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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 5 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EBAY EBAY INC. Consumer Cyclical 9,310.0 $1.0M 0.17% $111.75 -6.8%
82 INTC INTEL CORP Technology 7,439.0 $1.0M 0.17% -2K -21.0% $139.63 -35.5%
83 KKR KKR & CO INC 11,246.0 $1.0M 0.17% $91.78
84 IVV ISHARES TR 1,378.0 $1.0M 0.17% $748.97 +2.7%
85 GDX VANECK ETF TRUST 13,663.0 $1.0M 0.17% $75.45 +36.3%
86 CVX CHEVRON CORPORATION Energy 6,215.0 $1.0M 0.17% +682.0 +12.3% $165.75 +23.8%
87 AMGN AMGEN INC Healthcare 2,786.0 $1.0M 0.16% $362.12 +21.3%
88 PYPL PAYPAL HLDGS INC Financial Services 23,347.0 $1.0M 0.16% +13K +122.5% $43.18 +42.5%
89 ACGL ARCH CAP GROUP LTD Financial Services 10,187.0 $989K 0.16% +218.0 +2.2% $97.06 +2.4%
90 KO COCA COLA CO Consumer Defensive 11,965.0 $972K 0.16% -63.0 -0.5% $81.27 +12.1%
91 AVGO BROADCOM INC Technology 2,554.0 $965K 0.15% $377.75 -2.5%
92 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,705.0 $949K 0.15% $123.11 +31.0%
93 CAT CATERPILLAR INC Industrials 888.0 $946K 0.15% -6.0 -0.7% $1064.90 -22.3%
94 RBLX ROBLOX CORP Technology 17,265.0 $939K 0.15% +4K +27.1% $54.38 -29.4%
95 SPYM SPDR SERIES TRUST 10,607.0 $932K 0.15% -489.0 -4.4% $87.88 +2.6%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,920.0 $917K 0.15% $477.57 -12.3%
97 SBUX STARBUCKS CORP Consumer Cyclical 8,919.0 $911K 0.15% $102.19 +4.8%
98 UBER UBER TECHNOLOGIES INC Technology 12,338.0 $890K 0.14% +5K +71.0% $72.16 +9.2%
99 VO VANGUARD INDEX FDS 10,974.0 $884K 0.14% +8K +249.4% $80.57 +3.0%
100 PG PROCTER & GAMBLE CO Consumer Defensive 5,923.0 $869K 0.14% -35.0 -0.6% $146.64 -1.3%
Page 5 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%