Chemistry Wealth Management LLC Top Holdings and 13F Report (2026)

About Chemistry Wealth Management LLC

Investment Activity

Chemistry Wealth Management LLC has $568.55 million in total holdings as of March 31, 2026.
Chemistry Wealth Management LLC owns shares of 204 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 12.50% of the portfolio was purchased this quarter.
About 2.40% of the portfolio was sold this quarter.
This quarter, Chemistry Wealth Management LLC has purchased 200 new stocks and bought additional shares in 68 stocks.
Chemistry Wealth Management LLC sold shares of 65 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Vanguard Short-Term Treasury ETF: $62,113,310
Berkshire Hathaway: $53,669,442
PROFESIONALLY MANAGED PORTFO: $47,143,098
Alphabet: $30,548,977
iShares Gold Trust: $30,467,567

Largest New Holdings this Quarter

74316P579 - PROFESIONALLY MANAGED PORTFO: $47,143,098 Holding
00039J764 - AB ACTIVE ETFS INC: $4,194,146 Holding
60855R100 - Molina Healthcare: $1,356,727 Holding
90353T100 - Uber Technologies: $518,831 Holding
921908844 - Vanguard Dividend Appreciation ETF: $436,787 Holding

Largest Purchases this Quarter

PROFESIONALLY MANAGED PORTFO: 892,017 shares (about $47.14M)
AB ACTIVE ETFS INC: 168,102 shares (about $4.19M)
Vanguard Short-Term Treasury ETF: 29,256 shares (about $1.71M)
Molina Healthcare: 10,178 shares (about $1.36M)
SPDR Nuveen ICE High Yield Municipal Bond ETF: 54,232 shares (about $1.34M)

