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Chemistry Wealth Management LLC

Q4 2025 · 13F-HR

Chemistry Wealth Management LLCholdings as filed

Filed 2026-01-06 · accession 0001951757-26-000004

$534.5M
Reported value
200
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$60.6M11.3%1,031,784CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$56.5M10.6%112,325CommonNONE
02079K107GOOGALPHABET INC$33.6M6.28%106,973CommonNONE
464285204IAUISHARES GOLD TR$28.3M5.30%349,239CommonNONE
037833100AAPLAPPLE INC$25.1M4.69%92,146CommonNONE
11271J107BNBROOKFIELD CORP$20.1M3.76%437,620CommonNONE
025816109AXPAMERICAN EXPRESS CO$19.1M3.57%51,533CommonNONE
922020805VTIPVANGUARD MALVERN FDS$17.0M3.18%343,863CommonNONE
30303M102METAMETA PLATFORMS INC$13.7M2.57%20,815CommonNONE
023135106AMZNAMAZON COM INC$13.7M2.57%59,415CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12.0M2.25%37,387CommonNONE
594918104MSFTMICROSOFT CORP$9.2M1.72%19,020CommonNONE
02079K305GOOGLALPHABET INC$8.6M1.60%27,384CommonNONE
886364520GVLUTIDAL TRUST I$7.2M1.34%291,286CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$6.8M1.27%178,235CommonNONE
570535104MKLMARKEL GROUP INC$6.4M1.19%2,960CommonNONE
68389X105ORCLORACLE CORP$6.0M1.12%30,687CommonNONE
30231G102XOMEXXON MOBIL CORP$5.8M1.08%47,948CommonNONE
922908611VBRVANGUARD INDEX FDS$5.6M1.04%26,357CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.3M0.99%16,014CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$5.2M0.98%14,940CommonNONE
060505104BACBANK AMERICA CORP$4.4M0.82%79,530CommonNONE
94419L101WWAYFAIR INC$4.3M0.81%42,967CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4.0M0.75%753CommonNONE
922908744VTVVANGUARD INDEX FDS$3.8M0.71%19,745CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.6M0.67%12,608CommonNONE
78464A284HYMBSPDR SERIES TRUST$3.4M0.64%137,969CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.3M0.63%33,499CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M0.59%16,891CommonNONE
009066101ABNBAIRBNB INC$3.0M0.57%22,424CommonNONE
478160104JNJJOHNSON & JOHNSON$2.8M0.53%13,599CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.51%4,760CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.7M0.50%3,084CommonNONE
78409V104SPGIS&P GLOBAL INC$2.6M0.48%4,893CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.4M0.46%3,567CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.3M0.43%24,750CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M0.43%6,879CommonNONE
654106103NKENIKE INC$2.3M0.42%35,616CommonNONE
78463X541GNRSPDR INDEX SHS FDS$2.2M0.41%35,588CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.41%14,100CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.2M0.40%12,102CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.1M0.40%14,552CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M0.38%25,613CommonNONE
75513E101RTXRTX CORPORATION$1.9M0.36%10,600CommonNONE
46090E103QQQINVESCO QQQ TR$1.9M0.36%3,147CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.8M0.34%3,747CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$1.8M0.34%38,441CommonNONE
00287Y109ABBVABBVIE INC$1.8M0.34%7,843CommonNONE
075887109BDXBECTON DICKINSON & CO$1.8M0.33%9,019CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.6M0.30%39,501CommonNONE
922908363VOOVANGUARD INDEX FDS$1.6M0.30%2,573CommonNONE
09290D101BLKBLACKROCK INC$1.6M0.30%1,503CommonNONE
437076102HDHOME DEPOT INC$1.6M0.29%4,518CommonNONE
244199105DEDEERE & CO$1.5M0.29%3,325CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.29%5,782CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.28%10,431CommonNONE
78463V107GLDSPDR GOLD TR$1.5M0.28%3,744CommonNONE
235851102DHRDANAHER CORPORATION$1.5M0.28%6,427CommonNONE
48251W104KKRKKR & CO INC$1.4M0.27%11,238CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.4M0.27%4,946CommonNONE
254687106DISDISNEY WALT CO$1.4M0.26%12,370CommonNONE
75526L886FEGERBB FUND TRUST$1.4M0.26%30,431CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.26%27,530CommonNONE
97717W851DXJWISDOMTREE TR$1.4M0.26%9,586CommonNONE
