Chemistry Wealth Management LLC

13F filer · CIK 0001910183

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$625MU.S. long equity reported on 13F

Positions14812 new · 7 closed

Net flow last quarter+$2.1MBuys minus sells

Top 10 positions weight37.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026148 positions
BRK.BBerkshire Hathaway Inc	$56.6M	9.06%	Not reported	+1.0%	Q2 2022
GOOGAlphabet Inc.	$39.4M	6.30%	Not reported	+4.7%	Q2 2022
AAPLApple Inc.	$26.5M	4.24%	0.00%	+0.2%	Q2 2022
IAUIshares Gold Trust	$26.1M	4.18%	0.04%	+0.2%	Q2 2022
BNBROOKFIELD Corp	$19M	3.03%	Not reported	+0.8%	Q4 2022
AXPAmerican Express Co	$17.1M	2.74%	0.01%	-5.7%	Q2 2022
AMZNAmazon Com Inc	$15.4M	2.46%	0.00%	+2.2%	Q2 2022
JPMJPMorgan Chase & Co	$12.1M	1.93%	0.00%	-0.9%	Q2 2022
METAMeta Platforms, Inc.	$11.8M	1.90%	Not reported	+0.2%	Q2 2022
GOOGLAlphabet Inc.	$8.96M	1.43%	0.00%	-1.7%	Q2 2022
MSFTMicrosoft Corp	$7.22M	1.15%	0.00%	-0.5%	Q2 2022
UNHUnitedhealth Group Inc	$7.12M	1.14%	0.00%	+0.3%	Q2 2022
XOMExxonMobil Holdings Corp	$6.53M	1.04%	0.00%	-0.9%	Q2 2022
MKLMarkel Group Inc.	$6.2M	0.99%	0.03%	+5.7%	Q2 2022
ELVElevance Health, Inc.	$5.92M	0.95%	0.01%	0.0%	Q2 2022
MUMicron Technology Inc	$4.82M	0.77%	0.00%	-65.2%	Q2 2022
NYMNymagic Inc	$4.38M	0.70%	Not reported	+3.6%	Q1 2026
ABNBAirbnb, Inc.	$4.21M	0.67%	Not reported	+3.8%	Q1 2024
WWayfair Inc.	$4.19M	0.67%	Not reported	+5.9%	Q2 2022
BACBank of America Corp	$4.19M	0.67%	0.00%	-3.9%	Q2 2022
JNJJohnson & Johnson	$3.6M	0.58%	0.00%	+5.7%	Q2 2022
MOHMolina Healthcare, Inc.	$3.55M	0.57%	0.03%	+52.5%	Q1 2026
