Chemistry Wealth Management LLC

Est. AUM

$568.6M

13F long equity, this entity only

Positions

204

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$62.1M	1061040	10.92%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$53.7M	111998	9.44%	SOLE
3	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$47.1M	892017	8.29%	SOLE
4	ALPHABET INC	CAP STK CL C	$30.5M	106494	5.37%	SOLE
5	ISHARES GOLD TR	ISHARES NEW	$30.5M	345594	5.36%	SOLE
6	APPLE INC	COM	$23.2M	91533	4.09%	SOLE
7	VANGUARD MALVERN FDS	STRM INFPROIDX	$18.3M	366902	3.22%	SOLE
8	BROOKFIELD CORP	CL A LTD VT SH	$17.9M	441767	3.14%	SOLE
9	AMERICAN EXPRESS CO	COM	$16.3M	53731	2.86%	SOLE
10	AMAZON COM INC	COM	$13.1M	63060	2.31%	SOLE
11	META PLATFORMS INC	CL A	$12.0M	20999	2.11%	SOLE
12	JPMORGAN CHASE & CO	COM	$11.0M	37234	1.93%	SOLE
13	EXXON MOBIL CORP	COM	$8.2M	48179	1.44%	SOLE
14	TIDAL TRUST I	GOTHAM 1000 VALU	$7.6M	300640	1.34%	SOLE
15	ALPHABET INC	CAP STK CL A	$7.3M	25490	1.29%	SOLE
16	MICROSOFT CORP	COM	$7.2M	19443	1.27%	SOLE
17	T ROWE PRICE ETF INC	CAP APPRECIATION	$6.6M	184199	1.15%	SOLE
18	MARKEL GROUP INC	COM	$5.8M	3004	1.01%	SOLE
19	VANGUARD INDEX FDS	SM CP VAL ETF	$5.7M	26327	1.01%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$4.8M	192201	0.84%	SOLE
21	UNITEDHEALTH GROUP INC	COM	$4.6M	17086	0.81%	SOLE
22	ELEVANCE HEALTH INC FORMERLY	COM	$4.5M	15306	0.79%	SOLE
23	AB ACTIVE ETFS INC	NEW YORK INTERME	$4.2M	168102	0.74%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$4.1M	20724	0.72%	SOLE
25	MICRON TECHNOLOGY INC	COM	$4.0M	11975	0.71%	SOLE
26	BANK AMERICA CORP	COM	$3.7M	76455	0.66%	SOLE
27	AIRBNB INC	COM CL A	$3.6M	28388	0.63%	SOLE
28	JOHNSON & JOHNSON	COM	$3.3M	13426	0.58%	SOLE
29	WAYFAIR INC	CL A	$3.2M	42834	0.57%	SOLE
30	BOOKING HOLDINGS INC	COM	$3.2M	754	0.56%	SOLE
31	SCHWAB CHARLES CORP	COM	$3.1M	33509	0.55%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$3.1M	3079	0.54%	SOLE
33	OCCIDENTAL PETE CORP	COM	$3.0M	46728	0.53%	SOLE
34	NVIDIA CORPORATION	COM	$3.0M	17104	0.52%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$2.7M	36417	0.48%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.4M	3681	0.42%	SOLE
37	MASTERCARD INCORPORATED	CL A	$2.4M	4747	0.42%	SOLE
38	NIKE INC	CL B	$2.3M	43466	0.40%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	7118	0.40%	SOLE
40	RBB FUND TRUST	FIRST EAGLE GBL	$2.2M	46631	0.39%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.1M	14556	0.38%	SOLE
42	RTX CORPORATION	COM	$2.1M	10872	0.37%	SOLE
43	S&P GLOBAL INC	COM	$2.1M	4893	0.37%	SOLE
44	BECTON DICKINSON & CO	COM	$2.0M	12908	0.36%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.0M	24992	0.35%	SOLE
46	WELLS FARGO & CO	COM	$1.9M	24336	0.34%	SOLE
47	DEERE & CO	COM	$1.9M	3327	0.33%	SOLE
48	U HAUL HOLDING COMPANY	COM SER N	$1.8M	41320	0.32%	SOLE
49	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.8M	14347	0.32%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2972	0.31%	SOLE

1–50 of 204

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.