Chemistry Wealth Management LLC Portfolio Holdings

Chemistry Wealth Management LLC

  • $490 Million
  • Q4 2025

Chemistry Wealth Management LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $490 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $60.6M, Berkshire Hathaway Inc Class B with a value of $57.2M, Alphabet Inc. with a value of $30.6M, Ishares Gold Trust with a value of $26.9M, and Apple Inc. with a value of $24.6M.

Examining the 13F form we can see an increase of $5.78M in the current position value, from $485M to 490M.

Chemistry Wealth Management LLC is based out at New York, NY

Below you can find more details about Chemistry Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $490 Million
ETFs: $169 Million
Financial Services: $118 Million
Communication Services: $56.1 Million
Technology: $56 Million
Consumer Cyclical: $37.1 Million
Healthcare: $20.6 Million
Energy: $9.88 Million
Industrials: $8.22 Million
Other: $8.39 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$205M
$30,000 0.01% of portfolio
10,000
Q3 2023 New
$268M
$17,000 0.0% of portfolio
12,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $490 Million
  • Prior Value $485 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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