Chemistry Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Chemistry Wealth Management LLC held in its portfolio 199 assets valued at $534,523,552 (i.e. $534.52M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($60.60M), BERKSHIRE HATHAWAY INC DEL ($56.46M), and ALPHABET INC ($33.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 199 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Chemistry Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 1031784 | 60596673 | SHORT TERM TREAS |
| BERKSHIRE HATHAWAY INC DEL | 112325 | 56460161 | CL B NEW |
| ALPHABET INC | 106973 | 33568008 | CAP STK CL C |
| ISHARES GOLD TR | 349239 | 28347730 | ISHARES NEW |
| APPLE INC | 92146 | 25050703 | COM |
| BROOKFIELD CORP | 437620 | 20082382 | CL A LTD VT SH |
| AMERICAN EXPRESS CO | 51533 | 19064461 | COM |
| VANGUARD MALVERN FDS | 343863 | 17007469 | STRM INFPROIDX |
| META PLATFORMS INC | 20815 | 13739918 | CL A |
| AMAZON COM INC | 59415 | 13714170 | COM |
| JPMORGAN CHASE & CO. | 37387 | 12046921 | COM |
| MICROSOFT CORP | 19020 | 9198508 | COM |
| ALPHABET INC | 27384 | 8571067 | CAP STK CL A |
| TIDAL TRUST I | 291286 | 7179639 | GOTHAM 1000 VALU |
| T ROWE PRICE ETF INC | 178235 | 6812132 | CAP APPRECIATION |
| MARKEL GROUP INC | 2960 | 6362964 | COM |
| ORACLE CORP | 30687 | 5981299 | COM |
| EXXON MOBIL CORP | 47948 | 5770034 | COM |
| VANGUARD INDEX FDS | 26357 | 5582183 | SM CP VAL ETF |
| UNITEDHEALTH GROUP INC | 16014 | 5286358 | COM |
| ELEVANCE HEALTH INC FORMERLY | 14940 | 5237268 | COM |
| BANK AMERICA CORP | 79530 | 4374150 | COM |
| SPDR SERIES TRUST | 149201 | 4341967 | STATE STREET SPD |
| WAYFAIR INC | 42967 | 4314316 | CL A |
| BOOKING HOLDINGS INC | 753 | 4035120 | COM |
| VANGUARD INDEX FDS | 19745 | 3771002 | VALUE ETF |
| MICRON TECHNOLOGY INC | 12608 | 3598449 | COM |
| SCHWAB CHARLES CORP | 33499 | 3346891 | COM |
| NVIDIA CORPORATION | 16891 | 3150172 | COM |
| AIRBNB INC | 22424 | 3043385 | COM CL A |
| JOHNSON & JOHNSON | 13599 | 2814266 | COM |
| MASTERCARD INCORPORATED | 4760 | 2717257 | CL A |
| COSTCO WHSL CORP NEW | 3084 | 2659600 | COM |
| S&P GLOBAL INC | 4893 | 2557080 | COM |
| SPDR S&P 500 ETF TR | 3567 | 2432409 | TR UNIT |
| WELLS FARGO CO NEW | 24750 | 2306712 | COM |
| VANGUARD INDEX FDS | 6879 | 2306242 | TOTAL STK MKT |
| NIKE INC | 35616 | 2269072 | CL B |
| SPDR INDEX SHS FDS | 35588 | 2211438 | GLB NAT RESRCE |
| SELECT SECTOR SPDR TR | 14100 | 2182625 | STATE STREET HEA |
| PALANTIR TECHNOLOGIES INC | 12102 | 2151130 | CL A |
| ALIBABA GROUP HLDG LTD | 14552 | 2133032 | SPONSORED ADS |
