Chemistry Wealth Management LLC

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CIK 1910183

13F portfolio (2026-Q1)

$569M

Positions

204

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

204

Top 5

39.4%

Top 10

55.0%

Effective N

24.1

HHI

0.042

This quarter

13 new · 0 exit →

By sector

Unclassified43.6%

Financials21.3%

Communication Services9.4%

Information Technology8.3%

Consumer Discretionary4.7%

Industrials3.9%

Real Estate3.1%

Energy2.4%

Other3.2%

By market cap

Unknown47.9%

Mega (>$200B)39.8%

Large ($10–200B)11.9%

Mid ($2–10B)0.4%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

North America55.7%

Other43.6%

Asia-Pacific0.4%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	53.07%	78
Software & IT Services	8.97%	5
Banks	6.08%	8
Technology Hardware & Equipment	4.38%	4
Specialty Retail	4.29%	10
Real Estate Management & Development	3.14%	1
Insurance	3.13%	7
Commercial Services & Supplies	2.43%	10
Oil, Gas & Consumable Fuels	2.37%	5
Software	2.05%	8
Capital Markets	1.90%	9
Semiconductors & Semiconductor Equipment	1.60%	6
Pharmaceuticals & Biotechnology	1.33%	8
Machinery	0.61%	5
Chemicals	0.60%	3
Transportation Infrastructure	0.56%	1
Aerospace & Defense	0.53%	3
Hotels, Restaurants & Leisure	0.41%	3
Media & Entertainment	0.39%	4
Health Care Equipment & Supplies	0.36%	1
Road & Rail	0.29%	2
Utilities	0.28%	6
Beverages	0.22%	3
Construction & Engineering	0.21%	3
Construction Materials	0.18%	2
Entertainment	0.17%	1
Metals & Mining	0.14%	2
Electrical Equipment & Components	0.13%	2
Life Sciences Tools & Services	0.07%	1
Media & Publishing	0.06%	1
Paper & Forest Products	0.05%	1
Coal & Consumable Fuels	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VGSH	VANGUARD SHORT-TERM TREASURY ETF	Unclassified	10.92%
2	BRK.B	BERKSHIRE HATHAWAY INC	Financials	9.44%
3	AKRE	PROFESIONALLY MANAGED PORTFO	Unclassified	8.29%
4	GOOG	Alphabet Inc.	Communication Services	5.37%
5	IAU	ISHARES GOLD TR	Unclassified	5.36%
6	AAPL	Apple Inc.	Information Technology	4.09%
7	VTIP	VANGUARD MALVERN FDS	Unclassified	3.22%
8	BN	BROOKFIELD Corp /ON/	Real Estate	3.14%
9	AXP	AMERICAN EXPRESS CO	Financials	2.86%
10	AMZN	AMAZON COM INC	Consumer Discretionary	2.31%

127/204 names classified · sector 56.4% of weight · industry 46.9% · mkt cap 52.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

FinancialsBRK.B, AXP, JPM, BX, MS · other

Information TechnologyAAPL, MSFT, ORCL, GE, IBM · other

Communication ServicesGOOG, META, GOOGL, DIS, T · other

Consumer DiscretionaryAMZN, COST, HD, W, F · other

IndustrialsBKNG, SPGI, BABA, ABNB, UPS · other

Health CareABBV, JNJ, PFE, MRK, BMY · other

Real EstateBN, ARE, LAND, BXMT, AMT

EnergyXOM, OXY, CVX, SHEL, SLB · other

MaterialsCSL, CLF, PG, NKE, FMC · other

Consumer StaplesKO, PM, PEP, MO, CVS · other

UtilitiesED, NEE, LNG, EPD, PEG · other

UnclassifiedVGSH, IAU, SPY, FVD, AKRE · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 56.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 41% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (104 classified)Chemistry Wealth Management LLC centroid (Large Core)

FinancialsCommunication ServicesInformation TechnologyConsumer DiscretionaryIndustrialsEnergyHealth CareMaterialsUtilitiesConsumer Staples

Style box summary for Chemistry Wealth Management LLC: centroid Large Core. Heaviest cells: Large Growth 20.8%, Large Core 9.1%, Large Value 5.7%.

