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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYM VANGUARD WHITEHALL FDS 2,999.0 $474K 0.08% +298.0 +11.0% $158.03 +4.4%
62 IWF ISHARES TR 3,690.0 $458K 0.07% +3K +313.7% $124.17 -1.4%
63 FISV FISERV INC Technology 8,294.0 $407K 0.07% +2K +24.4% $49.05 +7.2%
64 WMT WALMART INC Consumer Defensive 3,535.0 $400K 0.06% +41.0 +1.2% $113.24 -8.4%
65 ADBE ADOBE INC Technology 1,803.0 $370K 0.06% +973.0 +117.2% $205.02 +34.3%
66 CCJ CAMECO CORP Energy 3,402.0 $347K 0.06% +402.0 +13.4% $101.86 +0.6%
67 APPF APPFOLIO INC Technology 1,879.0 $301K 0.05% +275.0 +17.1% $160.35 +39.9%
68 HDV ISHARES TR 10,880.0 $298K 0.05% +9K +400.0% $27.41 +8.8%
69 AOA ISHARES TR 2,579.0 $252K 0.04% +60.0 +2.4% $97.60 +1.4%
70 GDXJ VANECK ETF TRUST 2,162.0 $212K 0.03% +232.0 +12.0% $98.25 +35.0%
Page 4 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%