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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $625M AUM 210 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 70 Added 48 Reduced 9 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BDX BECTON DICKINSON & CO Healthcare 20,843.0 $3.2M 0.51% +8K +61.5% $151.33 +26.9%
22 QQQ INVESCO QQQ TR Financial Services 3,428.0 $2.5M 0.40% +360.0 +11.7% $736.34 -3.1%
23 GNR SPDR INDEX SHS FDS 36,901.0 $2.5M 0.40% +484.0 +1.3% $67.31 +17.8%
24 U HAUL HOLDING COMPANY 42,597.0 $2.5M 0.39% +1K +3.1% $57.70
25 MA MASTERCARD INCORPORATED Financial Services 4,775.0 $2.5M 0.39% +28.0 +0.6% $513.59 +13.1%
26 TIP ISHARES TR 22,266.0 $2.4M 0.39% +11K +105.0% $109.43 -2.1%
27 VOO VANGUARD INDEX FDS 3,381.0 $2.3M 0.37% +409.0 +13.8% $686.89 +2.4%
28 SPGI S&P GLOBAL INC Financial Services 5,176.0 $2.1M 0.34% +283.0 +5.8% $407.28 +5.9%
29 CRM SALESFORCE INC Technology 13,155.0 $2.1M 0.33% +5K +62.6% $156.66 +33.5%
30 VCSH VANGUARD SCOTTSDALE FDS 25,255.0 $2.0M 0.32% +263.0 +1.1% $79.03 -0.6%
31 IAUM ISHARES GOLD TRUST MICRO Financial Services 47,264.0 $1.9M 0.30% +9K +25.0% $40.01 +14.9%
32 ABBV ABBVIE INC Healthcare 7,492.0 $1.9M 0.30% +760.0 +11.3% $251.64 +5.3%
33 V VISA INC Financial Services 5,272.0 $1.8M 0.29% +608.0 +13.0% $343.09 +8.1%
34 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 34,181.0 $1.6M 0.26% +6K +23.2% $47.81 -8.5%
35 VUG VANGUARD INDEX FDS 16,901.0 $1.5M 0.23% +15K +625.4% $86.14 +1.6%
36 SHY ISHARES TR 17,395.0 $1.4M 0.23% +712.0 +4.3% $82.11 -0.1%
37 ZTS ZOETIS INC Healthcare 19,696.0 $1.4M 0.23% +16K +504.4% $71.86 +8.2%
38 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14,647.0 $1.4M 0.23% +300.0 +2.1% $95.98 +24.3%
39 GLD SPDR GOLD TR Financial Services 3,813.0 $1.4M 0.23% +69.0 +1.8% $368.38 +14.9%
40 FEOE RBB FUND TRUST 25,052.0 $1.3M 0.21% +3K +15.2% $53.40 +6.1%
Page 2 of 4  ·  70 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 39.4%
Technology 18.4%
Consumer Cyclical 13.9%
Healthcare 10.5%
Communication Services 8.0%
Energy 3.8%
Industrials 3.1%
Consumer Defensive 1.9%
Basic Materials 0.5%
Utilities 0.4%