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CIK: 0001910183
Total reported value
$625.2M
$625.2M
200 檔
32.6%
In Q4 2025, Chemistry Wealth Management LLC's U.S. equity holdings reached a combined market value of $625.2M, distributed across 200 disclosed stock positions.
In Q4 2025, Chemistry Wealth Management LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.34% | -0.61% | +3.02% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.56% | -0.38% | +0.16% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.28% | +0.93% | -0.70% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 5.30% | -1.18% | +0.50% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.69% | +0.15% | -5.72% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 3.76% | -0.11% | +51.57% | |
| 7 | AXP | American Express Co | Stock-Financials | 3.57% | -0.12% | -0.19% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.18% | +0.17% | +9.15% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.57% | -0.21% | -2.80% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.15% | +0.14% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | — | -1.24% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.12% | -1.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.14% | -5.61% | |
| 14 | GVLU | Gotham 1000 Value ETF | ETF-Other | 1.34% | — | +3.81% | |
| 15 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.27% | +0.13% | +9.00% | |
| 16 | MKL | Markel Group Inc | Stock-Financials | 1.19% | -0.02% | +0.58% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.03% | -8.52% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.40% | +0.71% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.04% | +0.02% | -0.46% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.33% | -1.14% | |
| 21 | ELV | Elevance Health Inc | Stock-Healthcare | 0.98% | +0.16% | +0.15% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.01% | -4.16% | |
| 23 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.81% | +0.10% | -2.17% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.75% | -0.02% | -0.40% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | +0.02% | -0.12% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +0.06% | -1.62% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.64% | -0.06% | -6.63% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.63% | -0.06% | +0.22% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.04% | -2.65% | |
| 30 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.57% | +0.04% | -14.60% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | — | +2.22% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.03% | +0.21% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.08% | +5.80% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.03% | -0.04% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.01% | +0.54% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.10% | -0.84% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.02% | +284.09% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.42% | -0.12% | -19.26% | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.41% | -0.08% | +3.91% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | -0.01% | +1.33% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.03% | -8.15% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.40% | -0.10% | -4.11% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.38% | -0.03% | -1.87% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.04% | +0.02% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.09% | +0.64% | |
| 46 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.34% | -0.02% | -1.16% | |
| 47 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 0.34% | +0.07% | +5.03% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.04% | -15.42% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.33% | +0.14% | +42.32% | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.30% | -0.17% | -13.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | -0.70% | Trim |
| 2 | IAU | Ishares Gold Trust | +0.4% | +0.50% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +284.09% | Add |
| 4 | AXP | American Express Co | +0.3% | -0.19% | Trim |
| 5 | MU | Micron Technology Inc | +0.3% | -1.62% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.61% | Trim |
| 7 | VTIP | Vanguard Short-term Tips | +0.1% | +9.15% | Add |
| 8 | MKL | Markel Group Inc | +0.1% | +0.58% | Add |
| 9 | BDX | Becton Dickinson And Co | +0.1% | +42.32% | Add |
| 10 | FEGE | First Eagle Gl Equity ETF | +0.1% | +50.84% | Add |
| 11 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +9.00% | Add |
| 12 | IAUM | Ishares Gold Trust Micro | +0.1% | +41.26% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +0.14% | Add |
| 14 | ELV | Elevance Health Inc | +0.1% | +0.15% | Add |
| 15 | W | Wayfair Inc- Class A | +0.1% | -2.17% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | +2.22% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | +0.71% | Add |
| 18 | DLTR | Dollar Tree Inc | 0% | -4.65% | Trim |
| 19 | XLV | Ss Health Care Select Sector | 0% | +1.33% | Add |
| 20 | DHR | Danaher CORP | 0% | +1.98% | Add |
| 21 | FIVE | Five Below | 0% | -1.60% | Trim |
| 22 | WBD | Warner Bros Discovery Inc | 0% | -7.88% | Trim |
| 23 | VGSH | Vanguard Short-term Treasury | 0% | +3.02% | Add |
| 24 | LEN | Lennar Corp-a | -0.1% | -24.61% | Trim |
| 25 | CMCSA | Comcast Corp-class A | -0.1% | -36.84% | Trim |
| 26 | BN | Brookfield CORP | -0.1% | +51.57% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -8.15% | Trim |
| 28 | ABBV | Abbvie Inc | -0.1% | -15.42% | Trim |
| 29 | PEG | Public Service Enterprise Gp | -0.1% | -59.16% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -1.03% | Trim |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | -0.1% | -6.63% | Trim |
| 32 | LBRDK | Liberty Broadband-c | -0.1% | -42.36% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -1.14% | Trim |
| 34 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -4.11% | Trim |
| 35 | OXY | Occidental Petroleum CORP | -0.1% | -13.36% | Trim |
| 36 | CVX | Chevron CORP | -0.1% | -41.53% | Trim |
| 37 | RBLX | Roblox CORP -class A | -0.2% | -0.65% | Trim |
| 38 | NKE | Nike Inc -cl B | -0.2% | -19.26% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | -1.32% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.5% | -2.80% | Trim |
| 41 | ORCL | Oracle CORP | -0.7% | -8.52% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 43 | FEOE | First Eagle Overseas Eq ETF | — | NEW | New buy |
| 44 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 45 | HYD | Vaneck High Yield Muni ETF | — | EXIT | Sold out |
| 46 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 47 | IYW | Ishares Ustechnology ETF | — | EXIT | Sold out |
| 48 | T | At&t Inc | — | EXIT | Sold out |
| 49 | CACC | Credit Acceptance CORP | — | EXIT | Sold out |
| 50 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |
According to official SEC Form 13F filings, Chemistry Wealth Management LLC reported a total U.S. public equity portfolio value of $625.2M across 200 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, BRK-B, GOOG) accounted for 32.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTEB
市值: $1.4M
Top Position Liquidated / Trimmed
KMB
前期市值: $331.2K
During Q4 2025, Chemistry Wealth Management LLC's top holdings by market value included VGSH (11.3%)、BRK-B (10.6%)、GOOG (6.3%). The largest single position, VGSH, represented 11.3% of total portfolio value.
In Q4 2025, Chemistry Wealth Management LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 25 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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