§ 13F · FUND PROFILE
Chemistry Wealth Management LLC.
AUM · $625M (13F)Positions · 210Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 1.11M | $64M | 10.3% | +4% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 113K | $57M | 9.1% | +1% |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | 922K | $49M | 7.8% | +3% |
| 4 | GOOG | ALPHABET INC | 111K | $39M | 6.3% | +5% |
| 5 | AAPL | APPLE INC | 92K | $27M | 4.2% | ±0% |
| 6 | IAU | ISHARES GOLD TR | 346K | $26M | 4.2% | ±0% |
| 7 | VTIP | VANGUARD MALVERN FDS | 422K | $21M | 3.4% | +15% |
| 8 | BN | BROOKFIELD CORP | 445K | $19M | 3.0% | +1% |
| 9 | AXP | AMERICAN EXPRESS CO | 51K | $17M | 2.7% | −6% |
| 10 | AMZN | AMAZON COM INC | 64K | $15M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHEMISTRY SIGNAL
AC read
Chemistry Wealth Management LLC is a Other fund managing $625 million in assets. The fund runs a broad portfolio of 210 positions.
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