Chemistry Wealth Management LLC 13F Holdings · Q2 2026
Chemistry Wealth Management LLC reported 209 securities worth $625.15M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGSH (10.31%), BRKB (9.06%), AKRE (7.84%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $64.4M | 10.31% | 1.1M | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $56.6M | 9.06% | 113,140 | Added |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | $49.0M | 7.84% | 921,681 | Added |
| 4 | GOOG | ALPHABET INC | $39.4M | 6.30% | 111,444 | Added |
| 5 | AAPL | APPLE INC | $26.5M | 4.24% | 91,699 | Added |
| 6 | IAU | ISHARES GOLD TR | $26.1M | 4.18% | 346,112 | Added |
| 7 | VTIP | VANGUARD MALVERN FDS | $21.2M | 3.39% | 422,416 | Added |
| 8 | BN | BROOKFIELD CORP | $19.0M | 3.03% | 445,436 | Added |
| 9 | AXP | AMERICAN EXPRESS CO | $17.1M | 2.74% | 50,684 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $15.4M | 2.46% | 64,459 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $12.1M | 1.93% | 36,914 | Trimmed |
| 12 | META | META PLATFORMS INC | $11.8M | 1.90% | 21,034 | Added |
| 13 | GOOGL | ALPHABET INC | $9.0M | 1.43% | 25,064 | Trimmed |
| 14 | GVLU | TIDAL TRUST I | $8.4M | 1.34% | 317,776 | Added |
| 15 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $8.0M | 1.28% | 194,248 | Added |
| 16 | MSFT | MICROSOFT CORP | $7.2M | 1.15% | 19,353 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $7.1M | 1.14% | 17,135 | Added |
| 18 | XOM | EXXON MOBIL CORP | $6.5M | 1.04% | 47,745 | Trimmed |
| 19 | VBR | VANGUARD INDEX FDS | $6.4M | 1.03% | 26,485 | Added |
| 20 | MKL | MARKEL GROUP INC | $6.2M | 0.99% | 3,174 | Added |
| 21 | ELV | ELEVANCE HEALTH INC FORMERLY | $5.9M | 0.95% | 15,309 | Added |
| 22 | HYMB | SPDR SERIES TRUST | $4.9M | 0.78% | 192,201 | Hold |
| 23 | MU | MICRON TECHNOLOGY INC | $4.8M | 0.77% | 4,172 | Trimmed |
| 24 | VTV | VANGUARD INDEX FDS | $4.6M | 0.74% | 21,105 | Added |
| 25 | NYM | AB ACTIVE ETFS INC | $4.4M | 0.70% | 174,159 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR