1y return+10.6%S&P 500 +20.9%
3y return+45.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $132 against $157 in the S&P 500.2
Chemistry Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGSHVanguard Scottsdale Fds | $64.4M | 10.4% | +4.3% |
| BRK/BBerkshire Hathaway Inc Del | $56.6M | 9.1% | +1.0% |
| AKREProfesionally Managed Portfo | $49.0M | 7.9% | +3.3% |
| GOOGAlphabet Inc | $39.4M | 6.3% | +4.6% |
| AAPLApple Inc | $26.5M | 4.3% | |
| IAUIshares Gold Tr | $26.1M | 4.2% | |
| VTIPVanguard Malvern Fds | $21.2M | 3.4% | +15.1% |
| BNBrookfield Corp | $19.0M | 3.1% | |
| AXPAmerican Express Co | $17.1M | 2.8% | −5.7% |
| AMZNAmazon Com Inc | $15.4M | 2.5% | +2.2% |
| JPMJpmorgan Chase & Co | $12.1M | 1.9% | |
| METAMeta Platforms Inc | $11.8M | 1.9% | |
| GOOGLAlphabet Inc | $9.0M | 1.4% | −1.7% |
| GVLUTidal Trust I | $8.4M | 1.3% | +5.7% |
| TCAFT Rowe Price Exchange-traded | $8.0M | 1.3% | +5.5% |
| MSFTMicrosoft Corp | $7.2M | 1.2% | |
| UNHUnitedhealth Group Inc | $7.1M | 1.1% | |
| Exxon Mobil CorpCUSIP 30231G102 | $6.5M | 1.0% | |
| VBRVanguard Index Fds | $6.4M | 1.0% | |
| MKLMarkel Group Inc | $6.2M | 1.0% | +5.7% |
| ELVElevance Health Inc Formerly | $5.9M | 1.0% | |
| HYMBSpdr Series Trust | $4.9M | 0.8% | |
| MUMicron Technology Inc | $4.8M | 0.8% | −65.2% |
| VTVVanguard Index Fds | $4.6M | 0.7% | +1.8% |
| NYMAb Active Etfs Inc | $4.4M | 0.7% | +3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $3.5M |
| METAMeta Platforms Inc | March 31, 2022 | +153.3% | $11.8M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $9.0M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $39.4M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $6.5M |
| WWayfair Inc | June 30, 2022 | +112.2% | $4.2M |
| AXPAmerican Express Co | December 31, 2021 | +106.7% | $17.1M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $12.1M |
| IAUIshares Gold Tr | March 31, 2022 | +105.0% | $26.1M |
| QQQInvesco Qqq Tr | March 31, 2022 | +103.1% | $2.5M |
Sold off last quarter
- DLTRDollar Tree Inc was $690K
- Honeywell Intl IncCUSIP 438516106 was $459K
- Liberty Broadband CorpCUSIP 530307305 was $355K
- AGGIshares Tr was $314K
- IBITIshares Bitcoin Trust Etf was $305K
- AIGAmerican Intl Group Inc was $258K
- KMXCarmax Inc was $257K
- FXIIshares Tr was $205K
- LXRXLexicon Pharmaceuticals Inc was $19K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.3% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +4.4% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chemistry Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910183&type=13F-HR&dateb=&owner=include&count=40CIK 1910183
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910183/000195175726000934/Filed July 9, 2026 · accession 0001951757-26-000934