Classified: 40.7% of book weight (104/204 names) · unclassified 59.3%: VGSH, BRK.B, AKRE, IAU, VTIP, BN, GVLU, TCAF, VBR, HYMB +90 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VGSHVANGUARD SHORT-TERM TREASURY ETF	1,061,040	$62M	10.9%	ADD 3%
2	BRK.BBERKSHIRE HATHAWAY INC DEL	111,998	$54M	9.4%	HOLD
3	AKREPROFESIONALLY MANAGED PORTFO	892,017	$47M	8.3%	NEW
4	GOOGALPHABET INC	106,494	$31M	5.4%	HOLD
5	IAUISHARES GOLD TR	345,594	$30M	5.4%	HOLD
6	AAPLAPPLE INC	91,533	$23M	4.1%	HOLD
7	VTIPVANGUARD MALVERN FDS	366,902	$18M	3.2%	ADD 7%
8	BNBROOKFIELD CORP	441,767	$18M	3.1%	HOLD
9	AXPAMERICAN EXPRESS CO	53,731	$16M	2.9%	ADD 4%
10	AMZNAMAZON COM INC	63,060	$13M	2.3%	ADD 6%
11	METAMETA PLATFORMS INC	20,999	$12M	2.1%	HOLD
12	JPMJPMORGAN CHASE & CO	37,234	$11M	1.9%	HOLD
13	XOMEXXON MOBIL CORP	48,179	$8M	1.4%	HOLD
14	GVLUTIDAL TRUST I	300,640	$8M	1.3%	ADD 3%
15	GOOGLALPHABET INC	25,490	$7M	1.3%	TRIM −7%
16	MSFTMICROSOFT CORP	19,443	$7M	1.3%	ADD 2%
17	TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	184,199	$7M	1.2%	ADD 3%
18	MKLMARKEL GROUP INC	3,004	$6M	1.0%	HOLD
19	VBRVANGUARD INDEX FDS	26,327	$6M	1.0%	HOLD
20	HYMBSPDR SERIES TRUST	192,201	$5M	0.8%	ADD 39%
21	UNHUNITEDHEALTH GROUP INC	17,086	$5M	0.8%	ADD 7%
22	ELVELEVANCE HEALTH INC FORMERLY	15,306	$4M	0.8%	ADD 2%
23	NYMAB ACTIVE ETFS INC	168,102	$4M	0.7%	NEW
24	VTVVANGUARD INDEX FDS	20,724	$4M	0.7%	ADD 5%
25	MUMICRON TECHNOLOGY INC	11,975	$4M	0.7%	TRIM −5%
26	BACBANK AMERICA CORP	76,455	$4M	0.7%	TRIM −4%
27	ABNBAIRBNB INC	28,388	$4M	0.6%	ADD 27%
28	JNJJOHNSON & JOHNSON	13,426	$3M	0.6%	HOLD
29	WWAYFAIR INC	42,834	$3M	0.6%	HOLD
30	BKNGBOOKING HOLDINGS INC	754	$3M	0.6%	HOLD
31	SCHWSCHWAB CHARLES CORP	33,509	$3M	0.6%	HOLD
32	COSTCOSTCO WHSL CORP NEW	3,079	$3M	0.5%	HOLD
33	OXYOCCIDENTAL PETE CORP	46,728	$3M	0.5%	ADD 18%
34	NVDANVIDIA CORPORATION	17,104	$3M	0.5%	HOLD
35	GNRSPDR INDEX SHS FDS	36,417	$3M	0.5%	ADD 2%
36	SPYSTATE STR SPDR S&P 500 ETF T	3,681	$2M	0.4%	ADD 3%
37	MAMASTERCARD INCORPORATED	4,747	$2M	0.4%	HOLD
38	NKENIKE INC	43,466	$2M	0.4%	ADD 22%
39	VTIVANGUARD INDEX FDS	7,118	$2M	0.4%	ADD 3%
40	FEGERBB FUND TRUST	46,631	$2M	0.4%	ADD 53%
41	XLVSELECT SECTOR SPDR TR	14,556	$2M	0.4%	ADD 3%
42	RTXRTX CORPORATION	10,872	$2M	0.4%	ADD 3%
