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CIK: 0001592178
Total reported value
$281.9M
$281.9M
59 檔
26.0%
In Q1 2026, Chicago Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $281.9M, distributed across 59 disclosed stock positions.
In Q1 2026, Chicago Wealth Management, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 6.49% | -6.31% | -1.20% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 6.03% | +1.97% | -0.12% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 5.65% | +0.15% | +0.51% | |
| 4 | IGF | Ishares Global Infrastructur | ETF-Other | 5.60% | -5.17% | +12.12% | |
| 5 | IDV | Ishares International Select | ETF-Other | 5.53% | -0.64% | +15.36% | |
| 6 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 5.21% | -0.47% | -0.31% | |
| 7 | ILF | Ishares Latin America 40 ETF | ETF-Other | 5.20% | -5.20% | EXIT | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.68% | -0.16% | +3.27% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.37% | +0.33% | — | |
| 10 | PAVE | Global X US Infrastructure | ETF-Other | 3.96% | +0.24% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.92% | +0.62% | +1.60% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.67% | -3.67% | EXIT | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 3.58% | -3.58% | EXIT | |
| 14 | LIT | Global X Lithium & Battery T | ETF-Other | 2.93% | +1.87% | +27.05% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.77% | +0.25% | — | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.73% | +1.03% | — | |
| 17 | FCG | First Trust Natural Gas ETF | ETF-Other | 2.62% | -2.62% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | +0.24% | +63.98% | |
| 19 | FTGC | First Trust Global Tactical | ETF-Other | 2.39% | -0.37% | — | |
| 20 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 2.22% | +2.00% | +100.20% | |
| 21 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 2.06% | -2.06% | EXIT | |
| 22 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.99% | -0.34% | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.53% | +0.11% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.03% | +0.07% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.08% | -1.08% | EXIT | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.94% | -0.94% | EXIT | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.89% | — | — | |
| 28 | ALL | Allstate CORP | Stock-Financials | 0.68% | +0.01% | -0.02% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.05% | +0.02% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.05% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | — | |
| 33 | SVXY | Proshares Short Vix St Futur | ETF-Other | 0.37% | +0.08% | +1.75% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.33% | -0.09% | +16.18% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | +0.06% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | -0.02% | -0.10% | |
| 37 | STBF | Perf Trust Short Term Bd ETF | ETF-Other | 0.29% | -0.03% | +0.07% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | — | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.27% | -0.06% | -93.14% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.26% | -0.03% | -1.92% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | — | +1.10% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.22% | -0.06% | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | +0.01% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | +7.13% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.22% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.06% | -95.13% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.06% | +22.74% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.17% | -0.01% | -95.82% | |
| 50 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 0.16% | — | -2.97% |
According to official SEC Form 13F filings, Chicago Wealth Management, Inc. reported a total U.S. public equity portfolio value of $281.9M across 59 disclosed positions in Q1 2026.
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 ITA, SOXX, XLI) accounted for 26.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
ILF
市值: $13.0M
Top Position Liquidated / Trimmed
SPHQ
前期市值: $12.0M
During Q1 2026, Chicago Wealth Management, Inc.'s top holdings by market value included ITA (6.5%)、SOXX (6.0%)、XLI (5.7%). The largest single position, ITA, represented 6.5% of total portfolio value.
In Q1 2026, Chicago Wealth Management, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 5 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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