Chemistry Wealth Management LLC

CIK 0001910183 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Chemistry Wealth Management LLC reported 210 positions worth $625.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VGSH (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$625.2M
2026 Q2
Positions
210
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.6%
Est. Net Flow (Q)
2026 Q2
10 / 210 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VGSHVANGUARD SCOTTSDALE FDSSH$64.4M10.31%1,107,162
2BRK-BBERKSHIRE HATHAWAY INC DELSH$56.6M9.06%113,140
3AKREPROFESIONALLY MANAGED PORTFOSH$49.0M7.84%921,681
4GOOGALPHABET INCSH$39.4M6.30%111,444
5AAPLAPPLE INCSH$26.5M4.24%91,699
6IAUISHARES GOLD TRSH$26.1M4.18%346,112
7VTIPVANGUARD MALVERN FDSSH$21.2M3.39%422,416
8BNBROOKFIELD CORPSH$19.0M3.03%445,436
9AXPAMERICAN EXPRESS COSH$17.1M2.74%50,684
10AMZNAMAZON COM INCSH$15.4M2.46%64,459

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Chemistry Wealth Management LLC hold as of Q2 2026?

Chemistry Wealth Management LLC reported 210 positions worth $625.2M in its Q2 2026 13F filing. Largest positions: VGSH (10.3%), BRK-B (9.1%), AKRE (7.8%), GOOG (6.3%) and AAPL (4.2%).

What did Chemistry Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Chemistry Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.