Largest Sales this Quarter

Oracle: 27,301 shares (about $4.02M)
PALANTIR TECHNOLOGIES INC: 8,765 shares (about $1.28M)
Alphabet: 1,894 shares (about $544.63K)
Dollar Tree: 4,308 shares (about $471.77K)
iShares Gold Trust: 3,645 shares (about $321.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGSH Vanguard Short-Term Treasury ETF	$62,113,310	$1,712,647 ▲	2.8%	1,061,040	10.9%	ETF
BRK.B Berkshire Hathaway	$53,669,442	$156,698 ▼	-0.3%	111,998	9.4%	Finance
PROFESIONALLY MANAGED PORTFO	$47,143,098	$47,143,098 ▲	New Holding	892,017	8.3%	AKRE FOCUS ETF
GOOG Alphabet	$30,548,977	$137,406 ▼	-0.4%	106,494	5.4%	Computer and Technology
IAU iShares Gold Trust	$30,467,567	$321,343 ▼	-1.0%	345,594	5.4%	Finance
AAPL Apple	$23,230,084	$155,573 ▼	-0.7%	91,533	4.1%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$18,326,760	$1,150,798 ▲	6.7%	366,902	3.2%	Manufacturing
BN Brookfield	$17,878,310	$167,829 ▲	0.9%	441,767	3.1%	Finance
AXP American Express	$16,252,590	$664,853 ▲	4.3%	53,731	2.9%	Finance
AMZN Amazon.com	$13,133,506	$759,144 ▲	6.1%	63,060	2.3%	Retail/Wholesale
META Meta Platforms	$12,014,294	$105,273 ▲	0.9%	20,999	2.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,952,647	$45,006 ▼	-0.4%	37,234	1.9%	Finance
XOM ExxonMobil	$8,174,064	$39,192 ▲	0.5%	48,179	1.4%	Energy
GVLU Gotham 1000 Value ETF	$7,611,446	$236,820 ▲	3.2%	300,640	1.3%	ETF
GOOGL Alphabet	$7,329,767	$544,628 ▼	-6.9%	25,490	1.3%	Computer and Technology
MSFT Microsoft	$7,197,345	$156,585 ▲	2.2%	19,443	1.3%	Computer and Technology
TCAF T. Rowe Price Capital Appreciation Equity ETF	$6,555,634	$212,258 ▲	3.3%	184,199	1.2%	ETF
MKL Markel Group	$5,749,866	$84,219 ▲	1.5%	3,004	1.0%	Multi-Sector Conglomerates
VBR Vanguard Small-Cap Value ETF	$5,719,594	$6,518 ▼	-0.1%	26,327	1.0%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$4,766,574	$1,344,951 ▲	39.3%	192,201	0.8%	ETF
UNH UnitedHealth Group	$4,623,181	$290,065 ▲	6.7%	17,086	0.8%	Medical
ELV Elevance Health	$4,480,695	$107,143 ▲	2.4%	15,306	0.8%	Medical
AB ACTIVE ETFS INC	$4,194,146	$4,194,146 ▲	New Holding	168,102	0.7%	NEW YORK INTERME
VTV Vanguard Value ETF	$4,066,007	$192,078 ▲	5.0%	20,724	0.7%	ETF
MU Micron Technology	$4,045,634	$213,853 ▼	-5.0%	11,975	0.7%	Computer and Technology
BAC Bank of America	$3,727,181	$149,906 ▼	-3.9%	76,455	0.7%	Finance
ABNB Airbnb	$3,584,837	$753,134 ▲	26.6%	28,388	0.6%	Consumer Discretionary
JNJ Johnson & Johnson	$3,281,746	$42,287 ▼	-1.3%	13,426	0.6%	Medical
W Wayfair	$3,221,545	$10,003 ▼	-0.3%	42,834	0.6%	Retail/Wholesale
BKNG Booking	$3,172,707	$4,208 ▲	0.1%	754	0.6%	Retail/Wholesale
SCHW Charles Schwab	$3,149,184	$940 ▲	0.0%	33,509	0.6%	Finance
COST Costco Wholesale	$3,068,317	$4,983 ▼	-0.2%	3,079	0.5%	Retail/Wholesale
OXY Occidental Petroleum	$3,037,324	$469,756 ▲	18.3%	46,728	0.5%	Energy
NVDA NVIDIA	$2,982,938	$37,147 ▲	1.3%	17,104	0.5%	Computer and Technology
GNR SPDR S&P Global Natural Resources ETF	$2,719,257	$61,901 ▲	2.3%	36,417	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,393,902	$74,139 ▲	3.2%	3,681	0.4%	Finance
MA Mastercard	$2,371,797	$6,495 ▼	-0.3%	4,747	0.4%	Business Services
NKE NIKE	$2,295,899	$414,641 ▲	22.0%	43,466	0.4%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$2,283,469	$76,672 ▲	3.5%	7,118	0.4%	ETF
RBB FUND TRUST	$2,191,657	$761,400 ▲	53.2%	46,631	0.4%	FIRST EAGLE GBL
XLV Health Care Select Sector SPDR Fund	$2,134,039	$66,854 ▲	3.2%	14,556	0.4%	ETF
RTX RTX	$2,097,157	$52,468 ▲	2.6%	10,872	0.4%	Aerospace
SPGI S&P Global	$2,081,257		0.0%	4,893	0.4%	Finance
BDX Becton, Dickinson and Company	$2,029,586	$611,486 ▲	43.1%	12,908	0.4%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$1,981,138	$49,227 ▼	-2.4%	24,992	0.3%	ETF
WFC Wells Fargo & Company	$1,937,410	$32,959 ▼	-1.7%	24,336	0.3%	Finance
DE Deere & Company	$1,873,862	$1,126 ▲	0.1%	3,327	0.3%	Industrials
U HAUL HOLDING COMPANY	$1,845,781	$128,606 ▲	7.5%	41,320	0.3%	COM SER N
