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Chicago Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Chicago Wealth Management, Inc.

Investment Activity

  • Chicago Wealth Management, Inc. has $250.51 million in total holdings as of March 31, 2026.
  • Chicago Wealth Management, Inc. owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 34.71% of the portfolio was purchased this quarter.
  • About 34.97% of the portfolio was sold this quarter.
  • This quarter, Chicago Wealth Management, Inc. has purchased 53 new stocks and bought additional shares in 19 stocks.
  • Chicago Wealth Management, Inc. sold shares of 15 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

464287390 - iShares Latin America 40 ETF
$13,024,328 Holding
922042866 - Vanguard FTSE Pacific ETF
$10,953,969 Holding
37954Y673 - Global X U.S. Infrastructure Development ETF
$9,926,497 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF
$6,928,268 Holding
46434G764 - iShares MSCI Emerging Markets ex China ETF
$6,830,270 Holding

Largest Purchases this Quarter

iShares Latin America 40 ETF
366,676 shares (about $13.02M)
Vanguard FTSE Pacific ETF
112,084 shares (about $10.95M)
Global X U.S. Infrastructure Development ETF
195,365 shares (about $9.93M)
iShares Core MSCI Emerging Markets ETF
99,330 shares (about $6.93M)
iShares MSCI Emerging Markets ex China ETF
86,833 shares (about $6.83M)

Largest Sales this Quarter

iShares Silver Trust
168,773 shares (about $11.50M)
Financial Select Sector SPDR Fund
199,723 shares (about $9.86M)
Invesco S&P 500 Equal Weight Technology ETF
209,495 shares (about $9.48M)
Technology Select Sector SPDR Fund
71,075 shares (about $9.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChicago Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$16,261,972$197,751 â–¼-1.2%74,3406.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$15,111,275$18,405 â–¼-0.1%45,9786.0%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$14,148,691$71,162 â–²0.5%87,4835.6%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$14,019,648$1,515,342 â–²12.1%209,2485.6%Manufacturing
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$13,847,446$1,843,529 â–²15.4%325,3635.5%ETF
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$13,046,390$40,832 â–¼-0.3%148,2545.2%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$13,024,328$13,024,328 â–²New Holding366,6765.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$11,721,945$370,935 â–²3.3%142,2054.7%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$10,953,969$10,953,969 â–²New Holding112,0844.4%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$9,926,497$9,926,497 â–²New Holding195,3654.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,810,754$154,682 â–²1.6%16,9983.9%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$9,204,307$45,334 â–¼-0.5%100,2983.7%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$8,967,961$11,500,176 â–¼-56.2%131,6113.6%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$7,341,345$1,563,140 â–²27.1%98,7402.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,928,268$6,928,268 â–²New Holding99,3302.8%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$6,830,270$6,830,270 â–²New Holding86,8332.7%Manufacturing
First Trust Natural Gas ETF stock logo
FCG
First Trust Natural Gas ETF
$6,558,909$6,558,909 â–²New Holding206,9712.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,205,301$2,421,121 â–²64.0%9,5422.5%Finance
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$5,977,278$5,977,278 â–²New Holding208,1952.4%Manufacturing
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$5,565,633$2,785,571 â–²100.2%51,5292.2%ETF
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$5,158,122$5,158,122 â–²New Holding28,3682.1%ETF
iShares GSCI Commodity Dynamic Roll Strategy ETF stock logo
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
$4,980,923$4,980,923 â–²New Holding147,3212.0%Manufacturing
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$3,834,915$3,834,915 â–²New Holding67,5281.5%Finance
Apple Inc. stock logo
AAPL
Apple
$3,462,871$2,538 â–²0.1%13,6451.4%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$2,693,543$1,249,627 â–²86.5%24,4001.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,359,280$335,626 â–²16.6%5,4830.9%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$2,221,4590.0%6,7920.9%Consumer Discretionary
The Allstate Corporation stock logo
ALL
Allstate
$1,705,786$415 â–¼0.0%8,2270.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,579,912$287 â–²0.0%5,5080.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,218,8900.0%1,8660.5%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,027,4110.0%6,2430.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,005,5840.0%2,7050.4%Auto/Tires/Trucks
ProShares Short VIX Short-Term Futures ETF stock logo
SVXY
ProShares Short VIX Short-Term Futures ETF
$929,465$16,030 â–²1.8%20,2940.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$833,555$116,105 â–²16.2%5,6860.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$744,774$417 â–²0.1%3,5760.3%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$742,745$768 â–¼-0.1%3,8700.3%ETF
TRUST FOR PROFESSIONAL MANAG
$737,550$481 â–²0.1%29,1290.3%PERFORMANCE TR S
NVIDIA Corporation stock logo
NVDA
NVIDIA
$728,1200.0%4,1750.3%Computer and Technology
XLC
Communication Services Select Sector SPDR Fund
$675,248$9,161,467 â–¼-93.1%6,0910.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$647,051$12,637 â–¼-1.9%10,3430.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$645,850$7,058 â–²1.1%2,0130.3%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$562,0670.0%3,0810.2%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$561,6480.0%6,2040.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$560,0290.0%2,6210.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$550,580$36,656 â–²7.1%1,4870.2%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$545,2790.0%4,2560.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$483,846$9,445,030 â–¼-95.1%3,6410.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$474,497$87,904 â–²22.7%1,5330.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$430,664$9,860,542 â–¼-95.8%8,7230.2%ETF
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
$397,891$12,175 â–¼-3.0%7,6800.2%ETF
CBIZ, Inc. stock logo
CBZ
CBIZ
$375,9000.0%14,0000.2%Business Services
First Trust Large Cap Growth AlphaDEX Fund stock logo
FTC
First Trust Large Cap Growth AlphaDEX Fund
$343,584$95,106 â–¼-21.7%2,2290.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$314,2860.0%6290.1%Business Services
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$313,898$9,482,345 â–¼-96.8%6,9350.1%ETF
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
$300,2490.0%2,1610.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$282,4720.0%1,1390.1%Finance
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$214,419$12,756,289 â–¼-98.3%1,3060.1%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$209,938$209,938 â–²New Holding1,0600.1%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$204,9630.0%1,6380.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$0$11,982,610 â–¼-100.0%00.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$11,193,227 â–¼-100.0%00.0%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$0$1,231,923 â–¼-100.0%00.0%ETF
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$0$287,141 â–¼-100.0%00.0%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$0$281,153 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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