43	SPGIS&P GLOBAL INC	4,893	$2M	0.4%	HOLD
44	BDXBECTON DICKINSON & CO	12,908	$2M	0.4%	ADD 43%
45	VCSHVANGUARD SCOTTSDALE FDS	24,992	$2M	0.3%	TRIM −2%
46	WFCWELLS FARGO CO NEW	24,336	$2M	0.3%	HOLD
47	DEDEERE & CO	3,327	$2M	0.3%	HOLD
48	UHAL.BU HAUL HOLDING COMPANY	41,320	$2M	0.3%	ADD 7%
49	BABAALIBABA GROUP HLDG LTD	14,347	$2M	0.3%	HOLD
50	VOOVANGUARD INDEX FDS	2,972	$2M	0.3%	ADD 16%
51	QQQINVESCO QQQ TR	3,068	$2M	0.3%	TRIM −3%
52	IAUMISHARES GOLD TR	37,801	$2M	0.3%	ADD 62%
53	AMPAMERIPRISE FINL INC	3,747	$2M	0.3%	HOLD
54	FIVEFIVE BELOW INC	7,161	$2M	0.3%	HOLD
55	GLDSPDR GOLD TR	3,744	$2M	0.3%	HOLD
56	CRMSALESFORCE INC	8,092	$2M	0.3%	ADD 40%
57	DXJWISDOMTREE TR	9,477	$2M	0.3%	HOLD
58	HDHOME DEPOT INC	4,518	$1M	0.3%	HOLD
59	ABBVABBVIE INC	6,732	$1M	0.3%	TRIM −14%
60	NSCNORFOLK SOUTHN CORP	4,948	$1M	0.2%	HOLD
61	VVISA INC	4,664	$1M	0.2%	ADD 121%
62	XLKSELECT SECTOR SPDR TR	10,431	$1M	0.2%	HOLD
63	SHYISHARES TR	16,683	$1M	0.2%	HOLD
64	MOHMOLINA HEALTHCARE INC	10,178	$1M	0.2%	NEW
65	IJRISHARES TR	10,729	$1M	0.2%	HOLD
66	VOEVANGUARD INDEX FDS	7,068	$1M	0.2%	HOLD
67	VWOVANGUARD INTL EQUITY INDEX F	23,799	$1M	0.2%	HOLD
68	BLKBLACKROCK INC	1,307	$1M	0.2%	TRIM −13%
69	GDXVANECK ETF TRUST GOLD MINERS ETF	13,663	$1M	0.2%	HOLD
70	ESGVVanguard ESG US Stock - ETF	10,827	$1M	0.2%	HOLD
71	ICEINTERCONTINENTAL EXCHANGE IN	7,703	$1M	0.2%	HOLD
72	TIPISHARES TR	10,861	$1M	0.2%	ADD 4%
73	CVXCHEVRON CORP NEW	5,533	$1M	0.2%	TRIM −2%
74	RSPINVESCO EXCHANGE TRADED FD T	5,852	$1M	0.2%	HOLD
75	DHRDANAHER CORP DEL	5,815	$1M	0.2%	TRIM −10%
76	FEOERBB FUND TRUST	21,751	$1M	0.2%	ADD 87%
77	VEUVANGUARD INTL EQUITY INDEX F	13,848	$1M	0.2%	HOLD
78	KKRKKR & CO INC	11,242	$1M	0.2%	HOLD
79	MGMMGM RESORTS INTERNATIONAL	27,746	$1M	0.2%	HOLD
80	VUGVANGUARD INDEX FDS	2,330	$1M	0.2%	HOLD
81	DISDISNEY WALT CO	10,298	$992,507	0.2%	TRIM −17%
82	AMGNAMGEN INC	2,786	$980,254	0.2%	TRIM −5%
83	ACGLARCH CAP GROUP LTD	9,969	$956,924	0.2%	ADD 6%
84	KOCOCA COLA CO	12,028	$914,729	0.2%	HOLD
85	VOVANGUARD INDEX FDS	3,141	$902,113	0.2%	TRIM −10%
86	IVVISHARES TR	1,380	$901,511	0.2%	ADD 6%
87	GSGOLDMAN SACHS GROUP INC	1,049	$887,444	0.2%	HOLD
88	PGPROCTER AND GAMBLE CO	5,958	$860,574	0.2%	TRIM −2%
89	SPYMSPDR SERIES TRUST	11,096	$849,288	0.1%	HOLD
