Chicago Wealth Management, Inc. Portfolio Holdings

Chicago Wealth Management, Inc.

  • $210 Million
  • Q2 2025

Chicago Wealth Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.2M, Ishares Tr Us Broker Dealers & with a value of $13.3M, Industrial Sector Spdr with a value of $12.9M, Ishares Expanded Tech Software with a value of $11.6M, and Invesco Exchange Traded Fd Tr with a value of $11.1M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $181M to 210M.

Chicago Wealth Management, Inc. is based out at Chicago, IL

Below you can find more details about Chicago Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $195 Million
Technology: $4.34 Million
Financial Services: $3.81 Million
Consumer Cyclical: $3.62 Million
Industrials: $1 Million
Communication Services: $1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$2.79 Million 1.33% of portfolio
13,612
Q2 2025 Reduced 1.92%
$86B
$1.86 Million 0.89% of portfolio
6,792
Q4 2020 New
$55.9B
$1.66 Million 0.79% of portfolio
8,227
Q4 2020 New
$1.24T
$1 Million 0.48% of portfolio
5,651
Q2 2025 Reduced 1.72%
$3.24B
$1 Million 0.48% of portfolio
14,000
Q1 2024 Reduced 17.65%
$1.08T
$954,000 0.46% of portfolio
3,005
Q2 2025 Reduced 3.99%
$3.95T
$891,000 0.43% of portfolio
1,793
Q2 2025 Reduced 18.46%
$250B
$879,000 0.42% of portfolio
6,243
Q1 2021 New
$2.26T
$815,000 0.39% of portfolio
3,719
Q2 2025 Reduced 0.93%
$83.2B
$655,000 0.31% of portfolio
3,081
Q2 2025 New
$456B
$659,000 0.31% of portfolio
4,173
Q2 2025 Reduced 31.05%
$548B
$353,000 0.17% of portfolio
629
Q4 2024 Reduced 0.47%
$7.74B
$267,000 0.13% of portfolio
2,161
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $210 Million
  • Prior Value $181 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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