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CIK: 0001592178
Total reported value
$281.9M
$281.9M
53 檔
27.3%
The Q4 2025 SEC filing reveals that Chicago Wealth Management, Inc. held a total portfolio value of $281.9M, covering 53 public equity positions.
In Q4 2025, Chicago Wealth Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | ETF-Commodities | 7.77% | -3.58% | EXIT | |
| 2 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 6.49% | -6.31% | +0.33% | |
| 3 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 5.69% | -0.01% | +1.16% | |
| 4 | SOXX | Ishares Semiconductor ETF | ETF-Other | 5.57% | +1.97% | +1.43% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-Other | 5.43% | +0.15% | +0.12% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 4.82% | +0.07% | NEW | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.63% | -0.16% | +1.94% | |
| 8 | IGF | Ishares Global Infrastructur | ETF-Other | 4.60% | -5.17% | +2.67% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 4.59% | -0.01% | +2.80% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.50% | — | +3.27% | |
| 11 | IDV | Ishares International Select | ETF-Other | 4.47% | -0.64% | +3.52% | |
| 12 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 4.42% | -0.47% | +1.35% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 4.32% | +0.06% | +104.49% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.20% | -0.06% | +4.09% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.13% | +0.62% | +2.98% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.96% | +1.75% | — | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.47% | -3.67% | EXIT | |
| 18 | LIT | Global X Lithium & Battery T | ETF-Other | 2.03% | +1.87% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.24% | +18.63% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.03% | +0.07% | |
| 21 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.07% | +2.00% | — | |
| 22 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.85% | — | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.94% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.05% | -0.34% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 0.69% | +0.01% | +0.02% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -1.08% | EXIT | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | -0.11% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.50% | +2.47% | NEW | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.05% | — | |
| 31 | SVXY | Proshares Short Vix St Futur | ETF-Other | 0.44% | +0.08% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | -4.23% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +0.05% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.09% | +16.75% | |
| 35 | COF | Capital One Financial CORP | Stock-Financials | 0.30% | -0.06% | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | -0.02% | -1.53% | |
| 37 | STBF | Perf Trust Short Term Bd ETF | ETF-Other | 0.30% | -0.03% | +127.03% | |
| 38 | CBZ | Cbiz Inc | Stock-Other | 0.28% | +0.01% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | -22.67% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | — | +3.00% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.25% | -0.03% | +63.84% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | — | -14.64% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | +1.03% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | +0.01% | — | |
| 45 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.06% | +43.73% | |
| 47 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.17% | — | -4.62% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | -0.02% | — | |
| 49 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.12% | — | — | |
| 50 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | — | +24.30% |
According to official SEC Form 13F filings, Chicago Wealth Management, Inc. reported a total U.S. public equity portfolio value of $281.9M across 53 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 SLV, ITA, IAI) accounted for 27.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
RSPT
市值: $9.8M
Top Position Liquidated / Trimmed
XLY
前期市值: $4.7M
During Q4 2025, Chicago Wealth Management, Inc.'s top holdings by market value included SLV (7.8%)、ITA (6.5%)、IAI (5.7%). The largest single position, SLV, represented 7.8% of total portfolio value.
In Q4 2025, Chicago Wealth Management, Inc. made 41 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 3 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.
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