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Chemistry Wealth Management LLC

Q2 2026 · 13F-HR

Chemistry Wealth Management LLCholdings as filed

Filed 2026-07-09 · accession 0001951757-26-000934

$625.2M
Reported value
210
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$64.4M10.3%1,107,162CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$56.6M9.06%113,140CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$49.0M7.84%921,681CommonNONE
02079K107GOOGALPHABET INC$39.4M6.30%111,444CommonNONE
037833100AAPLAPPLE INC$26.5M4.24%91,699CommonNONE
464285204IAUISHARES GOLD TR$26.1M4.18%346,112CommonNONE
922020805VTIPVANGUARD MALVERN FDS$21.2M3.39%422,416CommonNONE
11271J107BNBROOKFIELD CORP$19.0M3.03%445,436CommonNONE
025816109AXPAMERICAN EXPRESS CO$17.1M2.74%50,684CommonNONE
023135106AMZNAMAZON COM INC$15.4M2.46%64,459CommonNONE
46625H100JPMJPMORGAN CHASE & CO$12.1M1.93%36,914CommonNONE
30303M102METAMETA PLATFORMS INC$11.8M1.90%21,034CommonNONE
02079K305GOOGLALPHABET INC$9.0M1.43%25,064CommonNONE
886364520GVLUTIDAL TRUST I$8.4M1.34%317,776CommonNONE
87283Q867TCAFT ROWE PRICE EXCHANGE-TRADED$8.0M1.28%194,248CommonNONE
594918104MSFTMICROSOFT CORP$7.2M1.15%19,353CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$7.1M1.14%17,135CommonNONE
30231G102XOMEXXON MOBIL CORP$6.5M1.04%47,745CommonNONE
922908611VBRVANGUARD INDEX FDS$6.4M1.03%26,485CommonNONE
570535104MKLMARKEL GROUP INC$6.2M0.99%3,174CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$5.9M0.95%15,309CommonNONE
78464A284HYMBSPDR SERIES TRUST$4.9M0.78%192,201CommonNONE
595112103MUMICRON TECHNOLOGY INC$4.8M0.77%4,172CommonNONE
922908744VTVVANGUARD INDEX FDS$4.6M0.74%21,105CommonNONE
00039J764NYMAB ACTIVE ETFS INC$4.4M0.70%174,159CommonNONE
009066101ABNBAIRBNB INC$4.2M0.67%29,453CommonNONE
94419L101WWAYFAIR INC$4.2M0.67%45,368CommonNONE
060505104BACBANK OF AMER CORP$4.2M0.67%73,467CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M0.58%14,185CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$3.5M0.57%15,517CommonNONE
75526L886FEGERBB FUND TRUST$3.5M0.56%71,635CommonNONE
67066G104NVDANVIDIA CORPORATION$3.5M0.56%17,401CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3.4M0.54%18,839CommonNONE
78462F953SPYSTATE STR SPDR S&P 500 ETF T$3.2M0.51%4,300PUTNONE
075887109BDXBECTON DICKINSON & CO$3.2M0.50%20,843CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3.1M0.49%33,326CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.9M0.46%3,087CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.7M0.43%3,572CommonNONE
922908769VTIVANGUARD INDEX FDS$2.6M0.42%7,023CommonNONE
46090E103QQQINVESCO QQQ TR$2.5M0.40%3,428CommonNONE
78463X541GNRSPDR INDEX SHS FDS$2.5M0.40%36,901CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$2.5M0.39%42,597CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.5M0.39%4,775CommonNONE
464287176TIPISHARES TR$2.4M0.39%22,266CommonNONE
922908363VOOVANGUARD INDEX FDS$2.3M0.37%3,381CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.3M0.37%14,490CommonNONE
674599105OXYOCCIDENTAL PETE CORP$2.3M0.36%46,908CommonNONE
244199105DEDEERE & CO$2.1M0.34%3,327CommonNONE
78409V104SPGIS&P GLOBAL INC$2.1M0.34%5,176CommonNONE
75513E101RTXRTX CORPORATION$2.1M0.33%10,873CommonNONE
79466L302CRMSALESFORCE INC$2.1M0.33%13,155CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.0M0.32%25,255CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.0M0.31%10,275CommonNONE
46436F103IAUMISHARES GOLD TRUST MICRO$1.9M0.30%47,264CommonNONE
00287Y109ABBVABBVIE INC$1.9M0.30%7,492CommonNONE
92826C839VVISA INC$1.8M0.29%5,272CommonNONE
654106103NKENIKE INC$1.7M0.28%42,191CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.7M0.27%3,721CommonNONE
97717W851DXJWISDOMTREE TR$1.6M0.26%9,477CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1.6M0.26%34,181CommonNONE
464287804IJRISHARES TR$1.6M0.25%10,734CommonNONE
949746101WMT2WELLS FARGO & CO$1.5M0.24%18,388CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.23%16,901CommonNONE
921910733ESGVVANGUARD WORLD FD$1.4M0.23%10,827CommonNONE
464287457SHYISHARES TR$1.4M0.23%17,395CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.23%23,839CommonNONE
