Chemistry Wealth Management LLC
211 holdingsFiling period: 2026-06-30Current AUM: $654.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Scottsdale Fds | 1.11M | $64.4M | $63.8M | 9.75% | +46.1K | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 113.1K | $56.6M | $56.6M | 8.65% | +1.1K | 2026-06-30 |
| 3 | AKRE | Profesionally Managed Portfo | 921.7K | $49.0M | $53.6M | 8.19% | +29.7K | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 111.4K | $39.4M | $37.5M | 5.73% | +5.0K | 2026-06-30 |
| 5 | AAPL | Apple Inc | 91.7K | $26.5M | $31.1M | 4.76% | +166 | 2026-06-30 |
| 6 | IAU | iShares Gold TR | 346.1K | $26.1M | $26.8M | 4.09% | +518 | 2026-06-30 |
| 7 | VTIP | Vanguard Malvern Fds | 422.4K | $21.2M | $20.6M | 3.14% | +55.5K | 2026-06-30 |
| 8 | BN | Brookfield Corp | 445.4K | $19.0M | $16.6M | 2.54% | +3.7K | 2026-06-30 |
| 9 | AXP | American Express Co | 50.7K | $17.1M | $16.1M | 2.46% | -3,047 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 64.5K | $15.4M | $16.9M | 2.59% | +1.4K | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 36.9K | $12.1M | $12.4M | 1.89% | -320 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 21.0K | $11.8M | $14.6M | 2.23% | +35 | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 25.1K | $9.0M | $8.5M | 1.30% | -426 | 2026-06-30 |
| 14 | GVLU | Tidal Trust I | 317.8K | $8.4M | $9.1M | 1.39% | +17.1K | 2026-06-30 |
| 15 | TCAF | T Rowe Price Exchange-Traded | 194.2K | $8.0M | $8.4M | 1.29% | +10.0K | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 19.4K | $7.2M | $10.3M | 1.57% | -90 | 2026-06-30 |
| 17 | UNH | Unitedhealth Group Inc | 17.1K | $7.1M | $7.2M | 1.10% | +49 | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 47.7K | $6.5M | $8.5M | 1.30% | -434 | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 47.7K | $6.5M | $8.5M | 1.30% | -434 | 2026-06-30 |
| 20 | VBR | Vanguard Index Fds | 26.5K | $6.4M | $6.3M | 0.97% | +158 | 2026-06-30 |
| 21 | MKL | Markel Group Inc | 3.2K | $6.2M | $6.0M | 0.91% | +170 | 2026-06-30 |
| 22 | ELV | Elevance Health Inc Formerly | 15.3K | $5.9M | $6.7M | 1.03% | +3 | 2026-06-30 |
| 23 | HYMB | Spdr Series Trust | 192.2K | $4.9M | $4.5M | 0.69% | -- | 2026-06-30 |
| 24 | MU | Micron Technology Inc | 4.2K | $4.8M | $3.7M | 0.57% | -7,803 | 2026-06-30 |
| 25 | VTV | Vanguard Index Fds | 21.1K | $4.6M | $4.7M | 0.72% | +381 | 2026-06-30 |
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