Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Chemistry Wealth Management LLC

Q1 2026 · 13F-HR

Chemistry Wealth Management LLCholdings as filed

Filed 2026-04-09 · accession 0001951757-26-000560

$568.5M
Reported value
204
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$62.1M10.9%1,061,040CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$53.7M9.44%111,998CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$47.1M8.29%892,017CommonNONE
02079K107GOOGALPHABET INC$30.5M5.37%106,494CommonNONE
464285204IAUISHARES GOLD TR$30.5M5.36%345,594CommonNONE
037833100AAPLAPPLE INC$23.2M4.09%91,533CommonNONE
922020805VTIPVANGUARD MALVERN FDS$18.3M3.22%366,902CommonNONE
11271J107BNBROOKFIELD CORP$17.9M3.14%441,767CommonNONE
025816109AXPAMERICAN EXPRESS CO$16.3M2.86%53,731CommonNONE
023135106AMZNAMAZON COM INC$13.1M2.31%63,060CommonNONE
30303M102METAMETA PLATFORMS INC$12.0M2.11%20,999CommonNONE
46625H100JPMJPMORGAN CHASE & CO$11.0M1.93%37,234CommonNONE
30231G102XOMEXXON MOBIL CORP$8.2M1.44%48,179CommonNONE
886364520GVLUTIDAL TRUST I$7.6M1.34%300,640CommonNONE
02079K305GOOGLALPHABET INC$7.3M1.29%25,490CommonNONE
594918104MSFTMICROSOFT CORP$7.2M1.27%19,443CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$6.6M1.15%184,199CommonNONE
570535104MKLMARKEL GROUP INC$5.7M1.01%3,004CommonNONE
922908611VBRVANGUARD INDEX FDS$5.7M1.01%26,327CommonNONE
78464A284HYMBSPDR SERIES TRUST$4.8M0.84%192,201CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.81%17,086CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$4.5M0.79%15,306CommonNONE
00039J764NYMAB ACTIVE ETFS INC$4.2M0.74%168,102CommonNONE
922908744VTVVANGUARD INDEX FDS$4.1M0.72%20,724CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.0M0.71%11,975CommonNONE
060505104BACBANK AMERICA CORP$3.7M0.66%76,455CommonNONE
009066101ABNBAIRBNB INC$3.6M0.63%28,388CommonNONE
478160104JNJJOHNSON & JOHNSON$3.3M0.58%13,426CommonNONE
94419L101WWAYFAIR INC$3.2M0.57%42,834CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3.2M0.56%754CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.1M0.55%33,509CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$3.1M0.54%3,079CommonNONE
674599105OXYOCCIDENTAL PETE CORP$3.0M0.53%46,728CommonNONE
67066G104NVDANVIDIA CORPORATION$3.0M0.52%17,104CommonNONE
78463X541GNRSPDR INDEX SHS FDS$2.7M0.48%36,417CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.42%3,681CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.42%4,747CommonNONE
654106103NKENIKE INC$2.3M0.40%43,466CommonNONE
922908769VTIVANGUARD INDEX FDS$2.3M0.40%7,118CommonNONE
75526L886FEGERBB FUND TRUST$2.2M0.39%46,631CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.1M0.38%14,556CommonNONE
75513E101RTXRTX CORPORATION$2.1M0.37%10,872CommonNONE
78409V104SPGIS&P GLOBAL INC$2.1M0.37%4,893CommonNONE
075887109BDXBECTON DICKINSON & CO$2.0M0.36%12,908CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M0.35%24,992CommonNONE
949746101WMT2WELLS FARGO & CO$1.9M0.34%24,336CommonNONE
244199105DEDEERE & CO$1.9M0.33%3,327CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$1.8M0.32%41,320CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.8M0.32%14,347CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M0.31%2,972CommonNONE
46090E103QQQINVESCO QQQ TR$1.8M0.31%3,068CommonNONE
46436F103IAUMISHARES GOLD TR$1.8M0.31%37,801CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.7M0.29%3,747CommonNONE
33829M101FIVEFIVE BELOW INC$1.6M0.29%7,161CommonNONE
78463V107GLDSPDR GOLD TR$1.6M0.28%3,744CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.27%8,092CommonNONE
97717W851DXJWISDOMTREE TR$1.5M0.26%9,477CommonNONE
437076102HDHOME DEPOT INC$1.5M0.26%4,518CommonNONE
00287Y109ABBVABBVIE INC$1.5M0.26%6,732CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.4M0.25%4,948CommonNONE
92826C839VVISA INC$1.4M0.25%4,664CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.4M0.24%10,431CommonNONE
464287457SHYISHARES TR$1.4M0.24%16,683CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$1.4M0.24%10,178CommonNONE
464287804IJRISHARES TR$1.3M0.23%10,729CommonNONE