| VANGUARD SCOTTSDALE FDS | 25613 | 2042094 | SHRT TRM CORP BD |
| RTX CORPORATION | 10600 | 1943971 | COM |
| INVESCO QQQ TR | 3147 | 1933470 | UNIT SER 1 |
| AMERIPRISE FINL INC | 3747 | 1837304 | COM |
| U HAUL HOLDING COMPANY | 38441 | 1796739 | COM SER N |
| ABBVIE INC | 7843 | 1792047 | COM |
| BECTON DICKINSON & CO | 9019 | 1750362 | COM |
| OCCIDENTAL PETE CORP | 39501 | 1624286 | COM |
| VANGUARD INDEX FDS | 2573 | 1613609 | S&P 500 ETF SHS |
| BLACKROCK INC | 1503 | 1608721 | COM |
| HOME DEPOT INC | 4518 | 1554644 | COM |
| DEERE & CO | 3325 | 1547975 | COM |
| SALESFORCE INC | 5782 | 1531711 | COM |
| SELECT SECTOR SPDR TR | 10431 | 1501776 | STATE STREET TEC |
| SPDR GOLD TR | 3744 | 1483785 | GOLD SHS |
| DANAHER CORPORATION | 6427 | 1471298 | COM |
| KKR & CO INC | 11238 | 1432591 | COM |
| NORFOLK SOUTHN CORP | 4946 | 1428073 | COM |
| DISNEY WALT CO | 12370 | 1407279 | COM |
| RBB FUND TRUST | 30431 | 1400648 | FIRST EAGLE GBL |
| VANGUARD MUN BD FDS | 27530 | 1384502 | TAX EXEMPT BD |
| WISDOMTREE TR | 9586 | 1381918 | JAPN HEDGE EQT |
| ISHARES TR | 16500 | 1366530 | 1 3 YR TREAS BD |
| FIVE BELOW INC | 7077 | 1333024 | COM |
| VANGUARD WORLD FD | 10827 | 1309634 | ESG US STK ETF |
| DOLLAR TREE INC | 10610 | 1305136 | COM |
| ISHARES TR | 10729 | 1289411 | CORE S&P SCP ETF |
| VANGUARD INTL EQUITY INDEX F | 23799 | 1279434 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 7068 | 1253651 | MCAP VL IDXVIP |
| INTERCONTINENTAL EXCHANGE IN | 7701 | 1247294 | COM |
| VANECK ETF TRUST | 13909 | 1192975 | GOLD MINERS ETF |
| ISHARES TR | 10447 | 1148276 | TIPS BD ETF |
| INVESCO EXCHANGE TRADED FD T | 5943 | 1138441 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 2330 | 1136635 | GROWTH ETF |
| ROBLOX CORP | 13586 | 1100874 | CL A |
| VANGUARD INTL EQUITY INDEX F | 13848 | 1018659 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 3500 | 1015660 | MID CAP ETF |
| ISHARES GOLD TR | 23400 | 1005966 | SHARES REPRESENT |
| MGM RESORTS INTERNATIONAL | 27242 | 994061 | COM |
| SOURCE CAPITAL | 20986 | 960319 | COM SHS OF BEN I |
| AMGEN INC | 2926 | 957709 | COM |
| GOLDMAN SACHS GROUP INC | 1053 | 925587 | COM |
| ARCH CAP GROUP LTD | 9411 | 902703 | ORD |
| ISHARES TR | 1307 | 895283 | CORE S&P500 ETF |
| BROADCOM INC | 2531 | 875979 | COM |
| PROCTER AND GAMBLE CO | 6093 | 873188 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 16520 | 865483 | CL A LMT VTG SHS |
| CHEVRON CORP NEW | 5652 | 861447 | COM |
| COCA COLA CO | 12223 | 854510 | COM |
| STARBUCKS CORP | 9844 | 828962 | COM |
| WARNER BROS DISCOVERY INC | 28406 | 818661 | COM SER A |
