Chemistry Wealth Management LLC

CIK: 0001910183SEC EDGAR →

Portfolio Value

$534.5B

Holdings

200

As of

Q4 2025

New Positions

200

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VGSH VANGUARD SCOTTSDALE FDS	1,031,784	$60.6B	11.34%
2	BRK/B BERKSHIRE HATHAWAY INC DEL	112,325	$56.5B	10.56%
3	GOOG ALPHABET INC	106,973	$33.6B	6.28%
4	IAU* ISHARES GOLD TR	349,239	$28.3B	5.30%
5	AAPL APPLE INC	92,146	$25.1B	4.69%
6	BN BROOKFIELD CORP	437,620	$20.1B	3.76%
7	AXP AMERICAN EXPRESS CO	51,533	$19.1B	3.57%
8	VTIP VANGUARD MALVERN FDS	343,863	$17.0B	3.18%
9	META META PLATFORMS INC	20,815	$13.7B	2.57%
10	AMZN AMAZON COM INC	59,415	$13.7B	2.57%

Quarterly Changes

Top Buys

VGSHNEW

$60.6B

BRK/BNEW

$56.5B

GOOGNEW

$33.6B

IAU*NEW

$28.3B

AAPLNEW

$25.1B

Top Sells

No sells this quarter

New Positions (200)

