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Chemistry Wealth Management LLC

Q2 2025 · 13F-HR

Chemistry Wealth Management LLCholdings as filed

Filed 2025-07-08 · accession 0001951757-25-000575

$466.2M
Reported value
196
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$57.3M12.3%974,643CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$54.3M11.7%111,818CommonSOLE
464285204IAUISHARES GOLD TR$21.3M4.57%341,290CommonSOLE
037833100AAPLAPPLE INC$20.9M4.48%101,779CommonSOLE
02079K107GOOGALPHABET INC$19.0M4.07%106,898CommonSOLE
11271J107BNBROOKFIELD CORP$17.1M3.66%275,812CommonSOLE
025816109AXPAMERICAN EXPRESS CO$16.6M3.55%51,920CommonSOLE
30303M102METAMETA PLATFORMS INC$15.5M3.33%21,040CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$14.9M3.19%295,521CommonSOLE
023135106AMZNAMAZON COM INC$12.3M2.64%56,024CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$10.9M2.34%37,688CommonSOLE
594918104MSFTMICROSOFT CORP$9.0M1.93%18,074CommonSOLE
68389X105ORCLORACLE CORP$7.5M1.60%34,117CommonSOLE
886364520GVLUTIDAL TRUST I$6.6M1.42%275,598CommonSOLE
570535104MKLMARKEL GROUP INC$5.6M1.20%2,812CommonSOLE
87283Q867TCAFT ROWE PRICE ETF INC$5.5M1.17%155,089CommonSOLE
922908611VBRVANGUARD INDEX FDS$5.1M1.10%26,379CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.1M1.10%47,589CommonSOLE
02079K305GOOGLALPHABET INC$5.1M1.09%28,899CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.4M0.94%756CommonSOLE
060505104BACBANK AMERICA CORP$4.0M0.85%83,980CommonSOLE
78464A284HYMBSPDR SERIES TRUST$3.6M0.78%146,223CommonSOLE
922908744VTVVANGUARD INDEX FDS$3.5M0.76%19,919CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.2M0.68%10,177CommonSOLE
654106103NKENIKE INC$3.1M0.66%43,273CommonSOLE
036752103ELVELEVANCE HEALTH INC$3.0M0.65%7,840CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$3.0M0.65%33,416CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.9M0.62%18,156CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M0.60%2,820CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.57%4,728CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.6M0.55%4,874CommonSOLE
94419L101WWAYFAIR INC$2.2M0.48%43,503CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.2M0.48%27,887CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.1M0.46%3,466CommonSOLE
836144303XSORXSOURCE CAPITAL$2.1M0.45%48,855CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$2.1M0.45%38,872CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.0M0.44%3,810CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.43%14,727CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.0M0.43%25,049CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.0M0.43%13,021CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.9M0.40%44,601CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.40%13,676CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$1.8M0.39%33,375CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.7M0.37%15,206CommonSOLE
00287Y109ABBVABBVIE INC$1.7M0.37%9,273CommonSOLE
46090E103QQQINVESCO QQQ TR$1.7M0.37%3,099CommonSOLE
244199105DEDEERE & CO$1.7M0.36%3,321CommonSOLE
48251W104KKRKKR & CO INC$1.6M0.35%12,239CommonSOLE
437076102HDHOME DEPOT INC$1.6M0.35%4,392CommonSOLE
254687106DISDISNEY WALT CO$1.6M0.34%12,903CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.6M0.34%12,816CommonSOLE
09290D101BLKBLACKROCK INC$1.6M0.34%1,503CommonSOLE
75513E101RTXRTX CORPORATION$1.5M0.33%10,597CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.5M0.33%2,679CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.31%7,847CommonSOLE
771049103RBLXROBLOX CORP$1.4M0.31%13,675CommonSOLE
009066101ABNBAIRBNB INC$1.4M0.30%10,522CommonSOLE
464287457SHYISHARES TR$1.4M0.29%16,578CommonSOLE
166764100CVXCHEVRON CORP NEW$1.4M0.29%9,545CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.3M0.29%13,586CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.28%5,220CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.28%4,831CommonSOLE
235851102DHRDANAHER CORPORATION$1.3M0.28%6,578CommonSOLE
464287804IJRISHARES TR$1.2M0.26%10,945CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.25%4,608CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.2M0.25%23,686CommonSOLE
256746108DLTRDOLLAR TREE INC$1.2M0.25%11,753CommonSOLE
922908512VOEVANGUARD INDEX FDS$1.2M0.25%7,054CommonSOLE
464287176TIPISHARES TR$1.1M0.25%10,446CommonSOLE
78463V107GLDSPDR GOLD TR$1.1M0.24%3,744CommonSOLE
97717W851DXJWISDOMTREE TR$1.1M0.23%9,586CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.0M0.22%5,755CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.22%6,321CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.22%2,294CommonSOLE
33829M101FIVEFIVE BELOW INC$979,7830.21%7,469CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$966,5160.21%17,484CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$930,8630.20%13,848CommonSOLE
922908629VOVANGUARD INDEX FDS$904,6130.19%3,233CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$901,7590.19%9,904CommonSOLE
44891N208IACIAC INC$883,3520.19%23,657CommonSOLE
191216100KOCOCA COLA CO$864,7770.19%12,223CommonSOLE
20030N101CMCSACOMCAST CORP NEW$861,1630.18%24,129CommonSOLE
031162100AMGNAMGEN INC$816,9680.18%2,926CommonSOLE
855244109SBUXSTARBUCKS CORP$796,9060.17%8,697CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$788,9130.17%14,672CommonSOLE
78464A854SPYMSPDR SERIES TRUST$753,7950.16%10,370CommonSOLE
464287200IVVISHARES TR$745,7200.16%1,201CommonSOLE
143130102KMXCARMAX INC$745,3590.16%11,090CommonSOLE
11135F101AVGOBROADCOM INC$736,5370.16%2,672CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$734,3000.16%2,381CommonSOLE
464287465EFAISHARES TR$732,6400.16%8,196CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$728,8000.16%1CommonSOLE
92189F106GDXVANECK ETF TRUST$717,0220.15%13,773CommonSOLE
278642103EBAYEBAY INC.$710,5720.15%9,543CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$706,2330.15%20,536CommonSOLE
09260D107BXBLACKSTONE INC$685,2260.15%4,581CommonSOLE
N82405106STLASTELLANTIS N.V$675,2400.14%67,322CommonSOLE
464287101OEFISHARES TR$666,8310.14%2,191CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$603,7320.13%4,683CommonSOLE
780259305SHELSHELL PLC$598,2580.13%8,497CommonSOLE
878742204TECKTECK RESOURCES LTD$597,0990.13%14,787CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$589,1720.13%1,453CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$580,5210.12%7,109CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$579,2430.12%6,881CommonSOLE
92826C839VVISA INC$548,1970.12%1,544CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$547,0910.12%773CommonSOLE
922908769VTIVANGUARD INDEX FDS$531,8780.11%1,750CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$529,1990.11%2,435CommonSOLE
532457108LLYELI LILLY & CO$502,0170.11%644CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$489,2940.10%3,317CommonSOLE
464287796IYEISHARES TR$481,9550.10%10,658CommonSOLE
438516106HONHONEYWELL INTL INC$472,3600.10%2,028CommonSOLE
580135101MCDMCDONALDS CORP$471,6650.10%1,614CommonSOLE
526057104LENLENNAR CORP$457,2690.10%4,134CommonSOLE
744320102PRUPRUDENTIAL FINL INC$456,0830.10%4,245CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$449,3560.10%1,984CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$449,2620.10%5,249CommonSOLE
464287556IBBISHARES TR$441,0210.09%3,486CommonSOLE
172967424CCITIGROUP INC$438,9100.09%5,156CommonSOLE
92204A876VPUVANGUARD WORLD FD$426,9410.09%2,419CommonSOLE
92204A702VGTVANGUARD WORLD FD$426,1390.09%642CommonSOLE
922908751VBVANGUARD INDEX FDS$413,0500.09%1,743CommonSOLE
464287614IWFISHARES TR$408,0210.09%961CommonSOLE
58933Y105MRKMERCK & CO INC$407,5990.09%5,149CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$389,1760.08%1,829CommonSOLE
780087102RYROYAL BK CDA$377,2850.08%2,868CommonSOLE
464288414MUBISHARES TR$364,6350.08%3,490CommonSOLE
760759100RSGREPUBLIC SVCS INC$362,2700.08%1,469CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$360,0700.08%2,701CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$353,3810.08%30,836CommonSOLE
