Chemistry Wealth Management

Chemistry Wealth Management as of March 31, 2026

Portfolio Holdings for Chemistry Wealth Management

Chemistry Wealth Management holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.9 $62M 1.1M 58.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.4 $54M 112k 479.20
Profesionally Managed Portfo Akre Focus Etf (AKRE) 8.3 $47M 892k 52.85
Alphabet Cap Stk Cl C (GOOG) 5.4 $31M 107k 286.86
Ishares Gold Tr Ishares New (IAU) 5.4 $31M 346k 88.16
Apple (AAPL) 4.1 $23M 92k 253.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.2 $18M 367k 49.95
Brookfield Corp Cl A Ltd Vt Sh (BN) 3.1 $18M 442k 40.47
American Express Company (AXP) 2.9 $16M 54k 302.48
Amazon (AMZN) 2.3 $13M 63k 208.27
Meta Platforms Cl A (META) 2.1 $12M 21k 572.14
JPMorgan Chase & Co. (JPM) 1.9 $11M 37k 294.16
Exxon Mobil Corporation (XOM) 1.4 $8.2M 48k 169.66
Tidal Trust I Gotham 1000 Valu (GVLU) 1.3 $7.6M 301k 25.32
Alphabet Cap Stk Cl A (GOOGL) 1.3 $7.3M 26k 287.55
Microsoft Corporation (MSFT) 1.3 $7.2M 19k 370.18
T Rowe Price Etf Cap Appreciation (TCAF) 1.2 $6.6M 184k 35.59
Markel Corporation (MKL) 1.0 $5.7M 3.0k 1914.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $5.7M 26k 217.25
Spdr Series Trust State Street Spd (HYMB) 0.8 $4.8M 192k 24.80
UnitedHealth (UNH) 0.8 $4.6M 17k 270.58
Anthem (ELV) 0.8 $4.5M 15k 292.74
Ab Active Etfs New York Interme (NYM) 0.7 $4.2M 168k 24.95
Vanguard Index Fds Value Etf (VTV) 0.7 $4.1M 21k 196.20
Micron Technology (MU) 0.7 $4.0M 12k 337.84
Bank of America Corporation (BAC) 0.7 $3.7M 77k 48.75
Airbnb Com Cl A (ABNB) 0.6 $3.6M 28k 126.28
Johnson & Johnson (JNJ) 0.6 $3.3M 13k 244.43
Wayfair Cl A (W) 0.6 $3.2M 43k 75.21
Booking Holdings (BKNG) 0.6 $3.2M 754.00 4207.83
Charles Schwab Corporation (SCHW) 0.6 $3.1M 34k 93.98
Costco Wholesale Corporation (COST) 0.5 $3.1M 3.1k 996.53
Occidental Petroleum Corporation (OXY) 0.5 $3.0M 47k 65.00
NVIDIA Corporation (NVDA) 0.5 $3.0M 17k 174.40
Spdr Index Shs Fds State Street Spd (GNR) 0.5 $2.7M 36k 74.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $2.4M 3.7k 650.34
Mastercard Incorporated Cl A (MA) 0.4 $2.4M 4.7k 499.64
Nike CL B (NKE) 0.4 $2.3M 44k 52.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.3M 7.1k 320.80
Rbb Fund Trust First Eagle Gbl (FEGE) 0.4 $2.2M 47k 47.00
Select Sector Spdr Tr State Street Hea (XLV) 0.4 $2.1M 15k 146.61
Raytheon Technologies Corp (RTX) 0.4 $2.1M 11k 192.90
S&p Global (SPGI) 0.4 $2.1M 4.9k 425.35
Becton, Dickinson and (BDX) 0.4 $2.0M 13k 157.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $2.0M 25k 79.27
Wells Fargo & Company (WFC) 0.3 $1.9M 24k 79.61
Deere & Company (DE) 0.3 $1.9M 3.3k 563.23
U Haul Holding Company Com Ser N (UHAL.B) 0.3 $1.8M 41k 44.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.8M 14k 125.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 3.0k 597.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.8M 3.1k 577.13
Ishares Gold Tr Shares Represent (IAUM) 0.3 $1.8M 38k 46.70
Ameriprise Financial (AMP) 0.3 $1.7M 3.7k 444.40
Five Below (FIVE) 0.3 $1.6M 7.2k 228.48
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.6M 3.7k 430.29
salesforce (CRM) 0.3 $1.5M 8.1k 186.68
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $1.5M 9.5k 158.58
Home Depot (HD) 0.3 $1.5M 4.5k 328.89
Abbvie (ABBV) 0.3 $1.5M 6.7k 217.49
Norfolk Southern (NSC) 0.2 $1.4M 4.9k 286.98
Visa Com Cl A (V) 0.2 $1.4M 4.7k 302.24
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.4M 10k 132.90
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.4M 17k 82.57
Molina Healthcare (MOH) 0.2 $1.4M 10k 133.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3M 11k 124.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M 7.1k 184.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M 24k 54.05
Blackrock (BLK) 0.2 $1.3M 1.3k 961.71
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.3M 14k 91.77
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $1.2M 11k 112.27
Intercontinental Exchange (ICE) 0.2 $1.2M 7.7k 157.28
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.2M 11k 110.36
Chevron Corporation (CVX) 0.2 $1.1M 5.5k 206.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 5.9k 191.92
Danaher Corporation (DHR) 0.2 $1.1M 5.8k 189.60
Rbb Fund Trust First Eagle Over (FEOE) 0.2 $1.1M 22k 50.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.0M 14k 75.10
Kkr & Co (KKR) 0.2 $1.0M 11k 92.50
MGM Resorts International. (MGM) 0.2 $1.0M 28k 37.01
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.0M 2.3k 436.77
Walt Disney Company (DIS) 0.2 $993k 10k 96.38
Amgen (AMGN) 0.2 $980k 2.8k 351.85
Arch Cap Group Ord (ACGL) 0.2 $957k 10k 95.99
Coca-Cola Company (KO) 0.2 $915k 12k 76.05
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $902k 3.1k 287.21
Ishares Tr Core S&p500 Etf (IVV) 0.2 $902k 1.4k 653.27
Goldman Sachs (GS) 0.2 $887k 1.0k 845.99
Procter & Gamble Company (PG) 0.2 $861k 6.0k 144.44
Spdr Series Trust State Street Spd (SPYM) 0.1 $849k 11k 76.54
eBay (EBAY) 0.1 $848k 9.3k 91.02
Starbucks Corporation (SBUX) 0.1 $799k 8.9k 89.59
Shell Spon Ads (SHEL) 0.1 $796k 8.6k 93.00
Broadcom (AVGO) 0.1 $793k 2.6k 309.51
Roblox Corp Cl A (RBLX) 0.1 $768k 14k 56.56
Comcast Corp Cl A (CMCSA) 0.1 $763k 27k 28.71
Ishares Tr Msci Eafe Etf (EFA) 0.1 $762k 7.8k 97.13
Source Capital Com Shs Of Ben I (SOR) 0.1 $727k 16k 46.32
Nice Sponsored Adr (NICE) 0.1 $724k 6.6k 110.26
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $722k 16k 44.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Ishares Tr S&p 100 Etf (OEF) 0.1 $701k 2.2k 318.07
Dollar Tree (DLTR) 0.1 $690k 6.3k 109.51
Warner Bros Discovery Com Ser A (WBD) 0.1 $684k 25k 27.46
Teck Resources CL B (TECK) 0.1 $675k 13k 51.75
Eli Lilly & Co. (LLY) 0.1 $657k 714.00 919.78
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $649k 1.9k 337.95
Caterpillar (CAT) 0.1 $633k 894.00 708.46
Iac Com New (IAC) 0.1 $607k 15k 40.03
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $587k 13k 45.89
Ishares Tr Ishares Biotech (IBB) 0.1 $580k 3.4k 168.86
Blackstone Group Inc Com Cl A (BX) 0.1 $571k 5.0k 114.99
Vanguard World Utilities Etf (VPU) 0.1 $543k 2.7k 198.18
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $539k 7.5k 71.73
Korea Com New (KF) 0.1 $526k 12k 44.90
Vanguard World Inf Tech Etf (VGT) 0.1 $523k 750.00 697.77
Merck & Co (MRK) 0.1 $520k 4.3k 120.28
Citigroup Com New (C) 0.1 $520k 4.6k 113.41
Uber Technologies (UBER) 0.1 $519k 7.2k 71.93
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $514k 389.00 1320.83
McDonald's Corporation (MCD) 0.1 $510k 1.6k 310.87
Lennar Corp Cl A (LEN) 0.1 $502k 5.8k 86.84
Oracle Corporation (ORCL) 0.1 $498k 3.4k 147.10
Palantir Technologies Cl A (PLTR) 0.1 $488k 3.3k 146.28
Paypal Holdings (PYPL) 0.1 $475k 11k 45.23
Automatic Data Processing (ADP) 0.1 $474k 2.3k 203.18
Select Sector Spdr Tr State Street Con (XLY) 0.1 $469k 4.3k 108.98
Vanguard World Energy Etf (VDE) 0.1 $467k 2.7k 173.04
Barrick Mng Corp Com Shs (B) 0.1 $464k 11k 40.79
Ge Aerospace Com New (GE) 0.1 $463k 1.6k 283.77
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $463k 2.9k 161.71
Honeywell International (HON) 0.1 $459k 2.0k 226.00
Ishares Tr U.s. Energy Etf (IYE) 0.1 $452k 7.0k 64.77
Capital One Financial (COF) 0.1 $442k 2.4k 182.43
Lockheed Martin Corporation (LMT) 0.1 $441k 729.00 604.22
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $437k 2.0k 215.06
Wal-Mart Stores (WMT) 0.1 $434k 3.5k 124.28
Charter Communications Cl A (CHTR) 0.1 $433k 2.0k 215.88
Intel Corporation (INTC) 0.1 $416k 9.4k 44.13
D.R. Horton (DHI) 0.1 $413k 3.0k 137.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $411k 1.6k 261.94
Waters Corporation (WAT) 0.1 $409k 1.4k 297.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $400k 2.7k 148.10
Rbc Cad (RY) 0.1 $393k 2.4k 161.78
Zoetis Cl A (ZTS) 0.1 $385k 3.3k 118.21
Republic Services (RSG) 0.1 $381k 1.7k 219.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $380k 892.00 426.40
Vanguard World Health Car Etf (VHT) 0.1 $376k 1.4k 272.33
Fiserv (FISV) 0.1 $372k 6.7k 55.80
Ishares Tr National Mun Etf (MUB) 0.1 $371k 3.5k 106.15
Vulcan Materials Company (VMC) 0.1 $366k 1.3k 272.30
New York Times Co Mtn Be Cl A (NYT) 0.1 $365k 4.4k 83.73
Liberty Broadband Corp Com Ser C (LBRDK) 0.1 $355k 7.1k 50.30
Gmo Etf Trust Gmo Us Quality E (QLTY) 0.1 $354k 9.8k 36.18
Cheniere Energy Com New (LNG) 0.1 $352k 1.2k 283.76
Brighthouse Finl (BHF) 0.1 $342k 5.7k 59.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $340k 6.0k 56.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $338k 4.3k 78.41
Diamondback Energy (FANG) 0.1 $333k 1.7k 197.79
Bank of New York Mellon Corporation (BK) 0.1 $328k 2.8k 118.63
Cameco Corporation (CCJ) 0.1 $326k 3.0k 108.61
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $323k 698.00 463.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $321k 2.8k 113.11
Thermo Fisher Scientific (TMO) 0.1 $319k 649.00 491.53
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $314k 3.2k 99.27
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $309k 4.6k 67.07
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $305k 7.9k 38.42
Ishares Tr Us Industrials (IYJ) 0.1 $303k 2.1k 147.54
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $299k 7.0k 42.56
Ishares Tr Core High Dv Etf (HDV) 0.1 $295k 2.2k 135.72
Nextera Energy (NEE) 0.1 $291k 3.1k 92.88
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $278k 5.6k 49.97
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $276k 2.3k 118.60
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $271k 2.4k 114.32
Green Brick Partners (GRBK) 0.0 $262k 4.1k 64.45
Kimberly-Clark Corporation (KMB) 0.0 $262k 2.7k 96.47
TJX Companies (TJX) 0.0 $259k 1.6k 159.70
American Intl Group Com New (AIG) 0.0 $258k 3.4k 75.25
CarMax (KMX) 0.0 $257k 6.2k 41.58
Pepsi (PEP) 0.0 $257k 1.7k 155.29
Appfolio Com Cl A (APPF) 0.0 $253k 1.6k 157.82
Parker-Hannifin Corporation (PH) 0.0 $253k 282.00 895.61
Consolidated Edison (ED) 0.0 $249k 2.2k 113.16
Ishares Tr Select Divid Etf (DVY) 0.0 $248k 1.6k 151.41
Ge Vernova (GEV) 0.0 $248k 284.00 872.90
Texas Instruments Incorporated (TXN) 0.0 $239k 1.2k 194.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $238k 3.5k 67.53
Enterprise Products Partners (EPD) 0.0 $237k 6.3k 37.84
Abbott Laboratories (ABT) 0.0 $236k 2.3k 102.67
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $232k 1.9k 120.04
Crocs (CROX) 0.0 $232k 2.8k 83.02
Constellation Energy (CEG) 0.0 $229k 819.00 279.19
Public Service Enterprise (PEG) 0.0 $228k 2.8k 80.95
Cisco Systems (CSCO) 0.0 $225k 2.9k 77.59
Union Pacific Corporation (UNP) 0.0 $223k 919.00 242.62
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $223k 2.5k 88.49
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $218k 3.3k 66.87
O'reilly Automotive (ORLY) 0.0 $215k 2.3k 92.31
Ishares Tr China Lg-cap Etf (FXI) 0.0 $205k 5.7k 35.90
Xylem (XYL) 0.0 $205k 1.7k 119.50
Adobe Systems Incorporated (ADBE) 0.0 $202k 830.00 243.08
Ambev Sa Sponsored Adr (ABEV) 0.0 $102k 35k 2.92
Vertical Aerospace Shs New (EVTL) 0.0 $37k 17k 2.21
American Res Corp Cl A (AREC) 0.0 $24k 10k 2.42
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $19k 12k 1.56