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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 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 10,734.0 $1.6M 0.26% $148.31 -0.7%
62 WFC WELLS FARGO & CO Financial Services 18,388.0 $1.5M 0.24% -6K -24.4% $82.64 +1.5%
63 VUG VANGUARD INDEX FDS 16,901.0 $1.5M 0.23% +15K +625.4% $86.14 +1.6%
64 ESGV VANGUARD WORLD FD 10,827.0 $1.4M 0.23% $132.24 +2.7%
65 SHY ISHARES TR 17,395.0 $1.4M 0.23% +712.0 +4.3% $82.11 -0.1%
66 VWO VANGUARD INTL EQUITY INDEX F 23,839.0 $1.4M 0.23% $59.69 +1.3%
67 ZTS ZOETIS INC Healthcare 19,696.0 $1.4M 0.23% +16K +504.4% $71.86 +8.2%
68 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14,647.0 $1.4M 0.23% +300.0 +2.1% $95.98 +24.3%
69 GLD SPDR GOLD TR Financial Services 3,813.0 $1.4M 0.23% +69.0 +1.8% $368.38 +14.9%
70 NSC NORFOLK SOUTHN CORP Industrials 4,409.0 $1.4M 0.22% -539.0 -10.9% $314.61 +11.5%
71 VOE VANGUARD INDEX FDS 6,939.0 $1.4M 0.22% -129.0 -1.8% $197.60 +5.6%
72 MELI MERCADOLIBRE INC Consumer Cyclical 798.0 $1.4M 0.22% NEW $1697.39 +13.3%
73 FEOE RBB FUND TRUST 25,052.0 $1.3M 0.21% +3K +15.2% $53.40 +6.1%
74 GS GOLDMAN SACHS GROUP INC Financial Services 1,300.0 $1.3M 0.21% +251.0 +23.9% $1011.37 +2.8%
75 FIVE FIVE BELOW INC Consumer Cyclical 7,051.0 $1.3M 0.20% -110.0 -1.5% $179.79 +39.2%
76 BLK BLACKROCK INC Financial Services 1,307.0 $1.3M 0.20% $961.56 +20.3%
77 RSP INVESCO EXCHANGE TRADED FD T 5,858.0 $1.2M 0.20% $212.77 +4.2%
78 HD HOME DEPOT INC Consumer Cyclical 3,518.0 $1.2M 0.20% -1K -22.1% $352.68 -4.8%
79 VEU VANGUARD INTL EQUITY INDEX F 13,848.0 $1.2M 0.19% $83.75 +2.3%
80 DHR DANAHER CORP DEL Healthcare 5,482.0 $1.0M 0.17% -333.0 -5.7% $190.48 +14.9%
Page 4 of 11  ·  210 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%