Chicago Wealth Management, Inc.
CIK: 0001592178SEC EDGAR →
Portfolio Value
$248.8M
Holdings
53
As of
Q4 2025
New Positions
6
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES SILVER TR | 300,384 | $19.3M | 7.77% |
| 2 | ISHARES TR | 75,244 | $16.2M | 6.49% |
| 3 | ISHARES TR | 79,003 | $14.2M | 5.69% |
| 4 | ISHARES TR | 46,034 | $13.9M | 5.57% |
| 5 | SELECT SECTOR SPDR TR | 87,043 | $13.5M | 5.43% |
| 6 | INVESCO EXCHANGE TRADED FD T | 159,662 | $12.0M | 4.82% |
| 7 | VANGUARD INTL EQUITY INDEX F | 137,705 | $11.5M | 4.63% |
| 8 | ISHARES TR | 186,631 | $11.5M | 4.60% |
| 9 | SELECT SECTOR SPDR TR | 208,446 | $11.4M | 4.59% |
| 10 | ISHARES TR | 23,649 | $11.2M | 4.50% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $173.5M | 69.7% |
| Unknown | 9 | $43.8M | 17.6% |
| Technology | 5 | $24.9M | 10.0% |
| Consumer Cyclical | 3 | $4.1M | 1.7% |
| Communication Services | 1 | $1.7M | 0.7% |
| Industrials | 1 | $706K | 0.3% |