1y return+26.8%S&P 500 +20.9%
3y return+69.7%S&P 500 +68.5%
5y return+57.4%S&P 500 +74.5%
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, 2019: $175 against $232 in the S&P 500.2
Chicago Wealth Management, Inc.S&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 |
|---|---|---|---|
| SOXXIshares Tr | $22.5M | 8.0% | −23.5% |
| XLISelect Sector Spdr Tr | $16.4M | 5.8% | |
| IDVIshares Tr | $13.8M | 4.9% | +2.3% |
| LITGlobal X Fds | $13.5M | 4.8% | +75.0% |
| REMXVaneck Etf Trust | $13.4M | 4.7% | +1.8% |
| VPLVanguard Intl Equity Index F | $13.3M | 4.7% | +2.2% |
| CLIPGlobal X Fds | $13.0M | 4.6% | New |
| QQQInvesco Qqq Tr | $12.8M | 4.5% | +2.1% |
| VGKVanguard Intl Equity Index F | $12.7M | 4.5% | +1.2% |
| XBISpdr Series Trust | $12.5M | 4.4% | New |
| XMESpdr Series Trust | $11.9M | 4.2% | +115.7% |
| PAVEGlobal X Fds | $11.8M | 4.2% | +2.8% |
| SGOVIshares Tr | $10.9M | 3.9% | New |
| EMXCIshares Inc | $10.6M | 3.8% | +19.3% |
| IEMGIshares Inc | $8.5M | 3.0% | +3.4% |
| SPYState Str Spdr S&p 500 Etf T | $7.7M | 2.7% | +7.8% |
| SPHBInvesco Exch Traded Fd Tr II | $7.3M | 2.6% | New |
| IGVIshares Tr | $7.0M | 2.5% | New |
| IGEIshares Tr | $6.2M | 2.2% | New |
| FTGCFirst Tr Exchange Trad Fd Vi | $5.7M | 2.0% | +1.1% |
| RSPTInvesco Exchange Traded Fd T | $5.3M | 1.9% | +1083.9% |
| COMTIshares U S Etf Tr | $4.7M | 1.7% | +4.0% |
| EEMIshares Tr | $4.6M | 1.6% | |
| XLESelect Sector Spdr Tr | $4.4M | 1.6% | New |
| AAPLApple Inc | $4.0M | 1.4% |
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 |
|---|---|---|---|
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $1.9M |
| SOXXIshares Tr | December 31, 2023 | +233.7% | $22.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $4.0M |
| MARMarriott Intl Inc New | December 31, 2020 | +180.9% | $2.5M |
| MSMorgan Stanley | March 31, 2021 | +169.2% | $1.3M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $817K |
| ALLAllstate Corp | December 31, 2020 | +116.4% | $2.0M |
| QQQInvesco Qqq Tr | June 30, 2023 | +99.3% | $12.8M |
| IVVIshares Tr | December 31, 2022 | +94.9% | $1.4M |
| XLISelect Sector Spdr Tr | March 31, 2023 | +83.1% | $16.4M |
Sold off last quarter
- ILFIshares Tr was $13.0M
- GDXVaneck Etf Trust was $9.2M
- SLVIshares Silver Tr was $9.0M
- FCGFirst Tr Exchange-traded Fd was $6.6M
- XOPSpdr Series Trust was $5.2M
- SHVIshares Tr was $2.7M
- GLDSpdr Gold Tr was $2.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +5.9% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +11.2% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | −1.7% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chicago Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1592178&type=13F-HR&dateb=&owner=include&count=40CIK 1592178
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1592178/000159217826000004/Filed August 11, 2026 · accession 0001592178-26-000004