Holders — by stockHoldings — by fund
Chemistry Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001910183
$625.2M
disclosed book value
210
positions
10.3%
largest position share
Positions, as of 2026-06-30
top 100 of 210 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VGSHVANGUARD SCOTTSDALE FDS | 1.1M | $64.4M | 10.3% |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 113,140 | $56.6M | 9.1% |
| 3 | AKREPROFESIONALLY MANAGED PORTFO | 921,681 | $49.0M | 7.8% |
| 4 | GOOGALPHABET INC | 111,444 | $39.4M | 6.3% |
| 5 | AAPLAPPLE INC | 91,699 | $26.5M | 4.2% |
| 6 | IAUISHARES GOLD TR | 346,112 | $26.1M | 4.2% |
| 7 | VTIPVANGUARD MALVERN FDS | 422,416 | $21.2M | 3.4% |
| 8 | BNBROOKFIELD CORP | 445,436 | $19.0M | 3% |
| 9 | AXPAMERICAN EXPRESS CO | 50,684 | $17.1M | 2.7% |
| 10 | AMZNAMAZON COM INC | 64,459 | $15.4M | 2.5% |
| 11 | JPMJPMORGAN CHASE & CO | 36,914 | $12.1M | 1.9% |
| 12 | METAMETA PLATFORMS INC | 21,034 | $11.8M | 1.9% |
| 13 | GOOGLALPHABET INC | 25,064 | $9.0M | 1.4% |
| 14 | GVLUTIDAL TRUST I | 317,776 | $8.4M | 1.3% |
| 15 | TCAFT ROWE PRICE EXCHANGE-TRADED | 194,248 | $8.0M | 1.3% |
| 16 | MSFTMICROSOFT CORP | 19,353 | $7.2M | 1.2% |
| 17 | UNHUNITEDHEALTH GROUP INC | 17,135 | $7.1M | 1.1% |
| 18 | EXMOCEXXON MOBIL CORP | 47,745 | $6.5M | 1% |
| 19 | VBRVANGUARD INDEX FDS | 26,485 | $6.4M | 1% |
| 20 | MKLMARKEL GROUP INC | 3,174 | $6.2M | 1% |
| 21 | ELVELEVANCE HEALTH INC FORMERLY | 15,309 | $5.9M | 0.9% |
| 22 | HYMBSPDR SERIES TRUST | 192,201 | $4.9M | 0.8% |
| 23 | MUMICRON TECHNOLOGY INC | 4,172 | $4.8M | 0.8% |
| 24 | VTVVANGUARD INDEX FDS | 21,105 | $4.6M | 0.7% |
| 25 | NYMAB ACTIVE ETFS INC | 174,159 | $4.4M | 0.7% |
| 26 | ABNBAIRBNB INC | 29,453 | $4.2M | 0.7% |
| 27 | WWAYFAIR INC | 45,368 | $4.2M | 0.7% |
| 28 | BACBANK OF AMER CORP | 73,467 | $4.2M | 0.7% |
| 29 | JNJJOHNSON & JOHNSON | 14,185 | $3.6M | 0.6% |
| 30 | MOHMOLINA HEALTHCARE INC | 15,517 | $3.5M | 0.6% |
| 31 | FEGERBB FUND TRUST | 71,635 | $3.5M | 0.6% |
| 32 | NVDANVIDIA CORPORATION | 17,401 | $3.5M | 0.6% |
| 33 | BKNGBOOKING HOLDINGS INC | 18,839 | $3.4M | 0.5% |
| 34 | STATE STR SPDR S&P 500 ETF TPUT | 4,300 | $3.2M | 0.5% |
| 35 | BDXBECTON DICKINSON & CO | 20,843 | $3.2M | 0.5% |
| 36 | SCHWSCHWAB CHARLES CORP | 33,326 | $3.1M | 0.5% |
| 37 | COSTCOSTCO WHOLESALE CORPORATION | 3,087 | $2.9M | 0.5% |
| 38 | SPYSTATE STR SPDR S&P 500 ETF T | 3,572 | $2.7M | 0.4% |
| 39 | VTIVANGUARD INDEX FDS | 7,023 | $2.6M | 0.4% |
| 40 | QQQINVESCO QQQ TR | 3,428 | $2.5M | 0.4% |
| 41 | GNRSPDR INDEX SHS FDS | 36,901 | $2.5M | 0.4% |
| 42 | UHAL/BU HAUL HOLDING COMPANY | 42,597 | $2.5M | 0.4% |
| 43 | MAMASTERCARD INCORPORATED | 4,775 | $2.5M | 0.4% |
| 44 | TIPISHARES TR | 22,266 | $2.4M | 0.4% |
| 45 | VOOVANGUARD INDEX FDS | 3,381 | $2.3M | 0.4% |
| 46 | XLVSELECT SECTOR SPDR TR | 14,490 | $2.3M | 0.4% |
| 47 | OXYOCCIDENTAL PETE CORP | 46,908 | $2.3M | 0.4% |
