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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $569M AUM 204 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 52 Added 57 Reduced 9 Exited
Page 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ABEV AMBEV SA Consumer Defensive 35,000.0 $102K 0.02% $2.92 +12.0%
202 EVTL VERTICAL AEROSPACE LTD Industrials 16,556.0 $37K 0.01% $2.21 +23.5%
203 AREC AMERICAN RES CORP Energy 10,000.0 $24K 0.00% $2.42 -7.4%
204 LXRX LEXICON PHARMACEUTICALS INC Healthcare 12,000.0 $19K 0.00% $1.56 +32.1%
Page 11 of 11  ·  204 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 37.8%
Communication Services 17.5%
Technology 15.1%
Consumer Cyclical 11.7%
Healthcare 7.2%
Energy 4.7%
Industrials 2.9%
Consumer Defensive 2.2%
Basic Materials 0.5%
Utilities 0.4%