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Home > Institutional Investor > Chemistry Wealth Management Llc > Profile

Instuitional Investor - Chemistry Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Chemistry Wealth Management Llc
Portfolio Value $534,523,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,031,784 $60,596,673 11.34%
2.
Berkshire Hathaway Inc
 BRK.A 112,325 $56,460,161 10.56%
3.
Alphabet Inc.
 GOOGL 106,973 $33,568,008 6.28%
4.
Ishares Trust
 IAU 349,239 $28,347,730 5.3%
5.
Apple Inc.
 AAPL 92,146 $25,050,703 4.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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