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Chicago Wealth Management

Latest statistics and disclosures from Chicago Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITA, IAI, XLI, SLV, SOXX, and represent 29.68% of Chicago Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SOXX (+$12M), XLK (+$10M), REMX (+$9.7M), CLIP, VZ, IDV, AVGO, SVXY, GSLC, XLC.
Started 6 new stock positions in VZ, REMX, XLK, CLIP, AVGO, GSLC.
Reduced shares in these 10 stocks: RSP (-$11M), SHV (-$9.4M), , SPLV, IAK, TSLA, ITA, XLI, SLV, IAI.
Sold out of its positions in SPLV, SHV, IAK, KIE.
Chicago Wealth Management was a net buyer of stock by $3.4M.
Chicago Wealth Management has $230M in assets under management (AUM), dropping by 9.35%.
Central Index Key (CIK): 0001592178

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Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 50 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Us Aer Def Etf (ITA)	6.8	$16M		75k	209.26	View chart
Ishares Tr Us Br Del Se Etf (IAI)	6.0	$14M		78k	176.88	View chart
Select Sector Spdr Tr Indl (XLI)	5.8	$13M		87k	154.23	View chart
Ishares Silver Tr Ishares (SLV)	5.6	$13M		304k	42.36	View chart
Ishares Tr Ishares Semicdtr (SOXX)	5.4	$12M	+2565%	45k	271.12	View chart
Ishares Tr Expanded Tech (IGV)	5.4	$12M		107k	115.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.0	$12M		156k	73.29	View chart
Ishares Tr Glb Infrastr Etf (IGF)	4.8	$11M		182k	61.12	View chart
Select Sector Spdr Tr Financial (XLF)	4.8	$11M		203k	53.87	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	4.7	$11M		135k	79.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.7	$11M		23k	468.42	View chart
Select Sector Spdr Tr Technology (XLK)	4.5	$10M	NEW	37k	281.86	View chart
Select Sector Spdr Tr Communication (XLC)	4.4	$10M		85k	118.37	View chart
Ishares Tr Intl Sel Div Etf (IDV)	4.3	$10M	+3%	272k	36.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$9.8M		16k	600.37	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	4.2	$9.7M	NEW	147k	65.82	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.3	$7.6M		100k	76.40	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.1	$4.7M	+3%	20k	239.64	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.0	$4.6M	NEW	46k	100.42	View chart
Apple (AAPL)	1.5	$3.5M		14k	254.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$3.3M	+2%	4.9k	666.17	View chart
Marriott Intl Cl A (MAR)	0.8	$1.8M		6.8k	260.44	View chart
Allstate Corporation (ALL)	0.8	$1.8M		8.2k	214.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.3M	-2%	5.5k	243.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M		1.9k	669.30	View chart
Tesla Motors (TSLA)	0.5	$1.2M	-9%	2.7k	444.72	View chart
Proshares Tr Ii Sht Vix St Trm (SVXY)	0.4	$1.0M	+30%	20k	50.94	View chart
Morgan Stanley Com New (MS)	0.4	$992k		6.2k	158.96	View chart
Microsoft Corporation (MSFT)	0.4	$930k		1.8k	518.06	View chart
Amazon (AMZN)	0.4	$819k		3.7k	219.57	View chart
NVIDIA Corporation (NVDA)	0.3	$779k		4.2k	186.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$746k	-93%	3.9k	189.69	View chart
Cbiz (CBZ)	0.3	$741k		14k	52.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$710k		5.0k	142.41	View chart
Capital One Financial (COF)	0.3	$655k		3.1k	212.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$634k		1.9k	328.17	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$583k	-4%	4.2k	139.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$536k		6.1k	87.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$534k		2.6k	203.59	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$457k		2.8k	160.66	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.2	$430k	-2%	8.3k	51.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$370k		6.4k	57.47	View chart
Mastercard Incorporated Cl A (MA)	0.2	$358k		629.00	568.81	View chart
Verizon Communications (VZ)	0.1	$331k	NEW	7.5k	43.95	View chart
Trust For Professional Man Performance Tr S (STBF)	0.1	$327k	+23%	13k	25.47	View chart
Broadcom (AVGO)	0.1	$287k	NEW	869.00	329.93	View chart
Wintrust Financial Corporation (WTFC)	0.1	$286k		2.2k	132.44	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$274k		4.9k	55.33	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$235k		2.4k	99.45	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$213k	NEW	1.6k	130.28	View chart

Past Filings by Chicago Wealth Management

SEC 13F filings are viewable for Chicago Wealth Management going back to 2019

Chicago Wealth Management 2025 Q3 filed Nov. 13, 2025
Chicago Wealth Management 2025 Q2 filed Aug. 14, 2025
Chicago Wealth Management 2025 Q1 filed May 14, 2025
Chicago Wealth Management 2024 Q4 filed Feb. 10, 2025
Chicago Wealth Management 2024 Q3 filed Nov. 12, 2024
Chicago Wealth Management 2024 Q2 filed Aug. 15, 2024
Chicago Wealth Management 2024 Q1 filed May 15, 2024
Chicago Wealth Management 2023 Q4 filed Feb. 14, 2024
Chicago Wealth Management 2023 Q3 filed Nov. 14, 2023
Chicago Wealth Management 2023 Q2 filed Aug. 15, 2023
Chicago Wealth Management 2023 Q1 filed May 12, 2023
Chicago Wealth Management 2022 Q4 filed Feb. 15, 2023
Chicago Wealth Management 2022 Q3 filed Nov. 14, 2022
Chicago Wealth Management 2022 Q2 filed Aug. 15, 2022
Chicago Wealth Management 2022 Q1 filed May 13, 2022
Chicago Wealth Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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