Chemistry Wealth Management LLC
205 holdingsFiling period: 2026-03-31Current AUM: $623.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 1.06M | $62.1M | $61.6M | 9.89% | +29.3K | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 112.0K | $53.7M | $53.7M | 8.61% | -327 | 2026-03-31 |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | 892.0K | $47.1M | $51.3M | 8.22% | -- | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 106.5K | $30.5M | $38.0M | 6.09% | -479 | 2026-03-31 |
| 5 | IAU | ISHARES GOLD TR | 345.6K | $30.5M | $26.3M | 4.22% | -3,645 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 91.5K | $23.2M | $28.3M | 4.53% | -613 | 2026-03-31 |
| 7 | VTIP | VANGUARD MALVERN FDS | 366.9K | $18.3M | $18.2M | 2.92% | +23.0K | 2026-03-31 |
| 8 | BN | BROOKFIELD CORP | 441.8K | $17.9M | $18.8M | 3.01% | +4.1K | 2026-03-31 |
| 9 | AXP | AMERICAN EXPRESS CO | 53.7K | $16.3M | $18.1M | 2.90% | +2.2K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 63.1K | $13.1M | $17.1M | 2.75% | +3.6K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 21.0K | $12.0M | $11.7M | 1.87% | +184 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 37.2K | $11.0M | $13.1M | 2.10% | -153 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 48.2K | $8.2M | $7.5M | 1.20% | +231 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 48.2K | $8.2M | $7.5M | 1.20% | +231 | 2026-03-31 |
| 15 | GVLU | TIDAL TRUST I | 300.6K | $7.6M | $8.4M | 1.34% | +9.4K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 25.5K | $7.3M | $9.1M | 1.46% | -1,894 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 19.4K | $7.2M | $9.0M | 1.45% | +423 | 2026-03-31 |
| 18 | TCAF | T ROWE PRICE ETF INC | 184.2K | $6.6M | $7.6M | 1.23% | +6.0K | 2026-03-31 |
| 19 | MKL | MARKEL GROUP INC | 3.0K | $5.7M | $5.7M | 0.91% | +44 | 2026-03-31 |
| 20 | VBR | VANGUARD INDEX FDS | 26.3K | $5.7M | $6.4M | 1.03% | -30 | 2026-03-31 |
| 21 | HYMB | SPDR SERIES TRUST | 192.2K | $4.8M | $4.8M | 0.77% | +54.2K | 2026-03-31 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 17.1K | $4.6M | $7.1M | 1.14% | +1.1K | 2026-03-31 |
| 23 | ELV | ELEVANCE HEALTH INC FORMERLY | 15.3K | $4.5M | $5.8M | 0.92% | +366 | 2026-03-31 |
| 24 | NYM | AB ACTIVE ETFS INC | 168.1K | $4.2M | $4.2M | 0.67% | -- | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 20.7K | $4.1M | $4.6M | 0.73% | +979 | 2026-03-31 |
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