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Chemistry Wealth Management LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $638,596,971
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $65,880,202
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $56,778,941
- PROFESIONALLY MANAGED PORTFO · AKRE FOCUS ETF · 74316P579 · shares: $49,031,851
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $37,992,459
- APPLE INC · COM · 037833100 · shares: $30,167,377
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $27,161,882
- VANGUARD MALVERN FDS · STRM INFPROIDX · 922020805 · shares: $23,888,784
- BROOKFIELD CORP · CL A LTD VT SH · 11271J107 · shares: $16,496,644
- AMAZON COM INC · COM · 023135106 · shares: $16,154,938
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $15,408,643
Reported holdings
208 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 2,071 shares | $211,630 |
| PEPSICO INC | COM | 713448108 | — | 1,652 shares | $209,341 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | — | 515 shares | $208,683 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 819 shares | $208,166 |
| QXO INC | COM NEW | 82846H405 | — | 12,464 shares | $145,704 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 35,000 shares | $102,200 |
| AMERICAN RES CORP | CL A | 02927U208 | — | 10,000 shares | $17,900 |
| VERTICAL AEROSPACE LTD | SHS NEW | G9471C206 | — | 16,556 shares | $9,922 |