464287457SHYISHARES TR$1.4M0.26%16,500CommonNONE
33829M101FIVEFIVE BELOW INC$1.3M0.25%7,077CommonNONE
921910733ESGVVANGUARD WORLD FD$1.3M0.25%10,827CommonNONE
256746108DLTRDOLLAR TREE INC$1.3M0.24%10,610CommonNONE
464287804IJRISHARES TR$1.3M0.24%10,729CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.24%23,799CommonNONE
922908512VOEVANGUARD INDEX FDS$1.3M0.23%7,068CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.23%7,701CommonNONE
92189F106GDXVANECK ETF TRUST$1.2M0.22%13,909CommonNONE
464287176TIPISHARES TR$1.1M0.21%10,447CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.21%5,943CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.21%2,330CommonNONE
771049103RBLXROBLOX CORP$1.1M0.21%13,586CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.19%13,848CommonNONE
922908629VOVANGUARD INDEX FDS$1.0M0.19%3,500CommonNONE
46436F103IAUMISHARES GOLD TR$1.0M0.19%23,400CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$994,0610.19%27,242CommonNONE
836144303XSORXSOURCE CAPITAL$960,3190.18%20,986CommonNONE
031162100AMGNAMGEN INC$957,7090.18%2,926CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$925,5870.17%1,053CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$902,7030.17%9,411CommonNONE
78464A854SPYMSPDR SERIES TRUST$901,0310.17%11,232CommonNONE
464287200IVVISHARES TR$895,2830.17%1,307CommonNONE
11135F101AVGOBROADCOM INC$875,9790.16%2,531CommonNONE
742718109PGPROCTER AND GAMBLE CO$873,1880.16%6,093CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$865,4830.16%16,520CommonNONE
166764100CVXCHEVRON CORP NEW$861,4470.16%5,652CommonNONE
191216100KOCOCA COLA CO$854,5100.16%12,223CommonNONE
855244109SBUXSTARBUCKS CORP$828,9620.16%9,844CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$818,6610.15%28,406CommonNONE
278642103EBAYEBAY INC.$810,9880.15%9,311CommonNONE
532457108LLYELI LILLY & CO$792,0430.15%737CommonNONE
464287101OEFISHARES TR$776,4840.15%2,264CommonNONE
09260D107BXBLACKSTONE INC$765,9220.14%4,969CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.14%1CommonNONE
464287465EFAISHARES TR$752,8750.14%7,840CommonNONE
92826C839VVISA INC$738,5950.14%2,106CommonNONE
878742204TECKTECK RESOURCES LTD$703,7440.13%14,695CommonNONE
44891N208IACIAC INC$675,1400.13%17,267CommonNONE
780259305SHELSHELL PLC$627,4720.12%8,539CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$612,4650.11%2,381CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$606,9660.11%14,218CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$597,4480.11%1,966CommonNONE
464287556IBBISHARES TR$588,3700.11%3,486CommonNONE
14040H105COFCAPITAL ONE FINL CORP$585,6580.11%2,416CommonNONE
92204A702VGTVANGUARD WORLD FD$565,2250.11%750CommonNONE
75526L878FEOERBB FUND TRUST$563,1520.11%11,645CommonNONE
921910725VSGXVANGUARD WORLD FD$538,2960.10%7,516CommonNONE
172967424CCITIGROUP INC$534,1730.10%4,578CommonNONE
149123101CATCATERPILLAR INC$531,0500.10%927CommonNONE
N82405106STLASTELLANTIS N.V$524,6800.10%48,180CommonNONE
06849F108BBARRICK MNG CORP$515,3270.10%11,833CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$513,7020.10%4,302CommonNONE
580135101MCDMCDONALDS CORP$494,6350.09%1,618CommonNONE
780087102RYROYAL BK CDA$488,9650.09%2,868CommonNONE
369604301GEGE AEROSPACE$487,6110.09%1,583CommonNONE
922908751VBVANGUARD INDEX FDS$468,6860.09%1,817CommonNONE
20030N101CMCSACOMCAST CORP NEW$467,8080.09%15,651CommonNONE
58933Y105MRKMERCK & CO INC$461,1730.09%4,381CommonNONE
92204A876VPUVANGUARD WORLD FD$447,7870.08%2,420CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$443,6580.08%2,860CommonNONE
500634209KFKOREA FD INC$437,1990.08%12,037CommonNONE
464287614IWFISHARES TR$422,1840.08%892CommonNONE
N07059210ASMLASML HOLDING N V$416,1760.08%389CommonNONE
526057104LENLENNAR CORP$403,4900.08%3,925CommonNONE
92204A504VHTVANGUARD WORLD FD$397,2330.07%1,380CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$396,9230.07%685CommonNONE
438516106HONHONEYWELL INTL INC$396,1640.07%2,031CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$394,7650.07%6,093CommonNONE