| EBAY INC. | 9311 | 810988 | COM |
| ELI LILLY & CO | 737 | 792043 | COM |
| ISHARES TR | 2264 | 776484 | S&P 100 ETF |
| BLACKSTONE INC | 4969 | 765922 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ISHARES TR | 7840 | 752875 | MSCI EAFE ETF |
| VISA INC | 2106 | 738595 | COM CL A |
| TECK RESOURCES LTD | 14695 | 703744 | CL B |
| IAC INC | 17267 | 675140 | COM NEW |
| SHELL PLC | 8539 | 627472 | SPON ADS |
| AUTOMATIC DATA PROCESSING IN | 2381 | 612465 | COM |
| SELECT SECTOR SPDR TR | 14218 | 606966 | STATE STREET UTI |
| TAIWAN SEMICONDUCTOR MFG LTD | 1966 | 597448 | SPONSORED ADS |
| ISHARES TR | 3486 | 588370 | ISHARES BIOTECH |
| CAPITAL ONE FINL CORP | 2416 | 585658 | COM |
| VANGUARD WORLD FD | 750 | 565225 | INF TECH ETF |
| RBB FUND TRUST | 11645 | 563152 | FIRST EAGLE OVER |
| VANGUARD WORLD FD | 7516 | 538296 | ESG INTL STK ETF |
| CITIGROUP INC | 4578 | 534173 | COM NEW |
| CATERPILLAR INC | 927 | 531050 | COM |
| STELLANTIS N.V | 48180 | 524680 | SHS |
| BARRICK MNG CORP | 11833 | 515327 | COM SHS |
| SELECT SECTOR SPDR TR | 4302 | 513702 | STATE STREET CON |
| MCDONALDS CORP | 1618 | 494635 | COM |
| ROYAL BK CDA | 2868 | 488965 | COM |
| GE AEROSPACE | 1583 | 487611 | COM NEW |
| VANGUARD INDEX FDS | 1817 | 468686 | SMALL CP ETF |
| COMCAST CORP NEW | 15651 | 467808 | CL A |
| MERCK & CO INC | 4381 | 461173 | COM |
| VANGUARD WORLD FD | 2420 | 447787 | UTILITIES ETF |
| SELECT SECTOR SPDR TR | 2860 | 443658 | STATE STREET IND |
| KOREA FD INC | 12037 | 437199 | COM NEW |
| ISHARES TR | 892 | 422184 | RUS 1000 GRW ETF |
| ASML HOLDING N V | 389 | 416176 | N Y REGISTRY SHS |
| LENNAR CORP | 3925 | 403490 | CL A |
| VANGUARD WORLD FD | 1380 | 397233 | HEALTH CAR ETF |
| THERMO FISHER SCIENTIFIC INC | 685 | 396923 | COM |
| HONEYWELL INTL INC | 2031 | 396164 | COM |
| BRIGHTHOUSE FINL INC | 6093 | 394765 | COM |
| NICE LTD | 3490 | 394510 | SPONSORED ADR |
| PAYPAL HLDGS INC | 6696 | 390900 | COM |
| WALMART INC | 3494 | 389232 | COM |
| VANGUARD WHITEHALL FDS | 2701 | 387648 | HIGH DIV YLD |
| GMO ETF TRUST | 10022 | 385446 | GMO US QUALITY E |
| D R HORTON INC | 2664 | 383764 | COM |
| VULCAN MATLS CO | 1343 | 383050 | COM |
| ISHARES TR | 3490 | 373814 | NATIONAL MUN ETF |
| REPUBLIC SVCS INC | 1741 | 368970 | COM |
| AMERICAN INTL GROUP INC | 4300 | 367865 | COM NEW |
| INTEL CORP | 9777 | 360774 | COM |
| LOCKHEED MARTIN CORP | 728 | 352194 | COM |
| SPDR DOW JONES INDL AVERAGE | 730 | 350816 | UT SER 1 |
| INTERACTIVE BROKERS GROUP IN | 5288 | 340071 | COM CL A |
| VANGUARD WORLD FD | 2699 | 339858 | ENERGY ETF |
| VANGUARD BD INDEX FDS | 4304 | 339198 | SHORT TRM BOND |
