Chemistry Wealth Management LLC 13F Holdings

CIK 0001910183 · NEW YORK, NY

As of Sep 30, 2025, Chemistry Wealth Management LLC reported 202 positions worth $518.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—1,001,505$58.9M11.37%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services112,146$56.4M10.88%
ALPHABET INCGOOGEquity107,728$26.2M5.06%
ISHARES GOLD TRUSTIAU—347,513$25.3M4.88%
APPLE INCAAPLTechnology97,736$24.9M4.80%
BROOKFIELD CORPBNFinancial Services288,727 9.8M3.82%
AMERICAN EXPRESS COAXPFinancial Services51,629 7.1M3.31%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—315,025 5.9M3.08%
META PLATFORMS INCMETACommunication Services21,415 5.7M3.03%
AMAZON.COM INCAMZNEquity59,329 3.0M2.51%
JPMORGAN CHASE & COJPMFinancial Services37,857 1.9M2.30%
MICROSOFT CORPMSFTTechnology19,275 0.0M1.93%
ORACLE CORPORCLTechnology33,545$9.4M1.82%
TIDAL TRUST IGVLU—280,592$7.2M1.38%
ALPHABET INCGOOGLEquity29,010$7.1M1.36%
T ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF—163,524$6.2M1.19%
MARKEL GROUP INCMKLFinancial Services2,943$5.6M1.09%
UNITEDHEALTH GROUP INCUNHHealthcare16,199$5.6M1.08%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—26,480$5.5M1.07%
EXXON MOBIL CORPXOMEnergy47,611$5.4M1.04%
ELEVANCE HEALTH INCELVHealthcare14,917$4.8M0.93%
BANK OF AMERICA CORPBACFinancial Services82,983$4.3M0.83%
BOOKING HOLDINGS INCBKNGIndustrials756$4.1M0.79%
WAYFAIR INCWConsumer Cyclical43,921$3.9M0.76%
VANGUARD VALUE INDEX FUNDVTV—19,768$3.7M0.71%