653656108NICENICE LTD$394,5100.07%3,490CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$390,9000.07%6,696CommonNONE
931142103WMTWALMART INC$389,2320.07%3,494CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$387,6480.07%2,701CommonNONE
90139K100QLTYGMO ETF TRUST$385,4460.07%10,022CommonNONE
23331A109DHID R HORTON INC$383,7640.07%2,664CommonNONE
929160109VMCVULCAN MATLS CO$383,0500.07%1,343CommonNONE
464288414MUBISHARES TR$373,8140.07%3,490CommonNONE
760759100RSGREPUBLIC SVCS INC$368,9700.07%1,741CommonNONE
026874784AIGAMERICAN INTL GROUP INC$367,8650.07%4,300CommonNONE
458140100INTCINTEL CORP$360,7740.07%9,777CommonNONE
539830109LMTLOCKHEED MARTIN CORP$352,1940.07%728CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$350,8160.07%730CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$340,0710.06%5,288CommonNONE
92204A306VDEVANGUARD WORLD FD$339,8580.06%2,699CommonNONE
921937827BSVVANGUARD BD INDEX FDS$339,1980.06%4,304CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$336,4010.06%5,385CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$333,6880.06%6,866CommonNONE
464287796IYEISHARES TR$331,5690.06%6,976CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$327,9460.06%1,571CommonNONE
464287234EEMISHARES TR$327,7680.06%5,991CommonNONE
064058100BKBANK NEW YORK MELLON CORP$320,6410.06%2,762CommonNONE
464287309IVWISHARES TR$305,8080.06%2,481CommonNONE
464287754IYJISHARES TR$303,8970.06%2,051CommonNONE
650111107NYTNEW YORK TIMES CO$302,8790.06%4,363CommonNONE
002824100ABTABBOTT LABS$296,0600.06%2,363CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$289,1550.05%819CommonNONE
143130102KMXCARMAX INC$287,0570.05%7,429CommonNONE
872540109TJXTJX COS INC NEW$280,3380.05%1,825CommonNONE
464288661IEIISHARES TR$277,2500.05%2,323CommonNONE
464288448IDVISHARES TR$276,8600.05%7,018CommonNONE
13321L108CCJCAMECO CORP$274,4700.05%3,000CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$264,9660.05%2,370CommonNONE
46429B663HDVISHARES TR$264,6230.05%2,176CommonNONE
65339F101NEENEXTERA ENERGY INC$261,2310.05%3,254CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$260,2510.05%970CommonNONE
464287226AGGISHARES TR$257,7900.05%2,581CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$252,8550.05%1,682CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$252,1820.05%5,561CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$251,1580.05%7,834CommonNONE
701094104PHPARKER-HANNIFIN CORP$247,7730.05%282CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$246,1910.05%3,929CommonNONE
16411R208LNGCHENIERE ENERGY INC$241,2380.05%1,241CommonNONE
713448108PEPPEPSICO INC$237,0950.04%1,652CommonNONE
81762P102NOWSERVICENOW INC$235,1470.04%1,535CommonNONE
98419M100XYLXYLEM INC$233,1400.04%1,712CommonNONE
464287507IJHISHARES TR$232,3200.04%3,520CommonNONE
464287168DVYISHARES TR$231,4700.04%1,640CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$229,5070.04%3,260CommonNONE
464289859AOAISHARES TR$228,7360.04%2,554CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$225,6430.04%2,810CommonNONE
17275R102CSCOCISCO SYS INC$223,3100.04%2,899CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$219,7930.04%2,146CommonNONE
92189F791GDXJVANECK ETF TRUST$219,5950.04%1,930CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$218,9740.04%7,258CommonNONE
464287184FXIISHARES TR$218,4830.04%5,706CommonNONE
209115104EDCONSOLIDATED EDISON INC$218,0370.04%2,195CommonNONE
882508104TXNTEXAS INSTRS INC$213,9130.04%1,233CommonNONE
907818108UNPUNION PAC CORP$212,5830.04%919CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$212,0630.04%2,325CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$209,6630.04%979CommonNONE
337738108FISVFISERV INC$208,9660.04%3,111CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$201,9760.04%1,716CommonNONE
G9471C206EVTLVERTICAL AEROSPACE LTD$88,2430.02%16,556CommonNONE
02319V103ABEVAMBEV SA$86,4500.02%35,000CommonNONE
02927U208ARECAMERICAN RES CORP$24,8000.00%10,000CommonNONE
528872302LXRXLEXICON PHARMACEUTICALS INC$13,8000.00%12,000CommonNONE

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.