Chemistry Wealth Management LLC Portfolio Holdings

Chemistry Wealth Management LLC

  • $436 Million
  • Q2 2025

Chemistry Wealth Management LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $436 Million distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $57.3M, Berkshire Hathaway Inc Class B with a value of $54.3M, Ishares Gold Trust with a value of $21.3M, Apple Inc. with a value of $20.9M, and Alphabet Inc. with a value of $19M.

Examining the 13F form we can see an increase of $32.9M in the current position value, from $403M to 436M.

Chemistry Wealth Management LLC is based out at New York, NY

Below you can find more details about Chemistry Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $436 Million
ETFs: $145 Million
Financial Services: $115 Million
Technology: $47.7 Million
Communication Services: $46.9 Million
Consumer Cyclical: $33.2 Million
Healthcare: $14.3 Million
Energy: $9.85 Million
Industrials: $7.63 Million
Other: $9.62 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$861,000 0.2% of portfolio
24,129
Q2 2025 Added 25.76%
$157B
$816,000 0.19% of portfolio
2,926
Q2 2025 Reduced 1.71%
$108B
$796,000 0.18% of portfolio
8,697
Q2 2025 Added 2.69%
$3.64B
$788,000 0.18% of portfolio
14,672
Q2 2025 Reduced 2.31%
$128B
$734,000 0.17% of portfolio
2,381
Q4 2024 Added 15.75%
$10.9B
$745,000 0.17% of portfolio
11,090
Q2 2025 Reduced 3.08%
$111B
$736,000 0.17% of portfolio
2,672
Q2 2025 Added 8.79%
$430B
$728,000 0.17% of portfolio
1
Q2 2023 Reduced 66.67%
$14.6B
$706,000 0.16% of portfolio
20,536
Q2 2025 Added 147.42%
$41.7B
$710,000 0.16% of portfolio
9,543
Q1 2025 Reduced 5.81%
$108B
$685,000 0.16% of portfolio
4,581
Q2 2025 Added 3.39%
$31.5B
$675,000 0.15% of portfolio
67,322
Q2 2025 Added 8.17%
$256B
$598,000 0.14% of portfolio
8,497
Q2 2025 Added 1.2%
$164B
$589,000 0.14% of portfolio
1,453
Q2 2025 Added 42.03%
$44.4B
$603,000 0.14% of portfolio
4,683
Q4 2024 Added 0.69%
$21B
$597,000 0.14% of portfolio
14,787
Q2 2025 Reduced 5.74%
$583B
$548,000 0.13% of portfolio
1,544
Q2 2025 Added 12.78%
$41.1B
$579,000 0.13% of portfolio
6,881
Q2 2025 New
$734B
$502,000 0.12% of portfolio
644
Q2 2025 Added 2.88%
$216B
$471,000 0.11% of portfolio
1,614
Q2 2025 Added 0.12%
$161B
$472,000 0.11% of portfolio
2,028
Q2 2025 Reduced 2.22%
$63.1B
$449,000 0.1% of portfolio
5,249
Q2 2025 New
$1.19T
$449,000 0.1% of portfolio
1,984
Q2 2025 Added 19.59%
$170B
$438,000 0.1% of portfolio
5,156
Q2 2025 Added 10.86%
$39.6B
$456,000 0.1% of portfolio
4,245
Q4 2024 Added 0.12%
$27.8B
$457,000 0.1% of portfolio
4,134
Q2 2025 Added 48.92%
$83.7B
$389,000 0.09% of portfolio
1,829
Q2 2025 Added 17.92%
$15.3B
$395,000 0.09% of portfolio
3,265
Q2 2025 Added 16.32%
$183B
$377,000 0.09% of portfolio
2,868
Q2 2025 Reduced 5.75%
$205B
$407,000 0.09% of portfolio
5,149
Q2 2025 Reduced 8.3%
$76.6B
$362,000 0.08% of portfolio
1,469
Q2 2025 Added 7.3%
$27.2B
$353,000 0.08% of portfolio
30,836
Q2 2025 Added 0.66%
$272B
$331,000 0.08% of portfolio
1,287
Q1 2025 Reduced 14.88%
$35.5B
$350,000 0.08% of portfolio
1,343
Q2 2025 Added 2.99%
$68.1B
$345,000 0.08% of portfolio
11,149
Q2 2025 Added 9.45%
$123B
$336,000 0.08% of portfolio
727
Q2 2025 Reduced 1.36%
$207B
$345,000 0.08% of portfolio
891
Q4 2024 Added 43.25%
$209B
$293,000 0.07% of portfolio
285
Q2 2025 New
$270B
$315,000 0.07% of portfolio
3,223
Q2 2025 Added 3.04%
$234B
$321,000 0.07% of portfolio
2,363
Q4 2024 New
$5.25B
$293,000 0.07% of portfolio
5,288
Q2 2025 New
$0
$324,000 0.07% of portfolio
12,037
Q2 2025 Added 0.84%
$202B
$296,000 0.07% of portfolio
10,256
Q2 2025 New
$45.5B
$284,000 0.07% of portfolio
2,205
Q2 2025 Added 30.78%
$88.1B
$313,000 0.07% of portfolio
4,223
Q2 2025 Added 16.92%
$59.6B
$302,000 0.07% of portfolio
1,241
Q4 2024 Added 5.17%
$65.6B
$305,000 0.07% of portfolio
747
Q2 2025 Added 13.18%
$145B
$240,000 0.06% of portfolio
1,946
Q2 2025 Reduced 4.09%
$75.4B
$251,000 0.06% of portfolio
2,762
Q1 2025 Added 3.64%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $436 Million
  • Prior Value $403 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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