| VANGUARD TAX-MANAGED FDS | 5385 | 336401 | VAN FTSE DEV MKT |
| LIBERTY BROADBAND CORP | 6866 | 333688 | COM SER C |
| ISHARES TR | 6976 | 331569 | U.S. ENERGY ETF |
| CHARTER COMMUNICATIONS INC N | 1571 | 327946 | CL A |
| ISHARES TR | 5991 | 327768 | MSCI EMG MKT ETF |
| BANK NEW YORK MELLON CORP | 2762 | 320641 | COM |
| ISHARES TR | 2481 | 305808 | S&P 500 GRWT ETF |
| ISHARES TR | 2051 | 303897 | US INDUSTRIALS |
| NEW YORK TIMES CO | 4363 | 302879 | CL A |
| ABBOTT LABS | 2363 | 296060 | COM |
| CONSTELLATION ENERGY CORP | 819 | 289155 | COM |
| CARMAX INC | 7429 | 287057 | COM |
| TJX COS INC NEW | 1825 | 280338 | COM |
| ISHARES TR | 2323 | 277250 | 3 7 YR TREAS BD |
| ISHARES TR | 7018 | 276860 | INTL SEL DIV ETF |
| CAMECO CORP | 3000 | 274470 | COM |
| VANGUARD ADMIRAL FDS INC | 2370 | 264966 | MIDCP 400 IDX |
| ISHARES TR | 2176 | 264623 | CORE HIGH DV ETF |
| NEXTERA ENERGY INC | 3254 | 261231 | COM |
| ACCENTURE PLC IRELAND | 970 | 260251 | SHS CLASS A |
| ISHARES TR | 2581 | 257790 | CORE US AGGBD ET |
| DIAMONDBACK ENERGY INC | 1682 | 252855 | COM |
| SELECT SECTOR SPDR TR | 5561 | 252182 | STATE STREET MAT |
| ENTERPRISE PRODS PARTNERS L | 7834 | 251158 | COM |
| PARKER-HANNIFIN CORP | 282 | 247773 | COM |
| GREEN BRICK PARTNERS INC | 3929 | 246191 | COM |
| CHENIERE ENERGY INC | 1241 | 241238 | COM NEW |
| PEPSICO INC | 1652 | 237095 | COM |
| SERVICENOW INC | 1535 | 235147 | COM |
| XYLEM INC | 1712 | 233140 | COM |
| ISHARES TR | 3520 | 232320 | CORE S&P MCP ETF |
| ISHARES TR | 1640 | 231470 | SELECT DIVID ETF |
| INVESCO EXCHANGE TRADED FD T | 3260 | 229507 | WATER RES ETF |
| ISHARES TR | 2554 | 228736 | CORE 80/20 AGGRE |
| PUBLIC SVC ENTERPRISE GRP IN | 2810 | 225643 | COM |
| CISCO SYS INC | 2899 | 223310 | COM |
| INVESCO EXCHANGE TRADED FD T | 2146 | 219793 | S&P MDCP QUALITY |
| VANECK ETF TRUST | 1930 | 219595 | JUNIOR GOLD MINE |
| COREBRIDGE FINL INC | 7258 | 218974 | COM |
| ISHARES TR | 5706 | 218483 | CHINA LG-CAP ETF |
| CONSOLIDATED EDISON INC | 2195 | 218037 | COM |
| TEXAS INSTRS INC | 1233 | 213913 | COM |
| UNION PAC CORP | 919 | 212583 | COM |
| OREILLY AUTOMOTIVE INC | 2325 | 212063 | COM |
| ADVANCED MICRO DEVICES INC | 979 | 209663 | COM |
| FISERV INC | 3111 | 208966 | COM |
| SELECT SECTOR SPDR TR | 1716 | 201976 | STATE STREET COM |
| VERTICAL AEROSPACE LTD | 16556 | 88243 | SHS NEW |
| AMBEV SA | 35000 | 86450 | SPONSORED ADR |
| AMERICAN RES CORP | 10000 | 24800 | CL A |
| LEXICON PHARMACEUTICALS INC | 12000 | 13800 | COM NEW |
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