NVDANvidia Corp	$3.48M	0.56%	0.00%	+1.7%	Q2 2023
BKNGBooking Holdings Inc.	$3.36M	0.54%	0.00%	-0.1%	Q2 2022
BDXBecton Dickinson & Co	$3.15M	0.50%	0.01%	+61.5%	Q3 2025
SCHWSchwab Charles Corp	$3.07M	0.49%	0.00%	-0.6%	Q2 2022
COSTCostco Wholesale Corp	$2.89M	0.46%	0.00%	+0.3%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.67M	0.43%	Not reported	-3.0%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$2.52M	0.40%	Not reported	+11.7%	Q2 2022
UHAL.BU-Haul Holding Co	$2.46M	0.39%	Not reported	+3.1%	Q1 2023
MAMastercard Inc	$2.45M	0.39%	0.00%	+0.6%	Q2 2022
OXYOccidental Petroleum Corp	$2.28M	0.36%	0.00%	+0.4%	Q2 2022
DEDeere & Co	$2.11M	0.34%	0.00%	Not reported	Q1 2024
SPGIS&P Global Inc.	$2.11M	0.34%	0.00%	+5.8%	Q2 2022
RTXRTX Corp	$2.06M	0.33%	0.00%	0.0%	Q2 2022
CRMSalesforce, Inc.	$2.06M	0.33%	0.00%	+62.6%	Q4 2022
IAUMiShares Gold Trust Micro	$1.89M	0.30%	0.03%	+25.0%	Q3 2025
ABBVAbbVie Inc.	$1.89M	0.30%	0.00%	+11.3%	Q2 2022
VVisa Inc.	$1.81M	0.29%	0.00%	+13.0%	Q3 2023
NKENIKE, Inc.	$1.73M	0.28%	0.00%	-2.9%	Q3 2024
AMPAmeriprise Financial Inc	$1.71M	0.27%	0.00%	-0.7%	Q2 2022
MGMMGM Resorts International	$1.63M	0.26%	0.01%	+23.2%	Q1 2025
WFCWells Fargo & Company	$1.52M	0.24%	0.00%	-24.4%	Q2 2022
ZTSZoetis Inc.	$1.42M	0.23%	0.00%	+504.4%	Q1 2026
BABAAlibaba Group Holding Ltd	$1.41M	0.22%	0.00%	+2.1%	Q2 2022
GLDSPDR Gold Trust	$1.4M	0.22%	0.00%	+1.8%	Q2 2022
NSCNorfolk Southern Corp	$1.39M	0.22%	0.00%	-10.9%	Q2 2022
MELIMercadolibre Inc	$1.35M	0.22%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$1.31M	0.21%	0.00%	+23.9%	Q2 2023
FIVEFive Below, Inc	$1.27M	0.20%	0.01%	-1.5%	Q3 2024

