,697 ▼-5.8%36,5990.4%COM SER NAMPAmeriprise Financial$1,862,329$9,334 ▼-0.5%3,7910.4%FinanceHDHome Depot$1,849,692$70,098 ▲3.9%4,5650.4%Retail/WholesaleRTXRTX$1,773,428$167 ▲0.0%10,5980.3%AerospaceBLACKROCK INC$1,752,3030.0%1,5030.3%COMVOOVanguard S&P 500 ETF$1,668,142$27,557 ▲1.7%2,7240.3%ETFKKRKKR & Co. Inc.$1,590,806$390 ▲0.0%12,2420.3%FinanceDEDeere & Company$1,519,392$914 ▲0.1%3,3230.3%IndustrialsCVXChevron$1,501,074$18,791 ▲1.3%9,6660.3%EnergyXLKTechnology Select Sector SPDR Fund$1,471,3080.0%5,2200.3%ETFDISWalt Disney$1,437,262$40,073 ▼-2.7%12,5530.3%Consumer DiscretionaryNSCNorfolk Southern$1,380,084$4,206 ▼-0.3%4,5940.3%TransportationSHYiShares 1-3 Year Treasury Bond ETF$1,375,3110.0%16,5780.3%ManufacturingCRMSalesforce$1,346,635$201,687 ▲17.6%5,6820.3%Computer and TechnologyGLDSPDR Gold Shares$1,330,8800.0%3,7440.3%FinanceICEIntercontinental Exchange$1,307,723$14,321 ▼-1.1%7,7620.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,300,5940.0%10,9450.3%ETFESGVVanguard ESG U.S. Stock ETF$1,282,350$1,282,350 ▲New Holding10,8270.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,276,698$6,610 ▼-0.5%23,5640.2%ETFDHRDanaher$1,249,369$54,717 ▼-4.2%6,3020.2%MedicalVOEVanguard Mid-Cap Value ETF$1,233,931$2,444 ▲0.2%7,0680.2%ETFDXJWisdomTree Japan Hedged Equity Fund$1,227,2960.0%9,5860.2%FinanceBDXBecton, Dickinson and Company$1,186,166$1,186,166 ▲New Holding6,3370.2%MedicalTIPiShares TIPS Bond ETF$1,161,904$111 ▲0.0%10,4470.2%ETFVUGVanguard Growth ETF$1,134,618$34,528 ▲3.1%2,3660.2%ETFSOURCE CAPITAL$1,129,057$1,070,396 ▼-48.7%25,0790.2%COM SHS OF BEN IRSPInvesco S&P 500 Equal Weight ETF$1,127,387$35,664 ▲3.3%5,9430.2%ETFFIVEFive Below$1,112,602$42,852 ▼-3.7%7,1920.2%Retail/WholesaleGDXVanEck Gold Miners ETF$1,062,648$10,390 ▲1.0%13,9090.2%ETFDLTRDollar Tree$1,050,149$58,981 ▼-5.3%11,1280.2%Retail/WholesaleVOVanguard Mid-Cap ETF$1,043,182$93,419 ▲9.8%3,5510.2%ETFVEUVanguard FTSE All-World ex-US ETF$988,3320.0%13,8480.2%ETFBAMBrookfield Asset Management$974,243$21,296 ▼-2.1%17,1100.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$968,987$156,602 ▲19.3%12,3690.2%ETFPGProcter & Gamble$959,237$11,985 ▼-1.2%6,2430.2%Consumer StaplesACGLArch Capital Group$908,479$9,890 ▲1.1%10,0130.2%FinanceRBB FUND TRUST$892,340$892,340 ▲New Holding20,1750.2%FIRST EAGLE GBLMGMMGM Resorts International$885,806$174,028 ▲24.4%25,5570.2%Consumer DiscretionaryAVGOBroadcom$873,932$7,588 ▼-0.9%2,6490.2%Computer and TechnologyIVViShares Core S&P 500 ETF$860,092$56,224 ▲7.0%1,2850.2%ETFBXBlackstone$848,954$66,290 ▲8.5%4,9690.2%FinanceEBAYeBay$846,835$21,100 ▼-2.4%9,3110.2%Retail/WholesaleGSThe Goldman Sachs Group$839,353$223,774 ▲36.4%1,0540.2%FinanceAMGNAmgen$825,7170.0%2,9260.2%MedicalKOCocaCola$810,6290.0%12,2230.2%Consumer StaplesCMCSAComcast$778,529$20,392 ▲2.7%24,7780.2%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$765,2610.0%8,1960.1%FinanceLBRDKLiberty Broadband$756,825$106,430 ▼-12.3%11,9110.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$754,2000.0%10.1%FinanceSBUXStarbucks$729,760$6,007 ▼-0.8%8,6260.1%Retail/WholesaleOEFiShares S&P 100 ETF$729,2520.0%2,1910.1%ETFADPAutomatic Data Processing$698,8240.0%2,3810.1%Computer and TechnologyIACIAC$680,480$125,514 ▼-15.6%19,9730.1%Multi-Sector ConglomeratesTECKTeck Resources$674,589$25,588 ▲3.9%15,3700.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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