98978V103ZTSZOETIS INC$1.4M0.23%19,696CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$1.4M0.22%14,647CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.22%3,813CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.4M0.22%4,409CommonNONE
922908512VOEVANGUARD INDEX FDS$1.4M0.22%6,939CommonNONE
58733R102MELIMERCADOLIBRE INC$1.4M0.22%798CommonNONE
75526L878FEOERBB FUND TRUST$1.3M0.21%25,052CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.21%1,300CommonNONE
33829M101FIVEFIVE BELOW INC$1.3M0.20%7,051CommonNONE
09290D101BLKBLACKROCK INC$1.3M0.20%1,307CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.2M0.20%5,858CommonNONE
437076102HDHOME DEPOT INC$1.2M0.20%3,518CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.2M0.19%13,848CommonNONE
235851102DHRDANAHER CORP DEL$1.0M0.17%5,482CommonNONE
278642103EBAYEBAY INC.$1.0M0.17%9,310CommonNONE
458140100INTCINTEL CORP$1.0M0.17%7,439CommonNONE
48251W104KKRKKR & CO INC$1.0M0.17%11,246CommonNONE
464287200IVVISHARES TR$1.0M0.17%1,378CommonNONE
92189F106GDXVANECK ETF TRUST$1.0M0.16%13,663CommonNONE
166764100CVXCHEVRON CORPORATION$1.0M0.16%6,215CommonNONE
031162100AMGNAMGEN INC$1.0M0.16%2,786CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.0M0.16%23,347CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$988,7500.16%10,187CommonNONE
191216100KOCOCA COLA CO$972,3960.16%11,965CommonNONE
11135F101AVGOBROADCOM INC$964,7630.15%2,554CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$948,5290.15%7,705CommonNONE
149123101CATCATERPILLAR INC$945,6310.15%888CommonNONE
771049103RBLXROBLOX CORP$938,8710.15%17,265CommonNONE
78464A854SPYMSPDR SERIES TRUST$932,1430.15%10,607CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$916,9340.15%1,920CommonNONE
855244109SBUXSTARBUCKS CORP$911,4170.15%8,919CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$890,3100.14%12,338CommonNONE
922908629VOVANGUARD INDEX FDS$884,1640.14%10,974CommonNONE
742718109PGPROCTER & GAMBLE CO$868,5490.14%5,923CommonNONE
532457108LLYELI LILLY & CO$856,4010.14%714CommonNONE
14040H105COFCAPITAL ONE FINL CORP$821,8810.13%4,097CommonNONE
464287465EFAISHARES TR$804,3430.13%7,743CommonNONE
N07059210ASMLASML HLDG NV$783,8390.13%394CommonNONE
878742204TECKTECK RESOURCES LTD$775,2990.12%13,039CommonNONE
464287101OEFISHARES TR$752,9600.12%2,058CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$748,8500.12%1CommonNONE
653656108NICENICE LTD$717,7150.11%7,900CommonNONE
92204A702VGTVANGUARD WORLD FD$717,3440.11%6,002CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$708,1370.11%15,789CommonNONE
44891N208IACPEOPLE INC$704,4020.11%15,260CommonNONE
20030N101CMCSACOMCAST CORP NEW$699,1820.11%28,480CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$663,5940.11%24,891CommonNONE
464287556IBBISHARES TR$653,5530.10%3,436CommonNONE
836144303XSORXSOURCE CAPITAL$652,3600.10%14,191CommonNONE
526057104LENLENNAR CORP$644,9760.10%7,128CommonNONE
254687106DISDISNEY WALT CO$643,7060.10%6,688CommonNONE
172967424CCITIGROUP INC$640,9620.10%4,580CommonNONE
617446448MSMORGAN STANLEY$638,6170.10%3,055CommonNONE
921910725VSGXVANGUARD WORLD FD$618,8670.10%7,516CommonNONE
369604301GEGE AEROSPACE$610,3320.10%1,633CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$607,6320.10%1,046CommonNONE
780259305SHELSHELL PLC$586,8610.09%7,568CommonNONE
09260D107BXBLACKSTONE INC$584,7020.09%4,969CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$579,8530.09%12,789CommonNONE
92204A876VPUVANGUARD WORLD FD$547,4650.09%2,797CommonNONE
922908751VBVANGUARD INDEX FDS$531,9740.09%1,755CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$525,6840.08%2,838CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$522,6990.08%2,334CommonNONE
23331A109DHID R HORTON INC$504,5770.08%3,098CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$504,5390.08%4,302CommonNONE
90139K100QLTYGMO ETF TRUST$500,1890.08%12,018CommonNONE
58933Y105MRKMERCK & CO INC$493,8260.08%3,843CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$489,5670.08%2,069CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$480,9600.08%6,009CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$473,9320.08%2,999CommonNONE
464287614IWFISHARES TR$458,1870.07%3,690CommonNONE
941848103WATWATERS CORP$446,6730.07%1,191CommonNONE
780087102RYROYAL BK CDA$444,1580.07%2,146CommonNONE
580135101MCDMCDONALDS CORP$443,6900.07%1,641CommonNONE