Q1 2026Reported Apr 9, 2026143 positions
BRK.BBerkshire Hathaway Inc	$53.7M	9.44%	Not reported	-0.3%	Q2 2022
GOOGAlphabet Inc.	$30.5M	5.37%	Not reported	-0.5%	Q2 2022
IAUIshares Gold Trust	$30.5M	5.36%	0.04%	-1.0%	Q2 2022
AAPLApple Inc.	$23.2M	4.09%	0.00%	-0.7%	Q2 2022
BNBROOKFIELD Corp	$17.9M	3.14%	Not reported	+1.0%	Q4 2022
AXPAmerican Express Co	$16.3M	2.86%	0.01%	+4.3%	Q2 2022
AMZNAmazon Com Inc	$13.1M	2.31%	0.00%	+6.1%	Q2 2022
METAMeta Platforms, Inc.	$12M	2.11%	Not reported	+0.9%	Q2 2022
JPMJPMorgan Chase & Co	$11M	1.93%	0.00%	-0.4%	Q2 2022
XOMExxonMobil Holdings Corp	$8.17M	1.44%	0.00%	+0.5%	Q2 2022
GOOGLAlphabet Inc.	$7.33M	1.29%	0.00%	-6.9%	Q2 2022
MSFTMicrosoft Corp	$7.2M	1.27%	0.00%	+2.2%	Q2 2022
MKLMarkel Group Inc.	$5.75M	1.01%	0.02%	+1.5%	Q2 2022
UNHUnitedhealth Group Inc	$4.62M	0.81%	0.00%	+6.7%	Q2 2022
ELVElevance Health, Inc.	$4.48M	0.79%	0.01%	+2.5%	Q2 2022
NYMNymagic Inc	$4.19M	0.74%	Not reported	New	Q1 2026
MUMicron Technology Inc	$4.05M	0.71%	0.00%	-5.0%	Q2 2022
BACBank of America Corp	$3.73M	0.66%	0.00%	-3.9%	Q2 2022
ABNBAirbnb, Inc.	$3.58M	0.63%	Not reported	+26.6%	Q1 2024
JNJJohnson & Johnson	$3.28M	0.58%	0.00%	-1.3%	Q2 2022
WWayfair Inc.	$3.22M	0.57%	Not reported	-0.3%	Q2 2022
BKNGBooking Holdings Inc.	$3.17M	0.56%	0.00%	+0.1%	Q2 2022
SCHWSchwab Charles Corp	$3.15M	0.55%	0.00%	0.0%	Q2 2022
COSTCostco Wholesale Corp	$3.07M	0.54%	0.00%	-0.2%	Q2 2022
OXYOccidental Petroleum Corp	$3.04M	0.53%	0.00%	+18.3%	Q2 2022
NVDANvidia Corp	$2.98M	0.52%	0.00%	+1.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.39M	0.42%	Not reported	+3.2%	Q2 2022
MAMastercard Inc	$2.37M	0.42%	0.00%	-0.3%	Q2 2022
NKENIKE, Inc.	$2.3M	0.40%	0.00%	+22.0%	Q3 2024
RTXRTX Corp	$2.1M	0.37%	0.00%	+2.6%	Q2 2022
SPGIS&P Global Inc.	$2.08M	0.37%	0.00%	Not reported	Q2 2022
BDXBecton Dickinson & Co	$2.03M	0.36%	0.00%	+43.1%	Q3 2025
WFCWells Fargo & Company	$1.94M	0.34%	0.00%	-1.7%	Q2 2022
DEDeere & Co	$1.87M	0.33%	0.00%	+0.1%	Q1 2024
UHAL.BU-Haul Holding Co	$1.85M	0.32%	Not reported	+7.5%	Q1 2023
BABAAlibaba Group Holding Ltd	$1.8M	0.32%	0.00%	-1.4%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$1.77M	0.31%	Not reported	-2.5%	Q2 2022
IAUMiShares Gold Trust Micro	$1.77M	0.31%	0.02%	+61.5%	Q3 2025
AMPAmeriprise Financial Inc	$1.67M	0.29%	0.00%	Not reported	Q2 2022
FIVEFive Below, Inc	$1.64M	0.29%	0.01%	+1.2%	Q3 2024
GLDSPDR Gold Trust	$1.61M	0.28%	0.00%	Not reported	Q2 2022
CRMSalesforce, Inc.	$1.51M	0.27%	0.00%	+40.0%	Q4 2022
HDHome Depot, Inc.	$1.49M	0.26%	0.00%	Not reported	Q2 2022
ABBVAbbVie Inc.	$1.46M	0.26%	0.00%	-14.2%	Q2 2022
NSCNorfolk Southern Corp	$1.42M	0.25%	0.00%	0.0%	Q2 2022
VVisa Inc.	$1.41M	0.25%	0.00%	+121.5%	Q3 2023
MOHMolina Healthcare, Inc.	$1.36M	0.24%	0.02%	New	Q1 2026
BLKBlackRock, Inc.	$1.26M	0.22%	0.00%	-13.0%	Q2 2022
ICEIntercontinental Exchange, Inc.	$1.21M	0.21%	0.00%	0.0%	Q3 2022
CVXChevron Corp	$1.14M	0.20%	0.00%	-2.1%	Q2 2022