90	EBAYEBAY INC.	9,311	$847,487	0.1%	HOLD
91	SBUXSTARBUCKS CORP	8,914	$798,645	0.1%	TRIM −9%
92	SHELSHELL PLC	8,556	$795,751	0.1%	HOLD
93	AVGOBROADCOM INC	2,561	$792,655	0.1%	HOLD
94	RBLXROBLOX CORP	13,586	$768,424	0.1%	HOLD
95	CMCSACOMCAST CORP NEW	26,577	$763,026	0.1%	ADD 70%
96	EFAISHARES TR	7,840	$761,499	0.1%	HOLD
97	XSORXSOURCE CAPITAL	15,696	$727,039	0.1%	TRIM −25%
98	NICENICE LTD	6,568	$724,188	0.1%	ADD 88%
99	BAMBROOKFIELD ASSET MANAGMT LTD	16,253	$722,446	0.1%	HOLD
100	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
101	OEFISHARES TR	2,205	$701,344	0.1%	TRIM −3%
102	DLTRDOLLAR TREE INC	6,302	$690,132	0.1%	TRIM −41%
103	WBDWARNER BROS DISCOVERY INC	24,891	$683,507	0.1%	TRIM −12%
104	TECKTECK RESOURCES LTD	13,039	$674,768	0.1%	TRIM −11%
105	LLYELI LILLY & CO	714	$656,721	0.1%	TRIM −3%
106	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,920	$648,864	0.1%	TRIM −2%
107	CATCATERPILLAR INC	894	$633,363	0.1%	TRIM −4%
108	PPLIIAC INC	15,169	$607,215	0.1%	TRIM −12%
109	XLUSELECT SECTOR SPDR TR	12,789	$586,887	0.1%	TRIM −10%
110	IBBISHARES TR	3,436	$580,219	0.1%	HOLD
111	BXBLACKSTONE INC	4,969	$571,385	0.1%	HOLD
112	VPUVANGUARD WORLD FD	2,742	$543,397	0.1%	ADD 13%
113	VSGXVANGUARD WORLD FD	7,516	$539,123	0.1%	HOLD
114	KFKOREA FD INC	11,724	$526,392	0.1%	TRIM −3%
115	VGTVANGUARD WORLD FD	750	$523,327	0.1%	HOLD
116	MRKMERCK & CO INC	4,323	$519,966	0.1%	HOLD
117	CCITIGROUP INC	4,582	$519,631	0.1%	HOLD
118	UBERUBER TECHNOLOGIES INC	7,213	$518,831	0.1%	NEW
119	ASMLASML HOLDING N V	389	$513,803	0.1%	HOLD
120	MCDMCDONALDS CORP	1,640	$509,819	0.1%	HOLD
121	LENLENNAR CORP	5,783	$502,196	0.1%	ADD 47%
122	ORCLORACLE CORP	3,386	$498,095	0.1%	TRIM −89%
123	PLTRPALANTIR TECHNOLOGIES INC	3,337	$488,136	0.1%	TRIM −72%
124	PYPLPAYPAL HLDGS INC	10,495	$474,702	0.1%	ADD 57%
125	ADPAUTOMATIC DATA PROCESSING IN	2,334	$474,222	0.1%	HOLD
126	XLYSELECT SECTOR SPDR TR	4,302	$468,832	0.1%	HOLD
127	VDEVANGUARD WORLD FD	2,699	$467,035	0.1%	HOLD
128	BBARRICK MNG CORP	11,373	$463,905	0.1%	TRIM −4%
129	GEGE AEROSPACE	1,633	$463,396	0.1%	ADD 3%
130	XLISELECT SECTOR SPDR TR	2,861	$462,641	0.1%	HOLD
131	HONHONEYWELL INTL INC	2,032	$459,227	0.1%	HOLD
132	IYEISHARES TR	6,976	$451,836	0.1%	HOLD