500634209KFKOREA FD INC$425,2370.07%5,654CommonNONE
06849F108BBARRICK MNG CORP$414,0570.07%11,273CommonNONE
337738108FISVFISERV INC$406,8210.07%8,294CommonNONE
92204A306VDEVANGUARD WORLD FD$405,2010.06%2,699CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$400,4710.06%4,601CommonNONE
931142103WMTWALMART INC$400,3200.06%3,535CommonNONE
064058100BKBANK OF NY MELLON CORP$399,4130.06%2,762CommonNONE
929160109VMCVULCAN MATLS CO$396,1980.06%1,343CommonNONE
464287796IYEISHARES TR$394,7720.06%6,976CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$389,3280.06%3,337CommonNONE
92204A504VHTVANGUARD WORLD FD$377,0580.06%1,261CommonNONE
464288414MUBISHARES TR$375,5940.06%3,490CommonNONE
539830109LMTLOCKHEED MARTIN CORP$372,1920.06%731CommonNONE
760759100RSGREPUBLIC SVCS INC$370,9720.06%1,741CommonNONE
00724F101ADBEADOBE INC$369,6510.06%1,803CommonNONE
882508104TXNTEXAS INSTRS INC$367,5200.06%1,233CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$361,4430.06%5,710CommonNONE
550021109LULULULULEMON ATHLETICA INC$360,9230.06%3,161CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$354,1800.06%678CommonNONE
68389X105ORCLORACLE CORP$348,9580.06%2,381CommonNONE
13321L108CCJCAMECO CORP$346,5280.06%3,402CommonNONE
464287309IVWISHARES TR$343,9630.06%2,501CommonNONE
17275R102CSCOCISCO SYS INC$341,1040.05%2,904CommonNONE
227046109CROXCROCS INC$336,3440.05%2,788CommonNONE
921937827BSVVANGUARD BD INDEX FDS$335,3250.05%4,304CommonNONE
36828A101GEVGE VERNOVA INC$333,6600.05%284CommonNONE
464287234EEMISHARES TR$328,3000.05%4,799CommonNONE
464287754IYJISHARES TR$325,9670.05%1,956CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$309,0480.05%2,370CommonNONE
650111107NYTNEW YORK TIMES CO MTN BE$305,3230.05%4,363CommonNONE
03783C100APPFAPPFOLIO INC$301,2980.05%1,879CommonNONE
46429B663HDVISHARES TR$298,2210.05%10,880CommonNONE
494368103KMBKIMBERLY-CLARK CORP$297,5860.05%2,711CommonNONE
16411R208LNGCHENIERE ENERGY INC$296,6110.05%1,241CommonNONE
038222105AMATAPPLIED MATLS INC$294,2610.05%407CommonNONE
225310101CACCCREDIT ACCEP CORP MICH$294,1740.05%462CommonNONE
464288448IDVISHARES TR$290,7560.05%7,018CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$282,2660.05%563CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$280,8650.04%1,975CommonNONE
40412C101HCAHCA HEALTHCARE INC$278,2270.04%714CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$272,8960.04%5,369CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$272,1070.04%1,548CommonNONE
464287507IJHISHARES TR$271,4270.04%3,520CommonNONE
91167Q100BNOUNITED STS BRENT OIL FD LP$256,5500.04%6,305CommonNONE
464287168DVYISHARES TR$256,3320.04%1,640CommonNONE
464288661IEIISHARES TR$256,2760.04%2,182CommonNONE
65339F101NEENEXTERA ENERGY INC$255,7620.04%2,914CommonNONE
464289859AOAISHARES TR$251,7100.04%2,579CommonNONE
907818108UNPUNION PAC CORP$249,9680.04%919CommonNONE
872540109TJXTJX COS INC NEW$246,0360.04%1,624CommonNONE
209115104EDCONSOLIDATED EDISON INC$244,5430.04%2,210CommonNONE
032654105ADIANALOG DEVICES INC$239,4940.04%603CommonNONE
243537107DECKDECKERS OUTDOOR CORP$233,0340.04%2,347CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$230,0070.04%6,257CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$228,0600.04%2,810CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$225,2700.04%3,261CommonNONE
713448108PEPPEPSICO INC$223,6810.04%1,652CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$222,6190.04%554CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$221,8280.04%5,075CommonNONE
464287721IYWISHARES TR$220,7010.04%875CommonNONE
701094104PHPARKER-HANNIFIN CORP$219,4640.04%224CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$214,1090.03%2,325CommonNONE
92189F791GDXJVANECK ETF TRUST$212,4160.03%2,162CommonNONE
002824100ABTABBOTT LABORATORIES$208,7930.03%2,301CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$203,4570.03%819CommonNONE
98419M100XYLXYLEM INC$202,3760.03%1,712CommonNONE
291011104EMREMERSON ELEC CO$201,5550.03%1,408CommonNONE
02319V103ABEVAMBEV SA$109,9000.02%35,000CommonNONE
G9471C206EVTLVERTICAL AEROSPACE LTD$28,8070.00%16,556CommonNONE
02927U208ARECAMERICAN RES CORP$21,5000.00%10,000CommonNONE

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.