Q4 2025Reported Jan 6, 2026137 positions
BRK.BBerkshire Hathaway Inc	$56.5M	10.56%	Not reported	+0.2%	Q2 2022
GOOGAlphabet Inc.	$33.6M	6.28%	Not reported	-0.7%	Q2 2022
IAUIshares Gold Trust	$28.3M	5.30%	0.04%	+0.5%	Q2 2022
AAPLApple Inc.	$25.1M	4.69%	0.00%	-5.7%	Q2 2022
BNBROOKFIELD Corp	$20.1M	3.76%	Not reported	+1.1%	Q4 2022
AXPAmerican Express Co	$19.1M	3.57%	0.01%	-0.2%	Q2 2022
METAMeta Platforms, Inc.	$13.7M	2.57%	Not reported	-2.8%	Q2 2022
AMZNAmazon Com Inc	$13.7M	2.57%	0.00%	+0.1%	Q2 2022
JPMJPMorgan Chase & Co	$12M	2.25%	0.00%	-1.2%	Q2 2022
MSFTMicrosoft Corp	$9.2M	1.72%	0.00%	-1.3%	Q2 2022
GOOGLAlphabet Inc.	$8.57M	1.60%	0.00%	-5.6%	Q2 2022
MKLMarkel Group Inc.	$6.36M	1.19%	0.02%	+0.6%	Q2 2022
ORCLOracle Corp	$5.98M	1.12%	0.00%	-8.5%	Q2 2022
XOMExxonMobil Holdings Corp	$5.77M	1.08%	0.00%	+0.7%	Q2 2022
UNHUnitedhealth Group Inc	$5.29M	0.99%	0.00%	-1.1%	Q2 2022
ELVElevance Health, Inc.	$5.24M	0.98%	0.01%	+0.2%	Q2 2022
BACBank of America Corp	$4.37M	0.82%	0.00%	-4.2%	Q2 2022
WWayfair Inc.	$4.31M	0.81%	Not reported	-2.2%	Q2 2022
BKNGBooking Holdings Inc.	$4.04M	0.75%	0.00%	-0.4%	Q2 2022
MUMicron Technology Inc	$3.6M	0.67%	0.00%	-1.6%	Q2 2022
SCHWSchwab Charles Corp	$3.35M	0.63%	0.00%	+0.2%	Q2 2022
NVDANvidia Corp	$3.15M	0.59%	0.00%	-2.7%	Q2 2023
ABNBAirbnb, Inc.	$3.04M	0.57%	Not reported	-14.6%	Q1 2024
JNJJohnson & Johnson	$2.81M	0.53%	0.00%	+2.2%	Q2 2022
MAMastercard Inc	$2.72M	0.51%	0.00%	+0.2%	Q2 2022
COSTCostco Wholesale Corp	$2.66M	0.50%	0.00%	+5.8%	Q2 2022
SPGIS&P Global Inc.	$2.56M	0.48%	0.00%	0.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.43M	0.46%	Not reported	+0.5%	Q2 2022
WFCWells Fargo & Company	$2.31M	0.43%	0.00%	-0.8%	Q2 2022
NKENIKE, Inc.	$2.27M	0.42%	0.00%	-19.3%	Q3 2024
PLTRPalantir Technologies Inc.	$2.15M	0.40%	0.00%	-8.2%	Q2 2022
BABAAlibaba Group Holding Ltd	$2.13M	0.40%	0.00%	-4.1%	Q2 2022
RTXRTX Corp	$1.94M	0.36%	0.00%	0.0%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$1.93M	0.36%	Not reported	+0.6%	Q2 2022
AMPAmeriprise Financial Inc	$1.84M	0.34%	0.00%	-1.2%	Q2 2022
UHAL.BU-Haul Holding Co	$1.8M	0.34%	Not reported	+5.0%	Q1 2023
ABBVAbbVie Inc.	$1.79M	0.34%	0.00%	-15.4%	Q2 2022
BDXBecton Dickinson & Co	$1.75M	0.33%	0.00%	+42.3%	Q3 2025
OXYOccidental Petroleum Corp	$1.62M	0.30%	0.00%	-13.4%	Q2 2022
BLKBlackRock, Inc.	$1.61M	0.30%	0.00%	Not reported	Q2 2022
HDHome Depot, Inc.	$1.55M	0.29%	0.00%	-1.0%	Q2 2022
DEDeere & Co	$1.55M	0.29%	0.00%	+0.1%	Q1 2024
CRMSalesforce, Inc.	$1.53M	0.29%	0.00%	+1.8%	Q4 2022
GLDSPDR Gold Trust	$1.48M	0.28%	0.00%	Not reported	Q2 2022
DHRDanaher Corp	$1.47M	0.28%	0.00%	+2.0%	Q4 2023
KKRKKR & Co. Inc.	$1.43M	0.27%	0.00%	-8.2%	Q2 2022
NSCNorfolk Southern Corp	$1.43M	0.27%	0.00%	+7.7%	Q2 2022
DISWalt Disney Co	$1.41M	0.26%	0.00%	-1.5%	Q2 2022
FIVEFive Below, Inc	$1.33M	0.25%	0.01%	-1.6%	Q3 2024
DLTRDollar Tree, Inc.	$1.31M	0.24%	0.01%	-4.7%	Q2 2022