133	COFCAPITAL ONE FINL CORP	2,421	$441,662	0.1%	HOLD
134	LMTLOCKHEED MARTIN CORP	729	$440,477	0.1%	HOLD
135	VIGVANGUARD SPECIALIZED FUNDS	2,031	$436,787	0.1%	NEW
136	WMTWALMART INC	3,494	$434,231	0.1%	HOLD
137	CHTRCHARTER COMMUNICATIONS INC	2,006	$433,055	0.1%	ADD 28%
138	INTCINTEL CORP	9,416	$415,531	0.1%	TRIM −4%
139	DHID R HORTON INC	3,007	$412,611	0.1%	ADD 13%
140	VBVANGUARD INDEX FDS	1,569	$410,979	0.1%	TRIM −14%
141	WATWATERS CORP	1,372	$408,582	0.1%	NEW
142	VYMVANGUARD WHITEHALL FDS	2,701	$400,018	0.1%	HOLD
143	RYROYAL BK CDA	2,431	$393,287	0.1%	TRIM −15%
144	ZTSZOETIS INC	3,259	$385,246	0.1%	NEW
145	RSGREPUBLIC SVCS INC	1,741	$381,314	0.1%	HOLD
146	IWFISHARES TR	892	$380,349	0.1%	HOLD
147	VHTVANGUARD WORLD FD	1,380	$375,818	0.1%	HOLD
148	FISVFISERV INC	6,666	$371,963	0.1%	ADD 114%
149	MUBISHARES TR	3,490	$370,464	0.1%	HOLD
150	VMCVULCAN MATLS CO	1,343	$365,699	0.1%	HOLD
151	NYTNEW YORK TIMES CO	4,363	$365,314	0.1%	HOLD
152	LBRDKLIBERTY BROADBAND CORP	7,054	$354,816	0.1%	ADD 3%
153	QLTYGMO ETF TRUST	9,779	$353,804	0.1%	TRIM −2%
154	LNGCheniere Energy, Inc	1,241	$352,146	0.1%	HOLD
155	BHFBRIGHTHOUSE FINL INC	5,710	$341,915	0.1%	TRIM −6%
156	EEMISHARES TR	5,991	$340,229	0.1%	HOLD
157	BSVVANGUARD BD INDEX FDS	4,304	$337,477	0.1%	HOLD
158	FANGDIAMONDBACK ENERGY INC	1,682	$332,683	0.1%	HOLD
159	BNYBANK NEW YORK MELLON CORP	2,762	$327,656	0.1%	HOLD
160	CCJCAMECO CORP	3,000	$325,830	0.1%	HOLD
161	DIASPDR DOW JONES INDL AVERAGE	698	$323,307	0.1%	TRIM −4%
162	IVWISHARES TR	2,834	$320,554	0.1%	ADD 14%
163	TMOTHERMO FISHER SCIENTIFIC INC	649	$319,003	0.1%	TRIM −5%
164	AGGISHARES TR	3,164	$314,090	0.1%	ADD 23%
165	IBKRINTERACTIVE BROKERS GROUP IN	4,601	$308,589	0.1%	TRIM −13%
166	IBITISHARES BITCOIN TRUST ETF	7,935	$304,863	0.1%	NEW
167	IYJISHARES TR	2,051	$302,605	0.1%	HOLD
168	IDVISHARES TR	7,018	$298,686	0.1%	HOLD
169	HDVISHARES TR	2,176	$295,327	0.1%	HOLD
170	NEENEXTERA ENERGY INC	3,128	$290,529	0.1%	TRIM −4%
171	XLBSELECT SECTOR SPDR TR	5,562	$277,952	0.0%	HOLD
172	IEIISHARES TR	2,323	$275,508	0.0%	HOLD
173	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	2,370	$270,938	0.0%	HOLD
174	GRBKGREEN BRICK PARTNERS INC	4,071	$262,376	0.0%	ADD 4%
175	KMBKIMBERLY-CLARK CORP	2,711	$261,530	0.0%	NEW