BABA Alibaba Group	$1,799,975	$25,719 ▼	-1.4%	14,347	0.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$1,775,732	$238,397 ▲	15.5%	2,972	0.3%	ETF
QQQ Invesco QQQ	$1,770,626	$45,593 ▼	-2.5%	3,068	0.3%	Finance
IAUM iShares Gold Trust Micro	$1,765,307	$672,527 ▲	61.5%	37,801	0.3%	Finance
AMP Ameriprise Financial	$1,665,167		0.0%	3,747	0.3%	Finance
FIVE Five Below	$1,636,145	$19,192 ▲	1.2%	7,161	0.3%	Retail/Wholesale
GLD SPDR Gold Shares	$1,611,006		0.0%	3,744	0.3%	Finance
CRM Salesforce	$1,510,578	$431,220 ▲	40.0%	8,092	0.3%	Computer and Technology
DXJ WisdomTree Japan Hedged Equity Fund	$1,502,863	$17,285 ▼	-1.1%	9,477	0.3%	Finance
HD Home Depot	$1,485,925		0.0%	4,518	0.3%	Retail/Wholesale
ABBV AbbVie	$1,464,143	$241,631 ▼	-14.2%	6,732	0.3%	Medical
NSC Norfolk Southern	$1,419,997	$574 ▲	0.0%	4,948	0.2%	Transportation
V Visa	$1,409,647	$773,130 ▲	121.5%	4,664	0.2%	Business Services
XLK Technology Select Sector SPDR Fund	$1,386,322		0.0%	10,431	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,377,515	$15,110 ▲	1.1%	16,683	0.2%	Manufacturing
MOH Molina Healthcare	$1,356,727	$1,356,727 ▲	New Holding	10,178	0.2%	Medical
IJR iShares Core S&P Small-Cap ETF	$1,333,722		0.0%	10,729	0.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$1,302,491		0.0%	7,068	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,286,336		0.0%	23,799	0.2%	ETF
BLACKROCK INC	$1,256,955	$188,495 ▼	-13.0%	1,307	0.2%	COM
GDX VanEck Gold Miners ETF	$1,253,854	$22,575 ▼	-1.8%	13,663	0.2%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$1,215,547		0.0%	10,827	0.2%	ETF
ICE Intercontinental Exchange	$1,211,491	$315 ▲	0.0%	7,703	0.2%	Finance
TIP iShares TIPS Bond ETF	$1,198,666	$45,691 ▲	4.0%	10,861	0.2%	ETF
CVX Chevron	$1,144,762	$24,621 ▼	-2.1%	5,533	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$1,123,116	$17,465 ▼	-1.5%	5,852	0.2%	ETF
DHR Danaher	$1,102,544	$116,037 ▼	-9.5%	5,815	0.2%	Medical
RBB FUND TRUST	$1,097,555	$509,949 ▲	86.8%	21,751	0.2%	FIRST EAGLE OVER
VEU Vanguard FTSE All-World ex-US ETF	$1,039,985		0.0%	13,848	0.2%	ETF
KKR KKR & Co. Inc.	$1,039,896	$370 ▲	0.0%	11,242	0.2%	Finance
MGM MGM Resorts International	$1,026,879	$18,653 ▲	1.9%	27,746	0.2%	Consumer Discretionary
VUG Vanguard Growth ETF	$1,017,679		0.0%	2,330	0.2%	ETF
DIS Walt Disney	$992,507	$199,696 ▼	-16.8%	10,298	0.2%	Consumer Discretionary
AMGN Amgen	$980,254	$49,259 ▼	-4.8%	2,786	0.2%	Medical
ACGL Arch Capital Group	$956,924	$53,562 ▲	5.9%	9,969	0.2%	Finance
KO CocaCola	$914,729	$14,830 ▼	-1.6%	12,028	0.2%	Consumer Staples
VO Vanguard Mid-Cap ETF	$902,113	$103,107 ▼	-10.3%	3,141	0.2%	ETF
IVV iShares Core S&P 500 ETF	$901,511	$47,689 ▲	5.6%	1,380	0.2%	ETF
GS The Goldman Sachs Group	$887,444	$3,384 ▼	-0.4%	1,049	0.2%	Finance
PG Procter & Gamble	$860,574	$19,499 ▼	-2.2%	5,958	0.2%	Consumer Staples
SPLG SPDR Portfolio S&P 500 ETF	$849,288	$10,409 ▼	-1.2%	11,096	0.1%	ETF
EBAY eBay	$847,487		0.0%	9,311	0.1%	Retail/Wholesale
SBUX Starbucks	$798,645	$83,323 ▼	-9.4%	8,914	0.1%	Retail/Wholesale
SHEL Shell	$795,751	$1,581 ▲	0.2%	8,556	0.1%	Energy
AVGO Broadcom	$792,655	$9,285 ▲	1.2%	2,561	0.1%	Computer and Technology
RBLX Roblox	$768,424		0.0%	13,586	0.1%	Consumer Discretionary
CMCSA Comcast	$763,026	$313,686 ▲	69.8%	26,577	0.1%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$761,499		0.0%	7,840	0.1%	Finance
SOURCE CAPITAL	$727,039	$245,033 ▼	-25.2%	15,696	0.1%	COM SHS OF BEN I
NICE NiCE	$724,188	$339,380 ▲	88.2%	6,568	0.1%	Computer and Technology
BAM Brookfield Asset Management	$722,446	$11,868 ▼	-1.6%	16,253	0.1%	Finance
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Chemistry Wealth Management LLC Top Holdings and 13F Report (2026)

About Chemistry Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Chemistry Wealth Management LLC Top Holdings and 13F Report (2026)

About Chemistry Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofChemistry Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools