Chicago Wealth Management

Chicago Wealth Management as of June 30, 2026

Portfolio Holdings for Chicago Wealth Management

Chicago Wealth Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishares Semicdtr (SOXX) 8.0 $23M 35k 640.76
Select Sector Spdr Tr St Str Indl Etf (XLI) 5.8 $16M 88k 185.23
Ishares Tr Intl Sel Div Etf (IDV) 4.9 $14M 333k 41.43
Global X Fds Lithium Btry Etf (LIT) 4.8 $14M 173k 78.28
Vaneck Etf Trust Rare Ear Str Etf (REMX) 4.7 $13M 151k 88.50
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.7 $13M 115k 115.69
Global X Fds 1 3 Mo T Bi Et (CLIP) 4.6 $13M 130k 100.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $13M 17k 736.39
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.5 $13M 144k 88.54
Spdr Series Trust St Str Sp Biot (XBI) 4.4 $13M 79k 158.25
Spdr Series Trust St Str Sp Metal (XME) 4.2 $12M 111k 106.93
Global X Fds Us Infr Dev Etf (PAVE) 4.2 $12M 201k 58.92
Ishares Tr 0-3 Mth Treasury (SGOV) 3.9 $11M 108k 100.67
Ishares Msci Emrg Chn (EMXC) 3.8 $11M 104k 102.30
Ishares Core Msci Emkt (IEMG) 3.0 $8.5M 103k 82.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $7.7M 10k 746.78
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 2.6 $7.3M 47k 155.59
Ishares Tr Expanded Tech (IGV) 2.5 $7.0M 77k 90.60
Ishares Tr North Amern Nat (IGE) 2.2 $6.2M 110k 56.18
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 2.0 $5.7M 210k 27.05
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.9 $5.3M 82k 64.50
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $4.7M 153k 30.37
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.6M 68k 68.41
Select Sector Spdr Tr St Str Energ Etf (XLE) 1.6 $4.4M 83k 53.11
Apple (AAPL) 1.4 $4.0M 14k 289.37
Marriott Intl Cl A (MAR) 0.9 $2.5M 6.8k 370.59
Allstate Corporation (ALL) 0.7 $2.0M 8.2k 237.94
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.9M 5.4k 353.34
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 1.9k 748.89
Morgan Stanley Com New (MS) 0.5 $1.3M 6.2k 209.04
Proshares Tr Ii Sht Vix St Trm (SVXY) 0.4 $1.3M 22k 57.26
Ishares Tr Glb Infrastr Etf (IGF) 0.4 $1.2M 18k 66.60
Tesla Motors (TSLA) 0.4 $1.1M 2.7k 420.60
Amazon (AMZN) 0.3 $903k 3.8k 238.34
NVIDIA Corporation (NVDA) 0.3 $817k 4.1k 200.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $783k 3.7k 212.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $745k 2.0k 370.09
Trust For Professional Man Perfo Tr Bd Etf (STBF) 0.3 $740k 29k 25.38
Broadcom (AVGO) 0.2 $700k 1.9k 377.76
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $693k 3.6k 190.51
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $663k 4.2k 158.68
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $636k 10k 62.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $635k 2.6k 242.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $622k 4.2k 146.41
Ishares Tr Core Msci Eafe (IEFA) 0.2 $598k 6.2k 96.58
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.2 $592k 5.5k 107.13
Microsoft Corporation (MSFT) 0.2 $555k 1.5k 373.11
Ishares Tr Us Aer Def Etf (ITA) 0.2 $494k 2.0k 242.37
Capital One Financial (COF) 0.2 $457k 2.3k 200.61
Cbiz (CBZ) 0.2 $449k 14k 32.08
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $444k 8.3k 53.61
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.2 $442k 7.4k 59.75
First Tr Exchange-traded A Com Shs (FTC) 0.2 $432k 2.2k 193.77
Wintrust Financial Corporation (WTFC) 0.1 $347k 2.2k 160.72
Ishares Tr Russell 2000 Etf (IWM) 0.1 $342k 1.1k 300.45
Mastercard Incorporated Cl A (MA) 0.1 $323k 629.00 513.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $232k 1.6k 141.89
Exxon Mobil Corporation (XOM) 0.1 $229k 1.7k 136.74
Ishares Tr Us Br Del Se Etf (IAI) 0.1 $214k 1.2k 175.33
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $211k 2.3k 90.11
Vanguard World Utilities Etf (VPU) 0.1 $209k 1.1k 195.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $203k 2.1k 96.43
Ishares Esg Awr Msci Em (ESGE) 0.1 $202k 3.7k 54.69