929160109VMCVULCAN MATLS CO$350,2810.08%1,343CommonSOLE
149123101CATCATERPILLAR INC$345,8950.07%891CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$345,7300.07%11,149CommonSOLE
90139K100QLTY2023 ETF SERIES TRUST II$343,3540.07%10,022CommonSOLE
92204A504VHTVANGUARD WORLD FD$342,7090.07%1,380CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$338,7250.07%4,304CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$336,5280.07%727CommonSOLE
369604301GEGE AEROSPACE$331,2610.07%1,287CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$328,2840.07%745CommonSOLE
500634209KFKOREA FD INC$324,1680.07%12,037CommonSOLE
92189H409HYDVANECK ETF TRUST$323,6030.07%6,445CommonSOLE
92204A306VDEVANGUARD WORLD FD$321,5050.07%2,699CommonSOLE
002824100ABTABBOTT LABS$321,3920.07%2,363CommonSOLE
464288687PFFISHARES TR$317,9980.07%10,365CommonSOLE
714046109RVTYREVVITY INC$315,8200.07%3,265CommonSOLE
931142103WMTWALMART INC$315,1810.07%3,223CommonSOLE
464287234EEMISHARES TR$314,9590.07%6,529CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$313,8530.07%4,223CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$306,9990.07%5,385CommonSOLE
464287754IYJISHARES TR$305,8240.07%2,149CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$305,3810.07%747CommonSOLE
16411R208LNGCHENIERE ENERGY INC$302,2080.06%1,241CommonSOLE
00206R102TAT&T INC$296,8090.06%10,256CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$293,0080.06%5,288CommonSOLE
81762P102NOWSERVICENOW INC$293,0030.06%285CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$292,1470.06%3,327CommonSOLE
23331A109DHID R HORTON INC$284,3050.06%2,205CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$279,3140.06%7,868CommonSOLE
464288661IEIISHARES TR$276,6460.06%2,323CommonSOLE
464287309IVWISHARES TR$267,2130.06%2,427CommonSOLE
464287721IYWISHARES TR$266,8360.06%1,540CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$266,1190.06%2,928CommonSOLE
713448108PEPPEPSICO INC$264,6080.06%2,004CommonSOLE
882508104TXNTEXAS INSTRS INC$264,5080.06%1,274CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$264,0180.06%818CommonSOLE
17275R102CSCOCISCO SYS INC$261,1460.06%3,764CommonSOLE
46429B663HDVISHARES TR$254,9620.05%2,176CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$251,6460.05%2,762CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$248,8030.05%2,370CommonSOLE
06849F108BBARRICK MNG CORP$246,3630.05%11,833CommonSOLE
650111107NYTNEW YORK TIMES CO$244,2410.05%4,363CommonSOLE
464288448IDVISHARES TR$242,1910.05%7,018CommonSOLE
872540109TJXTJX COS INC NEW$240,3120.05%1,946CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$234,8470.05%461CommonSOLE
65339F101NEENEXTERA ENERGY INC$233,1820.05%3,359CommonSOLE
458140100INTCINTEL CORP$231,9310.05%10,354CommonSOLE
209115104EDCONSOLIDATED EDISON INC$231,9110.05%2,311CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$231,1070.05%1,682CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$223,5380.05%3,555CommonSOLE
98419M100XYLXYLEM INC$221,4640.05%1,712CommonSOLE
464287168DVYISHARES TR$220,0660.05%1,657CommonSOLE
464287507IJHISHARES TR$218,3100.05%3,520CommonSOLE
907818108UNPUNION PAC CORP$211,4440.05%919CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$210,8230.05%2,146CommonSOLE
464287184FXIISHARES TR$209,7530.04%5,706CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$209,5520.04%2,325CommonSOLE
00724F101ADBEADOBE INC$207,7550.04%537CommonSOLE
464289859AOAISHARES TR$206,1650.04%2,472CommonSOLE
N07059210ASMLASML HOLDING N V$205,9570.04%257CommonSOLE
701094104PHPARKER-HANNIFIN CORP$201,4210.04%288CommonSOLE
00183L201ANGIANGI INC$191,5130.04%12,550CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$143,0820.03%13,878CommonSOLE
02319V103ABEVAMBEV SA$88,2490.02%36,618CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$20,3910.00%14,565CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$11,3480.00%12,000CommonSOLE
02927U208ARECAMERICAN RES CORP$8,2840.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.