| 48 | DEDEERE & CO | 3,327 | $2.1M | 0.3% |
| 49 | SPGIS&P GLOBAL INC | 5,176 | $2.1M | 0.3% |
| 50 | RTXRTX CORPORATION | 10,873 | $2.1M | 0.3% |
| 51 | CRMSALESFORCE INC | 13,155 | $2.1M | 0.3% |
| 52 | VCSHVANGUARD SCOTTSDALE FDS | 25,255 | $2.0M | 0.3% |
| 53 | XLKSELECT SECTOR SPDR TR | 10,275 | $2.0M | 0.3% |
| 54 | IAUMISHARES GOLD TRUST MICRO | 47,264 | $1.9M | 0.3% |
| 55 | ABBVABBVIE INC | 7,492 | $1.9M | 0.3% |
| 56 | VVISA INC | 5,272 | $1.8M | 0.3% |
| 57 | NKENIKE INC | 42,191 | $1.7M | 0.3% |
| 58 | AMPAMERIPRISE FINL INC | 3,721 | $1.7M | 0.3% |
| 59 | DXJWISDOMTREE TR | 9,477 | $1.6M | 0.3% |
| 60 | MGMMGM RESORTS INTERNATIONAL | 34,181 | $1.6M | 0.3% |
| 61 | IJRISHARES TR | 10,734 | $1.6M | 0.3% |
| 62 | WFCWELLS FARGO & CO | 18,388 | $1.5M | 0.2% |
| 63 | VUGVANGUARD INDEX FDS | 16,901 | $1.5M | 0.2% |
| 64 | ESGVVANGUARD WORLD FD | 10,827 | $1.4M | 0.2% |
| 65 | SHYISHARES TR | 17,395 | $1.4M | 0.2% |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 23,839 | $1.4M | 0.2% |
| 67 | ZTSZOETIS INC | 19,696 | $1.4M | 0.2% |
| 68 | BABAALIBABA GROUP HLDG LTD | 14,647 | $1.4M | 0.2% |
| 69 | GLDSPDR GOLD TR | 3,813 | $1.4M | 0.2% |
| 70 | NSCNORFOLK SOUTHN CORP | 4,409 | $1.4M | 0.2% |
| 71 | VOEVANGUARD INDEX FDS | 6,939 | $1.4M | 0.2% |
| 72 | MELIMERCADOLIBRE INC | 798 | $1.4M | 0.2% |
| 73 | FEOERBB FUND TRUST | 25,052 | $1.3M | 0.2% |
| 74 | GSGOLDMAN SACHS GROUP INC | 1,300 | $1.3M | 0.2% |
| 75 | FIVEFIVE BELOW INC | 7,051 | $1.3M | 0.2% |
| 76 | BLKBLACKROCK INC | 1,307 | $1.3M | 0.2% |
| 77 | RSPINVESCO EXCHANGE TRADED FD T | 5,858 | $1.2M | 0.2% |
| 78 | HDHOME DEPOT INC | 3,518 | $1.2M | 0.2% |
| 79 | VEUVANGUARD INTL EQUITY INDEX F | 13,848 | $1.2M | 0.2% |
| 80 | DHRDANAHER CORP DEL | 5,482 | $1.0M | 0.2% |
| 81 | EBAYEBAY INC. | 9,310 | $1.0M | 0.2% |
| 82 | INTCINTEL CORP | 7,439 | $1.0M | 0.2% |
| 83 | KKRKKR & CO INC | 11,246 | $1.0M | 0.2% |
| 84 | IVVISHARES TR | 1,378 | $1.0M | 0.2% |
| 85 | GDXVANECK ETF TRUST | 13,663 | $1.0M | 0.2% |
| 86 | CVXCHEVRON CORPORATION | 6,215 | $1.0M | 0.2% |
| 87 | AMGNAMGEN INC | 2,786 | $1.0M | 0.2% |
| 88 | PYPLPAYPAL HLDGS INC | 23,347 | $1.0M | 0.2% |
| 89 | ARCH CAP GROUP LTD | 10,187 | $988,750 | 0.2% |
| 90 | KOCOCA COLA CO | 11,965 | $972,396 | 0.2% |
| 91 | AVGOBROADCOM INC | 2,554 | $964,763 | 0.2% |
| 92 | ICEINTERCONTINENTAL EXCHANGE IN | 7,705 | $948,529 | 0.2% |
| 93 | CATCATERPILLAR INC | 888 | $945,631 | 0.2% |
| 94 | RBLXROBLOX CORP | 17,265 | $938,871 | 0.2% |
| 95 | SPYMSPDR SERIES TRUST | 10,607 | $932,143 | 0.1% |
| 96 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,920 | $916,934 | 0.1% |
| 97 | SBUXSTARBUCKS CORP | 8,919 | $911,417 | 0.1% |
| 98 | UBERUBER TECHNOLOGIES INC | 12,338 | $890,310 | 0.1% |
| 99 | VOVANGUARD INDEX FDS | 10,974 | $884,164 | 0.1% |
| 100 | PGPROCTER & GAMBLE CO | 5,923 | $868,549 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.