922908512VOEVANGUARD INDEX FDS$1.3M0.23%7,068CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.3M0.23%23,799CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.22%1,307CommonNONE
92189F106GDXVANECK ETF TRUST$1.3M0.22%13,663CommonNONE
921910733ESGVVANGUARD WORLD FD$1.2M0.21%10,827CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.2M0.21%7,703CommonNONE
464287176TIPISHARES TR$1.2M0.21%10,861CommonNONE
166764100CVXCHEVRON CORPORATION$1.1M0.20%5,533CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.20%5,852CommonNONE
235851102DHRDANAHER CORP DEL$1.1M0.19%5,815CommonNONE
75526L878FEOERBB FUND TRUST$1.1M0.19%21,751CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.0M0.18%13,848CommonNONE
48251W104KKRKKR & CO INC$1.0M0.18%11,242CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1.0M0.18%27,746CommonNONE
922908736VUGVANGUARD INDEX FDS$1.0M0.18%2,330CommonNONE
254687106DISDISNEY WALT CO$992,5070.17%10,298CommonNONE
031162100AMGNAMGEN INC$980,2540.17%2,786CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$956,9240.17%9,969CommonNONE
191216100KOCOCA COLA CO$914,7290.16%12,028CommonNONE
922908629VOVANGUARD INDEX FDS$902,1130.16%3,141CommonNONE
464287200IVVISHARES TR$901,5110.16%1,380CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$887,4440.16%1,049CommonNONE
742718109PGPROCTER & GAMBLE CO$860,5740.15%5,958CommonNONE
78464A854SPYMSPDR SERIES TRUST$849,2880.15%11,096CommonNONE
278642103EBAYEBAY INC.$847,4870.15%9,311CommonNONE
855244109SBUXSTARBUCKS CORP$798,6450.14%8,914CommonNONE
780259305SHELSHELL PLC$795,7510.14%8,556CommonNONE
11135F101AVGOBROADCOM INC$792,6550.14%2,561CommonNONE
771049103RBLXROBLOX CORP$768,4240.14%13,586CommonNONE
20030N101CMCSACOMCAST CORP NEW$763,0260.13%26,577CommonNONE
464287465EFAISHARES TR$761,4990.13%7,840CommonNONE
836144303XSORXSOURCE CAPITAL$727,0390.13%15,696CommonNONE
653656108NICENICE LTD$724,1880.13%6,568CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$722,4460.13%16,253CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.13%1CommonNONE
464287101OEFISHARES TR$701,3440.12%2,205CommonNONE
256746108DLTRDOLLAR TREE INC$690,1320.12%6,302CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$683,5070.12%24,891CommonNONE
878742204TECKTECK RESOURCES LTD$674,7680.12%13,039CommonNONE
532457108LLYELI LILLY & CO$656,7210.12%714CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$648,8640.11%1,920CommonNONE
149123101CATCATERPILLAR INC$633,3630.11%894CommonNONE
44891N208IACIAC INC$607,2150.11%15,169CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$586,8870.10%12,789CommonNONE
464287556IBBISHARES TR$580,2190.10%3,436CommonNONE
09260D107BXBLACKSTONE INC$571,3850.10%4,969CommonNONE
92204A876VPUVANGUARD WORLD FD$543,3970.10%2,742CommonNONE
921910725VSGXVANGUARD WORLD FD$539,1230.09%7,516CommonNONE
500634209KFKOREA FD INC$526,3920.09%11,724CommonNONE
92204A702VGTVANGUARD WORLD FD$523,3270.09%750CommonNONE
58933Y105MRKMERCK & CO INC$519,9660.09%4,323CommonNONE
172967424CCITIGROUP INC$519,6310.09%4,582CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$518,8310.09%7,213CommonNONE
N07059210ASMLASML HLDG NV$513,8030.09%389CommonNONE
580135101MCDMCDONALDS CORP$509,8190.09%1,640CommonNONE
526057104LENLENNAR CORP$502,1960.09%5,783CommonNONE
68389X105ORCLORACLE CORP$498,0950.09%3,386CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$488,1360.09%3,337CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$474,7020.08%10,495CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$474,2220.08%2,334CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$468,8320.08%4,302CommonNONE
92204A306VDEVANGUARD WORLD FD$467,0350.08%2,699CommonNONE
06849F108BBARRICK MNG CORP$463,9050.08%11,373CommonNONE
369604301GEGE AEROSPACE$463,3960.08%1,633CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$462,6410.08%2,861CommonNONE
438516106HONHONEYWELL INTL INC$459,2270.08%2,032CommonNONE
464287796IYEISHARES TR$451,8360.08%6,976CommonNONE
14040H105COFCAPITAL ONE FINL CORP$441,6620.08%2,421CommonNONE
539830109LMTLOCKHEED MARTIN CORP$440,4770.08%729CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$436,7870.08%2,031CommonNONE