Q3 2025Reported Oct 20, 2025139 positions
BRK.BBerkshire Hathaway Inc	$56.4M	10.88%	Not reported	+0.3%	Q2 2022
GOOGAlphabet Inc.	$26.2M	5.06%	Not reported	+0.8%	Q2 2022
IAUIshares Gold Trust	$25.3M	4.88%	0.05%	+1.8%	Q2 2022
AAPLApple Inc.	$24.9M	4.80%	0.00%	-4.0%	Q2 2022
BNBROOKFIELD Corp	$19.8M	3.82%	Not reported	+4.7%	Q4 2022
AXPAmerican Express Co	$17.1M	3.31%	0.01%	-0.6%	Q2 2022
METAMeta Platforms, Inc.	$15.7M	3.03%	Not reported	+1.8%	Q2 2022
AMZNAmazon Com Inc	$13M	2.51%	0.00%	+5.9%	Q2 2022
JPMJPMorgan Chase & Co	$11.9M	2.30%	0.00%	+0.5%	Q2 2022
MSFTMicrosoft Corp	$9.98M	1.93%	0.00%	+6.6%	Q2 2022
ORCLOracle Corp	$9.43M	1.82%	0.00%	-1.7%	Q2 2022
GOOGLAlphabet Inc.	$7.05M	1.36%	0.00%	+0.4%	Q2 2022
MKLMarkel Group Inc.	$5.63M	1.09%	0.02%	+4.7%	Q2 2022
UNHUnitedhealth Group Inc	$5.59M	1.08%	0.00%	+59.2%	Q2 2022
XOMExxonMobil Holdings Corp	$5.37M	1.04%	0.00%	+0.1%	Q2 2022
ELVElevance Health, Inc.	$4.82M	0.93%	0.01%	+90.3%	Q2 2022
BACBank of America Corp	$4.28M	0.83%	0.00%	-1.2%	Q2 2022
BKNGBooking Holdings Inc.	$4.08M	0.79%	0.00%	Not reported	Q2 2022
WWayfair Inc.	$3.92M	0.76%	Not reported	+1.0%	Q2 2022
NVDANvidia Corp	$3.24M	0.62%	0.00%	-4.4%	Q2 2023
SCHWSchwab Charles Corp	$3.19M	0.62%	0.00%	0.0%	Q2 2022
ABNBAirbnb, Inc.	$3.19M	0.62%	Not reported	+149.5%	Q1 2024
NKENIKE, Inc.	$3.08M	0.59%	0.00%	+1.9%	Q3 2024
BABAAlibaba Group Holding Ltd	$2.71M	0.52%	0.00%	-0.2%	Q2 2022
MAMastercard Inc	$2.7M	0.52%	0.00%	+0.5%	Q2 2022
COSTCostco Wholesale Corp	$2.7M	0.52%	0.00%	+3.4%	Q2 2022
JNJJohnson & Johnson	$2.47M	0.48%	0.00%	+2.2%	Q2 2022
PLTRPalantir Technologies Inc.	$2.4M	0.46%	0.00%	-10.5%	Q2 2022
SPGIS&P Global Inc.	$2.38M	0.46%	0.00%	+0.4%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.36M	0.46%	Not reported	+2.4%	Q2 2022
OXYOccidental Petroleum Corp	$2.15M	0.42%	0.00%	+2.2%	Q2 2022
ABBVAbbVie Inc.	$2.15M	0.41%	0.00%	Not reported	Q2 2022
MUMicron Technology Inc	$2.14M	0.41%	0.00%	Not reported	Q2 2022
WFCWells Fargo & Company	$2.09M	0.40%	0.00%	-0.4%	Q2 2022
RBLXRoblox Corp	$1.89M	0.37%	0.00%	Not reported	Q2 2022
QQQInvesco QQQ Trust, Series 1	$1.88M	0.36%	Not reported	+0.9%	Q2 2022
UHAL.BU-Haul Holding Co	$1.86M	0.36%	Not reported	-5.9%	Q1 2023
AMPAmeriprise Financial Inc	$1.86M	0.36%	0.00%	-0.5%	Q2 2022
HDHome Depot, Inc.	$1.85M	0.36%	0.00%	+3.9%	Q2 2022
RTXRTX Corp	$1.77M	0.34%	0.00%	0.0%	Q2 2022
BLKBlackRock, Inc.	$1.75M	0.34%	0.00%	Not reported	Q2 2022
KKRKKR & Co. Inc.	$1.59M	0.31%	0.00%	0.0%	Q2 2022
DEDeere & Co	$1.52M	0.29%	0.00%	+0.1%	Q1 2024
CVXChevron Corp	$1.5M	0.29%	0.00%	+1.3%	Q2 2022
DISWalt Disney Co	$1.44M	0.28%	0.00%	-2.7%	Q2 2022
NSCNorfolk Southern Corp	$1.38M	0.27%	0.00%	-0.3%	Q2 2022
CRMSalesforce, Inc.	$1.35M	0.26%	0.00%	+17.6%	Q4 2022
GLDSPDR Gold Trust	$1.33M	0.26%	0.00%	Not reported	Q2 2022
ICEIntercontinental Exchange, Inc.	$1.31M	0.25%	0.00%	-1.1%	Q3 2022
DHRDanaher Corp	$1.25M	0.24%	0.00%	-4.2%	Q4 2023

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