Chicago Wealth Management, Inc. Portfolio Holdings

Chicago Wealth Management, Inc.

  • $224 Million
  • Q3 2025

Chicago Wealth Management, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $15.7M, Ishares Tr Us Broker Dealers & with a value of $13.8M, Industrial Sector Spdr with a value of $13.4M, I Shares Silver Trust with a value of $12.9M, and Ishares Semiconductor ETF with a value of $12.3M.

Examining the 13F form we can see an increase of $14.9M in the current position value, from $210M to 224M.

Chicago Wealth Management, Inc. is based out at Chicago, IL

Below you can find more details about Chicago Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
ETFs: $208 Million
Technology: $5.46 Million
Financial Services: $4.05 Million
Consumer Cyclical: $3.79 Million
Communication Services: $1.68 Million
Industrials: $741,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 6.99% of portfolio
74,999
Q3 2025 Reduced 0.6%
$0
$13.8 Million 6.15% of portfolio
78,094
Q3 2025 Reduced 0.4%
$0
$13.4 Million 5.97% of portfolio
86,938
Q3 2025 Reduced 0.55%
$24.1B
$12.9 Million 5.74% of portfolio
304,232
Q3 2025 Reduced 0.47%
$0
$12.3 Million 5.48% of portfolio
45,387
Q3 2025 Added 2,565.12%
$0
$12.3 Million 5.47% of portfolio
106,741
Q3 2025 Added 0.4%
$0
$11.5 Million 5.1% of portfolio
156,346
Q3 2025 Added 0.15%
$0
$11.1 Million 4.95% of portfolio
181,781
Q3 2025 Added 1.09%
$0
$10.9 Million 4.87% of portfolio
202,760
Q3 2025 Added 1.23%
$0
$10.8 Million 4.8% of portfolio
135,089
Q3 2025 Added 0.39%
$0
$10.7 Million 4.78% of portfolio
22,900
Q3 2025 Added 0.14%
$0
$10.3 Million 4.59% of portfolio
36,538
Q3 2025 New
$0
$10.1 Million 4.5% of portfolio
85,247
Q3 2025 Added 1.76%
$0
$9.96 Million 4.44% of portfolio
272,449
Q3 2025 Added 3.23%
$0
$9.75 Million 4.34% of portfolio
16,246
Q3 2025 Added 0.79%
$0
$9.66 Million 4.3% of portfolio
146,731
Q3 2025 New
$0
$4.72 Million 2.1% of portfolio
19,697
Q3 2025 Added 3.1%
$4.3T
$3.47 Million 1.55% of portfolio
13,625
Q3 2025 Added 0.1%
$0
$3.27 Million 1.46% of portfolio
4,905
Q3 2025 Added 2.89%
$92.7B
$1.77 Million 0.79% of portfolio
6,792
Q4 2020 New
$57.9B
$1.77 Million 0.79% of portfolio
8,227
Q4 2020 New
$1.74T
$1.35 Million 0.6% of portfolio
5,526
Q3 2025 Reduced 2.21%
$0
$1.25 Million 0.56% of portfolio
1,868
Q1 2025 Reduced 2.05%
$1.29T
$1.2 Million 0.54% of portfolio
2,705
Q3 2025 Reduced 9.98%
$0
$1.02 Million 0.45% of portfolio
19,944
Q3 2025 Added 30.49%
$270B
$992,000 0.44% of portfolio
6,243
Q1 2021 New
$3.78T
$929,000 0.41% of portfolio
1,795
Q3 2025 Added 0.11%
$2.39T
$819,000 0.36% of portfolio
3,732
Q3 2025 Added 0.35%
$465B
$778,000 0.35% of portfolio
4,173
Q2 2025 Reduced 31.05%
$2.63B
$741,000 0.33% of portfolio
14,000
Q1 2024 Reduced 17.65%
$0
$746,000 0.33% of portfolio
3,934
Q3 2025 Reduced 93.54%
$0
$710,000 0.32% of portfolio
4,986
Q2 2025 Reduced 0.28%
$77.2B
$654,000 0.29% of portfolio
3,081
Q2 2025 New
$0
$634,000 0.28% of portfolio
1,933
Q3 2025 Added 0.52%
$0
$583,000 0.26% of portfolio
4,192
Q3 2025 Reduced 4.96%
$0
$536,000 0.24% of portfolio
6,141
Q3 2025 Reduced 0.49%
$0
$533,000 0.24% of portfolio
2,621
Q2 2023 Reduced 50.23%
$0
$457,000 0.2% of portfolio
2,846
Q2 2025 Reduced 1.32%
$0
$429,000 0.19% of portfolio
8,298
Q3 2025 Reduced 2.16%
$0
$369,000 0.16% of portfolio
6,436
Q3 2025 Added 0.78%
$512B
$357,000 0.16% of portfolio
629
Q4 2024 Reduced 0.47%
$172B
$330,000 0.15% of portfolio
7,527
Q3 2025 New
$7.79B
$286,000 0.13% of portfolio
2,161
Q4 2023 New
$139B
$286,000 0.13% of portfolio
869
Q3 2025 New
$0
$273,000 0.12% of portfolio
4,949
Q1 2023 New
$0
$234,000 0.1% of portfolio
2,362
Q2 2025 New
$0
$213,000 0.09% of portfolio
1,638
Q3 2025 New
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 New
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q3 2025 Added 23.61%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $224 Million
  • Prior Value $210 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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