931142103WMTWALMART INC$434,2310.08%3,494CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$433,0550.08%2,006CommonNONE
458140100INTCINTEL CORP$415,5310.07%9,416CommonNONE
23331A109DHID R HORTON INC$412,6110.07%3,007CommonNONE
922908751VBVANGUARD INDEX FDS$410,9790.07%1,569CommonNONE
941848103WATWATERS CORP$408,5820.07%1,372CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$400,0180.07%2,701CommonNONE
780087102RYROYAL BK CDA$393,2870.07%2,431CommonNONE
98978V103ZTSZOETIS INC$385,2460.07%3,259CommonNONE
760759100RSGREPUBLIC SVCS INC$381,3140.07%1,741CommonNONE
464287614IWFISHARES TR$380,3490.07%892CommonNONE
92204A504VHTVANGUARD WORLD FD$375,8180.07%1,380CommonNONE
337738108FISVFISERV INC$371,9630.07%6,666CommonNONE
464288414MUBISHARES TR$370,4640.07%3,490CommonNONE
929160109VMCVULCAN MATLS CO$365,6990.06%1,343CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$365,3140.06%4,363CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$354,8160.06%7,054CommonNONE
90139K100QLTYGMO ETF TRUST$353,8040.06%9,779CommonNONE
16411R208LNGCHENIERE ENERGY INC$352,1460.06%1,241CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$341,9150.06%5,710CommonNONE
464287234EEMISHARES TR$340,2290.06%5,991CommonNONE
921937827BSVVANGUARD BD INDEX FDS$337,4770.06%4,304CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$332,6830.06%1,682CommonNONE
064058100BKBANK NEW YORK MELLON CORP$327,6560.06%2,762CommonNONE
13321L108CCJCAMECO CORP$325,8300.06%3,000CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$323,3070.06%698CommonNONE
464287309IVWISHARES TR$320,5540.06%2,834CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$319,0030.06%649CommonNONE
464287226AGGISHARES TR$314,0900.06%3,164CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$308,5890.05%4,601CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$304,8630.05%7,935CommonNONE
464287754IYJISHARES TR$302,6050.05%2,051CommonNONE
464288448IDVISHARES TR$298,6860.05%7,018CommonNONE
46429B663HDVISHARES TR$295,3270.05%2,176CommonNONE
65339F101NEENEXTERA ENERGY INC$290,5290.05%3,128CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$277,9520.05%5,562CommonNONE
464288661IEIISHARES TR$275,5080.05%2,323CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$270,9380.05%2,370CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$262,3760.05%4,071CommonNONE
494368103KMBKIMBERLY-CLARK CORP$261,5300.05%2,711CommonNONE
872540109TJXTJX COS INC NEW$259,3530.05%1,624CommonNONE
026874784AIGAMERICAN INTL GROUP INC$257,8820.05%3,427CommonNONE
143130102KMXCARMAX INC$256,8810.05%6,178CommonNONE
713448108PEPPEPSICO INC$256,5390.05%1,652CommonNONE
03783C100APPFAPPFOLIO INC$253,1430.04%1,604CommonNONE
701094104PHPARKER-HANNIFIN CORP$252,5610.04%282CommonNONE
209115104EDCONSOLIDATED EDISON INC$249,2930.04%2,203CommonNONE
464287168DVYISHARES TR$248,3120.04%1,640CommonNONE
36828A101GEVGE VERNOVA INC$247,9040.04%284CommonNONE
882508104TXNTEXAS INSTRS INC$239,3750.04%1,233CommonNONE
464287507IJHISHARES TR$237,7060.04%3,520CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$236,7650.04%6,257CommonNONE
002824100ABTABBOTT LABORATORIES$236,2440.04%2,301CommonNONE
92189F791GDXJVANECK ETF TRUST$231,6770.04%1,930CommonNONE
227046109CROXCROCS INC$231,4600.04%2,788CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$228,6530.04%819CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$227,4700.04%2,810CommonNONE
17275R102CSCOCISCO SYS INC$225,3210.04%2,904CommonNONE
907818108UNPUNION PAC CORP$222,9680.04%919CommonNONE
464289859AOAISHARES TR$222,9060.04%2,519CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$217,9810.04%3,260CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$214,6210.04%2,325CommonNONE
464287184FXIISHARES TR$204,8450.04%5,706CommonNONE
98419M100XYLXYLEM INC$204,5840.04%1,712CommonNONE
00724F101ADBEADOBE INC$201,7560.04%830CommonNONE
02319V103ABEVAMBEV SA$102,2000.02%35,000CommonNONE
G9471C206EVTLVERTICAL AEROSPACE LTD$36,5890.01%16,556CommonNONE
02927U208ARECAMERICAN RES CORP$24,2000.00%10,000CommonNONE
528872302LXRXLEXICON PHARMACEUTICALS INC$18,7200.00%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.