176	TJXTJX COS INC NEW	1,624	$259,353	0.0%	TRIM −11%
177	AIGAMERICAN INTL GROUP INC	3,427	$257,882	0.0%	TRIM −20%
178	KMXCARMAX INC	6,178	$256,881	0.0%	TRIM −17%
179	PEPPEPSICO INC	1,652	$256,539	0.0%	HOLD
180	APPFAPPFOLIO INC	1,604	$253,143	0.0%	NEW
181	PHPARKER-HANNIFIN CORP	282	$252,561	0.0%	HOLD
182	EDCONSOLIDATED EDISON INC	2,203	$249,293	0.0%	HOLD
183	DVYISHARES TR	1,640	$248,312	0.0%	HOLD
184	GEVGE VERNOVA INC	284	$247,904	0.0%	NEW
185	TXNTEXAS INSTRS INC	1,233	$239,375	0.0%	HOLD
186	IJHISHARES TR	3,520	$237,706	0.0%	HOLD
187	EPDENTERPRISE PRODS PARTNERS L	6,257	$236,765	0.0%	TRIM −20%
188	ABTABBOTT LABS	2,301	$236,244	0.0%	TRIM −3%
189	GDXJVANECK ETF TRUST	1,930	$231,677	0.0%	HOLD
190	CROXCROCS INC	2,788	$231,460	0.0%	NEW
191	CEGCONSTELLATION ENERGY CORP	819	$228,653	0.0%	HOLD
192	PEGPUBLIC SVC ENTERPRISE GROUP	2,810	$227,470	0.0%	HOLD
193	CSCOCISCO SYS INC	2,904	$225,321	0.0%	HOLD
194	UNPUNION PAC CORP	919	$222,968	0.0%	HOLD
195	AOAISHARES TR	2,519	$222,906	0.0%	HOLD
196	PHOINVESCO EXCHANGE TRADED FD T	3,260	$217,981	0.0%	HOLD
197	ORLYOREILLY AUTOMOTIVE INC	2,325	$214,621	0.0%	HOLD
198	FXIISHARES TR	5,706	$204,845	0.0%	HOLD
199	XYLXYLEM INC	1,712	$204,584	0.0%	HOLD
200	ADBEADOBE INC	830	$201,756	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VGSHVANGUARD SHORT-TERM TREASURY ETF

915K

949K

975K

1.0M

1.1M

$62M

BRK.BBERKSHIRE HATHAWAY INC DEL

113K

112K

$54M

AKREPROFESIONALLY MANAGED PORTFO

—

892K

$47M

GOOGALPHABET INC

105K

107K

108K

107K

106K

$31M

IAUISHARES GOLD TR

302K

329K

341K

348K

349K

346K

$30M

AAPLAPPLE INC

131K

103K

102K

98K

92K

$23M

VTIPVANGUARD MALVERN FDS

265K

284K

296K

315K

344K

367K

$18M

BNBROOKFIELD CORP

253K

265K

276K

289K

438K

442K

$18M

AXPAMERICAN EXPRESS CO

52K

54K

$16M

AMZNAMAZON COM INC

51K

54K

56K

59K

63K

$13M

METAMETA PLATFORMS INC

20K

21K

$12M

JPMJPMORGAN CHASE & CO

38K

37K

$11M

XOMEXXON MOBIL CORP

47K

48K

$8M

GVLUTIDAL TRUST I

244K

265K

276K

281K

291K

301K

$8M

GOOGLALPHABET INC

29K

28K

29K

27K

25K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Chemistry Wealth Management LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Chemistry Wealth Management LLC