$60.6B · 1.0M shares

$56.5B · 112K shares

$33.6B · 107K shares

$28.3B · 349K shares

$25.1B · 92K shares

$20.1B · 438K shares

$19.1B · 52K shares

$17.0B · 344K shares

$13.7B · 21K shares

$13.7B · 59K shares

$12.0B · 37K shares

$9.2B · 19K shares

$8.6B · 27K shares

$7.2B · 291K shares

$6.8B · 178K shares

$6.4B · 3K shares

$6.0B · 31K shares

$5.8B · 48K shares

$5.6B · 26K shares

$5.3B · 16K shares

$5.2B · 15K shares

$4.4B · 80K shares

$4.3B · 43K shares

BKNG

$4.0B · 753 shares

VTV

$3.8B · 20K shares

$3.6B · 13K shares

$3.4B · 138K shares

$3.3B · 33K shares

$3.1B · 17K shares

$3.0B · 22K shares

$2.8B · 14K shares

$2.7B · 5K shares

$2.7B · 3K shares

$2.6B · 5K shares

$2.4B · 4K shares

$2.3B · 7K shares

$2.3B · 25K shares

$2.3B · 36K shares

$2.2B · 36K shares

$2.2B · 14K shares

$2.2B · 12K shares

$2.1B · 15K shares

$2.0B · 26K shares

$1.9B · 11K shares

$1.9B · 3K shares

$1.8B · 4K shares

$1.8B · 38K shares

$1.8B · 8K shares

$1.8B · 9K shares

$1.6B · 40K shares

$1.6B · 3K shares

$1.6B · 2K shares

$1.6B · 5K shares

$1.5B · 3K shares

$1.5B · 6K shares

$1.5B · 10K shares

$1.5B · 4K shares

$1.5B · 6K shares

$1.4B · 11K shares

$1.4B · 5K shares

$1.4B · 12K shares

$1.4B · 30K shares

$1.4B · 28K shares

$1.4B · 10K shares

$1.4B · 17K shares

$1.3B · 7K shares

$1.3B · 11K shares

$1.3B · 11K shares

$1.3B · 11K shares

$1.3B · 24K shares

$1.3B · 7K shares

$1.2B · 8K shares

$1.2B · 14K shares

$1.1B · 10K shares

$1.1B · 6K shares

$1.1B · 2K shares

$1.1B · 14K shares

$1.0B · 14K shares

$1.0B · 4K shares

$1.0B · 23K shares

$994.0M · 27K shares

$960.0M · 21K shares

$957.0M · 3K shares

$925.0M · 1K shares

$902.0M · 9K shares

$901.0M · 11K shares

$895.0M · 1K shares

$875.0M · 3K shares

$873.0M · 6K shares

BAM

$865.0M · 17K shares

CVX

$861.0M · 6K shares

$854.0M · 12K shares

$828.0M · 10K shares

$818.0M · 28K shares

$810.0M · 9K shares

$792.0M · 737 shares

$776.0M · 2K shares

$765.0M · 5K shares

BRK-B

$754.0M · 1 shares

EFA

$752.0M · 8K shares

$738.0M · 2K shares

$703.0M · 15K shares

$675.0M · 17K shares

$627.0M · 9K shares

$612.0M · 2K shares

$606.0M · 14K shares

$597.0M · 2K shares

$588.0M · 3K shares

$585.0M · 2K shares

$565.0M · 750 shares

$563.0M · 12K shares

$538.0M · 8K shares

$534.0M · 5K shares

$531.0M · 927 shares

$524.0M · 48K shares

$515.0M · 12K shares

XLY

$513.0M · 4K shares

MCD

$494.0M · 2K shares

$488.0M · 3K shares

$487.0M · 2K shares

$468.0M · 2K shares

$467.0M · 16K shares

$461.0M · 4K shares

$447.0M · 2K shares

$443.0M · 3K shares

$437.0M · 12K shares

$422.0M · 892 shares

$416.0M · 389 shares

$403.0M · 4K shares

$397.0M · 1K shares

$396.0M · 2K shares

$396.0M · 685 shares

$394.0M · 3K shares

$394.0M · 6K shares

$390.0M · 7K shares

$389.0M · 3K shares

$387.0M · 3K shares

$385.0M · 10K shares

$383.0M · 3K shares

$383.0M · 1K shares

$373.0M · 3K shares

$368.0M · 2K shares

$367.0M · 4K shares

$360.0M · 10K shares

$352.0M · 728 shares

$350.0M · 730 shares

$340.0M · 5K shares

$339.0M · 4K shares

$339.0M · 3K shares

$336.0M · 5K shares

$333.0M · 7K shares

$331.0M · 7K shares

$327.0M · 6K shares

$327.0M · 2K shares

$320.0M · 3K shares

$305.0M · 2K shares

$303.0M · 2K shares

$302.0M · 4K shares

$296.0M · 2K shares

$289.0M · 819 shares

$287.0M · 7K shares

$280.0M · 2K shares

$277.0M · 2K shares

$276.0M · 7K shares

$274.0M · 3K shares

$264.0M · 2K shares

$264.0M · 2K shares

$261.0M · 3K shares

$260.0M · 970 shares

$257.0M · 3K shares

$252.0M · 6K shares

$252.0M · 2K shares

$251.0M · 8K shares

$247.0M · 282 shares

$246.0M · 4K shares

$241.0M · 1K shares

$237.0M · 2K shares

$235.0M · 2K shares

$233.0M · 2K shares

$232.0M · 4K shares

$231.0M · 2K shares

$229.0M · 3K shares

$228.0M · 3K shares

$225.0M · 3K shares

$223.0M · 3K shares

$219.0M · 2K shares

$219.0M · 2K shares

$218.0M · 6K shares

$218.0M · 2K shares

$218.0M · 7K shares

$213.0M · 1K shares

$212.0M · 2K shares

$212.0M · 919 shares

$209.0M · 979 shares

$208.0M · 3K shares

$201.0M · 2K shares

$88.0M · 17K shares

$86.0M · 35K shares

$24.0M · 10K shares

$13.0M · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	92	$236.9B	44.3%
Unknown	15	$97.2B	18.2%
Communication Services	10	$59.8B	11.2%
Technology	19	$55.8B	10.4%
Consumer Cyclical	18	$37.0B	6.9%
Healthcare	12	$21.3B	4.0%
Energy	8	$9.7B	1.8%
Industrials	13	$8.4B	1.6%
Consumer Defensive	7	$6.4B	1.2%
Utilities	4	$993.0M	0.2%
Basic Materials	2	$898.0M	0.2%