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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $569M AUM 204 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 52 Added 57 Reduced 9 Exited
Page 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 4,664.0 $1.4M 0.25% +3K +121.5% $302.24 +9.1%
62 XLK SELECT SECTOR SPDR TR 10,431.0 $1.4M 0.24% $132.90 +37.8%
63 SHY ISHARES TR 16,683.0 $1.4M 0.24% +183.0 +1.1% $82.57 -0.4%
64 MOH MOLINA HEALTHCARE INC Healthcare 10,178.0 $1.4M 0.24% NEW $133.30 +35.2%
65 IJR ISHARES TR 10,729.0 $1.3M 0.23% $124.31 +12.3%
66 VOE VANGUARD INDEX FDS 7,068.0 $1.3M 0.23% $184.28 +6.0%
67 VWO VANGUARD INTL EQUITY INDEX F 23,799.0 $1.3M 0.23% $54.05 +11.3%
68 BLK BLACKROCK INC Financial Services 1,307.0 $1.3M 0.22% -196.0 -13.0% $961.71 +11.5%
69 GDX VANECK ETF TRUST 13,663.0 $1.3M 0.22% -246.0 -1.8% $91.77 -6.0%
70 ESGV VANGUARD WORLD FD 10,827.0 $1.2M 0.21% $112.27 +17.9%
71 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,703.0 $1.2M 0.21% $157.28 -5.0%
72 TIP ISHARES TR 10,861.0 $1.2M 0.21% +414.0 +4.0% $110.36 +0.5%
73 CVX CHEVRON CORPORATION Energy 5,533.0 $1.1M 0.20% -119.0 -2.1% $206.90 -11.6%
74 RSP INVESCO EXCHANGE TRADED FD T 5,852.0 $1.1M 0.20% -91.0 -1.5% $191.92 +8.3%
75 DHR DANAHER CORP DEL Healthcare 5,815.0 $1.1M 0.19% -612.0 -9.5% $189.60 -9.0%
76 FEOE RBB FUND TRUST 21,751.0 $1.1M 0.19% +10K +86.8% $50.46 +7.3%
77 VEU VANGUARD INTL EQUITY INDEX F 13,848.0 $1.0M 0.18% $75.10 +11.4%
78 KKR KKR & CO INC Financial Services 11,242.0 $1.0M 0.18% $92.50 +1.8%
79 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 27,746.0 $1.0M 0.18% +504.0 +1.9% $37.01 +15.1%
80 VUG VANGUARD INDEX FDS 2,330.0 $1.0M 0.18% $436.77 -79.9%
Page 4 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.8%
Communication Services 17.5%
Technology 15.1%
Consumer Cyclical 11.7%
Healthcare 7.2%
Energy 4.7%
Industrials 2.9%
Consumer Defensive 2.2%
Basic Materials 0.5%
Utilities 0.4%